D
CRD: 332754
David Lurch LLC
Miami, FL
9543941761
$17.0M Total AUM
$17.0M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-10-2024
- Office Locations
- 1
Office Locations
-- Ft. Lauderdale FL
About David Lurch LLC
David Lurch LLC is a Miami-based RIA. The firm has been operating for 1 years. Managing $17.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and UBS. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
44 AVG AGE
$17.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Focus Glacier alpha Pathway
Investment Themes
Vital wave Alpha optima Ember signal
Investment Vehicles
Ember harbor
Services
Vector catalyst Radial catalyst Crest Value Pioneer Harbor optima
Owner & Executives
DAVID A. ANTHONY LURCH
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #4375788
- Ownership
- 75% or more
(967) 247-4419
vertex.optima@oakcapital.com
in linkedin.com/in/momentum-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,000,000
Equity - Exchange:
18.3% U.S. Government/Agency:
40.9% Public Funds:
9.4% Cash:
10.9% Derivatives:
20.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $444,210,477 | 18.3% |
| U.S. Government/Agency | $992,798,280 | 40.9% |
| Public Funds | $228,173,688 | 9.4% |
| Cash | $264,584,383 | 10.9% |
| Derivatives | $497,612,829 | 20.5% |
| Total | $2,427,379,657 | 100.0% |