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| Lazari Capital Management Inc
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| |
|---|---|
| CRD # | 172932 |
| SEC # | 801-112927 |
| CIK # | 0001986389 |
| AUM | $471.1 MM (2024-05-09) |
| Employees | 8 (62% Investors, 38% Brokers) |
| Phone | 818-264-0610 |
| Address | 6928 Owensmouth Ave Woodland Hills, CA 91303 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 31.7 | |
| META | 434,852.0 | 18.2 | |
| AMZN | 1,092,997.8 | 14.7 | |
| UBER | 43,357.6 | 14.6 | |
| GOOGL | 1,475,138.5 | 9.7 | |
| NVDA | 399,550.0 | 9.4 | |
| MSFT | 1,918,222.4 | 6.7 | |
| DIS | 174,716.7 | 6.6 | |
| BP | 93,834.6 | 4.7 | |
| BA | 82,059.9 | 4.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 578 | 98.4 |
| (b) Individuals (high net worth individuals) | 93 | 245.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 72 | 99.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 105 | 27.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,145 | 471.1 |
| By Discretionary | ||
| Discretionary | 1,070 | 363.7 |
| Non-Discretionary | 75 | 107.4 |
| Total | 1,145 | 471.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.5 | |
| United States Persons | 467.6 | |
| Total | 1,145 | 471.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001986389] |
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