Lamonge Capital Management, LLC

Overview

Lamonge Capital Management, LLC is a small independent registered investment adviser that manages portfolios with a clear tilt toward publicly traded equities. The firm serves individuals, families and a limited number of institutional clients under a percentage-of-assets fee model and provides financial planning and portfolio management for individuals and small businesses. Business lines also include real estate brokerage and insurance product sales, which appear to feed into its investment activity and alternative allocations. Investment activity is concentrated and discretionary — the firm reports full discretionary control over its $11.7M in AUM — and shows a preference for exchange-traded equities as the primary building block of client portfolios. Given the presence of third-party real estate allocations and mutual funds on the platform, Lamonge blends liquid equity exposure with selected external alternative real estate managers and pooled vehicles to round out client portfolios. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices