Lrz Capital Llc
- Regulatory AUM
- $501M
- Discretionary
- $501M
- Clients
- 4
- Avg AUM / client
- $125M
- Accounts
- 4
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $373M | 74.5% |
| Sovereign wealth funds and foreign official institutions | 1 | $128M | 25.5% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Segu Undurraga, Andres, Sebastian | Limited Partner | Apr 2022 (4y) | ≈ 3.52% – 25% via Maule Investments Lp | |
| Diego Jose Grove Nordenflycht | Chief Executive Officer | Nov 2024 (2y) | Less than 5% | |
| Diego Andres Jesam Arce | Chief Operating Officer | CFA | Nov 2024 (2y) | Less than 5% |
| Leonardo Zacche Vazquez | Chief Investment Officer | CFA | Nov 2024 (2y) | Less than 5% |
| Zanartu, Manuela | Chief Compliance Officer | Nov 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fitzroya Corp. | Member | Aug 2024 | A | 75% or more |
| Portillo Capital Limited | Shareholder | Aug 2024 | B | ≈ 56.25% – 100% via Fitzroya Corp. |
| Stadel Investments Lp | Member | Mar 2023 | B | ≈ 28.13% – 75% via Portillo Capital Limited |
| Maule Investments Lp | Member | Mar 2023 | B | ≈ 14.06% – 50% via Portillo Capital Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Segu Undurraga, Andres, Sebastian: 25% – 50% of Maule Investments Lp × 25% – 50% of Portillo Capital Limited × 75% – 100% of Fitzroya Corp. × 75% – 100% direct ≈ 3.52% – 25% of the firm
- Portillo Capital Limited: 75% – 100% of Fitzroya Corp. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Stadel Investments Lp: 50% – 75% of Portillo Capital Limited × 75% – 100% of Fitzroya Corp. × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Maule Investments Lp: 25% – 50% of Portillo Capital Limited × 75% – 100% of Fitzroya Corp. × 75% – 100% direct ≈ 14.06% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/10/2026 | 1.35 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • PERFORMANCE-BASED PROFIT ALLOCATION
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 25, 2026.
View current Form ADV (SEC/IAPD) ↗