Lund Capital Management LLC
RIAState Registered
Total AUM
$1M
Discretionary
$1M
100% of AUM
Avg account
$200K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 325897
- Custodians
- CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lund Capital Management LLC is an independent, individual-owned investment adviser organized as an LLC and registered in Washington, D.C. The firm advises a small number of individual and family clients, charging fees based on a percentage of assets under management. Its stated advisory activity is portfolio management for individuals and small businesses. Lund is not positioned as a capital allocator and does not identify as an ESG-focused or multi-state adviser.
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 Equities77%
- Private Funds16%
- Cash & Cash Equivalents7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Course Pilot Financial LLC
RIAAUM $1MTEAM 1REPS 1
Dabk Financial Planning Services
RIAAUM $1MTEAM 1REPS 1
Wahdy Capital
RIASan Francisco, CA
AUM $1MTEAM 1REPS 1
Dresner Financial Planning
RIAAUM $1MTEAM 1REPS 1
Fulcire Wealth Management, LLC
RIAAUM $1MTEAM 1REPS 1
Synergy Capital Management, LLC
RIAAUM $1MTEAM 1REPS 1