⚲
|
Lloyd Capital LLC
✚
|
|
---|---|
CRD # | 158668 |
SEC # | 801-72733 |
CIK # | |
AUM | $526.2 MM (2024-03-26) |
Employees | 9 (67% Investors, 0% Brokers) |
Phone | 41445332230 |
Address | Weinbergstrasse 100 Kilchberg, Switzerland |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
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) |
---|---|---|
Eagle Rock Investment Company LLC
✚
|
GA | 0.5 |
Arbor Trust Wealth Advisors LLC
✚
|
MI | 0.5 |
Riverview Capital Advisers LLC
✚
|
MA | 0.5 |
Rock Point Advisors LLC
✚
|
VT | 0.5 |
NBW Capital LLC
✚
|
MA | 0.5 |
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 |