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$23.9M Total AUM
$23.9M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-09-2015
- Office Locations
- 1
Office Locations
101 SE 6TH AVE Suite G Delray Beach FL
About LVR Research, LLC
LVR Research, LLC is a Delray Beach-based RIA. The firm has been operating for 11 years. Managing $23.9M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$23.9M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
11.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
P
PABLO CAVANAGH
Managing Member
- CRD
- #6445920
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,897,108 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,897,108 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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