LGM Capital Management LLC
Firm details
- Headquarters
- Phoenix, Arizona
- CRD number
- 283872
- Registered since
- September 22, 2016
- Website
- lgmcapitalmanagement.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
LGM Capital Management LLC is a privately owned limited liability company that operates as an institutional registered investment adviser. The firm has been SEC-registered since 2016 and is owned by an individual. Its core advisory activity is portfolio management for investment companies, and its client base is institutional. LGM charges fees as a percentage of assets under management. The firm is affiliated with a law firm and lists law practice among its business activities. It is not positioned as an active ESG investor, is not a multi-state adviser, and does not function as a pension consultant or capital allocator.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
David Hsu
Chief Compliance OfficerCRD 4140214
Contacts
1 of 1Th Moring
Co-FounderCRD 6704681
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Phoenix, AZ
Maricopa
Location
Phoenix, AZ
Headquartered in Phoenix, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 2325 E Camelback Rd
- Time zone
- MT (UTC-7)
- Office locations
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