Lipman Burgon & Partners Revenue
Financial Services • 
4 Martin Pl, Sydney, Australia • 21-50 Employees
Lipman Burgon & Partners revenue & valuation
| Annual revenue | $2,908,870 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,400,000 |
| Total funding | No funding |
Key Contact at Lipman Burgon & Partners
Grainne Gaffney
Human Resources Director
Company overview
| Headquarters | 4 Martin Pl, Sydney, New South Wales 2000, AU |
| Phone number | +61292309600 |
| Website | |
| NAICS | 52 |
| SIC | 672 |
| Keywords | Superannuation, Estate Planning, Investment Management, Tax Structures, Tailored Advice, Sophisticated Investors, Customised Portfolios, Complex Entities, Customised Asset Allocation, High Net Wealth Clients, Inter-Generational Wealth Transfers, Wholesale Investors, Access To Wholesale Investments |
| Founded | 2011 |
| Employees | 21-50 |
| Socials |
Lipman Burgon & Partners Email Formats
Lipman Burgon & Partners uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@lipmanburgon.com.au), used 54.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@lipmanburgon.com.au | 60% |
{first name}.{last name} | john.doe@lipmanburgon.com.au | 40% |
About Lipman Burgon & Partners
Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios. Led by an experienced team of professionals from large global investment and asset management firms, the firm was established more than 20 years ago and draws from its institutional heritage. Formerly operating as the wealth management division of Investec Private Bank, our founders Robert Lipman and Paul Burgon acquired the business in 2011 and in 2015 renamed it Lipman Burgon & Partners. As a true boutique wealth advisory business, we are unhindered by the conflicts of growth targeting, idea turnover and product association common among larger firms. The size of our portfolio allows us to balance access to global institutional investments and to participate meaningfully in bespoke opportunities that sit outside the typical scope of larger firms. Our managing partner Paul Burgon consistently ranks among the Top 25 financial advisors in Australia in the annual list compiled by The Australian and New York-based investment magazine Barron’s. In 2023, Paul ranked 6th and among the highest performers from a boutique wealth advisory firm, a testament to the culture of performance and service excellence that exists within our team. Lipman Burgon & Partners view each relationship with our clients as a partnership and our proven approach is to forge high quality, long-standing relationships that allow us to better service clients’ needs over time.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Lipman Burgon & Partners has 22 employees across 6 departments.
Departments
Number of employees
Funding Data
Lipman Burgon & Partners has never raised funding before.
Lipman Burgon & Partners Tech Stack
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