Lucas Capital Management LLC

Search
⚲

Lucas Capital Management LLC ✚
CRD #	112050
SEC #	801-57997
CIK #	0001280577
AUM
Employees	5 (80% Investors, 0% Brokers)
Phone	732-758-1004
Address	2 Bridge Ave, Suite 221 Red Bank, NJ 07701
Source	[IAPD] [EDGAR] [Website]

Total AUM ($M) Copy

Sector	Form 13F Holdings	Value ($M)
	Apple Inc	10.8
	Johnson & Johnson	4.9
	Brookfield Infrastructure Partners LP	2.4
	Procter & Gamble Co	2.3
	J P Morgan Chase & Co	2.2
	SPDR Gold Trust	1.9
	Unilever PLC	1.8
	Bristol Myers Squibb Co	1.7
	Dow Inc	1.5
	AT&T Inc	1.4
View All

Holdings by Sector ($M)

Type	Form D Funds	Date	AUM ($M)
HF	Lucas Energy Fund	2012-03-29	10.0
HF	Lucas Energy Total Return Master Fund LP	2012-03-29	0.0
HF	Lucas Energy Total Return Offshore Ltd	2012-03-29	31.3
HF	Lucas Energy Total Return Partners II LP	2012-03-29	11.7
HF	Lucas Energy Total Return Partners LP	2012-03-29	26.3
PE	Lucas Energy Ventures III LP	2012-03-29	0.0
PE	Lucas Energy Ventures II LP	2012-03-29	58.8

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	297	143.1
(b) Individuals (high net worth individuals)	11	48.9
(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	2	2.8
(h) Charitable organizations	2	23.9
(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	0	0.0
Total	317	218.6
By Discretionary
Discretionary	312	217.5
Non-Discretionary	5	1.1
Total	317	218.6
By Non-United States Persons
Non-United States Persons		0.9
United States Persons		217.7
Total	317	218.6

EDGAR Form	CIK	2011 - 2025
13F-HR	[0001280577]

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}

Lucas Capital Management LLC

Assets, Funds, Holdings