Investment adviser · CRD 158668

LLOYD CAPITAL LLC

Investment adviser filing (IA)

KILCHBERG, Switzerland · Form ADV filed Mar 27, 2026

Regulatory AUM: $863M
Client accounts: 16
Employees: 11
Advisory professionals: 8

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	3	$718,274,063	83.2%
Other clients	7	$128,793,381	14.9%
High-net-worth individuals	5	$14,469,134	1.7%
Corporations & businesses	Fewer than 5	$1,723,429	0.2%
Individuals	Fewer than 5	Not reported	Not reported
Banks & thrifts	Fewer than 5	$0	0.0%
Retirement plans	Fewer than 5	$0	0.0%
Charities	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2059662 · Mar 27, 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

0 Private funds

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

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 27, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

WEINBERGSTRASSE 100
KILCHBERG, 8802, Switzerland

CRD 158668

Filing source

Form ADV 2059662 · Mar 27, 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.