0000919574-16-013109.txt : 20160516 0000919574-16-013109.hdr.sgml : 20160516 20160516102135 ACCESSION NUMBER: 0000919574-16-013109 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160516 DATE AS OF CHANGE: 20160516 EFFECTIVENESS DATE: 20160516 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LGL PARTNERS, LLC CENTRAL INDEX KEY: 0001653202 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17168 FILM NUMBER: 161651334 BUSINESS ADDRESS: STREET 1: ONE TOWER BRIDGE, 100 FRONT STREET STREET 2: SUITE 1300 CITY: WEST CONSHOHOCKEN STATE: PA ZIP: 19428 BUSINESS PHONE: 610-545-6100 MAIL ADDRESS: STREET 1: ONE TOWER BRIDGE, 100 FRONT STREET STREET 2: SUITE 1300 CITY: WEST CONSHOHOCKEN STATE: PA ZIP: 19428 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001653202 XXXXXXXX 03-31-2016 03-31-2016 false LGL PARTNERS, LLC

One Tower Bridge, 100 Front Street Suite 1300 West Conshohocken PA 19428

13F HOLDINGS REPORT 028-17168 N Christopher F. Brown 212-488-1390 /s/ Christopher F. Brown West Conshohocken PA 05-16-2016 0 101 194540 INFORMATION TABLE 2 infotable.xml 2U INC COM 90214J101 221 9800 SH SOLE 9800 0 0 AIR PRODS & CHEMS INC COM 009158106 380 2640 SH SOLE 2640 0 0 ALLERGAN PLC SHS G0177J108 668 2494 SH SOLE 2494 0 0 ALPHABET INC CAP STK CL C 02079K107 404 543 SH SOLE 543 0 0 ALTRIA GROUP INC COM 02209S103 260 4147 SH SOLE 4147 0 0 AMAZON COM INC COM 023135106 281 473 SH SOLE 473 0 0 APPLE INC COM 037833100 363 3334 SH SOLE 3334 0 0 BANC OF CALIFORNIA INC COM 05990K106 298 17009 SH SOLE 17009 0 0 BANK AMER CORP COM 060505104 253 18749 SH SOLE 18749 0 0 BARCLAYS BK PLC DJUBS CMDT ETN36 06738C778 801 37279 SH SOLE 37279 0 0 BARCLAYS BK PLC IPSP CROIL ETN 06738C786 104 20300 SH SOLE 20300 0 0 BARCLAYS BK PLC ETN DJUBS COPR37 06739F101 498 19680 SH SOLE 19680 0 0 BENEFICIAL BANCORP INC COM 08171T102 605 44195 SH SOLE 44195 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 415 2922 SH SOLE 2922 0 0 CEDAR FAIR L P DEPOSITRY UNIT 150185106 214 3600 SH SOLE 3600 0 0 CENTURYLINK INC COM 156700106 719 22496 SH SOLE 22496 0 0 CHEVRON CORP NEW COM 166764100 226 2368 SH SOLE 2368 0 0 CITIGROUP INC COM NEW 172967424 272 6505 SH SOLE 6505 0 0 COMMUNICATIONS SALES&LEAS IN COM 20341J104 1202 54042 SH SOLE 54042 0 0 COSTCO WHSL CORP NEW COM 22160K105 315 2000 SH SOLE 2000 0 0 CVS HEALTH CORP COM 126650100 390 3759 SH SOLE 3759 0 0 DISNEY WALT CO COM DISNEY 254687106 410 4131 SH SOLE 4131 0 0 EATON VANCE TXMGD GL BUYWR O COM 27829C105 106 10042 SH SOLE 10042 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 324 13147 SH SOLE 13147 0 0 EXXON MOBIL CORP COM 30231G102 306 3661 SH SOLE 3661 0 0 FACEBOOK INC CL A 30303M102 509 4464 SH SOLE 4464 0 0 FS INVT CORP COM 302635107 1834 200000 SH SOLE 200000 0 0 HEARTLAND PMT SYS INC COM 42235N108 3548 36745 SH SOLE 36745 0 0 HONEYWELL INTL INC COM 438516106 407 3634 SH SOLE 3634 0 0 ISHARES INC CORE MSCI EMKT 46434G103 9901 237891 SH SOLE 237891 0 0 ISHARES TR RUS 1000 ETF 464287622 265 2320 SH SOLE 2320 0 0 ISHARES TR 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