LANTZMAN MANAGEMENT
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 166671
- Website
- www.lantzmanlending.com
Firm profile
FINTRXOverview
Lantzman Management is a corporate entity controlled by an individual owner that operates on the real estate side of the financial services spectrum rather than as a traditional registered investment advisor. Its primary activities center on brokering real estate transactions and serving in sponsor and general partner roles for pooled investment vehicles. The firm is not positioned as an active ESG investor, does not present itself as a multi-state adviser, and is not identified as a capital allocator in the available data. The firm's classification is listed as unclassified, which, together with the business-activity descriptors, suggests its core competency is transaction origination and deal sponsorship within real estate rather than discretionary portfolio management or public-market advisory services.
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
Owners & executives
1 of 1MARC LANTZMAN
CEOCRD 6157679
Contacts
1 of 1JUSTIN LANTZMAN
PresidentCRD 6157680
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 11696 Sorrento Valley Rd
- Time zone
- PT (UTC-8)
- Office locations
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