LUCAS CAPITAL Overview

Lucas Capital Management is a hedge fund that manages 394.6 MM dollars in regulatory AUM and has 15 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 131MM in positions, representing 33% of the manager's regulatory AUM.

LUCAS CAPITAL StockAlpha

-5.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

LUCAS CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SBR 5.66% Energy -0.86% -0.39% 6 1%
DMLP 4.43% Energy 13.49% 0.33% 7 3%
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FEATURED IN
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LUCAS CAPITAL Founders and Key Employees

Name Title In Position Since
George B. Lucas Principal February-1996
Russell J. Lucas Principal February-1996
Brett T. Flynn Sr. Portfolio Manager September-2004
Ralf Sellig Principal June-2007
Malcolm B. Severance Sr. Portfolio Manager June-2006
Ashton R. Lee Sr. Portfolio Manager December-2002
Julie A. Gouveia Chief Compliance Officer January-2010
Robert J. Vogel Sr. Portfolio Manager January-2013

LUCAS CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

LUCAS CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss.

LCM offers advice on exchange-listed securities, securities traded over the counter, foreign issuers, corporate debt securities, US Government securities, Municipal securities and mutual fund shares (limited).
LCM’s security analysis methods include fundamental and technical from sources as financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, annual reports, prospectuses and filings with the SEC and company press releases. Investment strategies used to implement any investment advice given to clients include short term and long term purchases.
Investing in securities involves risk of loss that clients should be prepared to bear.

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LUCAS CAPITAL Portfolio Concentration

LUCAS CAPITAL Location

2 BRIDGE AVE, SUITE 633B
THE GALLERIA
RED BANK, New Jersey
UNITED STATES, 07701

LUCAS CAPITAL Contact Information

Phone Number: 732-758-1004
Fax Number: 732-741-3270
Website:

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