Dack Lamarque is a CFA-designated registered investment advisor at Lamarque Atlas, based in Pasadena, CA, with 5 years of industry experience. Dack 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 $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LaMarque Atlas manages investments for a private investment fund (the Partnership) and separately managed accounts. The annual management fee is 2% of assets. In addition, the firm charges a performance-based fee based on the net appreciation of the account each year, typically 25% of the appreciation, subject to a high-water mark.
Location
155 N Lake Ave, Suite 800, Pasadena, CA, 91101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dack serves in a minimal consulting capacity to Spanos Barber Jesse & Co., primarily related to investment opportunities or valuation matters. Dack spends minimal time on this activity.
Employment History
Current Registrations
Lamarque Atlas
State Registrations1 state
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