Investment adviser · CRD 172932

LAZARI CAPITAL MANAGEMENT, INC.

Investment adviser filing (IA)

BURBANK, CA, United States · Form ADV filed May 19, 2026

Regulatory AUM
$691M
Form ADV · Item 5.F
Client accounts
1,599
Accounts, not individual clients
Employees
14
Reported in this filing
Advisory professionals
8
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals122$366,938,00053.1%
Retirement plans220$171,050,00024.7%
Individuals609$135,044,00019.5%
Corporations & businesses15$17,408,0002.5%
Charities2$675,0000.1%
Filing source

Form ADV 2106860 · May 19, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

HONEY BADGER OPPORTUNITIES FUND LPHedge Fund · Last reported May 19, 2026$6.89MGross asset value
Fund administrator OPUS FUND SERVICES (BERMUDA) LTD. HAMILTON, Bermuda Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES LLP DENVER, Colorado, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SPICER JEFFRIES LLP
PCAOB 349

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source
Fund ID
805-7449095479
Reported beneficial owners
10
Minimum commitment
$500K

Form ADV 2106860 · May 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 19, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

3500 W. OLIVE AVE, SUITE 730
BURBANK, CA, 91505, United States

CRD 172932

Filing source

Form ADV 2106860 · May 19, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.