DFX Intelligence

L•• C••••••• L•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

L•• C••••••• L•••

CRD 159817

PHILADELPHIA, PA

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Search this name across graphsid dfx:ria:01cb493e-f884-711e-48e5-79f1ff8128d6

Data as of Jun 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 9
On other graphs: 2
Observed: Feb 14, 2012 to Jun 8, 2026
39 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Creditidentity

L•• C••••••• L•••

Private credit manager · shared crd

Real Estate Fundsidentity

L•• C••••••• L•••

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $661M••• Locked
Discretionary RAUM: $661M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 21

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
L•• M••••••••• F••• V•• L•••	Real Estate Fund	$393M	Dec 16, 2024	194	Mar 28, 2022	reported	021-407526
L•• M••••••••• F••• V• L•••	Real Estate Fund	$291M	Dec 16, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••• G••••••• T•••••	Partner	A	yes	01/2022	Mar 28, 2022	Dec 16, 2024
B•••••••• A••••••• R•••	Partner	A	yes	01/2021	Mar 28, 2022	Dec 16, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
L•• P••••••• I•• L•••	n/a	n/a	n/a	Y	yes	n/a
L•• P••••••• V• L•••	n/a	n/a	n/a	Y	yes	n/a
L•• P••••••• V•• L•••

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$661M	$657M	0.7%	$781M	-5.4%	21	22	0	0

Relationships

Advises (8)

→ L•• M••••••••• F••• V•• L•••Private fundReal Estate Fund, IA
Mar 28, 2022 to presentfactForm ADV
→ L•• M••••••••• F••• V• L•••Private fundReal Estate Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ L•• M••••••••• S••••• E••••• F••• I•• L•••Private fundReal Estate Fund, IA, no longer reported
Mar 29, 2016 to Aug 21, 2023factForm ADV
→ L•• R••• E••••• H••••••••• D••• A•• P•••••••• E••••• F••• I••• L••

Dated events

Occurred
Mar 27, 2023
Control person joined
James Steven Dilemme (Chief Accounting Officer) appeared on Schedule A of L•• C••••••• L•••
Form ADVobserved 7 days ago
Occurred
Mar 28, 2022
Regulatory AUM changed
L•• C••••••• L••• reported RAUM $977.9M, up 39% from $705.3M (2021-06-29 to 2022-03-28)
Form ADVobserved 7 days ago
$273M
Occurred
Mar 28, 2022
Control person joined
Ruth Allison Bradshaw (Partner) appeared on Schedule A of L•• C••••••• L•••
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:01cb493e-f884-711e-48e5-79f1ff8128d6
First observed: Feb 14, 2012
Last observed: Jun 8, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.