Lazarus Management Company LLC is a large advisory firm based in Denver. It manages $274.12 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Colorado, and New York.
Lazarus Management Company provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lazarus Management Company LLC is $274.12 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 282% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lazarus Management Company LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Brian Todd Abrams has been acting as President since 1 Jul 2011. Laura Campbell Huff joined the executive team most recently as the Chief Operating Officer.
The principal office where Lazarus Management Company LLC performs its advisory services is located at 3200 Cherry Creek South Drive, Denver, CO 80209, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-500-8821 or by fax 303-309-2675. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at ibexinvestors.com.