Lloyd Capital Llc
- Regulatory AUM
- $863M
- Discretionary
- $863M
- Clients
- 16
- Avg AUM / client
- $54.0M
- Accounts
- 16
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 0 | — | — |
| High net worth individuals | 5 | $14.5M | 1.68% |
| Banking or thrift institutions | 0 | $0 | — |
| Pooled investment vehicles (non-investment companies) | 3 | $718M | 83.2% |
| Pension and profit sharing plans | 0 | $0 | — |
| Charitable organizations | 0 | $0 | — |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 1 | $1.7M | 0.2% |
| Other | 7 | $129M | 14.9% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bingisser, Glen, Martin | Chief Compliance Officer, Head Legal | Oct 2022 (4y) | Less than 5% | |
| Kiefer, Cyrill, Nmn | Head Front Office | Oct 2022 (4y) | Less than 5% | |
| Kuepfer, Thomas | Cio | Oct 2022 (4y) | Less than 5% | |
| Soler, Moritz, Anton | Ceo | Jun 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Emerald Wealth Partners Ag | Shareholder | Dec 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Reported custodians
- J.P. Morgan $195M (23% of AUM) Mar 2026
- Equity Bank And Trust Bahamas Limited $13.8M (48% of AUM) Mar 2021
- Pictet & Cie $11.3M (39% of AUM) Mar 2021
- Bank Vontobel Ag $2.2M (30% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗