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J. LOYD CAPITAL MANAGEMENT
J. LOYD CAPITAL MANAGEMENT, LLC is a state-registered investment adviser with $40 million in regulatory assets under management. The firm has 2 employees and...
Overview
J. LOYD CAPITAL MANAGEMENT, LLC is a state-registered investment adviser with $40 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.
General information
Firm type
Asset Manager
Frequently asked questions
What investment strategies does the firm employ?
The firm runs a multi-asset approach encompassing equities, fixed income, and alternatives such as private placements and hedge fund allocations. Filings suggest a focus on income-generation and capital preservation across its pooled and separate accounts (per SEC Form ADV, 2023).
What is the firm's geographic focus?
The firm is U.S.-based and primarily focuses on domestic investment opportunities. Its filings do not indicate overseas offices or significant international exposure in client mandates.
Who are the firm's clients?
Client base includes high-net-worth individuals, pooled investment vehicles, and institutional accounts. The firm does not publicly disclose specific client names or relationship sizes (per SEC Form ADV, 2023).
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