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LLOYD CAPITAL LLC
KILCHBERG
+41445332230
SEC #801-72733Total AUM
$863.3M
Employees
11Clients
24Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
WEINBERGSTRASSE 100
KILCHBERG
8802
Switzerland
KILCHBERG
8802
Switzerland
Operating Hours
9:00 AM TO 5:30 PM
Monday - Friday
Monday - Friday
Phone
+41445332230
Financials
Total AUM
$863.3M
Accounts
16Discretionary
$863.3M
Accounts
16Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
5AUM
$14.5M
Banking Clients
1AUM
$0
Pooled Vehicle Clients
3AUM
$718.3M
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$1.7M
Other Clients
7AUM
$128.8M
Description of Other Clients
PARTERSHIP OR LLCS
Services
Services Offered
Individual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INDEX SELECTION PARTY
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.