About Our Firm
LHA is an outgrowth of a family office focused exclusively on investments in alternatives including private equity, hedge funds and CTAs dating back to 2004. The team at LHA prides itself on its long experience in manager and strategy selection, which has been coupled today to distribution capabilities across multiple channels.
Who We Are
LHA currently has 14 employees, including four CFAs, a well-known CMT, a CAIA and a sales team of six individuals. As a registered investment advisor (RIA) the firm sustains institutional-grade capabilities including for investment analysis, manager due diligence, product development, risk management, back office, legal, compliance, trading, and marketing. These functions combine to offer institutional-grade services for long-term successful client relationships.
LHA professionals have an average of 26 years business and investment experience, including in the related fields of portfolio management, venture capital, private equity, hedge funds, investment banking, securities law, mergers & acquisitions, and business formation & operations. This combination of experience is brought to bear in developing alternative investment strategies.
30 Doaks Lane
Marblehead, MA 01945