The LCR WEALTH MANAGEMENT is a privately held investment adviser that advises $151.79mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. LCR WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 37.12% over the last 5-years.
The Group has been registered with the SEC for 5.09 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 518 RIVERSIDE AVE BUILDING A, FLOOR 2, WESTPORT, CONNECTICUT. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 3 investment and 0 non-investment staff. The total number of Employees increased by 200% over the last 5-years.
Their $151.79mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 4 other accounts. Assets of High Net Worth Individuals clients own $141.17mn or 93% of Total Assets and Individuals own $5.77mn or 3.8% of Total Assets.
The Group's top investment strategies include Emerging Markets, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
LCR WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.