Ldr Capital Management, Llc
- Regulatory AUM
- $397M
- Discretionary
- $397M
- Clients
- 28
- Avg AUM / client
- $14.2M
- Accounts
- 28
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Investments (13F portfolio — 44 positions, $74,380,325)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Rlj Lodging Tr | CUM CONV PFD A | $6,935,208 | 287,768 | 9.32% | 1.75% |
| 2 | Equinix Inc | COM | $6,069,646 | 6,192 | 8.16% | 1.53% |
| 3 | Epr Pptys | CONV PFD 9% SR E | $5,255,862 | 173,004 | 7.07% | 1.32% |
| 4 | American Tower Corp | COM | $4,859,162 | 28,156 | 6.53% | 1.22% |
| 5 | Pebblebrook Hotel Tr | 6.375 PFD SER E | $4,385,220 | 228,278 | 5.9% | 1.1% |
| 6 | Prologis Inc. | COM | $3,099,357 | 23,448 | 4.17% | 0.78% |
| 7 | Equity Lifestyle Properties | COM | $2,854,030 | 45,723 | 3.84% | 0.72% |
| 8 | Welltower Inc | COM | $2,451,802 | 12,401 | 3.3% | 0.62% |
| 9 | Rithm Ppty Tr Inc | 9.875 FXD-FLT C | $2,440,645 | 99,012 | 3.28% | 0.61% |
| 10 | Gaming & Leisure P | COM | $2,374,638 | 53,519 | 3.19% | 0.6% |
| 11 | Pebblebrook Hotel Tr | 6.3 CUM PFD SR F | $2,165,189 | 112,186 | 2.91% | 0.55% |
| 12 | Digital Rlty Tr Inc | COM | $1,955,819 | 10,853 | 2.63% | 0.49% |
| 13 | Public Storage Oper Co | COM | $1,863,925 | 6,881 | 2.51% | 0.47% |
| 14 | Simon Ppty Group Inc New | COM | $1,839,372 | 9,861 | 2.47% | 0.46% |
| 15 | Vertiv Holdings Co | COM CL A | $1,829,485 | 7,301 | 2.46% | 0.46% |
| 16 | Realty Income Corp | COM | $1,791,656 | 29,285 | 2.41% | 0.45% |
| 17 | Crown Castle Inc | COM | $1,777,924 | 21,866 | 2.39% | 0.45% |
| 18 | Vici Pptys Inc | COM | $1,609,394 | 58,909 | 2.16% | 0.41% |
| 19 | Essex Ppty Tr Inc | COM | $1,416,184 | 5,852 | 1.9% | 0.36% |
| 20 | Lxp Industrial Trust | PFD CONV SER C | $1,415,788 | 30,778 | 1.9% | 0.36% |
| 21 | Ventas Inc | COM | $1,305,372 | 15,962 | 1.76% | 0.33% |
| 22 | Iron Mtn Inc Del | COM | $1,260,816 | 12,344 | 1.7% | 0.32% |
| 23 | Sl Green Rlty Corp | COM | $1,066,421 | 28,869 | 1.43% | 0.27% |
| 24 | Omega Healthcare Invs Inc | COM | $1,018,070 | 23,233 | 1.37% | 0.26% |
| 25 | Apollo Coml Real Estate Fin | COM | $1,004,583 | 95,131 | 1.35% | 0.25% |
Top 25 of 44 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 14 | $62.3M | 15.7% |
| Investment companies | 1 | $29.3M | 7.37% |
| Pooled investment vehicles (non-investment companies) | 2 | $181M | 45.7% |
| Pension and profit sharing plans | 1 | $10.1M | 2.56% |
| Charitable organizations | 4 | $8.9M | 2.25% |
| Corporations and other businesses | 6 | $105M | 26.5% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $235M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ldr Preferred Income Fund, Llc master | Hedge Fund | Delaware | $235M | 476 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Raiman, Lawrence, David | Chief Executive Officer, President, Managing Principal, Portfolio Manager | Oct 2011 (15y) | 75% or more | |
| Sulam, Marc, Harris | Principal | Jan 2012 (15y) | 5% – 10% | |
| Ancey, James, Walter | Chief Operating Officer, Chief Compliance Officer, Principal | Apr 2015 (11y) | 10% – 25% | |
| Jennifer Zhen Yap | Registered representative | CFA | Oct 2023 (3y) |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $235M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ldr Preferred Income Fund, Llc | Hedge Fund | $235M | $250K | 476 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $146M (25% of AUM) Oct 2024
- Merrill Lynch $71.3M (18% of AUM) Mar 2026
- Charles Schwab & Co. $49.8M (13% of AUM) Mar 2026
- BNY Mellon $42.2M (11% of AUM) Mar 2026
- Us Bancorp $32.5M (7% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗