Lloyd Park, Llc
- Regulatory AUM
- $168M
- Discretionary
- $168M
- Clients
- 97
- Avg AUM / client
- $1.7M
- Accounts
- 12
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Feb 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $409K | 0.24% |
| High net worth individuals | 97 | $163M | 97.0% |
| Charitable organizations | Fewer than 5 clients | $4.6M | 2.74% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Ford | Managing Member | Oct 2014 (12y) | 75% or more | |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Nov 2014 (12y) | Less than 5% | |
| Cormier, Julia, Elizabeth | Partner | Jul 2022 (4y) | 10% – 25% |
Undisclosed: 0% – 15% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/23/2026 | 901 KB | 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
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $143M (85% of AUM) Feb 2026
- Goldman Sachs $17.5M (10% of AUM) Feb 2026
- J.P. Morgan $13.0M (10% of AUM) Dec 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Feb 23, 2026.
View current Form ADV (SEC/IAPD) ↗