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Thomas Lloyd Butler Capital Management, LLC (San Francisco)


Thomas Lloyd Butler Capital Management, LLC is a related adviser based in San Francisco. It manages $20.27 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.

Thomas Lloyd Butler Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Thomas Lloyd Butler Capital Management: assets under management

The assets under management (AUM) of Thomas Lloyd Butler Capital Management, LLC is $20.27 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $20.27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.76 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Thomas Lloyd Butler Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Thomas Orena Lloydbutler General partner 1 Jun 2002 75% - 100% 1463894

Based in San Francisco

The principal office where Thomas Lloyd Butler Capital Management, LLC performs its advisory services is located at One Ferry Building, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415 677-5410 or by fax 415-677-5415. The normal business hours are 6am-3pm on Monday - Friday.


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