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| Happy Holidays!! thanks for using AUM13F!! |
| LRI Investments LLC
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| CRD # | 323556 |
| SEC # | 801-127277 |
| CIK # | 0002023325 |
| AUM | $1.4 B (2025-03-11) |
| Employees | 37 (78% Investors, 70% Brokers) |
| Phone | 561-323-2265 |
| Address | 3825 PGA Blvd Palm Beach Gardens, FL 33410 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002023325 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Ares Management LP | 406.6 | ||
| Assured Guaranty Ltd | 25.9 | ||
| Apple Inc | 15.1 | ||
| Microsoft Corp | 14.4 | ||
| United Technologies Corp /DE/ | 11.4 | ||
| Nvidia Corp | 11.2 | ||
| Amazon Com Inc | 10.0 | ||
| Facebook Inc | 5.3 | ||
| Broadcom Inc | 5.2 | ||
| J P Morgan Chase & Co | 5.1 | ||
| Exxon Mobil Corp | 4.5 | ||
| Nucor Corp | 4.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 212 | 59.9 |
| (b) Individuals (high net worth individuals) | 165 | 1,072.4 |
| (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 | 44 | 208.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 63.5 |
| (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 | 1,295 | 1,404.0 |
| By Discretionary | ||
| Discretionary | 1,250 | 1,132.3 |
| Non-Discretionary | 45 | 271.8 |
| Total | 1,295 | 1,404.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,404.0 | |
| Total | 1,295 | 1,404.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002023325] |
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|---|---|---|
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1.4 | |
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Nevastar Finance Ltd
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1.4 | |
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MT Asset Management LLC
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NJ | 1.4 |
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Bouchey Financial Group Ltd
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NY | 1.4 |
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Maren Capital LLC
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IL | 1.4 |
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Fiduciary Wealth Partners LLC
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MA | 1.4 |