Lamberson Capital LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
282040
Registered since
March 23, 2016

Firm profile

FINTRX

Overview

Lamberson Capital LLC is a limited liability company that registered with the SEC in 2016. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as unclassified in the dataset and does not appear as a capital allocator. It is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not disclosed core business details in the available records: there are no descriptions of its advisory activities, client segments, fee schedule, or other business lines. The dataset also indicates the firm provided no information about its activities or affiliations.

Assets & Accounts

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

Owners & executives

2 of 2
  • Whitney Peluse

    Whitney Peluse

    Chief Administrative OfficerCRD 5147906

  • David Kenneth

    Chief Financial OfficerCRD 1855544

Contacts

3 of 8
  • Colby Lamberson

    TraderCRD 2805789

  • Brian Weber

    Service and Trade ManagerCRD 6163873

  • Richard Semrau

    Richard Semrau

    TraderCRD 6539654

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth