LR3 Partners

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
West 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. The firm describes its advisory activity as portfolio management for pooled investment vehicles, indicating it functions as an investment manager to funds rather than as a traditional advisor to individual retail accounts. Ownership is listed as a mix of a domestic entity and individual owners. The firm charges fees that include a percentage of assets under management along with other fee arrangements. LR3 Partners is newly formed and positions itself around pooled-vehicle management; beyond that focus the firm does not identify broader advisory lines such as pension consulting or a multi-state retail advisory practice.

Assets & Accounts

Investments & Alternatives

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

West Conshohocken, PA

Montgomery

Location

West Conshohocken, PA

Headquartered in West 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