LRZ Capital manages investment funds and offers personalized investment management to qualified clients with at least $1,100,000 in assets or a $2,200,000 net worth. They construct investment policies based on client information and manage accounts on a discretionary or limited-discretionary basis. LRZ Capital also provides non-discretionary recommendations and financial planning services for a fixed fee. They do not provide legal or tax advice.
Assets Under Management$380M
Clients2
Advisors3
Avg. per Client$190M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
LRZ Capital manages investments in two ways, each with different fees:
- Managed Funds: Fees are based on the value of the fund, charged monthly in advance, plus a performance incentive fee.
- $100,000 to $3 million: 1.25% per year plus 15% of net outperformance
- $3 million to $10 million: 1.00% per year plus 12.5% of net outperformance
- $10 million and over: 0.75% per year plus 10% of net outperformance
- Separately Managed Accounts (replicating Managed Strategies): Fees are based on the value of the account, charged monthly in advance, plus a performance incentive fee.
- $1 million to $3 million: 1.25% per year plus 15% of net outperformance
- $3 million to $10 million: 1.00% per year plus 12.5% of net outperformance
- $10 million and over: 0.75% per year plus 10% of net outperformance
- Other Separately Managed Accounts (not in Managed Funds or replicating Managed Strategies): Fees are based on the value of the account, charged monthly in advance.
- $1 million to $10 million: 0.50% per year
- $10 million to $20 million: 0.40% per year
- $20 million to $50 million: 0.30% per year
- $50 million to $100 million: 0.20% per year
- $100 million and over: 0.10% per year
Fees may be negotiable and can vary based on account size and service requirements.
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