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LAMBERT CAPITAL MANAGEMENT
LAMBERT, JOSEPH NEIL
CRD 127822
1332 SANTA BARBARA ST., SANTA BARBARA, CA, 93101, United States
Phone
805-688-1982
Fax
805-688-1972
Registration
— (—)
Source
State registered
Total AUM
$4.2M
Discretionary AUM
$4.2M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $4.2M |
All web addresses on file
Official SEC filing: View on IAPD