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| LCR Wealth Management LLC
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| |
|---|---|
| CRD # | 313013 |
| SEC # | 801-121653 |
| CIK # | |
| AUM | $122.5 MM (2024-02-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 203-780-2272 |
| Address | 518 Riverside Ave Westport, CT 06880 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| VC | Iron Pillar Fund II US Access LP | [2022-05-10] | 0.0 | 1.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 3.3 |
| (b) Individuals (high net worth individuals) | 41 | 117.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 1.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 179 | 122.5 |
| By Discretionary | ||
| Discretionary | 179 | 122.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 179 | 122.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 122.0 | |
| Total | 179 | 122.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Thomas Garvey | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Carbon Collective Investing LLC
✚
|
CA | 0.1 |
|
W&S Brokerage Services Inc
✚
|
OH | 0.1 |
|
Infinity Wealth Counsel LLC
✚
|
OH | 0.1 |
|
Long Carroll Wealth LLC
✚
|
CO | 0.1 |
|
Laufer Wealth Management LLC
✚
|
NY | 0.1 |
|
Redwood Grove Wealth Management LLC
✚
|
CA | 0.1 |
|
Vestpointe Wealth Management LLC
✚
|
AZ | 0.1 |
|
Four Tree Island Advisory LLC
✚
|
NH | 0.1 |
|
TNT Asset Management LLC
✚
|
TX | 0.1 |
|
Portfolio Design Services LLC
✚
|
WI | 0.1 |