|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Lloyd Capital LLC
✚
|
|
|---|---|
| CRD # | 158668 |
| SEC # | 801-72733 |
| CIK # | |
| AUM | $469.7 M (2025-04-23) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 41445332230 |
| Address | Weinbergstrasse 100 Kilchberg, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 5 | 14.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 76.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.5 |
| (n) Other | 14 | 377.7 |
| Total | 22 | 469.7 |
| By Discretionary | ||
| Discretionary | 22 | 469.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 22 | 469.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 333.9 | |
| United States Persons | 135.8 | |
| Total | 22 | 469.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Harbour Investment Management LLC
✚
|
WA | 0.5 |
|
Bridge Creek Capital Management LLC
✚
|
MA | 0.5 |
|
The Moorings Group LLC
✚
|
GA | 0.5 |
|
Clearbrook Investment Consulting LLC
✚
|
NY | 0.5 |
|
Hedeker Wealth LLC
✚
|
IL | 0.5 |
|
TowerPoint Wealth LLC
✚
|
CA | 0.5 |
|
10th Mountain LLC
✚
|
0.5 | |
|
Maridea Wealth Management LLC
✚
|
NY | 0.5 |
|
Morris Financial Concepts Inc
✚
|
SC | 0.5 |
|
Financial Gravity Asset Management Inc
✚
|
TX | 0.5 |