LDL Capital Management, LLC

RIASEC Registered
Total AUM
$44.7M
Discretionary
$44.7M
100% of AUM
Avg account
$895K
Accounts
50
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Non-Exchange Traded Equities 50%50%
  • Exchange Traded Equities50%
  • Non-Exchange Traded Equities50%

Contacts

1 of 1
  • Robert Rubin

    Managing MemberCRD 2768831

Wealth teams

FINTRX

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

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth