Lazari Capital Management, Inc. (Finance, Financial Services) — Funding, Investors & Signals 2026

Lazari Capital Management, Inc.

Founded 2014

Woodland Hills, United States 2 employees Finance, Financial Services +1

Lazari Capital Management, Inc. is a boutique Registered Investment Advisory (RIA) firm founded in 2002, based in the United States. The company specializes in managing fee-based investment portfolios valued at a minimum of $250,000 and focuses on the Finance, Financial Services, and Wealth Management industries. Lazari Capital Management's primary area of expertise lies in a contrarian value strategy with a significant emphasis on dividend and interest income. The company achieves this through a diversified portfolio consisting of stocks, bonds, mutual funds, exchange-traded funds, options, reverse convertible notes, and alternative investments. Emphasizing undervalued companies with strong fundamentals, low price-to-earnings, and above-market dividends, the company proactively shelters client portfolios during bear markets and empowers them during bull markets. With a profound grasp on the finance industry, Lazari Capital Management, Inc. caters to a niche market of high-value clients seeking a proactive and diversified investment approach. Although details about their latest investment and investors are not available, the firm's expertise in value investing and client-centric approach positions it well in the competitive wealth management landscape.

FAQ About Lazari Capital Management, Inc.

Lazari Capital Management, Inc. is a boutique Registered Investment Advisory (RIA) firm which manages fee-based investment portfolios valued at a minimum of $250,000. Our primary area of expertise includes a contrarian value strategy with a large emphasis on dividend and interest income. We achieve...

Lazari Capital Management, Inc. was founded in 2014.

Lazari Capital Management, Inc. is headquartered in Woodland Hills, United States.

Lazari Capital Management, Inc. operates in the following industries: Finance, Financial Services, Wealth Management.

Lazari Capital Management, Inc. has approximately 2 employees.

Top alternatives and competitors to Lazari Capital Management, Inc. include First Principles Capital Management, LLC, Riverbend Investment Management, LLC, Gowers Investments, Jasmin Capital, Argon Capital Private Investment. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.

Lazari Capital Management, Inc. and First Principles Capital Management, LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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