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Ljh Global Investments, LLC (Naples)


Ljh Global Investments, LLC is an adviser based in Naples. It manages $5.55 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2002.

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Ljh Global Investments provides portfolio management for individuals and small businesses and 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.

Ljh Global Investments: assets under management

The assets under management (AUM) of Ljh Global Investments, LLC is $5.55 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.39 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ljh Global Investments, LLC for their services and products based on a percentage of assets under management, fixed fees, 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.

Based in Naples

The principal office where Ljh Global Investments, LLC performs its advisory services is located at 3001 Tamiami Trail North, Naples, FL 34103, 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 239-403-3030 or by fax 239-403-3031. The normal business hours are 830am - 500pm on Monday - Friday. You can find more information about the New York firm at www.ljh.com.


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