Hamilton Lewis Capital Management Inc is an adviser based in Houston. It manages $18.3 million of regulatory assets for 250 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.
Hamilton Lewis Capital Management provides portfolio management for individuals and small businesses and 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 Hamilton Lewis Capital Management Inc is $18.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -63% 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 Hamilton Lewis Capital Management Inc for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Hamilton Privace Lewis has been acting as President since 1 Mar 1993. Broussard P Lloyd joined the executive team most recently as the Chairman, Ceo, And Director Of Hamilton Lewis Capital Management, Inc.; 28.6 % Shareholder Of Osf Financial Services, Inc..
The principal office where Hamilton Lewis Capital Management Inc performs its advisory services is located at 11111 Katy Freeway, Houston, TX 77079, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-973-5753 or by fax 713-973-5777. The normal business hours are 8:30 a.m to 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.hlcm.com.