Lanmar Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lanmar Capital Management provides discretionary, custom portfolio management to individuals, trusts, estates, charitable organizations and business entities. The firm emphasizes tactical allocation and may implement strategies using exchange-listed equities as well as options and futures; it does not participate in wrap-fee programs.
The adviser combines a growth-stock selection framework based on the CANSLIM methodology with proprietary entry criteria and system-based position sizing, applying both fundamental and technical analysis to identify market leaders and small‑ to mid‑cap opportunities. Portfolios are actively managed with reallocation into noncorrelated assets, use of cash as a hedge, and the ability to employ derivatives, margin and short-selling as part of its risk‑management and trading toolkit.
Notable operational features include flexible compensation arrangements—asset‑based management, negotiated fixed fees, and performance‑based fee agreements for qualified clients that include contractual hurdle, high‑water‑mark and look‑back provisions—which is uncommon among peers. The firm also limits account acceptance when client‑imposed investment restrictions are incompatible with its strategies, maintains custody only for authorized fee deductions, and does not vote client proxies.
Client services
Expertise
Fee options
Negotiated fixed fees for certain advisory services; no standard schedule
$0+: up to 2.0% per annum (negotiable and may be reduced or waived) >= $1,400,000+: performance-based fee up to 25% of investment gains exceeding agreed-upon hurdle or benchmark
Up to 25% of investment gains exceeding agreed-upon hurdle or benchmark for qualified clients
Account minimum: $100,000 Fee-only: Negotiated fixed fees varying based on scope and complexity; no standard schedule
Main office
Rock Hill NY
Advisors at this office
1
Most active in
New York
Also doing business as
Lanmar Capital Management · Lanmar Capital Management LLC
Disclosures
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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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