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 12/31/20. The fund's latest filing disclosed 86MM in positions, representing 22% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 12/31/20. The fund's latest filing disclosed 86MM in positions, representing 22% of the manager's regulatory AUM.
LUCAS CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
LUCAS CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 12.66% | Tech | -3.55% | -0.95% | 0 | 52% | ||
| VGT | 6.98% | ETF | 4.09% | -0.04% | 0 | 8% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
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.
9. ...
Unlock Full Investment Process Description
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.
9. ...
Unlock Full Investment Process Description
LUCAS CAPITAL Portfolio Concentration
LUCAS CAPITAL Location
2 BRIDGE AVE, SUITE 633B
THE GALLERIA
RED BANK, New Jersey
UNITED STATES, 07701
THE GALLERIA
RED BANK, New Jersey
UNITED STATES, 07701
LUCAS CAPITAL Contact Information
Phone Number: 732-758-1004
Fax Number: 732-741-3270
Website: http://www.lucascapital.com
Fax Number: 732-741-3270
Website: http://www.lucascapital.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here