Lehman Crossroads Investment Company, LP (Dallas)


Lehman Crossroads Investment Company, LP is a large advisory firm based in Dallas. It manages $92.97 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of New York and Texas.

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Lehman Crossroads Investment Company provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lehman Crossroads Investment Company: assets under management

The assets under management (AUM) of Lehman Crossroads Investment Company, LP is $92.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 85% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $92.97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.62 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lehman Crossroads Investment Company, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Llc Lehman Brothers Private Funds Investment Company Gp Sole member 1 Oct 2003 75% - 100% 20-0281545
Lehman Brothers Holdings Inc. Sole member 1 Oct 2003 75% - 100% 00-0000000

Based in Dallas

The principal office where Lehman Crossroads Investment Company, LP performs its advisory services is located at 325 North St. Paul Street, Dallas, TX 75201, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-647-9500 or by fax 214-647-9501. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.lehman.com.