LR3 Partners

RIASEC RegisteredEst. 2026
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
Conshohocken, Pennsylvania
CRD number
344089
Registered since
September 14, 2026
Fee structure
Percentage of AUM, Other
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

LR3 Partners is organized as a limited partnership that registered with the SEC in 2026 and describes itself as a newly formed adviser. Its advisory activity is focused on portfolio management for pooled investment vehicles rather than direct discretionary management of individual retail accounts. Ownership is listed as a combination of a domestic entity and an individual. The firm reports charging a percentage-of-assets fee schedule and may use additional fee arrangements. The firm does not present itself as a capital allocator and is not identified as a multi-state adviser. It also does not identify as an active ESG investor. LR3 Partners is not listed as a pension consultant or as having related advisers.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Ryan Forry

    Chief Operating OfficerCRD 4533438

Contacts

2 of 2
  • Gerald Ronon

    Gerald Ronon

    Managing PartnerCRD 5719041

  • Vinod Paidipalli

    CRD 4404771

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Conshohocken, PA

Montgomery

Location

Conshohocken, PA

Headquartered in Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
200 Barr Harbor Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth