RIA Intel›Advisers›New Jersey›LUCAS CAPITAL MANAGEMENT, L.L.C.

LUCAS CAPITAL MANAGEMENT, L.L.C.

Advisory

N·RED BANK, NJ

Data as of Jun 25, 2020 · Source: SEC Form ADV

Total AUM

$219M

1-Year AUM Growth

+19.9%

3-Year CAGR

+5.7%

Employees

4

Assets Under Management

Total AUM$219M

Discretionary AUM$218M

Non-Discretionary AUM$1M

Discretionary %99.5%

Total Clients—

Team

Total Employees4

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record33

First FilingMar 30, 2001

Latest FilingJun 25, 2020

🔒 Full AUM trend chart and 33 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LUCAS CAPITAL MANAGEMENT, L.L.C.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.