Lemnis Capital

Overview

Lemnis Capital is an independent, owner-operated registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm acts as a capital allocator and provides traditional wealth management services including financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational outreach through seminars and publications. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. The firm reports a preference for equities and is not positioned as an active ESG investor. It lists an affiliation with an insurance company and indicates it uses third-party managers for alternative strategies rather than running internal alternative funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices