Lingohr & Partner North America, Inc. (Eugene)

Lingohr & Partner North America, Inc. is an adviser based in Eugene. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Oregon.

Lingohr & Partner North America provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lingohr & Partner North America, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lingohr & Partner North America, Inc.

Volker Werner Engelbert has been acting as President since 1 Jan 2007. Frank Alexander Lingohr joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Volker Werner Engelbert	President	1 Jan 2007	Other	1915598
Gmbh Lingohr & Partner Asset Management	Shareholder	1 Jan 2007	75% - 100%	na
Carsten Albert Raaymann	Chief compliance officer	1 Oct 2011	Other	2925637
Richard Gerald Grand	President	1 Jul 2015	Other	6466024

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Frank Reinhardt Lingohr	Shareholder	1 Jan 1993	25% - 50%	827565
Michael Broszeit	Shareholder	1 Jan 2003	25% - 50%	1915602
Frank Alexander Lingohr	Shareholder	1 Oct 2015	25% - 50%	6621228
Frank Sascha Lingohr	Shareholder	1 Oct 2015	25% - 50%	6621228

Based in Eugene

The principal office where Lingohr & Partner North America, Inc. performs its advisory services is located at 1390 E 23 Rd Avenue, Eugene, OR 97403, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.