$24.0M Total AUM
$24.0M Disc. AUM
-- 3Y CAGR
1 Employees
72 ADV. Clients
32 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Beacon peakEmber
- Established Date
- 05-16-1994
- Office Locations
- 1
Office Locations
237 Washington St. Marblehead MA
About Loynd Capital Management
Loynd Capital Management is a Marblehead-based RIA. The firm has been operating for 32 years. Managing $24.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$24.0M AVG AUM / ADVISOR
$333.3K AVG AUM / CLIENT
21.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Ember Matrix
Custodian
Delta Bridge eagle Bridge capital
Fund Managers
Insight wave
Investment Themes
Ridge Unison pathway
Investment Vehicles
Frontier value Alpha insight
Services
North Unison Alpha frontier
Technology
Peak bridge Atlas
Owner & Executives
G
GEOFFREY CRAWFORD LOYND
Principal
- CRD
- #2112123
- Ownership
- 75% or more
(342) 734-2821
quantum.value@capitalcapital.com
in linkedin.com/in/alpha-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,000,000
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $8,671,684,940 | 100.0% |
| Total | $8,671,684,940 | 100.0% |