LOWELL CAPITAL VALUE MANAGEMENT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
EL SEGUNDO, California
CRD number
286349

Firm profile

FINTRX

Overview

Lowell Capital Value Management LLC is a small limited liability company that operates primarily as a commodity pool operator/commodity trading advisor and as sponsor/GP/managing member of pooled investment vehicles. The firm’s public profile shows it concentrates on managing private pooled capital rather than delivering broad retail advisory services. It is not identified as an active ESG investor, multi-state adviser, pension consultant, or capital allocator. Ownership is held by individuals and the firm’s structure and disclosures point to an emphasis on running and servicing a single private fund vehicle.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • JAMES ZIMMERMAN

    ManagerCRD 1327821

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

EL SEGUNDO, CA

LOS ANGELES

Location

EL SEGUNDO, CA

Headquartered in EL SEGUNDO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
400 Continental Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth