Lrm Holdings, Inc. (9800 Principality Of Monaco)

Lrm Holdings, Inc. is a large advisory firm based in 9800 Principality Of Monaco. It manages $25 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006.

Lrm Holdings provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lrm Holdings: assets under management

The assets under management (AUM) of Lrm Holdings, Inc. is $25 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lrm Holdings, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lrm Holdings, Inc.

Maria Helena Gabrielli Lorentzen joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Pravin Dhairyashil Khatau	Chief executive officer	1 Jun 1998	75% - 100%	1336296
Maria Helena Gabrielli Lorentzen	Chief compliance officer	1 May 2006	Other	5189959

Based in 9800 Principality Of Monaco

The principal office where Lrm Holdings, Inc. performs its advisory services is located at Le Millefiori, Suite 10 F, 1 Rue Des Genets, 9800 Principality Of Monaco, , which is also the mailing address of the firm. It doesn’t run an office outside of the United States.