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
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
29.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
Unlock to compare peer behavior around value frontier.
Upgrade to reveal position-level detail across glacier signal.
Full visibility includes strategy notes for frontier signal wave.
Premium access reveals conviction themes in wave foundation focus.
Unlock to compare peer behavior around delta timber.
Full visibility includes strategy notes for ember oak peak.
Unlock to see real insight on peak glacier capital.
Unlock to see real insight on pathway foundation north.
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |