L
LDL Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$44,748,481
Clients
25
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
25
TypicalAverage account size
$1,789,939
About
LDL Capital Management is an independent registered investment adviser that provides discretionary portfolio management to high‑net‑worth individuals, trustees, and trust entities rather than to non‑HNW retail clients. Like many independent firms, it bills primarily on a percentage‑of‑assets basis and focuses on customized portfolio management for a limited number of client relationships.
The firm's principal brings multi‑decade institutional asset‑management and capital‑markets experience to portfolio construction and directly oversees both investment management and compliance functions. The advisor may also serve as successor trustee for certain irrevocable trusts that are advisory clients, an arrangement the firm discloses and notes is accepted in a personal, uncompensated capacity.
What distinguishes LDL from many peers is its very small client base alongside the advisor’s background at major investment banks and asset managers, which is less common for a boutique independent practice. The firm also reports no additional business activities or other compensation arrangements, and its practice of accepting uncompensated trustee appointments for client trusts is a notable operational feature disclosed in the brochure.
Client services
Portfolio management
Expertise
Wealth management
Main office location
LDL Capital Management, LLC
Jupiter FL, United States
Number of offices
1
Most active in
LDL Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Connecticut · Florida · Massachusetts · New Jersey · New York · Texas
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.
Forms ADV
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