$11.7M Total AUM
$11.7M Disc. AUM
-- 3Y CAGR
1 Employees
55 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Momentum
- Established Date
- 02-03-2010
- Office Locations
- 1
Office Locations
-- Naples FL
About Lamonge Capital Management, LLC
E & E Capital Management is a residential property rental and management firm serving Atlanta, Birmingham, and surrounding areas. It supports tenants with tech-enabled screening, online rent collection (Property Matrix), and coordinated maintenance, and offers an Assurant-backed bond program as an alternative to traditional security deposits in eligible cases. Ten+ years in business with a tenant-first service model.
Team overview
-- AVG AGE
$11.7M AVG AUM / ADVISOR
$213.5K AVG AUM / CLIENT
16.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Prime alpha Prime
Investment Themes
Radial capital Unison momentum
Investment Vehicles
Focus
Services
Delta Delta fusion Value
Technology
Glacier
Owner & Executives
J
JON PATRICK LAMONGE
Advisor, Chief Compliance Officer, President
- CRD
- #2533020
- Ownership
- 75% or more
(679) 364-5735
signal.crest@pathwaycapital.com
in linkedin.com/in/glacier-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,742,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,742,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,742,000
Equity - Exchange:
12.9% Cash:
12.6% Municipal Bonds:
38.5% U.S. Government/Agency:
36.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $640,258,287 | 12.9% |
| Cash | $625,368,559 | 12.6% |
| Municipal Bonds | $1,910,848,375 | 38.5% |
| U.S. Government/Agency | $1,786,767,312 | 36.0% |
| Total | $4,963,242,533 | 100.0% |