LAI Capital Management LLC

RIASEC Registered
Total AUM
$27.6M
Discretionary
$27.6M
100% of AUM
Avg account
$613K
Accounts
45
Employees
1
Advisory reps
1

Firm details

Headquarters
Irvine, California
CRD number
128462
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles51.55%
  • HNWI42.73%
  • Individuals5.72%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

LAI Capital Management LLC is a privately held hedge fund-style advisory firm structured as an LLC and owned by an individual. It serves both high-net-worth individuals and institutional clients, offering portfolio management for individual/small business accounts as well as for pooled investment vehicles. Compensation includes a percentage-of-AUM component and performance-based fees. The firm does not present itself as an ESG investor, is not registered as a multi-state adviser, and is not a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • Eugene Lai

    Registered Investment AdvisorCRD 4859155

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
930 Roosevelt
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth