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.

The firm provides discretionary portfolio management to individual separate-account clients and acts as the general partner and investment manager of a private pooled investment partnership that accepts qualified, high-net-worth limited partners. Services include separately managed accounts tailored via an Investment Policy Statement and management of the pooled vehicle under its offering documents. LCM follows a value-oriented, long-term investment approach that emphasizes allocating capital to securities judged to be trading below intrinsic value, using quantitative analysis and fundamental valuation methods. Portfolios are generally concentrated in a relatively small number of high-conviction positions, and the firm may employ margin and options strategies as part of its implementation. What is noteworthy about this firm compared with many single-advisor independents is its role as a private fund adviser and manager of a pooled vehicle while also offering performance-based compensation arrangements for certain separate accounts. The firm’s principal brings multi-decade trading and quantitative strategy experience and has structured its private fund with incentive allocations and fund-specific safeguards (such as annual audits) that distinguish it from many peers.

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.

Name	Location	Years of experience
Eugene Lai	Irvine, CA	23

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