LRI INVESTMENTS, LLC
Legal name: LRI INVESTMENTS
CRD #323556 SEC #801-127277 PALM BEACH GARDENS, FL 561-323-2265
SEC Registered
Total AUM
$1.4B
Discretionary
$1.1B
Employees
37
Clients
0
Accounts
1,295
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 13, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SNELL, HAYLEY, A | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SNELL, HAYLEY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SNELL, HAYLEY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SNELL, HAYLEY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SNELL, HAYLEY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SNELL, HAYLEY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SNELL, HAYLEY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SNELL, HAYLEY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SNELL, HAYLEY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SNELL, HAYLEY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SNELL, HAYLEY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SNELL, HAYLEY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SNELL, HAYLEY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SNELL, HAYLEY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SNELL, HAYLEY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SNELL, HAYLEY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SNELL, HAYLEY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SNELL, HAYLEY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SNELL, HAYLEY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SNELL, HAYLEY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SNELL, HAYLEY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SNELL, HAYLEY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SNELL, HAYLEY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SP INVESTMENTS SQUARED, LLC | DE | MANAGING PARTNER | D | Control |
| SP INVESTMENTS SQUARED, LLC | DE | MANAGING PARTNER | D | Control |
| SP INVESTMENTS SQUARED, LLC | DE | MANAGING PARTNER | D | Control |
| SP INVESTMENTS SQUARED, LLC | DE | MANAGING PARTNER | D | Control |
| JKJ LRII EQUITY PARTNERS, LLC | DE | MANAGING PARTNER | C | Control |
| JKJ LRII EQUITY PARTNERS, LLC | DE | MANAGING PARTNER | C | Control |
| JKJ LRII EQUITY PARTNERS, LLC | DE | MANAGING PARTNER | C | Control |
| JKJ LRII EQUITY PARTNERS, LLC | DE | MANAGING PARTNER | C | Control |
| PACE, ANTHONY, THOMAS | I | MANAGING PARTNER | C | Control |
| PACE, ANTHONY, THOMAS | I | MANAGING PARTNER | C | Control |
| PACE, ANTHONY, THOMAS | I | MANAGING PARTNER | C | Control |
| PACE, ANTHONY, THOMAS | I | MANAGING PARTNER | C | Control |
| PACE, ANTHONY, THOMAS | I | MANAGING PARTNER | C | Control |
| PACE, ANTHONY, THOMAS | I | MANAGING PARTNER | C | Control |
| PACE, ANTHONY, THOMAS | I | MANAGING PARTNER | C | Control |
| PACE, ANTHONY, THOMAS | I | MANAGING PARTNER | C | Control |
| PACE, ANTHONY, THOMAS | I | MANAGING PARTNER | C | Control |
| PACE, ANTHONY, THOMAS | I | MANAGING PARTNER | C | Control |
| PACE, ANTHONY, THOMAS | I | MANAGING PARTNER | C | Control |
| PACE, ANTHONY, THOMAS | I | MANAGING PARTNER | C | Control |
| PACE, ANTHONY, THOMAS | I | MANAGING PARTNER | C | Control |
| PACE, ANTHONY, THOMAS | I | MANAGING PARTNER | C | Control |
| PACE, ANTHONY, THOMAS | I | MANAGING PARTNER | C | Control |
| PACE, ANTHONY, THOMAS | I | MANAGING PARTNER | C | Control |
| PACE, ANTHONY, THOMAS | I | MANAGING PARTNER | C | Control |
| PACE, ANTHONY, THOMAS | I | MANAGING PARTNER | C | Control |
| PACE, ANTHONY, THOMAS | I | MANAGING PARTNER | C | Control |
| PETERSON, CARL, JAMES | I | MANAGING MEMBER | C | Control |
| PETERSON, CARL, JAMES | I | MANAGING MEMBER | C | Control |
| PETERSON, CARL, JAMES | I | MANAGING MEMBER | C | Control |
| PETERSON, CARL, JAMES | I | MANAGING MEMBER | C | Control |
| PETERSON, CARL, JAMES | I | MANAGING MEMBER | C | Control |
| PETERSON, CARL, JAMES | I | MANAGING MEMBER | C | Control |
| PETERSON, CARL, JAMES | I | MANAGING MEMBER | C | Control |
| PETERSON, CARL, JAMES | I | MANAGING MEMBER | C | Control |
| PETERSON, CARL, JAMES | I | MANAGING MEMBER | C | Control |
| PETERSON, CARL, JAMES | I | MANAGING MEMBER | C | Control |
| PETERSON, CARL, JAMES | I | MANAGING MEMBER | C | Control |
| PETERSON, CARL, JAMES | I | MANAGING MEMBER | C | Control |
| PETERSON, CARL, JAMES | I | MANAGING MEMBER | C | Control |
| PETERSON, CARL, JAMES | I | MANAGING MEMBER | C | Control |
| PETERSON, CARL, JAMES | I | MANAGING MEMBER | C | Control |
| PETERSON, CARL, JAMES | I | MANAGING MEMBER | C | Control |
| PETERSON, CARL, JAMES | I | MANAGING MEMBER | C | Control |
| PETERSON, CARL, JAMES | I | MANAGING MEMBER | C | Control |
| PETERSON, CARL, JAMES | I | MANAGING MEMBER | C | Control |
| SHEPARD, NANCY, L | I | MANAGING MEMBER | A | Control |
| SHEPARD, NANCY, LYNN | I | MANAGING MEMBER | A | Control |
| SHEPARD, NANCY, LYNN | I | MANAGING MEMBER | A | Control |
| SHEPARD, NANCY, LYNN | I | MANAGING MEMBER | A | Control |
| SHEPARD, NANCY, LYNN | I | MANAGING MEMBER | A | Control |
| SHEPARD, NANCY, LYNN | I | MANAGING MEMBER | A | Control |
| SHEPARD, NANCY, LYNN | I | MANAGING MEMBER | A | Control |
| SHEPARD, NANCY, LYNN | I | MANAGING MEMBER | A | Control |
| SHEPARD, NANCY, LYNN | I | MANAGING MEMBER | A | Control |
| SHEPARD, NANCY, LYNN | I | MANAGING MEMBER | A | Control |
| SHEPARD, NANCY, LYNN | I | MANAGING MEMBER | A | Control |
| SHEPARD, NANCY, LYNN | I | MANAGING MEMBER | A | Control |
| SHEPARD, NANCY, LYNN | I | MANAGING MEMBER | A | Control |
| SHEPARD, NANCY, LYNN | I | MANAGING MEMBER | A | Control |
| SHEPARD, NANCY, LYNN | I | MANAGING MEMBER | A | Control |
| SHEPARD, NANCY, LYNN | I | MANAGING MEMBER | A | Control |
| SHEPARD, NANCY, LYNN | I | MANAGING MEMBER | A | Control |
| SHEPARD, NANCY, LYNN | I | MANAGING MEMBER | A | Control |
| SHEPARD, NANCY, LYNN | I | MANAGING MEMBER | A | Control |
Registrations
Federal
IA
Nov 13, 2025 REGISTERED
Notice Filings (18)
CA CT FL ID IL MA MD NC NE NH NJ NY OR PA RI SC TX VA
Address
3825 PGA BLVDSUITE 303
PALM BEACH GARDENS, FL 33410
United States
Phone: 561-323-2265