LAUER CAPITAL MANAGEMENT LTD

Overview

Lauer Capital Management Ltd is a small, privately owned investment advisory firm focused on portfolio management for individuals, families and small businesses. The firm uses a fee model that combines a percentage of assets under management with hourly charges, and is not positioned as an ESG- or pension-focused adviser. Its stated preference on filings is equities, with exchange-traded equities identified as the most used asset type. Services emphasize discretionary portfolio management delivered through separately managed account structures and traditional advisory relationships rather than capital allocation to external alternative managers. The firm’s posture is conservative in the sense of favoring liquid, exchange-traded instruments and mutual funds as core building blocks. Lauer Capital does not list active allocations to third-party alternative asset managers on its filing, and it reports no multi-state advisory status. Custody and execution are handled largely through a single primary custodian, which supports streamlined trade settlement and reporting for its client base.

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Public Holdings

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Location & Offices