Feedback
Share
Link
Link copied!
Fund Codex
LVM Capital Management LTD
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

LVM Capital Management LTD Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Portage, Michigan
$656.9 million AUM
2 offices

LVM Capital Management LTD is based in Portage, Michigan and has $656.9 million in assets under management.

Location
7840 Moorsbridge Road
Portage, MI 49024
$656.9 million
AUM
13
Employees
AUM Share
Link
Link copied!
Back to Top
$656,885,210
Assets under management
1,084 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
High net worth individuals 1,028 $583,639,572 89% $567,743
Pension and profit sharing plans 1 $3,593,302 1% $3,593,302
Charitable organizations 55 $69,652,336 11% $1,266,406
Employees Share
Link
Link copied!
Back to Top
13
Employees
6
Investment analysts
46% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$656,885,210
Assets under management
$50,529,632
AUM per employee
$109,480,868
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

LVM Capital Management LTD makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

LVM Capital Management LTD provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
Firm data Share
Link
Link copied!
CRD number 111,039
SEC number 801-32681
Legal structure Corporation
Legal governance Michigan, United States
Latest ADV filing date March 20, 2020

More Funds

See all...
Frorer Partners L.P.
Fund: Under $1 billion
Campbell Global
Fund: $3,778,138,000
Sandhill Investment Management
Fund: $1,608,795,416
Caas Capital Management LP
Fund: $192,832,321
Withum Wealth Management
Fund: $579,480,000
Canter Wealth
Fund: $108,511,917
Formula Growth Limited
Fund: $1,834,938,607

Additional Funds

See all...
Calamar Capital Services, LLC
Fund: Under $1 billion
Delta Financial Advisors
Fund: $461,869,327
Ibillionaire
Fund: $8,977,000
Benson Elliot Capital Management
Fund: Under $1 billion
Spcre Inpoint Advisors, LLC
Fund: Under $1 billion
Twist Capital LLC
Fund: Under $1 billion
Hodges Capital Management Inc
Fund: $976,199,370
Vertica Capital Management LLC
Fund: Under $1 billion
Coinshares General Partner Limited
Fund: Under $1 billion
Eclectic Associates, Inc.
Fund: $821,991,074

All of Fund Codex

See all...

Similar Funds to LVM Capital Management LTD

See all...
LVM Capital Management LTD
Fund: $656,885,210
Glenernie Capital LTD
Fund: Under $1 billion
Farringdon Capital, LTD.
Fund: Under $1 billion
CDR Capital LTD
Fund: Under $1 billion
Wincrest Capital LTD.
Fund: Under $1 billion
Presight Capital LTD
Fund: Under $1 billion
Clearance Capital LTD
Fund: Under $1 billion
Pelham Capital LTD
Fund: Under $1 billion