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LAI CAPITAL MANAGEMENT LLC
CRD 128462
930 ROOSEVELT STE 302, IRVINE, CA, 92620, United States
Phone
949-387-8781
Fax
949-401-9980
Registration
— (—)
Source
State registered
Total AUM
$27.6M
Discretionary AUM
$27.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1.6M |
| High net worth individuals | 21 | $11.8M |
| Pooled investment vehicles | 2 | $14.2M |
All web addresses on file
Official SEC filing: View on IAPD