Lombard Investments provides investment management and administrative services to private partnerships and investment funds, focusing on the Asia-Pacific region. Lombard works with these funds according to their specific governing documents, which may include restrictions on investments. Lombard does not provide investment advice directly to individual investors in a fund.

Assets Under Management$220M
ClientsN/A
AdvisorsN/A
Avg. per Client$110M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Lombard Investments manages investments for private funds and receives management fees for these services. The fees are negotiated with the investors when the fund is created. Lombard may also receive other fees related to the funds' investment activities, which may reduce the management fees. Investors in the funds indirectly bear their share of these fees.

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