Lawrence Capital Management, Inc.

RIASEC 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 a small, equity-focused investment adviser that combines separately managed accounts for individuals and pooled investment vehicles (including a hedge fund) for a mixed client base of individuals, families and institutions. The firm charges fees as a percentage of assets under management and acts as sponsor/GP or managing member for at least one pooled vehicle, which points to an operational footprint that includes both advisory and fund-management roles. Investment activity is centered on listed securities: the firm shows a clear preference for exchange-traded equities as the dominant allocation across client accounts. Its hedge fund presence and hedge-fund classification indicate the capability to run strategies beyond plain long-only equity exposure — including portfolio construction and risk management techniques that a pooled vehicle structure makes easier to implement. Lawrence Capital is not flagged as an active ESG investor and appears to operate from a single office, running a concentrated, hands-on practice rather than a broad multistate distribution network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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