Hamilton Lewis Capital Management Inc (Houston)

Name: Hamilton Lewis Capital Management Inc
Address: 11111 Katy Freeway, Houston, TX, 77079
Telephone: 713-973-5753

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.

Hamilton Lewis Capital Management: assets under management

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 firm manages $18.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $73.2 thousand each.

Fees & Commissions

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. 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.

Careers at Hamilton Lewis Capital Management Inc

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..

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Hamilton Privace Lewis	President	1 Mar 1993	75% - 100%	1386133
Broussard P Lloyd	28.6 % shareholder of osf financial services, inc.	1 May 1993	Other	4520926
Yvonne Elizabeth Hardy	28.6% shareholder of osf financial services, inc.	1 May 1993	Other	4520929
Winfred Fields	22% shareholder of osf financial services, inc.	1 May 1993	Other	4520930
Inc. Osf Financial Services	100% shareholder of hamilton lewis capital management, inc.	1 Dec 2001	75% - 100%	76-0407845
Broussard P Lloyd	Chairman, ceo, and director of hamilton lewis capital management, inc.; 28.6 % shareholder of osf financial services, inc.	1 Apr 2002	Other	4520926
Yvonne Elizabeth Hardy	Secretary and director of hamilton lewis capital management, inc.; 28.6% shareholder of osf financial services, inc.	1 Apr 2002	Other	4520929
Winfred Fields	Cfo and director of hamilton lewis capital management, inc.; 22% shareholder of osf financial services, inc.	1 Apr 2002	Other	4520930

Based in Houston

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.