A complete list of active advisors currently associated with Lorintine Capital

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

Lorintine Capital serves individual clients (including high‑net‑worth and non‑HNW households), businesses and retirement plans, and also acts as a manager and general partner for private funds and other pooled investment vehicles. The firm provides portfolio and wealth management, financial planning, 401(k) plan advisory (including employee education), and private fund management and subscription services. The firm follows a client‑driven approach with asset allocation as a primary strategy, tailoring discretionary or non‑discretionary portfolio management to each client’s goals, risk tolerance, and time horizon. Lorintine manages separate pooled vehicles with fund‑specific strategies and documentation, and it uses performance‑based compensation arrangements in its fund business while maintaining outside custodians and periodic audits for those pooled accounts. Distinctive features include an ownership link to a practicing attorney and an affiliated law practice (maintained separately), registration as an exempt commodity pool operator/commodity trading advisor for fund trading, and a record of hosting educational seminars and serving as a 3(38) fiduciary for retirement plans. The firm also self‑identified and corrected a past compliance issue related to investor classification in one fund that led to a 2020 consent order with a state regulator.

To learn more about the advisors currently working at Lorintine Capital, 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.