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Lydia Capital, LLC (Boston)


Lydia Capital, LLC is a large advisory firm based in Boston. It manages $49 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Massachusetts.

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Lydia Capital provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lydia Capital: assets under management

The assets under management (AUM) of Lydia Capital, LLC is $49 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $49 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $49 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lydia Capital, 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.

Based in Boston

The principal office where Lydia Capital, LLC performs its advisory services is located at 28 State Street, Boston, MA 02109, 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 617-573-5294 or by fax 617-573-5090. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.lydiacapital.com.


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