LN Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 304371
- Registered since
- March 25, 2020
- Website
- www.lncapm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI49.32%
- Individuals49.3%
- Corporations / Businesses1.38%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
LN Capital Management LLC is a small, SEC-registered investment adviser formed in 2020 and organized as an LLC with individual ownership. The firm serves individual and family clients and provides discretionary portfolio management for individuals, small businesses, and for business or institutional accounts. Its billing is the common percentage-of-assets-under-management model. LN Capital does not describe itself as an active ESG investor, is not registered as a multi-state adviser, and is identified as a newly formed adviser.
Assets & Accounts
Public Holdings
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- US Government Bonds17%
- State & Local Bonds5%
- Non-Investment Grade Corp Bonds4%
- Investment Grade Corp Bonds3%
Owners & executives
1 of 1Nilesh Saldanha
CIOCRD 5411484
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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