LDL Capital Management, LLC

Overview

LDL Capital Management, LLC is a small, equity-oriented RIA that manages discretionary portfolios for individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and favors liquid, exchange-traded exposures as the core of client portfolios. Its stated advisory activity centers on portfolio management rather than institutional consulting or pension work, and it does not identify as an active ESG investor. Portfolio construction tilts toward publicly traded equities—both individual stocks and exchange-traded funds—used for core market exposure and tactical positioning. The firm also supplements equity allocations with outsourced alternative strategies and insurance products to address diversification, income and downside risk. Its owner-type is individual and the adviser operates from a single office, suggesting a compact advisory team and a client base concentrated in a regional footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices