LAMBERT CAPITAL MANAGEMENT

Overview

Lambert Capital Management is a small, owner-operated advisory practice that provides discretionary portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and concentrates its client work on individual and family relationships rather than institutional mandates. Investment activity is tilted toward publicly traded equities—managed in separate account structures—and the adviser does not identify as an active ESG investor. With a very small client roster, the firm appears to deliver personalized, account-level equity management and selectively recommends external funds for alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices