LFM CAPITAL

RIASEC RegisteredEst. 2017
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$158M
Accounts
9
Employees
25
Advisory reps
6

Firm details

Headquarters
NASHVILLE, Tennessee
CRD number
173834
Registered since
April 6, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

LFM Capital is an SEC-registered limited liability company formed in 2017 that operates as a private equity fund manager and sponsor of pooled investment vehicles. The firm serves institutional clients and functions as sponsor, general partner, and managing member for the vehicles it runs, providing portfolio management for pooled funds rather than retail advisory services. Its fee model combines a percentage-of-assets structure with performance-based fees, which aligns with standard private fund economics. The firm does not market itself as an ESG-focused investor and is not organized as a multi-state adviser. Ownership is listed as individual rather than corporate or institutional, and LFM Capital is not described as a capital allocator in the traditional sense.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 6
  • DANIEL SHOCKLEY

    Managing DirectorCRD 6426591

  • STEPHEN COOK

    Executive Manager DirectorCRD 6049620

  • JESSICA GINSBERG

    Managing Director, Business DevelopmentCRD 4838337

Unlock 3 more contacts

Wealth teams

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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

NASHVILLE, TN

DAVIDSON

Location

NASHVILLE, TN

Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
DAVIDSON
Address
1312 3rd Ave N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth