| Company: | LM Capital Group, LLC |
| Web Address: | http://www.lmcapital.com |
| Address: | 401 B St. #920San Diego, CA 92101 |
| Phone: | (619) 814-1401 |
| Type: | Money Management |
| Profile: | LM Capital Group, LLC is a registered investment advisor founded in 1989 to provide fixed-income investment management to the institutional investor. LM Capital utilizes a long-term macroeconomic, fundamental investment approach to assemble concentrated fixed-income portfolios representing the most-attractive fixed-income investment opportunities available. The firm is a 65% employee-owned minority business, employed by public agencies, corporations and foundations nationwide. Currently LM Capital manages four types of fixed-income investment portfolios: Short Term, Intermediate, Core and Opportunistic Core (core plus).
Firm Ownership
On April 1, 2002, LM Capital Management Inc. entered into an agreement to create a new entity, LM Capital Group, LLC. LM Capital Management Inc. transferred its SEC registration to the new entity. The management of the new firm, the investment process, and all other aspects of the company except for ownership interests as outlined below remained identical. The new entity was created to accommodate a new, passive equity investor that provides growth capital and business expertise.
LM Capital Management Inc. became a holding company with a 65% interest in LM Capital Group, LLC. Luis Maizel, John Chalker, Mario Modiano and Tobias Gorodzinsky continue to own 100% of LM Capital Management, which remains a minority-owned firm. Strategic Investment Group Ventures, LLC (SIGV), owns the remaining 35% interest; SIGV is a joint venture between Strategic Investment Group and the State of California Public Employees' Retirement System (CalPERS). |
| Specialty: | http://www.lmcapital.com/products.html |
| Locations: | Contact LM Capital Group
401 B Street, Suite 920
San Diego, CA 92101
Phone: 619.814.1401
Fax: 619.814.1404
Hours: M-F, 8am-4pm Pacific Time
For more information regarding LM Capital Group, LLC, please contact Richard Deary at rdeary@lmcapital.com. |
| Other: | http://www.lmcapital.com/philosophy.html |
|
|
 |
 |