Lawrence Capital Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 106123
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.79%
- Pooled Investment Vehicles5.9%
- Charitable Organizations5.25%
- Individuals2.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Lawrence Capital Management, Inc. is an individually owned corporate adviser that operates with a hedge-fund orientation while providing portfolio management for both private investors and pooled investment vehicles. The firm charges fees as a percentage of assets under management and acts as sponsor/GP/managing member for pooled vehicles it runs. Its client base includes individuals and families as well as institutional investors. Lawrence Capital is not positioned as an ESG investor, does not identify as a multi-state adviser, and does not describe itself as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities91%
- US Government Bonds5%
- Investment Grade Corp Bonds4%
Contacts
1 of 1Worthington Johnson
PresidentCRD 1837255
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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