Lombardia Capital Partners, LLC is a large advisory firm based in Chicago. It manages $1.07 billion of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Illinois, and Pennsylvania.
Lombardia Capital Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lombardia Capital Partners, LLC is $1.07 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lombardia Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Andrew Lauren Absler joined the executive team most recently as the Shareholder.
The principal office where Lombardia Capital Partners, LLC performs its advisory services is located at 30 North Lasalle Street, Chicago, IL 60602 2533, which is also the mailing address of the firm. An additional office of the firm is in Encinitas, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-269-1060 or by fax 312-269-1061. The normal business hours are 7:00 am - 4:00 pm central on Monday - Friday. You can find more information about the New York firm at lombardiacapital.com.