Buyout PE
Lombard Investments, Inc.
Lombard Investments, Inc. acquires controlling stakes in established, profitable businesses, from Hong Kong, China.
Stated investment criteria
What Lombard Investments, Inc. says it buys
Read from Lombard Investments, Inc.’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.
| Founded | 19851 |
Source
A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. Lombard Investments, Inc. states that it will take either a controlling or a minority stake. Nothing here is a commitment by Lombard Investments, Inc. to consider any particular business, and nothing on this page is represented as being for sale.
Regulatory record
How Lombard Investments, Inc. is registered
From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.
| Adviser status | Exempt reporting adviser |
| Regulatory assets under management | Not reported by an ERA |
| Private funds advised | 2 · $105m gross |
| SEC adviser number | CRD 157418 |
An exempt reporting adviser is not required to report regulatory assets under management, so the blank above means the question was not asked rather than that the answer is unknown. Where a figure exists it is the gross asset value of the private funds the firm advises, which is a different and usually larger measure.
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