LIPTON CAPITAL MANAGEMENT

LIPTON CAPITAL MANAGEMENT is an SEC-registered investment adviser (CRD 141767). Regulatory assets under management: $7.0M.

Registration

• CRD: 141767
• Type: Registered investment adviser
• Phone: 772-285-3381
• Latest filing: 2026-03-19
• Regulatory AUM: $7.0M
• Discretionary AUM: $7.0M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141767 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search