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Private equityFirmfund of funds · probablelower middle market

LGL Partners, LLC

Private Equity

Philadelphia, PA

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Search this name across graphsid dfx:pe:1c23f718-825b-48f3-8d89-ff1bf31bf040

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 7:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 16
On other graphs: 3
Observed: Sep 13, 2026 to Sep 17, 2026
25 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

LGL Partners

Family office · shared crd

Independent Sponsorsidentity

LGL Partners, LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

CORIENT SHC PARTNERS (US) LP

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 1
PE funds: 1
Vintages: 2022 to 2022
PE GAV, 2024 filing: $16.7Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $1.2B
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.02bn Private Equity Fund GAV on the Form ADV filed 2024-04-04
Latest ADV filing: Apr 4, 2024
Employees (ADV): 30
Website: lglpartners.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
Stanhope Fft Global Ventures LP	2022	Early deployment	Private Equity Fund	n/a	$16.7M	0

Relationships

Firm member (1)

→ Stanhope CapitalFirmadviser
factDFX's own graph

Employs (12)

→ Keith Mitchell BloomfieldPersonChief Executive Officer
Jan 1, 2017 to presentfactForm ADV
→ Peter Marc OrtizPersonChief Operating Officer
Jul 1, 2023 to presentfactForm ADV
→ William Ragnar GearhartPersonChief Compliance Officer
Mar 1, 2022 to presentfactForm ADV
→ Daniel Emile PintoPersonController
Apr 1, 2018 to presentfactForm ADV
→ Andrew Patrick MehalkoPersonChief Investment Officer
Jan 1, 2019 to presentfactForm ADV
→ Christopher Leith FagleyPersonChief Operating Officer
Jan 1, 2017 to Apr 18, 2023inferenceForm ADV
→ Paul Scott GregorchukPersonExecutive Chairman
Jan 1, 2017 to Mar 30, 2023inferenceForm ADV
→ James Clement McgrathPersonCo-Chief Investment Officer
May 1, 2010 to Nov 30, 2022inferenceForm ADV
→ Kathleen Elizabeth KeatingPersonChief Compliance Officer And General Counsel
Sep 1, 2018 to Apr 11, 2022inferenceForm ADV
→ Eric Stuart SchwartzPersonMember
Jun 1, 2008 to Mar 30, 2021inferenceForm ADV
→ William David LutermanPersonChief Investment Officer
Jul 1, 2011 to Jan 3, 2019inferenceForm ADV
→ Christopher Fearon BrownPersonChief Compliance Officer
May 1, 2010 to Sep 24, 2018inferenceForm ADV

Manages (1)

→ Stanhope Fft Global Ventures LPFundPrivate Equity Fund
Mar 31, 2022 to presentfactForm ADV

Owns (3)

← FWM Holdings, LLCFirmDirect Owner Of Lgl Partners
Jan 1, 2017 to presentfactForm ADV
← Stanhope Capital (switzerland) SaFirmMember
Feb 1, 2021 to presentfactForm ADV
← Stanhope Capital Group SaFirmShareholder
Feb 1, 2021 to presentfactForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 1, 2023
Person joined
Peter Marc Ortiz joined Schedule A of LGL Partners, LLC as Chief Operating Officer
Form ADVobserved 5 days ago
Occurred
Apr 18, 2023
Person left
Christopher Leith Fagley (Chief Operating Officer) no longer on Schedule A of LGL Partners, LLC
Form ADVobserved 5 days ago
Occurred
Mar 30, 2023
Person left
Paul Scott Gregorchuk (Executive Chairman) no longer on Schedule A of LGL Partners, LLC
Form ADVobserved 5 days ago
Occurred
Nov 30, 2022
Person left
James Clement Mcgrath (Co-Chief Investment Officer) no longer on Schedule A of LGL Partners, LLC
Form ADVobserved 5 days ago
Occurred
Apr 11, 2022
Person left
Kathleen Elizabeth Keating (Chief Compliance Officer And General Counsel) no longer on Schedule A of LGL Partners, LLC
Form ADVobserved 5 days ago
Occurred
Mar 1, 2022
Person joined
William Ragnar Gearhart joined Schedule A of LGL Partners, LLC as Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Person left
Eric Stuart Schwartz (Member) no longer on Schedule A of LGL Partners, LLC
Form ADVobserved 5 days ago
Occurred
Jan 3, 2019
Person left
William David Luterman (Chief Investment Officer) no longer on Schedule A of LGL Partners, LLC
Form ADVobserved 5 days ago
Occurred
Jan 1, 2019
Person joined
Andrew Patrick Mehalko joined Schedule A of LGL Partners, LLC as Co-Chief Investment Officer
Form ADVobserved 5 days ago
Occurred
Sep 24, 2018
Person left
Christopher Fearon Brown (Chief Compliance Officer) no longer on Schedule A of LGL Partners, LLC
Form ADVobserved 5 days ago
Occurred
Sep 1, 2018
Person joined
Kathleen Elizabeth Keating joined Schedule A of LGL Partners, LLC as Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Apr 1, 2018
Person joined
Daniel Emile Pinto joined Schedule A of LGL Partners, LLC as Controller
Form ADVobserved 5 days ago
Occurred
Aug 15, 2017
Adviser first adv filing
LGL Partners, LLC first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago
Occurred
Jun 1, 2008
Person joined
Eric Stuart Schwartz joined Schedule A of LGL Partners, LLC as Member
Form ADVobserved 5 days ago

Show 2 bookkeeping events

Occurred
Jul 13, 2026
Corient Shc Partners (US) LP: Private Equity Funds on Form ADV 1 (2024 extract) -> 2 (roster 2026-09-01)
Occurred
Mar 31, 2022
Stanhope Fft Global Ventures LP first reported on Form ADV by LGL Partners, LLC (Private Equity Fund), GAV $22,750,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Keith Mitchell Bloomfield (Chief Executive Officer), Peter Marc Ortiz (Chief Operating Officer), William Ragnar Gearhart (Chief Compliance Officer), Daniel Emile Pinto (Controller), Andrew Patrick Mehalko (Chief Investment Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:1c23f718-825b-48f3-8d89-ff1bf31bf040
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 41 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LGL Partners, LLC

Private Equity

Philadelphia, PA

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:1c23f718-825b-48f3-8d89-ff1bf31bf040

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 7:06 AM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Stanhope Fft Global Ventures LP

2022

Early deployment

Private Equity Fund

n/a

$16.7M