LA
L2 ASSET MANAGEMENT, LLC
SEC Registered, https://l2asset.com5083507150
Assets Under Management
$1B–$5B
Employees
7
Office Locations
2 offices
Total Accounts
124
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthInvestment CompaniesPooled Vehicles
Services
Private funds / alternatives
Hedge
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 79 | $413M |
| Pension/Profit Sharing Plans | 3 | $233M |
| Insurance Companies | 1 | — |
3 total clients reported on Form ADV.
Leadership
Matthew Justin Malgari
CHIEF EXECUTIVE OFFICER
Sanjeev Bhojraj
CHIEF INVESTMENT OFFICER
Jennifer Lee Sheldon
CHIEF COMPLIANCE OFFICER
Office locations
2 offices in 1 state
HQ
MA
WALTHAM
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#172688
SEC Number
801-107084
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
l2asset.comPhone
5083507150Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. L2 ASSET MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.