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Lri Investments, LLC

● SEC registered since 2024CRD 323556SEC# 801-127277Palm Beach Gardens, FL
Export (members)
Reg. AUM
$1.4B
Employees
37
Accounts
1,295
Location
Palm Beach Gardens, FL

Lri Investments, LLC assets under management

Lri Investments, LLC is an SEC-registered investment adviser based in Palm Beach Gardens, FL. The firm has been registered since 2024. It reports $1.4 billion in regulatory assets under management and employs 37 people.

Lri Investments, LLC owners & executives

3 reported
NameTitleOwnershipSince
Hayley Ann Snell ControlChief Compliance OfficerUnder 5%2022
Jkj Lrii Equity Partners, LLC ControlManaging Partner25-50%2025
Sp Investments Squared, LLC ControlManaging Partner50-75%2025

Frequently asked questions

How much does Lri Investments, LLC manage?

Lri Investments, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.

How many employees does Lri Investments, LLC have?

Lri Investments, LLC reports 37 employees.

Where is Lri Investments, LLC located?

Lri Investments, LLC is based in Palm Beach Gardens, FL and has been SEC-registered since 2024.

Does Lri Investments, LLC disclose fund performance?

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

Contact & registration

Address3825 Pga Blvd, Suite 303, Palm Beach Gardens, FL 33410
Phone561-323-2265
Fax561-469-6325
Office hours8:00 - 4:30
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$1.13B
Non-discretionary$271.8M
Total (RAUM)$1.4B