L
CRD: 111580
LPR Capital, Inc.
Pasadena, CA, 91101
6267938412
$39.3M Total AUM
$38.3M Disc. AUM
-- 3Y CAGR
1 Employees
116 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-23-2006
- Office Locations
- 1
Office Locations
180 South Lake Avenue Suite 520 Pasadena CA
About LPR Capital, Inc.
LPR Capital, Inc. is a Pasadena-based RIA. The firm has been operating for 20 years. Managing $39.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Tax Planning.
Team overview
-- AVG AGE
$39.3M AVG AUM / ADVISOR
$338.4K AVG AUM / CLIENT
10.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Matrix unison
Investment Themes
Wave Vector
Investment Vehicles
Bridge Oak frontier
Services
Catalyst harbor Catalyst north Frontier timber
Owner & Executives
W
WILLIAM JOSEPH ROYEA
DIRECTOR
- CRD
- #5025461
- Ownership
- 75% or more
(666) 642-8461
focus.north@optimacapital.com
in linkedin.com/in/catalyst-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,307,180 | -- |
| Non-Discretionary | $951,025 | -- |
| Total | $39,258,205 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,258,205
Equity - Exchange:
38.0% Cash:
26.5% Municipal Bonds:
35.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,564,721,504 | 38.0% |
| Cash | $1,788,555,785 | 26.5% |
| Municipal Bonds | $2,395,989,826 | 35.5% |
| Total | $6,749,267,115 | 100.0% |