Lawrence Capital Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 106123
- Website
- lawrencecapitalgroup.com
- 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 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
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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