LCJ INVESTMENTS SA
Adviser information for LCJ INVESTMENTS SA last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Switzerland |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 5 | $26.0M |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $26.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | <5 | $26.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 100 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-108532 |
|---|---|
| SEC ERA File Number | 801-108532 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 284408 |
| Legal Entity Identifier | 635400RQHF9KTOEWFD15 |
Principal Office
1-3 RUE MAURICEGENEVA
Switzerland
Monday - Friday, 9AM-6PM
Tel: +41227070261, Fax: None
Chief Compliance Officer
DR. ZEINAB ABOU KHALIL
1-3 RUE MAURICE
GENEVA
Switzerland
Tel:
+41 22 7070261
Z***********@***********M
(Full email address available in API data)
Regulatory Contact
LEONORA KERRY KEANE
COO
1-3 RUE MAURICE
GENEVA
Switzerland
Tel:
+41 22 7070261
L***********@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Kerry Keane MacManus, Leonora, Maria | Individual | – | OWNER, CCO & COO | 08/2007 | 50-75% |
| MacManus, Conor, Thomas | Individual | – | OWNER | 08/2007 | 50-75% |
| El Khoury, Carlos | Individual | – | CEO & 99% SHAREHOLDER OF SWISS FINANCE MANAGEMENT SA - THE HOLDING COMPANY, THAT OWNS 80% OF SWISS FINANCE MANAGEMENT INTERNATIO | 01/2024 | > 75% |