LDR Capital Management, LLC

RIASEC Registered

Total AUM

$397M

Discretionary

$397M

100% of AUM

Avg account

$14.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 162329
Registered since: April 20, 2012
Website: ldrcapitalmgmt.com
Custodians: MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles45.68%
Corporations / Businesses26.46%
HNWI15.68%
Investment Companies7.37%
Pension & Profit Sharing Plans2.56%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

LDR Capital Management, LLC is an SEC-registered investment adviser (registered in 2012) organized as an LLC and structured as a hedge-fund manager. The firm serves a mix of high-net-worth individuals, families and institutional clients, and it provides portfolio management across single accounts, pooled vehicles and investment companies. Its compensation combines a percentage-of-assets fee with performance-based fees. LDR identifies as a sponsor/GP/managing member of pooled investment vehicles and is not positioned as an ESG-focused allocator.