LDS INVESTMENTS LP

NEW YORK, New York·6 registered advisors·CRD# 316984
SEC# 802-1264800347-254-9859
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
—
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: PERFORMANCE-BASED ALLOCATIONS
03

Specialties

Retirement Planning
04

Advisors at LDS INVESTMENTS LP

6 registered advisors
Aaron Mandelbaum
NEW YORK, New York
Aaron S. Grubner
NEW YORK, New York
Eitan Lavie
NEW YORK, New York
Joel Cressy
NEW YORK, New York
Lennart Rutholm
NEW YORK, New York
Simon Dobas
NEW YORK, New York
05

Office Locations

NEW YORK, New York
6 advisors

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Data sourced from SEC Form ADV filings. LDS INVESTMENTS LP (CRD# 316984) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.