Lh Capital Management, LLC (San Francisco)

Lh Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lh Capital Management: assets under management

The assets under management (AUM) of Lh Capital Management, LLC is $251 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 122% since the beginning of its operation, and $69.2 million of the total AUM is attributable to clients outside of the United States.

The firm manages $251 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $251 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lh Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Paul Henry Stockamore serves?

The only and largest group of clients of Paul Henry Stockamore is pooled investment vehicles with 1 clients and $251 million of assets under management. Among the 11 most similar advisory firms, Lh Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $251 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Lh Capital Management also advises several private funds. Namely, one real estate fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Lh Capital Management, LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Paul Henry Stockamore has been acting as President since 1 Jul 2017. Nora Lynne Gibson joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Based in San Francisco

The principal office where Lh Capital Management, LLC performs its advisory services is located at 315 Montgomery Street, San Francisco, CA 94104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-202-6400. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at lhcapitalmanagement.com.

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