LL
CFA
LL
CFA

Lauren Landfield

6 Years of Experience
Incline Village, NV

Lauren Landfield is a CFA-designated registered investment advisor at Panthera Capital LLC, based in Incline Village, NV, with 6 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $1.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$663K average
Assets Under Management
$1.3M

Fee Structure

Investment management only (planning not offered)

Panthera Capital charges a management fee based on the value of your portfolio, plus a performance-based fee based on profits. There are two fee schedules to choose from for the Equity Long/Short strategy:

Fee Schedule One:

  • Under $1 million: 1.50% management fee, 17.50% performance fee
  • $1 million to under $5 million: 1.25% management fee, 16.50% performance fee
  • $5 million or more: 1.00% management fee, 15.50% performance fee

Fee Schedule Two:

  • Under $1 million: 1.00% management fee, 25.50% performance fee
  • $1 million to under $5 million: 0.875% management fee, 25.00% performance fee
  • $5 million or more: 0.750% management fee, 24.50% performance fee

For the Position Monetization strategy, Panthera Capital charges only a management fee:

  • Under $1 million: 1.00%
  • $1 million to under $5 million: 0.875%
  • $5 million or more: 0.750%
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Location

Incline Village, NV

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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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Other Business Activities

Lauren is an advisory board member for ClearPlay, Inc., a video content filtering application company, since May 2017. She provides advice regarding corporate finance matters, dedicating minimal time to this activity.

Employment History
Current Registrations
Panthera Capital LLC
April 2019 - Present · 7 yrs 1 mo
State Registrations2 states
CANV
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.