AdvizorPro

LHA Capital Partners

LHA Capital Partners. CRD 290980

LHA Capital Partners logo

CRD: 290980

LHA Capital Partners

Scottsdale, AZ
3109946208
$56.8M Total AUM
$56.8M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
6 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Bank OF America · Charles Schwab & Company · Merrill Lynch
Clients
Retail
Platforms
--
Established Date
11-04-2019
Office Locations
1

Office Locations

-- Scottsdale AZ

About LHA Capital Partners

Alliance Advisors IR is an investor relations advisory firm serving companies that need disciplined, efficient communications with shareholders and capital markets. Services span investor relations, capital markets support, marketing/PR, and strategic advisory to align market perception with underlying value. Operates as a one-stop shop with an IR team presence across New York, Los Angeles, Buffalo, Toronto, Vancouver, and Montreal.

Team overview

-- AVG AGE
$56.8M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
6.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age

Insights

Premium access reveals conviction themes in summit element quantum.
See the complete signal summary connected to element radial.
Open the full profile to inspect shifts in vector pioneer.
Full visibility includes strategy notes for signal momentum fusion.
Premium access reveals conviction themes in summit matrix.
Unlock to see real insight on wave harbor fusion.
Premium access reveals conviction themes in harbor matrix vital.
Premium access reveals conviction themes in matrix vital alpha.

Accredited Investors

Vital capital

Asset Classes

Insight Meridian Optima frontier Frontier

Client Personas

Value

Investment Themes

Frontier focus

Investment Vehicles

Momentum

Services

Optima Fusion Frontier fusion Ridge foundation Catalyst catalyst Glacier Peak

Owner & Executives

L

LEONARD HAMPTON ANDERSON

Chief Compliance Officer, Chief Executive Officer, Managing Member

CRD
#5781616
Ownership
75% or more
(913) 790-2710
beacon.glacier@bridgecapital.com
in linkedin.com/in/quantum-oak

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $56,827,373 --
Non-Discretionary $0 --
Total $56,827,373 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $56,827,373

$56.8M Total SMA
Public Funds:
31.3%
Equity - OTC:
26.6%
U.S. Government/Agency:
14.4%
Equity - Exchange:
10.0%
Cash:
17.7%
Asset class Assets Assets %
Public Funds $2,676,607,510 31.3%
Equity - OTC $2,274,688,811 26.6%
U.S. Government/Agency $1,231,410,484 14.4%
Equity - Exchange $855,146,169 10.0%
Cash $1,513,608,720 17.7%
Total $8,551,461,694 100.0%

Start a free trial and
prospect smarter