LAI Capital Management LLC

Overview

LAI Capital Management LLC is a privately owned limited liability company that operates with a hedge-fund orientation while providing discretionary portfolio management to both individual/family clients and institutional investors. The firm charges a combination of assets-under-management fees and performance-based fees and manages both separate accounts and pooled vehicles. Its advisory scope explicitly includes portfolio management for individuals and small businesses as well as for pooled investment vehicles. The firm is not positioned as a multi-state or ESG-focused adviser and does not present itself primarily as a capital allocator. It maintains a relatively concentrated operating footprint and uses performance fees consistent with a manager that runs active, strategy-driven funds alongside managed accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives