LM Capital Group LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
LM Capital Group LLC
CRD #120277
SEC #801-61100
CIK #
AUM $4.8 BB (100% Disc, 100% US, 2020-03-04)
Employees20 (40% Investors, 0% Brokers)
Phone619-814-1401
Address750 B Street
San Diego, CA 92101
Source [IAPD] [Website]
Total AUM ($BB)
10.08.06.04.02.00.02001200720142021
Comparable Firms State AUM ($BB)
Hoisington Investment Management Co
TX 5.0
Greycourt & Co Inc
PA 5.0
CliftonLarsonAllen Wealth Advisors LLC
MN 4.9
BMO Harris Financial Advisors Inc
IL 4.9
UBS Swiss Financial Advisers AG
4.9
Bridges Investment Management Inc
NE 4.8
Strategic Capital Advisers Inc
CO 4.8
Greenleaf Advisors LLC
NJ 4.8
Dowling & Yahnke LLC
CA 4.7
Evoke Wealth LLC
CA 4.7
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com