LOMETA CAPITAL PARTNERS, INC.
Firm details
- Headquarters
- SUGAR LAND, Texas
- CRD number
- 311039
- Registered since
- December 14, 2020
- Website
- lometacapital.com
Firm profile
FINTRXOverview
Lometa Capital Partners, Inc. is an independent registered investment adviser that operates primarily as a capital allocator through advised private funds. Formed and SEC-registered in 2020 and owned by an individual, the firm does not report a retail advisory business footprint — instead its activity centers on managing pooled private capital. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser services. Investment activity is focused on private equity vehicles. As a private-funds manager, Lometa Capital Partners appears to structure and run pooled investment vehicles rather than maintain a lineup of individual brokerage or wrap accounts for retail clients. That positioning suggests the firm’s allocation decisions are driven by fund-level strategy, capital calls, and investor relations with a limited group of fund investors.
Assets & Accounts
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
Owners & executives
1 of 1NEAL JAIN
CEO & PartnerCRD 5377368
Contacts
1 of 1VINCENT SMITH
PartnerCRD 5928323
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SUGAR LAND, TX
FORT BEND
Location
SUGAR LAND, TX
Headquartered in SUGAR LAND, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- FORT BEND
- Address
- 77 Sugar Creek Center Blvd
- Time zone
- CT (UTC-6)
- Office locations
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