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Ladenburg Thalmann

Back to Investment Management

Ladenburg Thalmann

Ladenburg specializes in the ability to serve a wide variety of investor-types. Whether for individuals, families, foundations, endowments, retirement plans or profit-sharing plans, we deliver personalized strategies and a full range of investment solutions.

THE LADENBURG ASSET MANAGEMENT PROGRAM (LAMP):
-Risk-based, globally diversified, discretionary portfolios using mutual funds or ETFs in a wrap fee structure.
•15 globally diversified asset allocation portfolios
•19 uniquely focused portfolios including:
-American Funds® focused strategies
-Franklin Templeton fund focused strategies
-Socially responsible investing strategies
-Income-generating strategies
-International markets-based strategies
-Mutual fund portfolios
-Exchange traded fund (ETF) portfolios
-Tax sensitive portfolios

About Investment Manager

Founded: 1982

Management Team:

Philip Blancato:
President & CEO
Jaime Desmond:
Chief Operating Officer

Sponsored Offering(s):

(See tables below)

Contact Information

Ladenburg Thalmann
640 5th Ave., 4th Floor
New York, NY 10019

Phone Number
(800) 995-LAMP (5267)

Snapshot

Links

Ladenburg Thalmann Asset Management website

Lamp@ladenburg.com

Nontraded REITs

Product Name
Effective Date
Close Date
Asset Type
LifeStage
Capital Raised
Total Assets
Investments
As of Date
Liquidity

Nontraded BDCs

Product Name
Effective Date
Close Date
Open / Closed
Asset Type
Industry Focus
Capital Raised
Total Assets
As of Date
Liquidity

Nontraded Closed-End Funds

Product Name
Effective Date
Close Date
Asset Type
Capital Raised
Total Assets
As of Date
Liquidity

Interval Funds

Product Name
Effective Date
Close Date
Asset Type
Capital Raised
Total Assets
As of Date
Liquidity

Private Placements

Number of Private Placements
Capital Raised
Assets Under Management
As of Date
More Private Placement Information

DISCLAIMER: Blue Vault receives all private placement data directly from the sponsor of each offering and not from any filing. The data should not be relied upon to make investment decisions. Blue Vault cannot guarantee the accuracy of the private placement data.

For Financial Professional Use Only. Not for Retail Clients.

Full-Cycle (Date): Shareholders received cash or listed stock for all common shares of the previously non-traded investment program as of the given date.

In-Process: The investment program has commenced liquidation of its investment portfolio, has announced a merger or sale that has not yet been consummated, or has yet to provide common shareholders with full liquidity for their shares with cash and/or listed stock.

SRP/Tender: Share repurchase or tender program which permits shareholders to sell their shares back to the company, subject to limitations. The frequency, price, and limitations vary by investment program.

Suspended: The investment program has suspended its share repurchase or tender program.

None: The investment program does not have an intermittent liquidity program, but shareholders will receive liquidity upon termination or liquidity event at the end of the investment term.

Equity capital raised during offering periods, including DRIP proceeds.

Total Asset figures are from the last quarter reported for active programs and are the average total assets for full-cycle programs over their respective lives.

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info@bluevaultpartners.com | 877-256-2304
407 East Maple Street, Suite 305, Cumming, GA 30040

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Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information is intended only for institutional, broker dealer or registered investment adviser user. This information is prohibited for use by the general public.

Total Asset figures are from the last quarter reported for active programs and are the average total assets for full-cycle programs over their respective lives.

Equity capital raised during offering periods, including DRIP proceeds. 

Full-Cycle (Date): Shareholders received cash or listed stock for all common shares of the previously non-traded investment program as of the given date.

In-Process: The investment program has commenced liquidation of its investment portfolio, has announced a merger or sale that has not yet been consummated, or has yet to provide common shareholders with full liquidity for their shares with cash and/or listed stock.

SRP/Tender: Share repurchase or tender program which permits shareholders to sell their shares back to the company, subject to limitations. The frequency, price, and limitations vary by investment program.

Suspended: The investment program has suspended its share repurchase or tender program.

None: The investment program does not have an intermittent liquidity program, but shareholders will receive liquidity upon termination or liquidity event at the end of the investment term.