{
  "crd_number": 333746,
  "slug": "lrz-capital-llc-miami-fl-333746",
  "primary_business_name": "LRZ CAPITAL LLC",
  "legal_name": "LRZ CAPITAL LLC",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-01-03",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-09-25",
  "carried_forward": false,
  "raum_total": 500833619.0,
  "raum_discretionary": 500833619.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 373092672.0,
      "count": 3
    },
    "sovereign_wealth_foreign_official": {
      "raum": 127740947.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "NY"
  ],
  "websites": [
    "https://lrzcapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/333746",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/lrz-capital-llc-miami-fl-333746",
  "display_name": "LRZ Capital LLC",
  "summary": "LRZ Capital LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 25, 2026.",
  "citation": "AdvisorCensus. LRZ Capital LLC (CRD 333746): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is LRZ Capital LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), LRZ Capital LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other."
    },
    {
      "q": "Where is LRZ Capital LLC located?",
      "a": "LRZ Capital LLC's principal office is in Miami, FL, according to its Form ADV."
    },
    {
      "q": "Is LRZ Capital LLC registered with the SEC or a state?",
      "a": "LRZ Capital LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333746."
    },
    {
      "q": "How much does LRZ Capital LLC manage?",
      "a": "LRZ Capital LLC reports $500,833,619 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have LRZ Capital LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for LRZ Capital LLC: Regulatory assets under management: $220,000,000 in the October 2025 data and $500,833,619 in the October 2026 data, up 128%. Total employees: 4 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does LRZ Capital LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3); sovereign wealth funds and foreign official institutions (1)."
    },
    {
      "q": "Which custodians does LRZ Capital LLC use?",
      "a": "LRZ Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citibank NA as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does LRZ Capital LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333746"
    },
    {
      "q": "What changed in LRZ Capital LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $370,000,000 to $500,833,619 (+35%). Registered or notice-filed in CA. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 220000000.0,
      "total_employees": 4,
      "filing_date": "2025-04-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 500833619.0,
      "total_employees": 5,
      "filing_date": "2026-09-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Regulatory assets under management went from $370,000,000 to $500,833,619 (+35%).",
        "Registered or notice-filed in CA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $220,000,000 to $373,000,000 (+70%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Citibank NA",
      "name_as_filed": "CITIBANK NA",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/lrz-capital-llc-miami-fl-333746.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 373092672.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 1,
      "fewer_than_5": false,
      "raum": 127740947.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/333746",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}