| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Marc Frankel | Chief Compliance Officer | Under 5% | 2010 |
| John Edward Chalker Control | Managing Director | Under 5% | 1988 |
| Lm Capital Management Inc Control | Holding Company | Over 75% | 2002 |
Lm Capital Group, LLC reports $5.8 billion in regulatory assets under management on its Form ADV.
Lm Capital Group, LLC reports 22 employees.
Lm Capital Group, LLC is based in San Diego, CA and has been SEC-registered since 2002.
Lm Capital Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 750 B Street, Suite 3010, San Diego, CA 92101 |
| Phone | 619-814-1401 |
| Fax | 619-814-1404 |
| Office hours | 8:00a.m. To 4:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $5.76B |
| Non-discretionary | $0 |
| Total (RAUM) | $5.76B |