TD Capital Management LLC
Overview
TD Capital Management LLC is a wealth management and investment advisory firm based in Memphis, Tennessee, providing comprehensive financial planning and discretionary portfolio management services to individuals, families, and institutional clients.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Hongkong Winhealth Pharma Group | Oct 2025 | Series B | Co-investor |
Key People
CFP® Lee Lacy
Member, Director of Operations Chief Compliance Officer Wealth Advisor
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is TD Capital Management LLC based?
TD Capital Management LLC is headquartered in Memphis, Tennessee, United States.
When was TD Capital Management LLC founded?
TD Capital Management LLC was founded in 1996.
How many portfolio companies does TD Capital Management LLC have?
TD Capital Management LLC has 1 portfolio company in Caplight's dataset.
What are some companies in TD Capital Management LLC's portfolio?
Portfolio companies visible on Caplight include Hongkong Winhealth Pharma Group.
What was TD Capital Management LLC's most recent investment shown here?
TD Capital Management LLC's most recent investment in this portfolio sample was in Hongkong Winhealth Pharma Group in 2025.
What sectors does TD Capital Management LLC focus on?
TD Capital Management LLC focuses on Healthcare & Life Sciences.
What company stages does TD Capital Management LLC focus on?
TD Capital Management LLC typically invests at the Mid stage.
What is TD Capital Management LLC's AUM?
TD Capital Management LLC's assets under management are estimated between $1.2B and $1.2B.