Lloyd Capital LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 27, 2026, reports $863M in regulatory assets under management, 11 employees, and 16 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPARTERSHIP OR LLCS represent 43.8% of total clients.
Top client categories% of clientsClients
1
PARTERSHIP OR LLCS
43.8%
7
2
HNWI
31.3%
5
3
Pooled Investment Vehicles
18.8%
3
4
Corporations
6.3%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$863Mas of March 27, 2026
Discretionary100.0%
$863M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$863M
Total Accounts16
10Y AUM Change+$772M (+841.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee1:1
10Y Employee Change+9 (+450.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.