Domain Capital Advisors, LLC (Atlanta)

Name: Domain Capital Advisors, LLC
Address: 1230 Peachtree Street Ne, Atlanta, GA, 30309
Telephone: 770-628-0700

Domain Capital Advisors, LLC is a large advisory firm based in Atlanta. It manages $5.07 billion of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida and Georgia.

Domain Capital Advisors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Domain Capital Advisors: assets under management

The assets under management (AUM) of Domain Capital Advisors, LLC is $5.07 billion. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.01 million in discretionary accounts and $5.06 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.01 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $297.93 million.

Domain Capital Advisors has custody of $5.07 billion in cash and securities for 18 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Domain Capital Advisors, LLC for their services and products based on a percentage of assets under management, fixed fees, 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.

What kind of clients Domain Capital Advisors serves?

The only and largest group of clients of Domain Capital Advisors is pooled investment vehicles with 18 clients and $5.07 billion of assets under management. Among the 9 most similar advisory firms, Domain Capital Advisors has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $5.07 billion for 18 clients. None of the firm’s clients are foreign persons or businesses.

Domain Capital Advisors also advises several private funds. Namely, eighteen other private funds.

Careers at Domain Capital Advisors, LLC

The company employs 22 people that are either part- or full-time employees. 45 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Richard Luckett	Chief compliance officer and 5% owner of the registrant	1 May 2008	Other	1876428
John Robert Love	President and manager of the registrant	1 May 2008	Other	4378467
Llc Mwt Holdings	100% owner of registrant	1 May 2008	75% - 100%	58-2573047
Shlp Holdings Lllp	Member of the registrant	1 May 2008	Other	84-1320388
Llc Leardo Asset Management	Managing member of the registrant and majority owner of the registrant	1 Jun 2008	50% - 75%	26-2935469
Llc Domain Capital Group	Managing member	1 Jun 2008	75% - 100%	36-4858799
Llc Mwt Holdings	Member of the registrant and minority owner of registrant	1 Jul 2008	Other	58-2573047
Patrick Ralph Leardo	President of the registrant	1 Jul 2008	Other	834745
Patrick Evan Leardo	Chief compliance officer	1 Sep 2008	Other	6630230
Llc Titan Property Group	Managing director and 5% owner of the registrant	1 Jan 2012	Other	xxx-xx-xxxx
Llc Sandusky Capital	Managing director and 5% owner of the registrant	1 Jan 2012	Other	xxx-xx-xxxx
Thomas Jewett Hallowell	Managing director and 5% owner of the registrant	1 Jul 2013	Other	2799689
Patrick Evan Leardo	Chief compliance officer & operations officer	1 Jan 2016	Other	6630230
Carolyn Alice Seabolt	Chief legal officer	1 May 2017	Other	5511787

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Custodian Of The Michigan Public School Employee's Retirement System; State Employee' State Treasurer Of The State Of Michigan	Beneficiary of mwt holdings, llc and also a member of mwt holdings, llc	1 Jun 1995	75% - 100%	38-2836023
Patrick Ralph Leardo	Manager and sole member of leardo asset management	1 Jun 2008	50% - 75%	834745
Leardo Asset Management	Managing member and majority owner	1 Jun 2008	50% - 75%	26-2935469
State Of Michigan Retirement Systems	Manager & member	1 Jul 2008	75% - 100%	1001
Anthony Tittanegro	Manager and sole member of titan property group, llc	1 Jan 2012	Other	2264908
Andrew S Lary	Manager and sole member of sandusky capital, llc	1 Jan 2012	Other	6175028

Based in Atlanta

The principal office where Domain Capital Advisors, LLC performs its advisory services is located at 1230 Peachtree Street Ne, Atlanta, GA 30309, which is also the mailing address of the firm. An additional office of the firm is in Longboat Key, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-628-0700 or by fax 770-628-0745. The normal business hours are 8:00 a.m - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at domaincapitaladvisors.com.