LDL Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 158275
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
LDL Capital Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm’s advisory practice centers on portfolio management for individuals and small businesses, charging clients a fee that is a percentage of assets under management. Its client base is primarily individual and family investors. The firm does not describe itself as an active ESG investor, is not positioned as a capital allocator, and is not identified as a multi-state 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 Equities50%
- Non-Exchange Traded Equities50%
Contacts
1 of 1Robert Rubin
Managing MemberCRD 2768831
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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