Luther king capital management is an sec registered investment advisory firm founded by j. Our seasoned portfolio management team works diligently with our experienced, internal research department to help you achieve your investment. King luther capital management corp is a hedge fund with 2679 clients and discretionary. Andrew david zacharias financial advisor, fort worth, tx. Luther king capital management is a secregistered investment advisory firm founded by j. Andrew david zacharias is a financial advisor with luther king capital management corporation.
Luther king capital management investments fort worth. Check capital seeks to acquire stocks of exceptional businesses, run by firstclass management teams, when those companies are selling at bargain prices. This page shows a list of all the recent f filings made by king luther capital management corp. Lkcm provides investment advisory services to high net worth individuals, foundations, endowments, investment companies, pension and profit sharing plans, trusts and estates. He established and leads several alternative investment partnerships, such as lkcm capital group, that focus on longterm investment strategies in public and private companies. Its why we launched our proprietary research process in 1996 and why we offer a variety of investment strategies. Nyc area 433 hackensack avenue, suite 903 hackensack, nj 07601.
Richard m kleberg financial advisor, san antonio, tx. Luther king capital management corporation filed as a foreign forprofit corporation in the state of texas on tuesday, december 31, 1991 and is approximately twentynine years old, according to public records filed with texas secretary of state. Lkcm provides investment management services to investment companies, foundations, endowments, trusts and estates, pension and employee benefit plans, and high net worth individuals. Luther king capital managements investment philosophy is grounded in a fundamental analysis of companies that meet stringent investment. King luther capital management corp is based out of fort worth. Here are the tiered fee schedules per investment strategy.
King luther capital management corp has disclosed 444 total holdings in their latest sec filings. Hollmann, cfa, cic, is a member of the investment team responsible for the lkcm fixed income fund. Luther king capital management is a hedge fund based in fort worth, tx. Luther king capital management is a secregistered investment advisory firm. Luther king capital management corporation 2020 wallmine. Contact luther king capital management corporation or view luther king capital management corporations ratings, investment advice, financial planning and insurance services, and get detailed information on their fees, advisors, licenses and history, and ask one of our 30 advisors a question. About luther king capital management and lkcm headwater investments luther king capital management is an secregistered investment advisory firm headquartered in fort worth, texas and founded by j. Hollmann joined luther king capital management in 1983 and serves as principal, vice president and portfolio manager. Benjamin michael cowan financial advisor, fort worth, tx. Salaries posted anonymously by luther king capital management.
Luther king capital management cnbc top 100 financial. Joan marie maynard is a financial advisor with luther king capital management corporation. King luther capital management corp sc da activist investment. Whether youre interested in learning more or already a valued client, our team is always accessible. A free inside look at luther king capital management salary trends based on 3 salaries wages for 3 jobs at luther king capital management. Experience, research and loyalty all working for you. King luther capital management corp f filing history. Richmond capital management cnbc top 100 financial advisors. Actual assets under management aum is this value plus cash which is not disclosed. Luther king capital managements investment philosophy is grounded in a fundamental analysis of companies that meet stringent investment criteria, such as market dominance, high or rising returns.
Investment performance reflects fee waivers in effect. Working at luther king capital management glassdoor. Caprin asset management cnbc top 100 financial advisors. Board of directors and executives lawson products, inc. Luther king capital management company wall street oasis. Through a comprehensive investment approach that incorporates proprietary research capabilities, luther king capital management s corporate mission is to achieve superior returns over a market cycle, commensurate with the objectives and risk profile of each client. Joan marie maynard financial advisor, fort worth, tx.
Luther king capital management corporation, federally registered in 1979, is a registered investment advisor ria in 24 states with a licensed staff of 30 advisors. This is the luther king capital management company profile. Richmond capital management began as a fixedincome manager investing assets of life insurance co. Luther king capital management cnbc top 100 financial advisors. Mason king principal luther king capital management fort worth, tx aum. Benjamin michael cowan is a financial advisor with luther king capital management corporation. A fort worth native and graduate of texas christian university, he earned his bachelor of science in 1962 and his master of business administration in 1966. King luther capital management corp f holdings fintel. Luther king capital management has contractually agreed to waive all or a portion of its management fee andor reimburse the fund through may 1, 2021 to maintain deignated expense ratios. Through a comprehensive investment approach that incorporates proprietary research capabilities, luther king capital. King is a principal of luther king capital management.
Ask richard m kleberg or our advisors a question, view richard m kleberg s ratings, experience, qualifications, primary clients, articles or publications, professional designations, membership associations, firm services or practice areas, and misconducts or complaints. Ask joan marie maynard or our advisors a question, view joan marie maynards ratings, experience, qualifications, primary clients, articles or publications, professional designations, membership associations, firm services or practice areas, and misconducts or complaints. Behind every commercial featuring choompoo areeya or aum patcharapa telling you to. Lkcm is owned and controlled by the firms employees. Luther king capital management corporation in fort worth. Ask benjamin michael cowan or our advisors a question, view benjamin michael cowan s ratings, experience, qualifications, primary clients, articles or publications, professional designations, membership associations, firm services or practice areas, and misconducts or complaints. Luther king capital management is the sponsor and investment adviser to the lkcm funds.
All content is posted anonymously by employees working at luther king capital management. Independently owned, newsouth is guided by the philosophy that the market often misprices stocks due to neglect, emotion, misinterpretation and a shortterm perspective. Fort worth office 301 commerce street suite 1600 fort worth, tx 76102 phone. With offices in fort worth, austin, san antonio, and dallas, our secregistered investment advisory firm provides investment advisory services to high net worth individuals, foundations, endowments, investment companies, pension and profitsharing plans, trusts and estates, among other organizations. Lkcm aquinas value fund received a 4star overall morningstar rating. Founded in 1979, lkcm provides investment management services to high net worth individuals, foundations, endowments, investment companies, pension and profitsharing plans, trusts and estates, among other organizations. Our perspective, experience, resources, and relationships give us a well. He joined the firm in 1994 and is now a managing partner of lkcm private discipline management, l. Lkcm funds distributed by quasar distributors, llc. Luther king capital management corporation sec f filings. Luther king capital management hedge fund company info description.
Form f is required to be filed within 45 days of the end of a calendar quarter. Luther king capital management corporation, the funds investment adviser, has contractually agreed to waive all or a portion of its management fee andor reimburse the fund through may 1, 2020 in order to limit the funds total annual fund operating expenses to 1. As of june 30, 2008, lkcm had assets under management of. More than just the figurehead of luther king capital management, the firm he started in 1979, king goes into the office on weekends, makes company visits, and works closely with his nearly 20. Components include mutual fund, private equity, and wealth management.
Based in fort worth, texas, luther king capital management takes its. Track the aum, funds, and holdings for ejf capital llc over time. Both our capital and our approach as partners differentiates us. Luther king capital management is an secregistered investment advisory firm headquartered in fort worth, texas and founded by j. Luther king capital management corporation overview. Portfolio holdings for king luther capital management companies in the king luther capital management portfolio as of the december 2019 quarterly f filing. Check capital management cnbc top 100 financial advisors. Ask andrew david zacharias or our advisors a question, view andrew david zacharias s ratings, experience, qualifications, primary clients, articles or publications, professional designations, membership associations, firm services or practice areas, and misconducts or complaints. Headquarters regions dallasfort worth metroplex, southern us founded date 1979 operating status active number of employees 51100. Luther king capital management corporation financial. In the absence of such waivers, total return would be reduced. A corporate filing is called a foreign filing when an existing corporate entity files in a state. Track the aum, funds, and holdings for luther king capital management corporation over time.
Over time the firm took on more external fixedincome clients, such as municipal. Track the aum, funds, and holdings for iconiq capital llc over time. Luther king capital management fund info hedge lists. Richard m kleberg is a financial advisor with luther king capital management corporation. Founded in 1979, luther king capital management corporation provides investment management services to investment companies, foundations, endowments, pension and profit sharing plans, trusts, estates, and high net worth individuals. Newsouth capital management cnbc top 100 financial advisors. Luther king capital collects management fees based on a percentage of the clients aum. Luther king capital management founded in 1979, lkcm provides investment management services to high net worth individuals, foundations, endowments, investment companies, pension and profitsharing plans, trusts and estates, among other organizations. Professional staff at community capital management.
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