LAI CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- IRVINE, California
- CRD number
- 128462
- Website
- laicapitalgroup.com
- 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
FINTRXOverview
LAI Capital Management LLC is organized as a limited liability company that operates as a hedge-fund style adviser. Ownership is held by an individual principal. The firm serves both high-net-worth individuals and families as well as institutional clients, and it provides portfolio management for individual/small business accounts and for pooled investment vehicles. Its compensation mixes a percentage-of-assets fee with performance-based fees. LAI does not identify as an active ESG investor and does not report multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1EUGENE LAI
Registered Investment AdvisorCRD 4859155
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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