A complete list of active advisors currently associated with LAMBENT Asset Management, LLC

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

Lambent Asset Management provides discretionary investment management through separately managed accounts for a small number of private clients and select institutional clients, overseeing roughly $2.33 million in client assets. The firm advises across a broad set of instruments, including equities, mutual funds, ETFs, fixed income, cash instruments and alternative strategies. Investment decisions are guided by a top-down, macro-focused process that allocates by industry sector and subsector, then implements diversified portfolios using both traditional equity styles (size- and style-based) and non-traditional strategies such as equity income, long/short equity and 130/30. Risk management is incorporated at the position level, and the firm routinely uses derivatives in separately managed accounts to implement exposures and hedges — an approach that is uncommon among similarly structured independent advisers. Distinctive features include the firm’s willingness to manage institutional mandates despite its small scale and client base (17 clients), and its use of derivative instruments alongside long/short and 130/30 strategies, which set it apart from most independent, solo-run advisers. The firm’s investment process is supported by analytical experience and chartered financial analyst (CFA®) credentials held by its lead professional, and it typically maintains client accounts with an electronic custodian that provides direct client access to custodial reporting.

To learn more about the advisors currently working at LAMBENT Asset 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.