Lloyd Capital LLC

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Assets, Funds, Holdings

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Lloyd Capital LLC
CRD #158668
SEC #801-72733
CIK #
AUM $526.2 MM (2024-03-26)
Employees 9 (67% Investors, 0% Brokers)
Phone41445332230
AddressWeinbergstrasse 100
Kilchberg, Switzerland
Source [IAPD] [Website]
Total AUM ($MM)
60048036024012002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 12.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 61.9
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 14 451.5
Total 18 526.2
By Discretionary
Discretionary 18 526.2
Non-Discretionary 0 0.0
Total 18 526.2
By Non-United States Persons
Non-United States Persons 480.4
United States Persons 45.8
Total 18 526.2
Comparable Firms State AUM ($BB)
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GA 0.5
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MI 0.5
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MA 0.5
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VT 0.5
NBW Capital LLC
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MTM Investment Management LLC
SC 0.5
Single Point Partners LLC
MA 0.5
Tradewinds Capital Management LLC
WA 0.5
Wahed Invest LLC
NY 0.5
WMG Financial Advisors LLC
TN 0.5
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