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| Keyboard |
| LRH Capital Advising LLC
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|---|---|
| CRD # | 342994 |
| SEC # | 801-136626 |
| CIK # | |
| AUM | 113.9 M (2026-06-01) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 214-680-1261 |
| Address | 14180 Dallas Parkway Dallas, TX 75254 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (6/1/2026) [Brochure] |
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Item 5 - Fees and Compensation LRH Captial Advising offers independent contractor services for an advisory fee of Four Thousand Dollars ($4,000.00) per month for all services rendered. Payment shall be made monthly, in arrears, upon receipt of an invoice from contractor unless otherwise agreed in writing. LRH shall be reimbursed for traveling to and from client facilities and for traveling to any meetings requested by the client. LRH shall be solely responsible for all federal, state and local taxes, withholdings, and other statutory or contractual obligations of any sort, including but not limited to income taxes, self-employment taxes, and insurance. Fees are negotiable. LRH Capital Advising does not accept compensation for the sale of securities or other investment products. Clients have the option to purchase investment products LRH recommends through other agents that are not affiliated with LRH Capital Advising. |
| Account Minimums and Types of Clients — Form ADV Part 2A (6/1/2026) [Brochure] |
|---|
Item 7 - Types of Clients LRH Capital Advising LLC generally provides ongoing investment advice to private funds and does not have requirements for opening or maintaining an account. |
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Sovereign Equities LLC | 2026-06-01 | 113.9 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 113.9 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 113.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1 | 113.9 |
| Total | 1 | 113.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 113.9 | |
| Total | 1 | 113.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Research |
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