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Lepercq Today

For over half a century Lepercq, de Neuflize has provided specialized services in portfolio management, corporate finance, venture capital, merchant banking and real estate investment banking.

In 1999, after the death of founder Paul Lepercq, the company refocused its energies on investment management, the firm’s core business since its inception.

Over the past five years, Lepercq, de Neuflize has dynamically transformed into a financial services holding company, forming joint venture agreements with prominent money managers such as Tocqueville Asset Management LP. Tocqueville offers its portfolio management clients uniquely personalized service, assuring an intimate knowledge of each client’s history and current situation.

During the same period, Lepercq, de Neuflize also acquired a controlling interest in Lynx Investment Advisory LLC. As an investment consulting firm, Lynx offers individuals, institutions and non-profit organizations an array of managers at a variety of institutions.

In 2004 Lepercq, de Neuflize became a founding shareholder of Blue Bridge Wealth Management Consultants Inc., an independent consulting firm providing investment advice to high net worth individuals and family offices.

The firm also has the capability to acquire and manage real estate, focusing on multi-family residential properties, through its interest in Gladiator LLC.

Lepercq, de Neuflize offers a broad range of financial products that include not only the traditional style of portfolio management, but also the newer strategy of asset allocation and access to alternative investments.

 
     
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