Ldr Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $397M in regulatory assets under management, 7 employees, 3 offices, and 28 accounts.
Assets Under Management
$397M
Employees
7
Offices
3 offices
Total Clients
28
Primary office
NEW YORK, NY
300 PARK AVENUE, SUITE 520, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
14
2
Corporations
21.4%
6
3
Charitable
14.3%
4
4
Pooled Investment Vehicles
7.1%
2
5
Investment Cos.
3.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$397Mas of March 31, 2026
Discretionary100.0%
$397M
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$397M
Total Accounts28
10Y AUM Change$-60M (-13.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee4:1
10Y Employee Change0 (0.0%)
* 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.