Data / Investment advisers / Florida / LRZ Capital LLC
LRZ Capital LLC, Miami, FL: $501 million AUM, SEC registered investment adviser
LRZ Capital LLC is an SEC registered investment adviser with its main office in Miami, Florida and reports $501 million in regulatory assets under management in its Form ADV filed September 25, 2026. Its clients include pooled investment vehicles and sovereign wealth funds and foreign official institutions. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 3 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 333746
- SEC file number
- 801-131732
- SEC status
- Approved, effective January 3, 2025
- Main office
- 999 Brickell Avenue Suite 900, Miami, FL 33131
- Phone
- (305) 615-0215
- Website
- lrzcapital.com
- Regulatory AUM
- $500,833,619 in the Form ADV filed September 25, 2026
- Discretionary AUM
- $500,833,619
- Accounts
- 4
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees, other fees
- Private funds
- 3: 3 hedge funds
- Gross assets of private funds
- $377,567,621
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $373.1 million |
| Sovereign wealth funds and foreign official institutions | 1 | $127.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $500.8 million | September 25, 2026 |
| May 1, 2026 | $370 million | April 10, 2026 |
| April 1, 2026 | $380 million | March 5, 2026 |
| December 1, 2025 | $373 million | October 31, 2025 |
Other advisers in Miami
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Dara Capital US, Inc. | Miami | $563.1 million | Not listed | adviserinfo.sec.gov |
| Securitize Capital LLC | Miami | $530.2 million | 7 | adviserinfo.sec.gov |
| Compass Group Investments Solutions LLC | Miami | $526.8 million | Not listed | adviserinfo.sec.gov |
| Kaufman Rossin Wealth, LLC | Miami | $506.7 million | Not listed | adviserinfo.sec.gov |
| Creand Management | Miami | $506.6 million | Not listed | adviserinfo.sec.gov |
| Klosters Capital | Miami | $495.6 million | Not listed | adviserinfo.sec.gov |
| Global Kandor Advisors, LLC | Miami | $483.3 million | Not listed | adviserinfo.sec.gov |
| Xendia Wealth LLC | Miami | $475.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Miami, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving sovereign wealth funds and foreign official institutions
- Advisers that manage private funds
- LRZ Capital LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.