LTG Capital is an investment advisor in Natick with $123.42 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
113699541
SEC advisor number
801-123540
FINRA CRD number
128216
AUM ?
$123.42 mm
(as of 4 Apr 22)
Accounts
300
(as of 4 Apr 22)
Employees
2
(1 investment advisory or research)
Office hours
Monday - Friday, 8:00 AM TO 5:00 PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Acuna, Ariel, Felipe | Manager and Owner | 08/2003 | > 75% |
Cox, Kathleen, Muriel | Chief Compliance Officer | 09/2008 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22