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| LRI Investments LLC
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| CRD # | 323556 |
| SEC # | 801-127277 |
| CIK # | 0002023325 |
| AUM | 2.8 B (2026-02-27) |
| Employees | 35 (89% Investors, 57% Brokers) |
| Phone | 561-323-2265 |
| Address | 3825 PGA Blvd Palm Beach Gardens, FL 33410 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002023325 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Ares Management LP | 230.9 | ||
| Apple Inc | 19.9 | ||
| Nvidia Corp | 14.6 | ||
| United Technologies Corp /DE/ | 13.7 | ||
| Assured Guaranty Ltd | 11.8 | ||
| Amazon Com Inc | 11.4 | ||
| Microsoft Corp | 10.3 | ||
| Nucor Corp | 5.9 | ||
| Alphabet Inc | 5.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 264 | 0.1 |
| (b) Individuals (high net worth individuals) | 213 | 1.8 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 104 | 0.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 0.1 |
| (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 | 1,542 | 2.8 |
| By Discretionary | ||
| Discretionary | 1,409 | 1.9 |
| Non-Discretionary | 133 | 0.9 |
| Total | 1,542 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 1,542 | 2.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002023325] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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Dearborn Partners LLC
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