L
$9.4M Total AUM
$9.4M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pathway vectorPeak vector
- Established Date
- 07-26-2020
- Office Locations
- 1
Office Locations
-- NEW York NY
About LN Capital Management LLC
LN Capital Management LLC is a NEW York-based RIA. The firm has been operating for 5 years. Managing $9.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$9.4M AVG AUM / ADVISOR
$228.7K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
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Asset Classes
Zenith ridge Beacon wave
Custodian
Radial
Investment Themes
Horizon oak
Technology
Capital summit Focus
Owner & Executives
N
NILESH ROY SALDANHA
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #5411484
- Ownership
- 75% or more
(515) 856-9988
wave.fusion@matrixcapital.com
in linkedin.com/in/delta-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,377,841 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,377,841 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,377,841
Equity - Exchange:
19.3% U.S. Government/Agency:
5.7% Municipal Bonds:
18.3% Corporate - Non-Investment Grade:
15.1% Corporate - Investment Grade:
18.1% Cash:
23.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $749,175,049 | 19.3% |
| U.S. Government/Agency | $221,258,952 | 5.7% |
| Municipal Bonds | $710,357,689 | 18.3% |
| Corporate - Non-Investment Grade | $586,142,137 | 15.1% |
| Corporate - Investment Grade | $702,594,217 | 18.1% |
| Cash | $912,207,963 | 23.5% |
| Total | $3,881,736,007 | 100.0% |