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They include 725 high-net-worth individuals, 168 individual clients and 37 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does LMCG Investments offer?","answer":"LMCG Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does LMCG Investments use?","answer":"LMCG Investments’ separately managed account assets are held at SEI Trust Company (Oaks, PA), with $1.01B, Charles Schwab & Co., Inc. (San Francisco, CA), with $846M, The Bank of New York Mellon Corporation (New York, NY), with $823M and Fidelity Investments (Cincinnati, OH), with $772M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does LMCG Investments have?","answer":"LMCG Investments has 9 investment adviser representatives registered with state securities authorities, out of 46 employees, and 16 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does LMCG Investments invest in?","answer":"At the end of its last fiscal year, LMCG Investments’ separately managed accounts held 34% exchange-traded equities, 27% U.S. government and agency bonds, 15% cash and equivalents, 10% state and local bonds, 8% investment grade corporate bonds, 5% derivatives and 1% pooled vehicles (private funds and similar). It advises 2 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns LMCG Investments?","answer":"LMCG Investments is owned through a chain of holding companies by Paul Sorbara and Julia and Thomas Sorbara. Its direct owners are Joseph F Tower, Kenneth Swan, John Layton, David Weeks, Ajit Kumar, Nan-Marie Jaeger, Andreas Eckner, Guillaume Horel, Edwin Tsui, Richard Ganong and Temperance Wealth Partners LP, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 9 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does LMCG Investments get paid?","answer":"LMCG Investments is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact LMCG Investments?","answer":"LMCG Investments’ main office is at One Boston Place, 201 Washington Street, 29th Floor, Boston, MA 02108. Its phone number is 617-380-5600. 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