LS
LS

Lanny Sachnowitz

9 Years of Experience
Houston, TX

Lanny Sachnowitz is a registered investment advisor at Stanley Capital Management, LLC, based in Houston, TX, with 9 years of industry experience. Lanny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $630M in assets under management.

Compensation
N/A
Firm Size
2 advisors
Number of Clients
1 client
Average Client Portfolio
$634.6M average
Assets Under Management
$634.6M

Fee Structure

Investment management only (planning not offered)

Stanley Capital manages a private fund, the Stanley Partners Fund. Stanley Capital does not charge the fund management fees. Stanley Partners GP is entitled to receive a performance allocation from the Stanley Partners Fund under certain circumstances. The Performance Allocation for the Stanley Partners Fund is 20%.

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Location

3200 Southwest Freeway, Suite 3140, Houston, TX, 77027

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Stanley Capital Management, LLC
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Stanley Capital Management, LLC
January 2014 - February 2015 · 1 yr 1 mo
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Lanny Sachnowitz - Financial Advisor | TrueAdvisor