The LM CAPITAL GROUP is a privately held investment adviser that advises $8.64Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. LM CAPITAL GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 22.44% over the last 5-years.
The Group has been registered with the SEC for 24.35 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 750 B STREET SUITE 3010, SAN DIEGO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 42 employees comprised of 17 investment and 25 non-investment staff. The total number of Employees increased by 110% over the last 5-years.
Their $8.64Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 70 other accounts. Assets of Government Entities and Pension Plans clients own $5.64Bn or 65.31% of Total Assets and High Net Worth Individuals own $2.33Bn or 27.01% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 7 types of clients, top clients are Government Entities and Pension Plans and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
LM CAPITAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.