LRZ Capital LLC

RIASEC Registered
Total AUM
$501M
Discretionary
$501M
100% of AUM
Avg account
$125M
Accounts
4
Employees
5
Advisory reps
4

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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth