Littlejohn & Co., LLC
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Overview
Littlejohn & Co., LLC operates as an advisory firm located in Greenwich, Connecticut. The company administers $8.3 billion in assets under management throughout 23 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management (AUM). It has an average-sized group, including 46 financial advisors. Littlejohn & Co., LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial assets such as bonds, stocks and options.
Littlejohn & Co., LLC administers all of the company's client assets in a discretionary manner. Discretionary management is a structure in which an investment advisor makes transaction choices for the client's account without requiring client permission. The firm's typical account size is $362.2 million. The typical advisor at Littlejohn & Co., LLC administers fewer than one client account, making it one of the most individualized financial advisor firms in the country.
The firm's main office is located at 8 Sound Shore Drive, Greenwich, Connecticut 6830. The company is legally permitted to serve investors in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Littlejohn & Co., LLC by the Numbers
$8.3 billion
69
23
$362.2 million
Fee Structure
Fees for financial advice usually depend on which services the firm provides the client. However, fee types billed by the firm likely include any blend of the following fee structures: asset-based or performance-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Littlejohn & Co., LLC provides services to pooled investment vehicles. Out of its 23 customers, Littlejohn & Co., LLC's largest client group by number of accounts is pooled investment vehicles. About 13% of its accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Littlejohn & Co., LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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