LPR Capital, Inc.
Firm details
- Headquarters
- Pasadena, California
- CRD number
- 111580
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.27%
- Individuals22.29%
- Charitable Organizations2.44%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
LPR Capital, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm provides portfolio management services primarily to individual and family clients as well as some institutional relationships, and it charges advisory fees on a percentage-of-assets-under-management basis. LPR Capital reports that it does not identify as an active ESG investor, and it is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities80%
- Cash & Cash Equivalents19%
- State & Local Bonds1%
Contacts
1 of 1William Royea
DirectorCRD 5025461
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pasadena, CA
Los Angeles
Location
Pasadena, CA
Headquartered in Pasadena, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 180 S Lake Ave
- Time zone
- PT (UTC-8)
- Office locations
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