A complete list of active advisors currently associated with Lobos Creek Investors LLC

Warmer can help you find a great advisor at Lobos Creek Investors LLC or one who fits your needs even better.

Lobos Creek Investors LLC provides discretionary asset management services primarily to individuals and high-net-worth clients, offering ongoing portfolio management after documenting each client’s goals, time horizon, and risk tolerance. The firm states a typical account minimum of $500,000 (subject to exceptions) and bills advisory fees on a tiered, blended schedule; at the time of the brochure it reported no assets under management and is newly registered. The firm’s investment process emphasizes fundamental equity analysis and a generally long-term orientation, while permitting both long- and short-term holdings and limited client-imposed restrictions. Lobos Creek accepts discretionary trading authority to implement its strategies, monitors accounts quarterly, and affiliates may receive research or services from custodians in connection with client transactions. Noteworthy features for a newly formed, no-active-advisors adviser include an explicit focus on portfolio management for individual clients (a relatively uncommon service among firms in this regulatory category) and an absence of private fund advisory activities; the firm also does not sponsor wrap programs and does not vote client proxies unless asked to advise. The brochure further discloses the firm’s reliance on a single custodian (Charles Schwab is required for client accounts) and that the firm’s principal holds the CFA designation and prior portfolio management and equity research experience.

To learn more about the advisors currently working at Lobos Creek Investors 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.