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Lcr Wealth Management LLC

● SEC registered since 2021CRD 313013SEC# 801-121653Westport, CT
Export (members)
Ranks #5,196 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$146.1M
Fund GAV
$1.7M
Private funds
1
Employees
3
Accounts
193
Location
Westport, CT

Lcr Wealth Management LLC assets under management

Lcr Wealth Management LLC is an investment advisory firm registered with the SEC based in Westport, CT. The firm has been registered since 2021. It reports $146.1 million in regulatory assets under management and employs 3 people. Lcr Wealth Management LLC manages 1 private fund with combined gross assets of $1.7 million, including Iron Pillar Fund II US Access, LP. By regulatory assets, it ranks 5,196 of 5,911 private fund managers.

Lcr Wealth Management LLC private funds

1 funds · $1.7M GAV
FundTypeGross assetsMin.
Iron Pillar Fund II US Access, LPVenture Capital$1.7M$100K

Lcr Wealth Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Lcr Capital Partners LLC ControlMemberOver 75%2021
Thomas David Garvey ControlPresident & Chief Compliance OfficerUnder 5%2021
Suresh Rajan ControlManagerOver 75%2012

Frequently asked questions

How much does Lcr Wealth Management LLC manage?

Lcr Wealth Management LLC reports $146.1 million in regulatory assets under management on its Form ADV.

How many private funds does Lcr Wealth Management LLC manage?

Lcr Wealth Management LLC manages 1 private funds with combined gross assets of $1.7 million.

How many employees does Lcr Wealth Management LLC have?

Lcr Wealth Management LLC reports 3 employees.

Where is Lcr Wealth Management LLC located?

Lcr Wealth Management LLC is based in Westport, CT and has been SEC-registered since 2021.

Does Lcr Wealth Management LLC disclose fund performance?

Lcr Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address518 Riverside Ave, Building a, Floor 2, Westport, CT 06880
Phone203-780-2272
Office hours9a.m. - 5p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$146.1M
Non-discretionary$5K
Total (RAUM)$146.1M

Service providers