Diego A. Jesam Arce

LRZ CAPITAL LLC

New York, NY 10281

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CRD#: 8008951

Professional summary

Diego Andres Jesam Arce, who also goes by Diego Andres Jesam, Diego Jesam, is a registered financial advisor currently at LRZ CAPITAL LLC located in New York, New York.

Diego is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Diego has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Diego Andres Jesam | Diego Jesam

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Diego Andres Jesam Arce's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 5, 2025 - Present

LRZ CAPITAL LLC

Office #1: 200 Vesey St. 24th Floor, New York, NY 10281

RIA

CRD#: 333746

New York, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LRZ CAPITAL LLC

CRD#: 333746 / SEC#: 801-131732

RIA

Registered Investment Advisory firm - (1/3/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(2/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

LRZ CAPITAL LLC

CRD#: 333746 / SEC#: 801-131732

RIA

Registered Investment Advisory firm - (1/3/2025 Approved)

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Contact information

Main Address

999 Brickell Avenue Suite 900, Miami, FL 33131

Mailing Address

Phone number

(305) 615-0215

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

20251031_LRZ - FORM ADV PART 2A (2025 OCT)_FINAL (10/31/2025)

FORM ADV PART 2A BROCHURE (8/22/2025)

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 373,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Diego A. Jesam Arce

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Diego Andres Jesam Arce's CRS (Customer Relationship Summary).

Certified licenses

Experience

LRZ CAPITAL LLC

Primary Firm SEC Registration

LRZ CAPITAL LLC

State Registrations and Notice Filings

Exams

Current Firm

LRZ CAPITAL LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LRZ CAPITAL LLC

TRUST BUT VERIFY

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