L2 Asset Management, LLC
SEC RegisteredPEOPLE, PROCESS, PERFORMANCE ®
About the firm
L2 Asset Management is a 100% employee owned and SEC registered investment firm. They are highly disciplined long term investors applying a consistent investment philosophy that combines behavioral finance with rigorous fundamental oversight. They systematically exploit behavioral errors in low cost, low turnover, and tax efficient vehicles through seamless integration of quantitative and fundamental processes.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
A range of competitive US Equity solutions offered through a variety of vehicles
Who they serve
Individuals, High Net Worth Individuals, Corporations, Corporate Retirement Plans, Public Retirement Plans, Taft-Hartley Plans, Tax Exempt Institutions, Endowments and Foundations
| 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
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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