L
CRD: 141767
Lipton Capital Management
Stuart, FL
7722853381
$7.0M Total AUM
$7.0M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
29 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-30-1996
- Office Locations
- 1
Office Locations
-- Stuart FL
About Lipton Capital Management
Lipton Capital Management is a Stuart-based RIA. The firm has been operating for 29 years. Managing $7.0M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Vanguard. Services offered include Portfolio Construction.
Team overview
68 AVG AGE
$7.0M AVG AUM / ADVISOR
$469.1K AVG AUM / CLIENT
29.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
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Investment Vehicles
Matrix
Services
Eagle
Owner & Executives
J
JOEL JAY LIPTON
Owner, President
- CRD
- #1040940
- Ownership
- 75% or more
(943) 306-2788
signal.crest@vectorcapital.com
in linkedin.com/in/zenith-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,035,977 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,035,977 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,035,977
Equity - Exchange:
43.3% Cash:
56.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,527,203,674 | 43.3% |
| Cash | $3,309,294,418 | 56.7% |
| Total | $5,836,498,092 | 100.0% |