Lamberson Capital LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 282040
- Registered since
- March 23, 2016
Firm profile
FINTRXOverview
Lamberson Capital LLC is organized as a limited liability company and is SEC-registered with an initial registration year of 2016. Public filings identify the owner type as a domestic entity and individual, and the firm is classified as unclassified in the available summary data. The record indicates Lamberson Capital is not a capital allocator, does not describe itself as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. Available disclosures omit several standard details: client types, fee schedules, stated business or advisory activities, and affiliations are not provided in the source material. That limited public profile makes it difficult to draw conclusions about the firm’s target client segments, pricing model, or day-to-day advisory focus.
Assets & Accounts
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
Owners & executives
2 of 2David Kenneth
Chief Financial OfficerCRD 1855544
Whitney Peluse
Chief Administrative OfficerCRD 5147906
Contacts
3 of 8Colby Lamberson
TraderCRD 2805789

Amanda Marroquin
AccountantCRD 5195369

Robert Gohsman
TraderCRD 5880698
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 71 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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