Lockshield Partners, Inc.
Lockshield Partners, Inc. is an SEC-registered mass-market adviser in Glasgow, KY with $290.6M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Lockshield Partners, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 175433, SEC 801-116877, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $290.6M (2026-03-12)
- Firm type
- Mass-Market Adviser
- Location
- Glasgow, KY
- Employees
- 8
- Clients
- 1,116
- CRD
- 175433
- Ownership
- KLEIN, DANIEL, JOSEPH; HARSTON, JEREMIAH, WARREN
How much AUM does Lockshield Partners, Inc. have?
Lockshield Partners, Inc. reported $290.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Lockshield Partners, Inc.?
Disclosed owners and executives of Lockshield Partners, Inc. include KLEIN, DANIEL, JOSEPH, HARSTON, JEREMIAH, WARREN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.