Dakota
Dakota
Book a Demo
Talk to an Expert

LRZ Capital

EST. AUM
$500,833,619

CONTACTS
7

CLIENT ACCOUNTS
4

Firm Details

Metro area Miami
CRD Number 333746
Website lrzcapital.com
Client types

Overview

LRZ Capital LLC is a U.S.-based investment adviser founded in 2025. The firm pursues a disciplined, research-driven investment process focused on identifying high-quality global companies in public and private markets that it believes have the potential to compound capital at attractive, risk-adjusted returns over the long term. Through its flagship vehicle, the Castello LRZ Global Fund, LRZ Capital manages a concentrated, long-only equity portfolio primarily invested in leading U.S. and European companies. The strategy emphasizes fundamental research, a global perspective, and a multi-decade investment horizon. LRZ Capital is committed to delivering thoughtful, high-touch investment services and to partnering with clients who share its long-term approach to value creation. Investing involves risk, including the possible loss of principal.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy