Lorintine Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$33,900,000
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
43
7% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
43
TypicalAverage account size
$788,372
About
Lorintine Capital serves individual clients (including high‑net‑worth and non‑HNW households), businesses and retirement plans, and also acts as a manager and general partner for private funds and other pooled investment vehicles. The firm provides portfolio and wealth management, financial planning, 401(k) plan advisory (including employee education), and private fund management and subscription services.
The firm follows a client‑driven approach with asset allocation as a primary strategy, tailoring discretionary or non‑discretionary portfolio management to each client’s goals, risk tolerance, and time horizon. Lorintine manages separate pooled vehicles with fund‑specific strategies and documentation, and it uses performance‑based compensation arrangements in its fund business while maintaining outside custodians and periodic audits for those pooled accounts.
Distinctive features include an ownership link to a practicing attorney and an affiliated law practice (maintained separately), registration as an exempt commodity pool operator/commodity trading advisor for fund trading, and a record of hosting educational seminars and serving as a 3(38) fiduciary for retirement plans. The firm also self‑identified and corrected a past compliance issue related to investor classification in one fund that led to a 2020 consent order with a state regulator.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Occupation focus
Founder/Business Owner
Fee options
Financial planning flat fee typically around $3,000 initial; $500 annual update fee
Between $350 and $450 per hour for advisory and financial planning services
1% annual management fee plus 35% performance fee over benchmark for fund clients; limited performance fees for qualified individual clients
Account minimum: $250,000 Fee-only: Financial planning services typically $3,000 flat fee initial, $500 annual update, $350-$450/hour additional services
Main office location
Lorintine Capital
5477 Glen Lakes Dr., Suite 120
Dallas TX 75231, United States
Number of offices
3
Most active in
Lorintine Capital has reported serving >5 clients in these states in the last 12 months.
California · 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 active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Quick links
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