LVW Advisors Overview

  • Type
  • Investment Advisor

  • Year Founded
  • 2011

Year Founded

  • Professionals
  • 11

Professionals

  • AUM

LVW Advisors General Information

Description

LVW Advisors is an investment adviser based in Pittsford, New York. Established in 2011 by Lori Van Dusen, the firm provides client-focused strategies. The firm mainly serves clients through a focus on the performance of the client's investments and by providing an open-source platform for research and other such services. LVW is partnered with Focus Financial, an international partnership of fiduciary wealth management firms. The assets of the firm are managed by the executive management team.

Contact Information

Website
www.lvwadvisors.com
Year Founded
2011
Open To Secondaries
Open To First Time Funds
Institution Type
Investment Advisor
Primary Contact
Title
Chief Compliance Officer, Co-Chief Investment Officer, and Principal
Email
jz
Phone
+1 (585)
Corporate Office
  • 67 Monroe Avenue
  • Pittsford, NY 14534-1319
  • United States
+1 (585)

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LVW Advisors Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

LVW Advisors Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

LVW Advisors FAQs

  • When was LVW Advisors founded?

    LVW Advisors was founded in 2011.

  • Where is LVW Advisors headquartered?

    LVW Advisors is headquartered in Pittsford, NY.

  • How many Assets Under Management (AUM) does LVW Advisors have?

    LVW Advisors has in assets under management.

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