LUND CAPITAL MANAGEMENT LLC

LUND CAPITAL MANAGEMENT LLC is an SEC-registered investment adviser (CRD 325897). Regulatory assets under management: $850K.

Registration

• CRD: 325897
• Type: Registered investment adviser
• Phone: 910-508-0565
• Latest filing: 2025-03-17
• Regulatory AUM: $850K
• Discretionary AUM: $850K
• Clients: 1
• Accounts: 7

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 325897 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search