Lm Advisors

Asset Manager SEC-registered adviser

Legal name: Lm Advisors LLC

San Diego, CA Website

AUM

$2.9B
Regulatory AUM

Private funds

1
Other 1

Private fund assets

$76.7M
Gross asset value

Employees

22

Last Form D raise

—

From SEC Form ADV filing (filed Mar 30, 2026). View on SEC

People(5)

Owners and executive officers named on the firm's SEC Form ADV.

L
Leonardo Simpser
Managing Member
Source: SEC Form ADV
L
Luis Maizel
Managing Member
Source: SEC Form ADV
S
Sally Maizel
Trustee, Maiz Trust
Source: SEC Form ADV
U
Uriel Bank
Trustee, Laikabf Irrevocable Trust
Source: SEC Form ADV
Y
Yoel Bank
President and Trustee, Goodbank Irrevocable Trust
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Lma Balanced Segregated PortfolioOther$76.7M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
153940
SEC file number
801-72170

Sources