Lanmar Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,801,000
Clients
5
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$360,200
About
Lanmar Capital Management provides discretionary, fee‑based portfolio management to individuals, trusts, estates, charitable organizations, and business entities, tailoring portfolios to client objectives through meetings and suitability reviews. The firm generally works with investors who meet regulatory "qualified client" standards and does not target non‑high‑net‑worth retail clientele.
The advisor employs a tactical allocation framework that blends the CANSLIM growth‑stock methodology with proprietary entry criteria and system‑based position sizing to pursue asymmetric opportunities and smoother equity‑curve outcomes. Portfolios may include exchange‑listed equities as well as options and futures, and the manager uses hedging, margin, and short‑selling where appropriate under discretionary authority.
Noteworthy relative to many peers, the firm offers performance‑based compensation arrangements for qualified clients that are tied to an agreed benchmark hurdle and a perpetual high‑water‑mark, rather than relying solely on standard asset‑based fees. Its concentrated focus on trend‑driven growth stocks, active use of derivatives, and selective client acceptance practices distinguish it from many similarly registered advisory firms.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
Up to 20% of gains exceeding an agreed-upon benchmark performance hurdle, calculated quarterly with a high water mark; negotiated at sole discretion of the Advisor.
Account minimum: $100,000
Main office location
Lanmar Capital Management
Brooklyn NY, United States
Number of offices
2
Most active in
Lanmar Capital Management has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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