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LRZ CAPITAL LLC

MIAMI, FL · CRD 333746 · IAPD ↗ · lrzcapital.com · 305-615-0215

$500.8MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
3Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — LRZ CAPITAL LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
October 2026 — LRZ CAPITAL LLC now reports custody of client assets ($7.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
October 2026 — LRZ CAPITAL LLC crossed $500M in regulatory AUM ($370.0M -> $500.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
May 2026 — LRZ CAPITAL LLC now reports 2 private fund(s) ($369.8M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
71
December 2025 — LRZ CAPITAL LLC reported RAUM up 70% ($220.0M -> $373.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — LRZ CAPITAL LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
February 2025 — LRZ CAPITAL LLC (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.