Ldr Capital Management, LLC
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Overview
Ldr Capital Management, LLC is a financial advisory company headquartered in New York, New York. The firm oversees $627.0 million in assets under management across 49 customer accounts, making it one of the bigger firms in the country by assets under management (AUM). Ldr Capital Management, LLC has a small team, including 5 financial advisors. Ldr Capital Management, LLC does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal investments like options, bonds and stocks.
Ldr Capital Management, LLC oversees all of its accounts in a discretionary manner. Discretionary management means that a portfolio manager makes transaction judgments without needing to seek the customer's authorization. Ldr Capital Management, LLC administers about $12.8 million in assets for every client account. An average financial advisor at Ldr Capital Management, LLC manages about ten client accounts, making it one of the more personalized firms in the country.
Ldr Capital Management, LLC's main office is at 410 Park Avenue, New York, New York 10022. The company is legally registered to provide services to clients throughout a few states, including California, Florida, Georgia, New Jersey, New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ldr Capital Management, LLC by the Numbers
$627.0 million
11
49
$12.8 million
Fee Structure
A financial advisor's fees largely depend on the financial services provided. However, fee types billed by the company may include the following fee types: asset-based or performance-based. Ldr Capital Management, LLC does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company manages money for a broad range of customers. It provides services to high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, insurance companies and corporations. Out of its 49 customers, Ldr Capital Management, LLC's largest client is high net worth investors, but it also serves 27 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 4% of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 55.1%
- Other Individuals - 0%
- Corporations - 24.49%
- Charitable Organizations - 20.41%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ldr Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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