Booth-Laird Capital Management, LLC

RIASEC Registered
Total AUM
$26M
Discretionary
$26M
100% of AUM
Avg account
$13M
Accounts
2
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
165010
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Booth-Laird Capital Management, LLC is a small, hedge-fund–focused adviser organized as a limited liability company that provides portfolio management for pooled investment vehicles. The firm targets institutional clients and operates with a fee model that combines a percentage-of-assets charge with performance-based fees, which is consistent with active, results-driven hedge fund strategies. Reporting indicates the firm is not an active ESG investor and does not operate as a multi-state adviser. The business appears concentrated on managing a small number of pooled vehicles rather than offering broad wealth management or retail advisory services. That focus, plus the performance-fee alignment, suggests the firm prioritizes active, manager-driven return generation over passive beta exposure. Owner structure is domestic and includes individual ownership elements.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jonathan Booth

    Jonathan Booth

    Chief Executive OfficerCRD 6075313

  • Kevin Laird

    Kevin Laird

    President, Chief Operating OfficerCRD 6075322

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth