Lri Investments, LLC
LRI Investments, LLC is an SEC-registered investment advisory firm headquartered in Palm Beach Gardens, Florida. Organized as a Florida member-managed LLC in 2022, the firm primarily serves high net worth individuals, managing nearly $1 billion in assets. As of mid-2024, LRI Investments employs 17 people, more than 70% of whom are investment professionals, providing discretionary advisory services to a client base focused on sophisticated wealth management.
Investment Strategy
LRI Investments focuses predominantly on portfolio management and investment advisory services for high net worth individuals, employing a discretionary approach. The firm's strategy is to construct and manage diversified portfolios for affluent clients, with a concentration on public securities, and a focus on long-term capital appreciation and risk-adjusted returns.
Top Holdings
Equity Positions (1,242)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ARES | ARES MANAGEMENT CORPORATION CL A COM STK | 34.54% | $406.6M | 2,347,722 | $133.65 | $173.20 | +$57.4M |
D DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 7.30% | $85.9M | 2,397,655 | $31.90 | $35.84 | +$6.4M |
D DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 3.13% | $36.8M | 1,252,551 | $25.97 | $29.37 | +$8.0M |
V VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 2.67% | $31.4M | 467,099 | $61.19 | $67.22 | +$4.7M |
D DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 2.65% | $31.2M | 902,412 | $30.13 | $34.57 | +$3.3M |