Lawrence Kochard
Lawrence Kochard is a CFA-designated registered investment advisor at Makena Capital Management, LLC, based in Charlottesville, VA, with 7 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 35 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Makena Capital Management manages pooled investment vehicles and charges a management fee based on a percentage of the value of the securities owned by each fund. Makena may agree to non-standard management and performance-based fees for certain investors in the Asset Class Feeder Funds, and may take into account such investor's investment in the Makena Endowment Portfolio when determining fees. Makena employees authorized to invest in the Funds may do so on a fee-free basis.
Location
1900 Arlington Blvd., Suite C, Charlottesville, VA, 22903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Makena Capital Management, LLC
State Registrations1 state
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