|
⚲
|
| LM Capital Group LLC
✚
| |
|---|---|
| CRD # | 120277 |
| SEC # | 801-61100 |
| CIK # | |
| AUM | $5.0 BB (2024-03-21) |
| Employees | 20 (40% Investors, 0% Brokers) |
| Phone | 619-814-1401 |
| Address | 750 B Street San Diego, CA 92101 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 27 | 4.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 8 | 0.2 |
| Total | 38 | 5.0 |
| By Discretionary | ||
| Discretionary | 38 | 5.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 38 | 5.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.0 | |
| Total | 38 | 5.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cook Street Consulting Inc
✚
|
CO | 7.1 |
|
Eventide Asset Management LLC
✚
|
MA | 7.0 |
|
NPPG Plan Professionals LLC
✚
|
NJ | 3.2 |
|
Romark Credit Advisors LP
✚
|
NY | 3.1 |
|
IM Global Partner Fund Management LLC
✚
|
CA | 2.9 |
|
Thomas Mill Advisors LLC
✚
|
PA | 2.8 |
|
Milliman Advisors LLC
✚
|
WA | 2.7 |
|
Alliance Partners LLC
✚
|
MD | 2.6 |
|
Newport Group Consulting LLC
✚
|
FL | 2.6 |
|
Ehlers Investment Partners LLC
✚
|
MN | 2.3 |