Sign in Sign up for free

Ljh Alternative Investment Advisors, Inc. (Naples)


Ljh Alternative Investment Advisors, Inc. is a large advisory firm based in Naples. It manages $385.87 million of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2001.

Logo



Ljh Alternative Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ljh Alternative Investment Advisors: assets under management

The assets under management (AUM) of Ljh Alternative Investment Advisors, Inc. is $385.87 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $146.52 million in discretionary accounts and $239.35 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.32 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $13.3 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ljh Alternative Investment Advisors, Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Naples

The principal office where Ljh Alternative Investment Advisors, Inc. performs its advisory services is located at 801 Laurel Oak Drive 5 Th Floor, Naples, FL 34108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 941-593-5000 or by fax 941-593-5001. The normal business hours are 830am - 500pm on Monday - Friday. You can find more information about the New York firm at www.ljh.com.


Registered investment advisers similar to Ljh Alternative Investment Advisors, Inc.