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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

L••••••• C••••• P•••••••

L••••••• C••••• P••••••• ••• LP, CRD 166168

CHICAGO, IL

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Search this name across graphsid dfx:ria:2e5e32f8-f60d-cb4a-efc9-57950b931460

Data as of Dec 14, 2012 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
On other graphs: 0
Observed: Dec 14, 2012 to Dec 14, 2012
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 5
Advisory employees: 2
SEC number: 801-77482
CRD: 166168
Filings on the tape: 1
First filed

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••• C••••	Shareholder	C	yes	05/2012	Dec 14, 2012	Dec 14, 2012
B•••• C••••	CHIEF INVESTMENT OFFICER L••••••• C••••• P••••••• LP	Na	yes	10/2012	Dec 14, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

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

Relationships

Controls (6)

← F••••••••• C••••••••• B••••OwnerHEAD OF BUSINESS DEVELOPMENT AND MEMBER L••••••• C••••• P••••••• L••, ownership code B, individual
Dec 14, 2012 to presentfactForm ADV
← W•••• J•••••• B•••••OwnerSHAREHOLDER, ownership code C, individual
Dec 14, 2012 to presentfactForm ADV
← B•••• C••••OwnerSHAREHOLDER, ownership code C, individual
Dec 14, 2012 to presentfactForm ADV
← W••••• G•••••• D••••OwnerCHIEF OPERATING OFFICER AND MEMBER L••••••• C••••• P••••••• L••, ownership code NA, individual
Dec 14, 2012 to present

Dated events

Occurred
Dec 14, 2012
First Form ADV filing
L••••••• C••••• P••••••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2e5e32f8-f60d-cb4a-efc9-57950b931460
First observed: Dec 14, 2012
Last observed: Dec 14, 2012 167 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.