|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| LCR Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 313013 |
| SEC # | 801-121653 |
| CIK # | |
| AUM | $146.1 M (2025-02-19) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 203-780-2272 |
| Address | 518 Riverside Ave Westport, CT 06880 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | Iron Pillar Fund II US Access LP | [2022-05-10] | 0.0 | 1.7 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 5.3 |
| (b) Individuals (high net worth individuals) | 42 | 138.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 1.7 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 193 | 146.1 |
| By Discretionary | ||
| Discretionary | 192 | 146.1 |
| Non-Discretionary | 1 | 0.0 |
| Total | 193 | 146.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 145.7 | |
| Total | 193 | 146.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Thomas Garvey | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Preston Advisory Services LLC
✚
|
AZ | 0.1 |
|
Clutinger Williams & Verhoye Inc
✚
|
CA | 0.1 |
|
Dempsey Investment Management LLC
✚
|
VT | 0.1 |
|
Platt Investment Counsel LLC
✚
|
0.1 | |
|
Jemma Investment Advisors LLC
✚
|
MD | 0.1 |
|
Allegiance Financial Group Inc
✚
|
ME | 0.1 |
|
TEPP RIA LLC
✚
|
NJ | 0.1 |
|
Genereux Investment Management Inc
✚
|
0.1 | |
|
Creative Investment Group LLC
✚
|
TN | 0.1 |
|
Wickham Financial Group Inc
✚
|
GA | 0.1 |