La Loma Capital

Overview

La Loma Capital is a very small, sole-proprietorship advisory practice that provides discretionary portfolio management for individuals and small businesses. The firm leans toward liquid, marketable instruments—exchange-traded equities and ETFs are its primary tool—while supplementing portfolios with mutual funds and allocations to third‑party alternative managers in real estate, commodities and oil & gas. Compensation comes from a percentage-of-AUM fee schedule and performance-based fees, which indicates an active, results-oriented management style tailored to a tiny client base. La Loma Capital is not positioned as an ESG-focused or multi-state adviser. Investment activity appears concentrated and hands-on: with just two clients and a handful of accounts, the firm likely constructs bespoke allocations rather than standardized model portfolios. The combination of performance fees and alternative allocations suggests a willingness to use less liquid strategies where the manager expects to add value or capture specialized income streams.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices