Lazarus Management Company LLC (Denver)

Name: Lazarus Management Company LLC
Address: 3200 Cherry Creek South Drive, Denver, CO, 80209
Telephone: 303-500-8821

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.

Lazarus Management Company: assets under management

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 firm manages $274.12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $18.27 million each.

Lazarus Management Company has custody of $30.21 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

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. 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.

Careers at Lazarus Management Company LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Justin Bradley Borus	Manager and chief investment officer	1 Feb 2003	Other	3214321
Michael Sigmund Barish	Manager; chief investment officer	1 Feb 2003	50% - 75%	1786110
Christopher Michael Jennings	Controller	1 Jan 2010	Other	5749839
Troy Johns	Vice president	1 Jan 2010	Other	5508828
Brian Todd Abrams	President	1 Jul 2011	Other	5390757
Adam Daniel Averbach	General counsel and chief compliance officer	1 Nov 2014	Other	6421691
Ibex Investment Holdings Llc	Sole member	1 Apr 2016	75% - 100%	81-2414401
Lazarus Investment Holdings Llc	Sole member	1 Apr 2016	75% - 100%	81-2414401
Laura Campbell Huff	Chief operating officer	1 Sep 2017	Other	6861295

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Justin Bradley Borus	Sole shareholder, director, president, treasurer and secretary	1 Apr 2016	75% - 100%	3214321
Jbb Holdings Inc.	Class a member	1 Apr 2016	75% - 100%	81-2418672

Based in Denver

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.