J. LOYD CAPITAL MANAGEMENT

John Loyd Jr. serves as the founder and principal of the firm, responsible for investment decisions and overall strategy. He previously held executive roles at Merrill Lynch and UBS before launching the advisory (per SEC Form ADV, 2023).

The firm is a registered investment advisor (RIA), operating as J. LOYD CAPITAL MANAGEMENT, LLC. It files as a reporting exempt adviser with the SEC, indicating it manages pooled vehicles and separate accounts for multiple clients, not a single-family office structure (per SEC ADV filing, 2023).

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).

The firm does not publicly disclose its total AUM. Its reporting exempt adviser status suggests assets under management in the $100M to $2B range. No verified external source has confirmed a specific number.

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.

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).

Deal sourcing is not publicly detailed. The firm likely relies on its principals' network from previous roles at Merrill Lynch and UBS, alongside standard RIA channels for private placements and fund-of-fund allocations.