Jennifer
Yap

Ldr Capital Management, LLC

CRD#4827546
Investment Advisor
in New York, NY

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About this Advisor

Jennifer Yap is a financial advisor based in New York, New York, working with Ldr Capital Management, LLC. Jennifer has previously held a position at Ldr Capital Management, LLC. Jennifer has passed the Series 63 regulatory exam and is registered to provide services in New York and Texas. Currently, Jennifer is part of Ldr Capital Management, LLC, which operates out of New York, New York. The firm has 3 offices and 9 employees. The firm manages assets totaling $591.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Ldr Capital Management, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

300 Park Avenue Suite 501
New York, NY 10022

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Ldr Capital Management, LLC Brokerage Details

Total Assets Under Management

$591,135,235

NY Average: $7,464,549,021
Total Number of Employees

9

NY Average: 88
Total Number of Accounts

40

NY Average: 3,892
Average Account Size

$14,778,381

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Jennifer Yap Work History

2013 - Present (11 years)

Ldr Capital Management, LLC

Disclosures

Please visit the SEC profile of Jennifer Yap to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ldr Capital Management, LLC

Jennifer Yap
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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