La Loma Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
La Loma Capital is a boutique asset manager that provides discretionary investment management to individual clients, primarily high‑net‑worth individuals and trusts seeking professional portfolio management. Client assets are held at a third‑party custodian and the firm does not act as custodian; the brochure notes the firm typically requires accounts be established at Interactive Brokers.
The firm follows a global macro investment approach that blends fundamental economic and technical analysis to build globally diversified, multi‑asset portfolios, often implemented via index exposures and both long and short positions. Investment programs are customized through written investment policy statements and may use margin, option writing, short sales, and futures across short-, medium‑, and long‑term time horizons.
What is noteworthy about La Loma is its use of performance‑based (incentive) fees for qualified clients, with calculations handled by the custodian and an annual lookback provision applied in accordance with SEC Rule 205‑3. For a small, independent advisory practice with a modest client base and assets under management, the combination of incentive fee arrangements and actively managed global macro strategies is uncommon among peers.
Client services
Expertise
Fee options
0.75% annually
20% of net income/net profit & loss with a one calendar year lookback period
Account minimum: $100,000
Main office
Zephyr Cove NV
Advisors at this office
1
Most active in
California · Nevada
Also doing business as
Alexander Lee Henderson · La Loma Capital
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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