Private Investment Firm

Lazari Capital Management, Inc.

Investment Details

Investor Type
Private Investment Firm

Asset Class Focus
Real Estate, Financial Assets

Stage Focus
Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed

Geographical Focus
United States

Industries Focus

  • Financial Services
  • Real Estate

Investor Details Founded: 2003

Lazari Capital Management, Inc. is a boutique Registered Investment Advisory firm based in Woodland Hills, California, specializing in personalized wealth management and financial planning services. The firm focuses on constructing client portfolios consisting of 'best ideas,' providing advice on individual stocks, bonds, separately managed accounts, mutual funds, and ETFs. They also recommend alternative investments such as real estate, oil and gas, equipment leasing, and business development companies. The firm's investment philosophy emphasizes a contrarian value strategy with a large emphasis on dividend and interest income, seeking investments in strong companies that pay dividends and may be out of favor or experiencing poor investor sentiment at a particular time. Lazari Capital Management is committed to managing risk by focusing on the preservation of capital and investing with a margin of safety, being proactive in sheltering client portfolios during bear markets and empowering them during bull markets. The firm is led by Michael Lazari Karapetian, who has over 25 years of investment management experience as a value contrarian money manager, with a large emphasis on dividend and interest income. He is also a former registered sports agent, having primarily represented NBA talent. Prior to founding Lazari Capital Management in 2003, Michael was a money manager for Bank of America Investments, where he established model portfolios for high-net-worth individuals and corporations. He holds a Bachelor of Arts degree in Business Management/Finance from Moravian College in Bethlehem, PA, and currently serves on the Board of Trustees for Moravian College and Merlin Tuttle's Bat Conservation. In his personal time, Michael champions philanthropic causes by serving the communities that he has lived and worked in, including charitable work for the Hawk Mountain Sanctuary in Kempton, Pennsylvania, Bat Conservation International (BCI) in Austin, Texas, and the Acopian Bog Turtle Preserve in Southeastern Pennsylvania. He has also contributed to the preservation of bears and gray wolves. The firm's office is located at 6928 Owensmouth Ave., Suite 200, Woodland Hills, CA 91303, and they can be contacted via email at michael@lazaricapital.com or by phone at (818) 264-0610. Their website is https://www.lazaricapital.com.

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