January 31, 2015 11:25 PM ET

Capital Markets

Company Overview of Lockwood Capital Management, Inc.

Company Overview

Lockwood Capital Management, Inc. operates as an asset management arm of Pershing Group LLC. Lockwood Capital Management, Inc. primarily provides its services to individuals, typically high net worth individuals. It also manages accounts for banking or thrift institutions, pension and profit sharing plans, charitable organizations, and corporations. Lockwood Capital Management, Inc. has approximately $1 billion in assets under management. The firm manages separate client-focused equity and fixed income portfolios. It invests in the public equity, fixed income, and alternative investments markets of the United States. The firm also makes investments in mutual funds and exchange-traded funds. ...

10 Valley Stream Parkway

Malvern, PA 19355

United States

Founded in 1995





Key Executives for Lockwood Capital Management, Inc.

President and Director
Chief Financial Officer
Vice President
Chief Investment Officer and Vice President
Age: 64
Compensation as of Fiscal Year 2014.

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