Lbs Capital Management Inc is an adviser based in Tampa. It manages $18.97 million of regulatory assets for 146 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Illinois, Michigan, and 3 other states.
Lbs Capital Management provides portfolio management for individuals and small businesses and sub-advisor to registered investment advisor. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lbs Capital Management Inc is $18.97 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Lbs Capital Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Ackles has been acting as President since 1 Nov 1996. Matthew Nicholas Xiarhos joined the executive team most recently as the Executive Vp.
The principal office where Lbs Capital Management Inc performs its advisory services is located at 815 S Roxmere Rd, Tampa, FL 33609 The mailing address of the firm is 4532 W Kennedy Blvd., #310, Tampa, FL 33609. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number [727] 726-5656 or by fax [727] 726-2517. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.lbs.com.