A complete list of active advisors currently associated with Lai Capital Management LLC

Warmer can help you find a great advisor at Lai Capital Management LLC or one who fits your needs even better.

Lai Capital Management LLC is a state-registered, single-advisor investment adviser that manages discretionary separately managed accounts for individual clients and serves as the general partner and investment manager of a private limited partnership (Quantitative Value Strategies). The firm manages both retail separate accounts and pooled-investment interests, and tailors each separate account to the client’s investment policy statement. The firm follows a value-oriented, quantitative approach that targets publicly traded securities judged to be trading below intrinsic value, using discounted cash flow and net-worth analyses as part of its process. Portfolios are managed with a long-term horizon and typically are concentrated—the private partnership is described as holding a relatively small number of major positions—while separate accounts are constructed to reflect each client’s risk profile. What distinguishes the firm from many peers is its dual role as adviser to a private pooled vehicle and as manager of individual discretionary accounts, and the use of performance-based compensation arrangements for certain clients and for the partnership, which is uncommon among similar solo independent advisers. The firm’s principal brings a nontraditional industry background and quantitative trading experience, and the partnership structure and concentrated, less-liquid portfolio posture create different risk and liquidity characteristics than a typical broadly diversified advisory practice.

To learn more about the advisors currently working at Lai Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.