United States · What does LPL Financial invest in?
LPL Financial says it invests in Beauty and Medical.
What they do
- Type
- Corporate VC (from a list, unverified)
- Cheque size
- Not stated
- Stages
- Pre-IPO
- Sectors
- BeautyMedical
- Based in
- San Diego, United States
- Cold pitches
- Not stated
The record
No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration17 named
AAAlthea Ann-Marie BrownManaging Director, Chief Legal Officer and DirectoriForm ADV
AJAneri JambusariaManaging Director Lpl Services GroupiForm ADV
BBBrent Blain SimonichExecutive Vice President, Chief Risk OfficeriForm ADV
GGGregory GatesManaging Director, Chief Information OfficeriForm ADV
JMJames MchaleExecutive Vice President, Chief Compliance OfficeriForm ADV
JFJohn Francis GettlerManaging MemberiForm ADV
JTJoseph Todd StricklinManaging Member and Chief Compliance OfficeriForm ADV
JKJudith Kohoskie RickettsExecutive Vice President, Operations and Principal Operations OfficeriForm ADV
KLKirby Lepak Horan-AdamsChief Executive Officer. PresidentiForm ADV
LSLabkhand Sara DadyarManaging Director, Chief Human Capital OfficeriForm ADV
MJMatthew Jon AudettePresident and Chief Financial OfficeriForm ADV
MKMatthew Klaus EnyediManaging Director, National SalesiForm ADV
RCRichard C SteinmeierChief Executive Officer and DirectoriForm ADV
RSRichard Steven SheehanSvp, Chief Compliance OfficeriForm ADV
SPSteven Philip MorrisonSecretaryiForm ADV
STSteven Thomas MalfitanoSvp, Finance Capital Management and Principal Financial OfficeriForm ADV
WBWilliam Beltzhoover ConnerManaging MemberiForm ADV
We also hold 39 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$844Bassets it manages, 3 advisers combinedOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Itrust Asset Management, LLC
- SEC number
- CRD 8733