Lambent Asset Management, LLC

Fee-Only (% of Portfolio)

Lambent Asset Management is a registered investment advisor founded in 2017 and based in Jericho, New York, led by Gregory Davidian. The firm builds and manages customized investment portfolios for private and institutional clients. Lambent Asset Management utilizes a top-down research approach, focusing on macroeconomic trends and industry sectors rather than individual company speculation. The firm offers a variety of traditional equity strategies, such as growth, value, and core portfolios across small, mid, and large capitalization companies, as well as non-traditional equity strategies like equity income, long/short equity, and 130/30 strategies. Lambent Asset Management acts legally required to act in your best interest and generally manages accounts with the authority to make trades without asking first. Portfolios are typically held at Interactive Brokers.

Assets Under Management$2.3M
Clients17
Advisors1
Avg. per Client$140K
Avg. per Advisor$2.3M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.85%
$10M+0.70%

Fees are negotiable based on the amount of assets, future deposits, and scope of the relationship. Institutional fee schedules vary by strategy.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm