LOURD CAPITAL, LLC

HTTP://WWW.LOURDMURRAY.COM BEVERLY HILLS, CA Investment Advisor How do I update this listing?

Lourd Capital is based out of Beverly Hills. Lourd Capital is a large advisory firm with 507 clients and discretionary assets under management (AUM) of $3,316,483,274 (Form ADV from 2018-08-01). Their last reported 13F filing for Q2 2019 included $1,077,415,000 in managed 13F securities and a top 10 holdings concentration of 90.32%. Lourd Capital's largest holding is Berkshire Hathaway Inc Class A with shares held of 2,099. Lourd Capital has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 27 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $1.077 Billion
  • Prior Market Value $1.02 Billion
  • New Purchases7 stocks
  • Additional Purchases79 stocks
  • Sold out of3 stocks
  • Reduced holdings in22 stocks
  • Top 10 Holdings % 90.32 %
  • Turnover % [1]:7.87%
  • Turnover Alt % [2]: 1.24 %
  • Time Held Top20:15.55 quarters
  • Time Held Top10:17.30 quarters
  • Time Held All:11.23 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 4.6%
Performance Last 4 Quarters: 8.95%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

LOURDMURRAY
9777 WILSHIRE BLVD. SUITE 1018
BEVERLY HILLS CA    90212
Country: United States

Business Phone: 800-780-9858
Fax: 310-388-1329
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 23
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 35,992,300
Total Number of Clients: 507
Amount of client funds and securities by related persons: 1,917,630,000
Total Number of clients from related persons: 139
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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LOURD CAPITAL, LLC

ownership team - last updated 2019-03-12
Name Title Start Date Direct/Indirect % Ownership
LOURD, B., BLAINE MANAGING MEMBER AND CO-CEO 06/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
LOURD CAPITAL, LLC MANAGING MEMBER direct 2006-06-01
LOURD CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2006-06-01
LEE, MICHAEL, JIHYUK PRESIDENT AND CHIEF OPERATING OFFICER 03/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
LOURD CAPITAL, LLC CHIEF OPERATING OFFICER direct 2009-03-01
LOURD CAPITAL, LLC CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER direct 2009-03-01
MURRAY, PALMER, NEVILLE MANAGING MEMBER AND CO-CEO 10/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
LOURD CAPITAL, LLC MANAGING MEMBER direct 2012-10-01
YOUNG, JILL, REBECCA CHIEF COMPLIANCE OFFICER 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
RAINIER GROUP INVESTMENT ADVISORY LLC CHIEF COMPLIANCE OFFICER direct 2009-02-01
ADVANCED PRACTICE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-04-01
GUPTA WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2014-11-01
STRONGHOLD FINANCIAL, LLC CHIEF COMPLIANCE OFFICER direct 2014-11-01

LOURD CAPITAL, LLC

ownership team - last updated 2018-12-07
Name Title Start Date Direct/Indirect % Ownership
YOUNG, JILL, REBECCA CHIEF COMPLIANCE OFFICER 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
RAINIER GROUP INVESTMENT ADVISORY LLC CHIEF COMPLIANCE OFFICER direct 2009-02-01
ADVANCED PRACTICE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-04-01
GUPTA WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2014-11-01
STRONGHOLD FINANCIAL, LLC CHIEF COMPLIANCE OFFICER direct 2014-11-01
LOURD, B., BLAINE MANAGING MEMBER AND CO-CEO 06/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
LOURD CAPITAL, LLC MANAGING MEMBER direct 2006-06-01
LOURD CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2006-06-01
LEE, MICHAEL, JIHYUK PRESIDENT AND CHIEF OPERATING OFFICER 03/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
LOURD CAPITAL, LLC CHIEF OPERATING OFFICER direct 2009-03-01
LOURD CAPITAL, LLC CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER direct 2009-03-01
MURRAY, PALMER, NEVILLE MANAGING MEMBER AND CO-CEO 10/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
LOURD CAPITAL, LLC MANAGING MEMBER direct 2012-10-01

LOURD CAPITAL, LLC

ownership team - last updated 2017-10-30
Name Title Start Date Direct/Indirect % Ownership
LOURD, B., BLAINE MANAGING MEMBER AND CO-CEO 06/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
LOURD CAPITAL, LLC MANAGING MEMBER direct 2006-06-01
LOURD CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2006-06-01
LEE, MICHAEL, JIHYUK PRESIDENT AND CHIEF OPERATING OFFICER 03/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
LOURD CAPITAL, LLC CHIEF OPERATING OFFICER direct 2009-03-01
LOURD CAPITAL, LLC CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER direct 2009-03-01
MURRAY, PALMER, NEVILLE MANAGING MEMBER AND CO-CEO 10/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
LOURD CAPITAL, LLC MANAGING MEMBER direct 2012-10-01
YOUNG, JILL, REBECCA CHIEF COMPLIANCE OFFICER 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
RAINIER GROUP INVESTMENT ADVISORY LLC CHIEF COMPLIANCE OFFICER direct 2009-02-01
ADVANCED PRACTICE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-04-01
GUPTA WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2014-11-01
STRONGHOLD FINANCIAL, LLC CHIEF COMPLIANCE OFFICER direct 2014-11-01

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