Lvs Capital Management LLC (Hood River)

Name: Lvs Capital Management LLC
Address: 208 1/2 Second Street, Hood River, OR, 97031
Telephone: 541-387-2080

Lvs Capital Management LLC is a large advisory firm based in Hood River. It manages $514.02 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Minnesota and Oregon.

Lvs Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lvs Capital Management: assets under management

The assets under management (AUM) of Lvs Capital Management LLC is $514.02 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $514.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $19.77 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lvs Capital Management LLC for their services and products based on a percentage of assets under management. 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 Lvs Capital Management LLC

Jeffrey Roy Bunch has been acting as President since 1 Jan 1996. Daniel Melkonian joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey Roy Bunch	President	1 Jan 1996	50% - 75%	1062197
Jeffrey Charles Slocum	President	1 Jan 1996	25% - 50%	1742481
Patricia Martin Bunch	None	1 Jan 1996	50% - 75%	4649786
Jeffrey Charles Slocum	Principal	1 Nov 1996	25% - 50%	1742481
Patricia Martin Bunch	None	1 Nov 2002	50% - 75%	4649786
John Hugh Phillips	Chief compliance officer	1 May 2004	Other	4266892
Daniel Melkonian	Managing member	1 Sep 2005	25% - 50%	1414511
Donald James Dewolfe	Managing member	1 Sep 2005	25% - 50%	1073925

Based in Hood River

The principal office where Lvs Capital Management LLC performs its advisory services is located at 208 1/2 Second Street, Hood River, OR 97031, 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 541-387-2080 or by fax 503-296-2110. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.lvscap.com.