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LINGOTTO US LLC

NEW YORK, NY · CRD 328113 · IAPD ↗ · lingotto.com · 44 (0) 20 3781 9332

$1.97BRegulatory AUM
11Advisory reps
17Employees
0Clients
n/aPlanning clients
4Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — LINGOTTO US LLC reported RAUM up 67% ($1.18B -> $1.97B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2026 — LINGOTTO US LLC grew from 5 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — LINGOTTO US LLC now reports custody of client assets ($1.18B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
59
April 2025 — LINGOTTO US LLC grew from 1 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2025 — LINGOTTO US LLC now reports 3 private fund(s) ($500 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
70
April 2025 — LINGOTTO US LLC crossed $1B in regulatory AUM ($654.0M -> $1.18B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
38
June 2024 — LINGOTTO US LLC moved its main office from PLAINVIEW, NY to NEW YORK, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
63
June 2024 — LINGOTTO US LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.