Ludus Capital, LLC

RIASEC Registered
Total AUM
$360K
Discretionary
$360K
100% of AUM
Avg account
$60K
Accounts
6
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
331753
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

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Overview

Ludus Capital, LLC is a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure that includes a percentage of assets under management as well as performance-based fees. While it does not classify itself as an ESG investor, Ludus Capital engages in portfolio management for both individual clients and institutional businesses, indicating a diverse approach to client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 10%, Derivatives 5%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents10%
  • Derivatives5%

Contacts

1 of 1
  • Justin Kim

    Justin Kim

    Managing PartnerCRD 7922222

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth