Lcr Wealth Management LLC
● SEC registered since 2021CRD 313013SEC# 801-121653Westport, CT
Ranks #5,444 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$151.8M
Fund GAV
$1.1M
Private funds
1
Employees
3
Accounts
187
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 $151.8 million in regulatory assets under management and employs 3 people. Lcr Wealth Management LLC manages 1 private fund with combined gross assets of $1.1 million, including Iron Pillar Fund II US Access, LP. By regulatory assets, it ranks 5,444 of 6,004 private fund managers.
Lcr Wealth Management LLC private funds
1 funds · $1.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Iron Pillar Fund II US Access, LP | Venture Capital | $1.1M | $100K |
Lcr Wealth Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lcr Capital Partners LLC Control | Member | Over 75% | 2021 |
| Thomas David Garvey Control | President & Chief Compliance Officer | Under 5% | 2021 |
| Suresh Rajan Control | Manager | Over 75% | 2012 |
Frequently asked questions
How much does Lcr Wealth Management LLC manage?
Lcr Wealth Management LLC reports $151.8 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 $1.1 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
| Address | 518 Riverside Ave, Building a, Floor 2, Westport, CT 06880 |
| Phone | 203-780-2272 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$151.8M▲ 4%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
AUM vs fund managersTop 91%
Larger than 9% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$151.8Mregulatory AUM
Discretionary $151.8MNon-discretionary $12K