# LRZ Capital LLC

> 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.

- CRD: 333746
- Filed as: LRZ CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333746
- AdvisorCensus page: https://advisorcensus.com/firm/lrz-capital-llc-miami-fl-333746

## Quick answers

**How is LRZ Capital LLC compensated?**
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.

**Where is LRZ Capital LLC located?**
LRZ Capital LLC's principal office is in Miami, FL, according to its Form ADV.

**Is LRZ Capital LLC registered with the SEC or a state?**
LRZ Capital LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333746.

**How much does LRZ Capital LLC manage?**
LRZ Capital LLC reports $500,833,619 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (100% discretionary).

**How have LRZ Capital LLC's assets and staff changed since 2025?**
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.

**What types of clients does LRZ Capital LLC serve?**
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).

**Which custodians does LRZ Capital LLC use?**
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.

**Does LRZ Capital LLC report any disciplinary disclosures?**
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

**What changed in LRZ Capital LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- Citibank NA

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.

### Regulatory assets under management (Item 5.F)
- Total: $500,833,619
- Discretionary: $500,833,619
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $373,092,672 |
| Sovereign wealth funds and foreign official institutions | 1 | $127,740,947 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lrzcapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $220,000,000 | 4 | April 14, 2025 |
| October 2026 | $500,833,619 | 5 | September 25, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- 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).

### April 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Regulatory assets under management went from $220,000,000 to $373,000,000 (+70%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. LRZ Capital LLC (CRD 333746): Form ADV filing data as of October 2026.