Lund Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 325897
- Custodians
- CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lund Capital Management LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm provides portfolio management services targeted at individuals, families and small businesses and charges fees based on a percentage of assets under management. Lund Capital does not position itself as a capital allocator or pension consultant, does not identify as an active ESG investor, and is not registered as a multi-state or newly formed adviser in the available filing.
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 Equities77%
- Private Funds16%
- Cash & Cash Equivalents7%
Contacts
1 of 1Ryan Lund
FounderCRD 7719780
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Granada Capital Management, LLC
RIAWahdy Capital
RIASan Francisco, CA
RWH Asset Management
RIAKenosha, WI
Bayou Bridge Capital Advisors, LLC
RIAHouston, TX