LLOYD HARBOR CAPITAL MANAGEMENT, LLC

Overview

Lloyd Harbor Capital Management, LLC is an SEC-registered investment manager organized as an LLC and first registered in 2022. The firm is structured and operated as a hedge fund manager that serves primarily institutional clients and sponsors pooled investment vehicles. It conducts portfolio management for individuals/small businesses, pooled vehicles, and businesses or institutions, and it performs commodity pool operator/commodity trading advisor (CPO/CTA) activities. Lloyd Harbor charges investment management fees as a percentage of assets under management and also collects performance-based fees. The firm is not an active ESG investor and is not registered as a multi-state adviser. Lloyd Harbor also functions as sponsor, general partner, and managing member for pooled investment vehicles it runs, indicating control over fund-level governance and decision-making rather than serving solely as an allocator to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices