Lund Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 325897
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lund Capital Management LLC is a limited liability company focused on providing portfolio management services primarily for individual and family clients. The firm operates under a fee structure based on a percentage of assets under management. While it does not engage in ESG investing or serve as a pension consultant, it is dedicated to managing portfolios for small businesses and individuals. The firm is not classified as a capital allocator, indicating a focus on direct investment management rather than broader asset allocation strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities58%
- Cash & Cash Equivalents20%
- Investment Grade Corp Bonds15%
- US Government Bonds5%
- State & Local Bonds1%
Contacts
1 of 1Ryan Lund
FounderCRD 7719780
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations