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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 7 -12.50%
of those in investment advisory functions 7
Registration SEC, Approved, 07/27/2022
Other registrations (1)
Former registrations

LLOYD HARBOR CAPITAL MANAGEMENT, LLC

AUM* 309,630,174 39.69%
of that, discretionary 309,630,174 39.69%
Private Fund GAV* 309,630,173 8.00%
Avg Account Size 103,210,058 505.31%
% High Net Worth < 0.01% -100.00%
SMA’s No
Private Funds 3 1
Contact Info 631 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

222M 190M 158M 127M 95M 63M 32M
2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$309,630,173

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Brochure Summary