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| Keyboard |
| LCR Wealth Management LLC
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|---|---|
| CRD # | 313013 |
| SEC # | 801-121653 |
| CIK # | |
| AUM | 151.8 M (2026-06-23) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 203-780-2272 |
| Address | 518 Riverside Ave Westport, CT 06880 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | Iron Pillar Fund II US Access LP | [2022-05-10] | 1.1 M | |
| Filed 2022-01-31 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 5.8 |
| (b) Individuals (high net worth individuals) | 43 | 141.2 |
| (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 | 1.1 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 1 | 3.0 |
| (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 | 2 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 187 | 151.8 |
| By Discretionary | ||
| Discretionary | 186 | 151.8 |
| Non-Discretionary | 1 | 0.0 |
| Total | 187 | 151.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 151.0 | |
| Total | 187 | 151.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Thomas Garvey | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 (7 non-US) |
| Serves | Institutional, Retail, Research |
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