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Who We Are

Lone * mont​

/Lon mant/​

  • Noun - a single, distinct mountain; a lonely mountain

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Origin

  • Lone: English (alone > lone); adjective - having no companions; solitary or single; unique; distinct

  • Mont: Latin; noun - mountain; mount

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Our Story

Extreme Growth

Our journey began with a desire to improve portfolio performance, which led us on an adventure into quantitative finance and macroeconomic insights.

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Much of our strategy draws from foundational financial theories developed by industry pioneers, including Nobel Prize winners such as Harry Markowitz. We had the honor and privilege of studying under Harry Markowitz himself, whose groundbreaking work in financial economics profoundly shaped the financial services industry. His insights, alongside those of other great minds, became the cornerstone of our investment philosophy.

 

Lonemont represents the culmination of years of research, experimentation, and real-world application. It is built on a foundation of proven theories and a commitment to delivering long-term value for investors.

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Our Mission

Our aspiration is to be the most effective investment firm focused on affluent investors. We strive to identify the highest and best uses of our investors' capital to generate superior long-term wealth creation.

Lonemont’s approach is built on our core values of Excellence, Integrity, and Dedication. We strive for continuous improvement in our methods, uphold integrity in every process, and remain deeply committed to our clients and partners. These values drive our decisions and actions, reinforcing our commitment to exceptional standards.

Core Values

Excellence

We strive to achieve outstanding results — for ourselves and all stakeholders. From generating superior returns to providing the highest level of client service, we pursue perfection in everything we do.

Integrity

We build trust through responsible actions and honest relationships. All our decisions reflect sound moral principles — we always do the right thing, no matter who's watching.

Dedication

We are committed to serving and protecting the interests of our clients. To that end, we uphold the highest standards of ethics, security, and compliance.

LONEMONT

4660 La Jolla Village Dr.

San Diego, CA 92122

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© 2025 by Lonemont, LLC.

All rights reserved.

108 W. 13th Street, Suite 100, Wilmington, DE 19801

Disclaimer

​The information provided by Lonemont, LLC on www.lonemont.com (the "Site") is for general informational purposes only. All information on the Site is provided in good faith, however Lonemont, LLC makes no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. Under no circumstance shall Lonemont, LLC have any liability to you for any loss or damage of any kind incurred as a result of the use of the Site or reliance on any information provided on the Site. Your use of the Site and your reliance on any information on the Site is solely at your own risk.

 

The Site cannot and does not contain real estate, legal, tax, accounting, or investment advice. The real estate, legal, tax, accounting, or investment information is provided for general informational and educational purposes only and is not a substitute for professional advice. Accordingly, before taking any actions based upon such information, Lonemont, LLC encourages you to consult with the appropriate professionals. Lonemont, LLC does not provide any kind of real estate, legal, tax, accounting, or investment advice. The use or reliance of any information contained on the Site is solely at your own risk.

 

The Site is not an offer to sell securities of any investment fund or a solicitation of offers to buy any such securities. Securities of Lonemont Capital Fund I, LP (the “Fund”) managed by Lonemont, LLC (the “Investment Manager”) are offered to selected investors only by means of a complete offering memorandum and related subscription materials which contain significant additional information about the terms of an investment in the Fund (such documents, the “Offering Documents”). Any decision to invest must be based solely upon the information set forth in the Offering Documents, regardless of any information investors may have been otherwise furnished, including this Site.​

 

The Fund is only open to Accredited Investors. The definition of an “Accredited Investor” can be found on the SEC website, www.investor.gov, and is defined in Regulation D under the Securities Act of 1933 as:

  • A natural person whose income exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR

  • A natural person whose individual net worth, or joint net worth with a spouse, exceeds $1 million (excluding the value of the primary residence).

 

An investment in any strategy, including the strategy described on the Site, involves a high degree of risk. There is no guarantee that the investment objective will be achieved. Past performance of these strategies is not necessarily indicative of future results. There is the possibility of loss and all investment involves risk including the loss of principal. Securities of the Fund are not registered with any regulatory authority, are offered pursuant to exemptions from such registration, and are subject to significant restrictions.

 

The information in this Site was prepared by the Investment Manager and is believed by the Investment Manager to be reliable and has been obtained from public sources believed to be reliable. The Investment Manager makes no representation as to the accuracy or completeness of such information. Opinions, estimates and projections in this presentation constitute the current judgment of the Investment Manager and are subject to change without notice. Any projections, forecasts and estimates contained in this presentation are necessarily speculative in nature and are based upon certain assumptions. It can be expected that some or all of such assumptions will not materialize or will vary significantly from actual results. Accordingly, any projections are only estimates and actual results will differ and may vary substantially from the projections or estimates shown. The Site is not intended as a recommendation to purchase or sell any commodity or security. The Investment Manager has no obligation to update, modify or amend the Site or to otherwise notify a reader thereof in the event that any matter stated herein, or any opinion, project on, forecast or estimate set forth herein, changes or subsequently becomes inaccurate.

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​Any performance results presented in this Site reflects the historical returns of a separately managed proprietary portfolio that follows the same investment strategy as the Fund. The results are provided for illustrative purposes only and do not represent the actual performance of the Fund. The performance results are calculated using monthly returns, presented gross of fees and taxes. They do not reflect cash inflows or outflows within the strategy and represent the hypothetical growth of an initial investment. Past performance is not indicative of future results, and there is no guarantee that the Fund will achieve similar returns.

 

Not FDIC Insured – No Bank Guarantee – May Lose Value

 

An investment in the Fund is speculative, entails substantial risks, and is not guaranteed by any agency or program of the U.S. government or by any other person or entity. There can be no assurance that the investment objective of the Fund will be achieved and that investors will not incur losses. Moreover, an investment in the Fund provides limited liquidity since the investments are not freely transferable, and investors will have limited withdrawal rights. The Fund’s value and total returns will fluctuate. All investments risk a total loss of capital. You should consider your own investment goals, time horizon, and risk tolerance before investing in the Fund. The principal risks associated with an investment in the Fund include the following:

 

General Investment and Trading Risks. An investment in the Fund involves a high degree of risk, including the risk that the entire amount invested may be lost. The Fund invests in securities, futures, and other financial instruments using strategies and investment techniques with significant risk characteristics. No guarantee or representation is made that the Fund’s program will be successful. The Fund’s investment program may utilize investment techniques, the use of which can, in certain circumstances, maximize the adverse impact to which the Fund may be subject.

 

Derivatives Risks. Derivatives are financial contracts whose value depends on, or is derived from, an underlying product, such as the value of a futures or commodities contract. The Investment Manager will make use of derivatives in their trading. Derivatives often carry a high degree of embedded leverage and consequently, are highly price sensitive to changes in interest rates, government policies, economic forecasts and other factors which generally have a much less direct impact on the price levels of the underlying instruments. Specifically, the risks generally associated with derivatives include the risks that: (1) the value of the derivative will change in a manner detrimental to the Fund; (2) before purchasing the derivative, the Fund will not have the opportunity to observe its performance under all market conditions; (3) another party to the derivative may fail to comply with the terms of the derivative contract; (4) the derivative may be difficult to purchase or sell; and (5) the derivative may involve indebtedness or economic leverage, such that adverse changes in the value of the underlying asset could result in a loss substantially greater than the amount invested in the derivative itself or in heightened price sensitivity to market fluctuations.

 

Short Selling. Short selling involves selling securities which are not owned and borrowing them for delivery to the purchaser, with an obligation to replace the borrowed securities at a later date. Short selling allows the investor to profit from declines in market prices to the extent such decline exceeds the transaction costs and the costs of borrowing the securities. The extent to which the Fund engages in short sales depends upon the Investment Manager’s investment strategy and opportunities. A short sale creates the risk of a theoretically unlimited loss, in that the price of the underlying security could theoretically increase without limit, thus increasing the cost to the Fund of buying those securities to cover the short position. There can be no assurance that the Fund will be able to maintain the ability to borrow securities sold short. In such cases, the Fund can be “bought in” (i.e., forced to repurchase securities in the open market to return to the lender). There also can be no assurance that the securities necessary to cover a short position are available for purchase at or near prices quoted in the market. Purchasing securities to close out the short position can itself cause the price of the securities to rise further, thereby exacerbating the loss.

 

Use of Leverage. The Fund may leverage its capital because the Investment Manager believes that the use of leverage may enable the Fund to achieve a higher rate of return. Accordingly, the Fund may pledge its investments in order to borrow additional funds for investment purposes. The Fund may also leverage its investment return with options, short sales, swaps, forwards, and other derivative instruments. The amount of borrowings which the Fund may have outstanding at any time may be substantial in relation to its capital. There is no limit on the Fund’s ability to borrow or use leverage. While leverage presents opportunities for increasing the Fund’s total return, it has the effect of potentially increasing losses as well. Accordingly, any event which adversely affects the value of an investment by the Fund would be magnified to the extent the Fund is leveraged. The cumulative effect of the use of leverage by the Fund in a market that moves adversely to the Fund’s investments could result in a substantial loss to the Fund which would be greater than if the Fund were not leveraged. The use of short-term margin borrowings results in certain additional risks to the Fund. For example, should the securities pledged to brokers to secure the Fund’s margin accounts decline in value, the Fund could be subject to a “margin call”, pursuant to which the Fund must either deposit additional funds or securities with the broker or suffer mandatory liquidation of the pledged securities to compensate for the decline in value. In the event of a sudden drop in the value of the Fund’s assets, the Fund might not be able to liquidate assets quickly enough to satisfy its margin requirements.

 

Hedging Transactions. The Investment Manager on behalf of the Fund will not, in general, attempt to hedge all or any market or other risks inherent in the Fund’s portfolio positions, and may hedge certain risks, if at all, only partially. The Fund may choose not, or may determine that it is economically unattractive, to hedge all or certain risks – either in respect of particular positions or in respect of its overall portfolio. The Fund’s portfolio composition will commonly result in various directional market risks remaining unhedged. Even if the Investment Manager is successful in reducing or controlling risk through hedging, the cost of hedging may have the effect of reducing returns. Furthermore, it is possible that the Investment Manager’s hedging strategies will not be effective in controlling risk, due to unexpected non-correlation (or even positive correlation) between the hedging instrument and the position being hedged, increasing rather than reducing both risk and losses.

 

Limited Diversification. The Partnership Agreement does not limit the amount of the Fund’s capital that may be committed to any single investment, industry, or sector. At any given time, it is therefore possible that the Investment Manager may select investments that are concentrated in a limited number or types of investments. This limited diversity could expose the Fund to losses disproportionate to market movements in general if there are disproportionately greater adverse price movements in those investments.

 

The Site material is strictly confidential and may not be reproduced or redistributed in whole or in part nor may its contents be disclosed to any other person without the express consent of the Investment Manager.

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