Lucas Capital Management LLC

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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

CIK	Period
0001280577	2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

CIK

Period

0001280577

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
	Verizon Communications Inc	1.3
	Chevron Corp	1.1
	Merck & Co Inc	0.8
	Pfizer Inc	0.8

















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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]

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Lucas Capital Management LLC

Assets, Funds, Holdings