Lucas Capital Management, LLC Email Format

Investment ManagementNew Jersey, United States11-50 Employees

Lucas Capital Management, LLC is an investment management firm founded in 1996 by George B. Lucas Jr. and his son, Russell Lucas. Based in Red Bank, New Jersey, the company operates as a Registered Investment Advisor and manages a diversified set of assets across four hedge funds, three private equity funds, and a legacy private wealth management business. Its hedge and private equity offerings focus on energy, while its private wealth management approach emphasizes long-term growth and tax-managed income through a diversified portfolio of established companies, balancing stocks, bonds, and royalty trusts according to each client’s goals and risk profile.

The firm targets qualified clients and provides investment analysis and portfolio management services, including a personal needs assessment to determine asset allocation. In addition to day-to-day research, Lucas Capital aims to offer market judgment and guidance to help clients choose investment strategies and allocations aligned with their expectations. Recent activity indicates ongoing investments in Hovnanian Enterprises, reflecting the firm’s participation in selective asset opportunities within its focus areas.

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