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Lloyd Harbor Capital Management, LLC

● SEC registered since 2022CRD 304646SEC# 801-126200Cold Spring Harbor, NY
Export (members)
Ranks #4,360 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$354.5M
Fund GAV
$354.4M
Private funds
2
Employees
6
Accounts
2
Location
Cold Spring Harbor, NY

Lloyd Harbor Capital Management, LLC assets under management

Lloyd Harbor Capital Management, LLC operates as an SEC-registered investment adviser based in Cold Spring Harbor, NY. The firm has been registered since 2022. It reports $354.5 million in regulatory assets under management and employs 6 people. Lloyd Harbor Capital Management, LLC manages 2 private funds with combined gross assets of $354.4 million, including Sachem Cove - P3 Fund LP. By regulatory assets, it ranks 4,360 of 6,004 private fund managers.

Lloyd Harbor Capital Management, LLC private funds

2 funds · $354.4M GAV
FundTypeGross assetsMin.
Sachem Cove - P3 Fund LPHedge$185.6M$50M
Sachem Cove Special Opportunities Fund, LPHedge$168.8M$1M

Lloyd Harbor Capital Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Lloyd Harbor Capital Group, LLC ControlManaging MemberOver 75%2016
Timothy James Rotolo ControlChief Executive Officer And Chief Compliance OfficerUnder 5%2015
Lhc Advisors LLC ControlManaging MemberOver 75%2023
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Frequently asked questions

How much does Lloyd Harbor Capital Management, LLC manage?

Lloyd Harbor Capital Management, LLC reports $354.5 million in regulatory assets under management on its Form ADV.

How many private funds does Lloyd Harbor Capital Management, LLC manage?

Lloyd Harbor Capital Management, LLC manages 2 private funds with combined gross assets of $354.4 million.

How many employees does Lloyd Harbor Capital Management, LLC have?

Lloyd Harbor Capital Management, LLC reports 6 employees.

Where is Lloyd Harbor Capital Management, LLC located?

Lloyd Harbor Capital Management, LLC is based in Cold Spring Harbor, NY and has been SEC-registered since 2022.

Does Lloyd Harbor Capital Management, LLC disclose fund performance?

Lloyd Harbor Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address44 Main Street, Cold Spring Harbor, NY 11724
Phone631-246-0340
Office hours9a.m. - 5p.m.
SEC regionNew York Regional Office (NYRO)
CIK1847935
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$354.5M▲ 14%
Mar '25 — $309.6MApr '25 — $309.6MMay '25 — $309.6MJun '25 — $309.6MJul '25 — $309.6MAug '25 — $309.6MSep '25 — $309.6MOct '25 — $309.6MNov '25 — $309.6MDec '25 — $309.6MJan '26 — $309.6MFeb '26 — $309.6MMar '26 — $354.5MApr '26 — $354.5MMay '26 — $354.5MJun '26 — $354.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
AUM vs fund managersTop 73%
Larger than 27% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$354.5Mregulatory AUM
Discretionary $354.5M

Service providers