LN Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 304371
- Registered since
- March 25, 2020
- Website
- www.lncapm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI49.32%
- Individuals49.3%
- Corporations / Businesses1.38%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
LN Capital Management LLC is an independent, New York–registered advisory firm organized as an LLC that focuses on fee-based portfolio management for individuals, families and small businesses. The firm bills clients as a percentage of assets under management and lists portfolio management for both individual/small business and business/institutional clients among its advisory activities. It is newly formed and is owned by an individual; the firm does not position itself as a capital allocator and does not report active ESG investing or pension-consulting services.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities70%
- US Government Bonds17%
- State & Local Bonds5%
- Non-Investment Grade Corp Bonds4%
- Investment Grade Corp Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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