Company profile
LP Analyst
Portfolio Managed Data + Technology
- Industry
- Financial Services
- Employees
- 96
- Headquarters
- Dallas, Texas
- Founded
- 2011
- LinkedIn followers
- 18,405
- Office locations
- 1
LP Analyst company summary
LP Analyst is a company in the Financial Services industry, headquartered in Dallas, Texas, founded in 2011. On LinkedIn the company has around 96 employees and 18,405 followers. Its listed specialties include Total Portfolio, Private Investment, Data, Technology, Reporting.
What technology does LP Analyst use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About LP Analyst
LP Analyst is the industry leading portfolio managed data and technology platform provider working with more than 100 of the largest institutional investors globally to help enhance investment operations across both private investments and public holdings. • Document Ingestion - Fully integrated document management and warehousing capabilities help clients access and organize all manager reporting from cash flow and capital account statements to financial statements and more. • AI-Ready Data - Comprehensive, consistent, timely and rigorously validated down to holding transparency and operating metric data for both fund and direct portfolios across Private Equity, Real Estate, Private Credit, Real Assets, Hedge Funds and Public holdings. • Reporting - Dynamic custom and 'tearsheet' reporting helps teams stay up to date on the most recent developments for strategies, managers, funds, underlying holding and direct/co-investments. • Analytics - Innovative best practice portfolio analytics covering performance, risk, exposure, holding transparency, value creation and liquidity insights across the entire program. • Modules - Powerful add-on capabilities for in-depth Benchmarking, Diligence, Forecasting, Fee and Expense Validation, ESG and Secondary Valuation unlock incremental value. LP Analyst has nearly 20,000 funds under coverage and more than 100 team members passionate about delivering the highest quality investment data and advanced reporting, analytics and AI capabilities to its clients. The firm's co-founders Katita Palamar and Bill Farrell have worked together for more than 20 years and leverage backgrounds in investment banking, secondary advisory and investment data analytics. Follow us and Connect on LinkedIn: www.linkedin.com/in/billfarrell3 www.linkedin.com/in/katitapalamar
Specialties
Where is LP Analyst located?
LP Analyst lists 1 location.
Compare companies similar to LP Analyst
More companies in Financial Services.
| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
LP Analyst lpanalyst.com | Financial Services | 96 | 2011 | Dallas, Texas |
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American Express americanexpress.com | Financial Services | 96,853 | - | New York, NY, US |
Deutsche Bank db.com | Financial Services | 82,282 | 1870 | Frankfurt am Main, Hessen |
Wells Fargo wellsfargo.com | Financial Services | 240,197 | - | San Francisco, California, US |
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Frequently asked questions about LP Analyst
What does LP Analyst do?
LP Analyst is the industry leading portfolio managed data and technology platform provider working with more than 100 of the largest institutional investors globally to help enhance investment operations across both private investments and public holdings. • Document Ingestion - Fully integrated document management and warehousing capabilities help clients access and organize all manager reporting from cash flow and capital account statements to financial statements and more. • AI-Ready Data - Comprehensive, consistent, timely and rigorously validated down to holding transparency and operating metric data for both fund and direct portfolios across Private Equity, Real Estate, Private Credit, Real Assets, Hedge Funds and Public holdings. • Reporting - Dynamic custom and 'tearsheet' reporting helps teams stay up to date on the most recent developments for strategies, managers, funds, underlying holding and direct/co-investments. • Analytics - Innovative best practice portfolio analytics covering performance, risk, exposure, holding transparency, value creation and liquidity insights across the entire program. • Modules - Powerful add-on capabilities for in-depth Benchmarking, Diligence, Forecasting, Fee and Expense Validation, ESG and Secondary Valuation unlock incremental value. LP Analyst has nearly 20,000 funds under coverage and more than 100 team members passionate about delivering the highest quality investment data and advanced reporting, analytics and AI capabilities to its clients. The firm's co-founders Katita Palamar and Bill Farrell have worked together for more than 20 years and leverage backgrounds in investment banking, secondary advisory and investment data analytics. Follow us and Connect on LinkedIn: www.linkedin.com/in/billfarrell3 www.linkedin.com/in/katitapalamar
How many employees does LP Analyst have?
LP Analyst has around 96 employees on LinkedIn.
Where is LP Analyst headquartered?
LP Analyst is headquartered in Dallas, Texas.
When was LP Analyst founded?
LP Analyst was founded in 2011.
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