Ludus Capital, LLC
RIASEC Registered
Total AUM
$360K
Discretionary
$360K
100% of AUM
Avg account
$60K
Accounts
6
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 331753
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ludus Capital, LLC is a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure that includes a percentage of assets under management as well as performance-based fees. While it does not classify itself as an ESG investor, Ludus Capital engages in portfolio management for both individual clients and institutional businesses, indicating a diverse approach to client needs.
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 Equities85%
- Cash & Cash Equivalents10%
- Derivatives5%
Contacts
1 of 1
Justin Kim
Managing PartnerCRD 7922222
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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