LRZ Capital LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 333746
- Registered since
- January 3, 2025
- Custodians
- CITI PRIVATE BANK
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles74.49%
- Sovereign Wealth Funds25.51%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
LRZ Capital LLC is an independent registered investment adviser that began SEC registration in 2025. The firm operates as a capital allocator to institutional clients and combines advisory work across individuals, small businesses, pooled investment vehicles and institutional portfolios. Its stated business activities include acting as a CPO/CTA, and its fee arrangements are mixed: percentage-of-AUM, fixed fees, performance-based fees and other fee structures. LRZ is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Asset Breakdown
Private Funds
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 999 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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