Lcj Investments Sa (Geneva)

Name: Lcj Investments Sa
Address: 116 Rue Du Rhône, Geneva, 1204
Telephone: +41227070261

Lcj Investments Sa is a large advisory firm based in Geneva. It manages $135.02 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2016.

Lcj Investments provides portfolio management for pooled investment vehicles and separately managed accounts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lcj Investments: assets under management

The assets under management (AUM) of Lcj Investments Sa is $135.02 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 21% since the beginning of its operation, and $135.02 million of the total AUM is attributable to clients outside of the United States.

The firm manages $135.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $45.01 million each.

Investments

The firm invests in cash and cash equivalents the most. They account for 94% of the total AUM. The second-largest asset type is derivatives, which make up 6% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lcj Investments Sa for their services and products based on a percentage of assets under management 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.

What kind of clients Lcj Investments serves?

The only and largest group of clients of Lcj Investments is pooled investment vehicles with 1 clients and $71.28 million of assets under management. Among the 7 most similar advisory firms, Lcj Investments has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $71.28 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.

Lcj Investments also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $250,000 for each fund.

Careers at Lcj Investments Sa

The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Lcj Investments Sa is owned by Conor Thomas Macmanus. Leonora Maria Kerry Keane Macmanus joined the executive team most recently as the Owner, Cco & Coo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Leonora Maria Kerry Keane Macmanus	Owner, cco & coo	1 Aug 2007	50% - 75%	6709998
Conor Thomas Macmanus	Owner	1 Aug 2007	50% - 75%	6709999

Based in Geneva

The principal office where Lcj Investments Sa performs its advisory services is located at 116 Rue Du Rhône, Geneva, 1204, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +41227070261 or by fax +41227070269. The normal business hours are 9am-6pm on Monday - Friday. You can find more information about the New York firm at lcjinvestments.com/.