Unclaimed Profile

Louis Peter Lawrence

FLAG CAPITAL MANAGEMENT, LLC·STAMFORD, Connecticut

Clean record19 years registeredFLAG CAPITAL MANAGEMENT, LLC

1266 EAST MAIN STREET, STAMFORD, CT 06902CRD# 5078727Firm CRD# 139068

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Louis Peter Lawrence · STAMFORD, CT

Registration

CRD #5078727 · FLAG CAPITAL MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FLAG CAPITAL MANAGEMENT, LLC

HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC

Sep 2006 – Dec 2023

BOSTON, MA

Registrations & Exams

Registration record

First registered · September 14, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC

CRD 139068 · SEC 801-65865

AUM

$5.3B

Regulatory assets under management

Employees

58 client accounts

Services offered by HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC

Per Form ADV

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Louis Peter Lawrence offer?

Louis Peter Lawrence specializes in Retirement Planning, Wealth Management.

What are Louis Peter Lawrence's credentials?

Louis Peter Lawrence is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Louis Peter Lawrence located?

Louis Peter Lawrence is based in STAMFORD, Connecticut, last registered with FLAG CAPITAL MANAGEMENT, LLC.

How does Louis Peter Lawrence charge for services?

Louis Peter Lawrence's firm is compensated through percentage of aum, performance-based fees, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FLAG CAPITAL MANAGEMENT, LLC?

FLAG CAPITAL MANAGEMENT, LLC has approximately 70 employees and manages $5.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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