Lizard Investors Llc
- Regulatory AUM
- $233M
- Discretionary
- $233M
- Clients
- 6
- Avg AUM / client
- $38.8M
- Accounts
- 6
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $163M | 70.2% |
| Pension and profit sharing plans | 2 | $69.4M | 29.8% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $29.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lizard International Master Fund L.P. master | Hedge Fund | Cayman Islands | $29.5M | 24 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Zell, Leah, Joy | Trustee Of Ljz Revocable Trust | Jul 1995 (31y) | Less than 5% | |
| Moog, Jonathan, Douglas | Chief Investment Officer And Portfolio Manager | Jun 2017 (9y) | 75% or more | |
| Harter, Thomas, Lowell | Chief Compliance Officer | Sep 2022 (4y) | Less than 5% | |
| King, Thomas, Edward | Outsourced Chief Financial Officer | Sep 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ljz Revocable Trust | Member | Oct 2007 | A | Less than 5% |
| Leah's Trust | Member | Jan 2020 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $29.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Lizard International Master Fund L.P. | Hedge Fund | $29.5M | $1.0M | 24 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.29 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $69.4M (30% of AUM) Mar 2026
- BNY Mellon $50.1M (17% of AUM) Oct 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗