Committed to Our Clients and Their Goals
LPCA was formed in 2004 to provide independent, flexible, high quality investment advisory, portfolio management and reporting and other services to institutional investors in the alternative asset class.
A Client-Focused Approach
Our clients are diverse in nature and include several of the world's largest public and corporate pension plans and sovereign wealth funds, and ultra high net worth family offices and fund-of-funds managers. They typically deploy $0.5 billion to $5 billion annually into alternative assets.
Our highly tailored approach to serving these clients allows us to develop processes customized to our clients' organizations and needs. The foundation of LPCA is to serve our valued clients on an independent, objective and customized basis, supporting their individual needs and objectives without bias — we do not manage any fund-of-funds vehicles that commit capital alongside our clients. Our clients place confidence in us in the role of trusted advisor.
An Experienced and Dedicated Team
The firm's professionals have extensive experience serving a wide range of clients that invest in the alternative asset class. Our team approach and dedicated client teams enable us to be highly involved throughout the investment life-cycle, providing our clients with consistent and comprehensive advice and information.
Since LPCA's founding, we have carefully managed our client growth and invested heavily in human capital, expanding our team to over 30 professionals across our three offices in Sacramento, California; Boston, Massachusetts; and Salt Lake City, Utah. As a wholly owned subsidiary of Pavilion Financial Corporation, an employee-owned, diversified global investment services firm, LPCA has additional resources to recruit top talent and invest in the expansion of its advisory services.
Extensive Market Knowledge
Our professionals possess an in-depth understanding of the alternative asset landscape. We are constantly in the market alongside our clients. We provide portfolio management and investment reporting services on over $70 billion of alternative asset commitments across over 750 client investments managed by nearly 300 managers. In addition to our investor clients, we regularly provide advice and expertise to the top industry organizations serving limited partners, such as the Institutional Limited Partners' Association.
Our knowledge base encompasses understanding the competitive landscape, assessing investment opportunities and expected returns and understanding partnership terms and conditions. This deep knowledge enables us to provide our clients with advice that is both tailored and comprehensive.
Rigorous, Customized Investment Support
The processes we employ around our advisory and portfolio management and reporting services support rigorous analysis that is aligned with our clients' goals and objectives. LPCA was created to provide independent and objective advisory services. We believe this model reduces the potential for conflicts and provides for strong alignment with our clients.
In addition to providing investment advisory and portfolio management and reporting services, we support our clients' internal processes, working with staff, board members and trustees to develop processes, procedures and best practices across their organizations and providing them with insightful educational sessions for all aspects of alternative assets. Our client service approach is unparalleled in the marketplace, focusing on the individual needs of each client and the resulting customized offering that leverages our network of relationships, our crisp execution and robust technology infrastructure.
A Global Perspective on Investing
Our clients think globally in managing their alternative portfolios and have significant investments around the world. In support of these efforts, we leverage our global network and experience to select the best alternative asset managers. We monitor and regularly meet with over 300 funds, representing over $70 billion in client commitments, located outside North America, which provides us with local market insight and up-to-date knowledge on the global marketplace and compelling investment opportunities worldwide.
Robust Technology and Systems
The expansive and highly customized systems and information technology that we utilize to support our services provide our clients with online, real-time access through a web interface to all documents received from investment managers, all quantitative performance data and all reports. These systems also allow us to quickly analyze client portfolios and data supporting all aspects of our services.