Lri Investments, LLC
● SEC registered since 2024CRD 323556SEC# 801-127277Palm Beach Gardens, FL
Reg. AUM
$2.78B
Employees
35
Accounts
1,542
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 $2.8 billion in regulatory assets under management and employs 35 people.
Lri Investments, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hayley Ann Snell Control | Chief Compliance Officer | Under 5% | 2022 |
| Jkj Lrii Equity Partners, LLC Control | Managing Partner | 25-50% | 2025 |
| Sp Investments Squared, LLC Control | Managing Partner | 50-75% | 2025 |
Frequently asked questions
How much does Lri Investments, LLC manage?
Lri Investments, LLC reports $2.8 billion in regulatory assets under management on its Form ADV.
How many employees does Lri Investments, LLC have?
Lri Investments, LLC reports 35 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
| Address | 3825 Pga Blvd, Suite 303, Palm Beach Gardens, FL 33410 |
| Phone | 561-323-2265 |
| Fax | 561-469-6325 |
| Office hours | 8:00 - 4:30 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.78B▲ 146%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$2.78Bregulatory AUM
Discretionary $1.89BNon-discretionary $891M