Advisor at Midway Partners Capital Management, LLC
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Firm
Midway Partners Capital Management, LLC
Location
Seaside, CA
Credentials
Series 63, Series 65
Industry experience
12 years
Jordan Lampos is a financial advisor at Midway Partners Capital Management, LLC with 12 years of industry experience. He previously worked at Duff & Phelps Securities LLC from 2016 to 2021. Lampos holds Series 63 and Series 65 licenses. Midway Partners Capital Management is a single-advisor registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates, corporations, and other entities through separately managed accounts and a private pooled vehicle. The firm employs an intrinsic-value, bottom-up fundamental investment approach focusing on discounted cash-flow analysis and conservative forecasts, managing concentrated, longer-term holdings with routine portfolio reviews.
Based on Midway Partners Capital Management, LLC
$0 - $5,000,000: 1.50% $5,000,001+: Negotiable
10% performance allocation on Fund returns exceeding 5% hurdle rate with a high-water mark for qualified clients in the Fund
Fund has subscription classes with monthly management fees of 1.5% or 1.0% annualized, paid monthly in arrears
Fee-only: 1.50% annually up to $5,000,000; negotiable above $5,000,000
Seaside, CA
California · Texas
Midway Partners Intrinsic Pecan, LP
2021 - Present (5 years)
Midway Partners Capital Management, LLC
2021 - Present (5 years)
Duff & Phelps Securities LLC
2016 - 2021 (5 years)
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Is active or affiliated with:
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Broker-dealer / trader
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Bank
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They provide trust and estate administration services, typically for separate fees.
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Series 65
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CFA®, Series 63
Monterey, CA
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Series 63, Series 66
Monterey, CA
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