Lloyd Harbor Capital Management, LLC

Fee-Only (% of Portfolio)

Lloyd Harbor Capital Management provides investment advice to private pooled investment funds. They manage the investment program of each fund based on its investment objectives and guidelines. Lloyd Harbor does not tailor its advisory services to the individual needs of the underlying investors in its Funds and does not accept investor-imposed investment restrictions for the Funds.

Assets Under Management$310M
Clients3
AdvisorsN/A
Avg. per Client$100M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Lloyd Harbor Capital Management manages investments for private pooled investment funds. The management fee ranges from 1% to 2% per year based on the net asset value of the fund. Lloyd Harbor may waive or modify the management fee for any investor.

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Lloyd Harbor Capital Management, LLC | TrueAdvisor