LRZ Capital LLC

RIASEC Registered

Total AUM

$501M

Discretionary

$501M

100% of AUM

Avg account

$125M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

LRZ Capital LLC is a limited liability company that registered with the SEC in 2025. The firm primarily serves institutional clients and offers a mix of portfolio management and advisory services—covering individuals and small businesses, pooled investment vehicles, and institutional or corporate portfolios—alongside financial planning. LRZ also performs commodities pool operator/commodity trading advisor (CPO/CTA) activities. Its fee arrangements include percentage-of-AUM, fixed fees, performance-based fees and other negotiated structures. The firm is not identified as an active ESG investor and does not act as a capital allocator.