Lewis & Clark Equity Partners, LLC (St. Louis)

Name: Lewis & Clark Equity Partners, LLC
Address: 120 S. Central Ave, Ste. 1000, St. Louis, MO, 63105
Telephone: 314-392-5264

Lewis & Clark Equity Partners, LLC is a large advisory firm based in St. Louis. It manages $134.35 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Missouri.

Lewis & Clark Equity Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lewis & Clark Equity Partners: assets under management

The assets under management (AUM) of Lewis & Clark Equity Partners, LLC is $134.35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $134.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $44.78 million each.

Lewis & Clark Equity Partners has custody of $79.7 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lewis & Clark Equity Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Lewis & Clark Equity Partners serves?

The only and largest group of clients of Lewis & Clark Equity Partners is pooled investment vehicles with 3 clients and $134.35 million of assets under management. Among the 10 most similar advisory firms, Lewis & Clark Equity Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $134.35 million for 3 clients. None of the firm’s clients are foreign persons or businesses.

Lewis & Clark Equity Partners also advises several private funds. Namely, three venture capital funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Lewis & Clark Equity Partners, LLC

The company employs 11 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Megan Lane	Chief compliance officer and chief financial officer	1 Dec 2018	Other	7048369
Brian Hopcraft	Managing director	1 Dec 2018	Other	6557172
Thomas J. Hillman	Managing partner	1 Dec 2018	Other	6557166
David Taiclet	Managing director	1 Dec 2018	Other	7053967
1993 Thomas J. Hillman Living Trust Dated May 18	Sole member	1 Dec 2018	75% - 100%	xxx-xx-xxxx

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Thomas J. Hillman	Grantor	1 May 1993	75% - 100%	6557166

Based in St. Louis

The principal office where Lewis & Clark Equity Partners, LLC performs its advisory services is located at 120 S. Central Ave, Ste. 1000, St. Louis, MO 63105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 314-392-5264. The normal business hours are 9:00 am - 5:00 pm ct on Monday - Friday. You can find more information about the New York firm at lewisandclarkventures.com/ and its LinkedIn profile.