Lawrence Capital Management, Inc.

RIAState Registered
Total AUM
$47.3M
Discretionary
$16.4M
35% of AUM
Avg account
$2.2M
Accounts
22
Employees
2
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 91%, US Government Bonds 5%, Investment Grade Corp Bonds 4%91%
  • Exchange Traded Equities91%
  • US Government Bonds5%
  • Investment Grade Corp Bonds4%

Contacts

1 of 1
  • Worthington Johnson

    PresidentCRD 1837255

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth