Lambent Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 287661
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI61.01%
- Individuals38.99%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lambent Asset Management, LLC is a small, privately owned limited liability company that provides fee-based investment advisory services to individual and family clients. The firm charges a percentage-of-assets fee and lists portfolio management for individuals/small businesses as well as for businesses or institutions among its core advisory activities. Filings indicate an owner-type of "individual" and the adviser does not identify as an active ESG investor, multi-state adviser, pension consultant, capital allocator, or related adviser.
Assets & Accounts
Public Holdings
Location & Offices
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 Equities87%
- Cash & Cash Equivalents13%
Contacts
1 of 1Gregory Davidian
Managing MemberCRD 5046626
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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