9AT: LP INVESTMENT MANAGEMENT, LLC

Advisers
LP INVESTMENT MANAGEMENT, LLC
Summary

LP INVESTMENT MANAGEMENT, LLC

LP INVESTMENT MANAGEMENT, LLC

Summary Contacts Filings Brochure Private Funds Service Providers

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Adviser Profile

As of Date	04/01/2026
Registration	SEC, Approved, 01/17/2020
ADV Location	DALLAS, TX, United States
Contact Info	214 xxxxxxx

AUM^*	696,086,360 -5%
of that, discretionary	0
Number of Employees	2
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	174,021,590 -5%
% High Net Worth	25.00%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

785M 673M 560M 448M 336M 224M 112M

2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

A. Principal Owners and Background LP Investment Management, LLC (the “Adviser”) is 100% owned by Alan K. Pierce (the “Principal”). Mr. Pierce has more than twenty years of financial services experience, including more than fourteen years as the Chief Investment Officer for the Wright Family Office, Inc. He received a Bachelor of Science in Business Administration from Washington & Lee University, as well as both a Masters in Business Administration and a Juris Doctorate from the University of Texas at Austin. Mr. Pierce formed the Adviser in June of 2018. B. Types of Advisory Services The Adviser offers investment advisory services to high net worth individuals and families, including family

offices (the “Clients”). Available services include asset allocation, portfolio construction, and investment selection and management. C. Tailoring of Advisory Services Advisory services are specific to the Client’s goals and constraints. There is not a ‘one-size-fits- all’ portfolio, but rather a portfolio and services geared specifically to the Client. The goal is for the Adviser to serve as the Clients’ outsourced Chief Investment Officer. D. Wrap Fee Programs The Adviser does not participate in any wrap fee program. E. Assets Under Management As of December 31, 2023, the Adviser has $731,075,000 in assets under management all of which it manages on a non-discretionary basis.

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LP INVESTMENT MANAGEMENT, LLC

LP INVESTMENT MANAGEMENT, LLC

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

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