LPR Capital, Inc.

Overview

LPR Capital, Inc. is a privately owned corporate RIA that provides portfolio management primarily for individuals, families and small businesses, with some institutional clients. The firm charges fees as a percentage of assets under management and operates under an individual owner structure. LPR Capital does not present itself as a capital allocator or pension consultant, is not an active ESG investor, and does not report multistate adviser status. Its advisory activity is centered on discretionary portfolio management for retail and small-business clients.

Assets & Accounts

Public Holdings

Investments & Alternatives