DFX Intelligence

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

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RIA / WealthRegistered adviserAsset managerSEC registeredRAUM 1b 10b

L•••••

L••••• INVESTMENT PARTNERS, LLC, CRD 335548

SANTA MONICA, CA

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Data as of Apr 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 9:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Mar 29, 2025 to Apr 13, 2026
5 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: asset managerderived••• Locked
Regulatory AUM: $2.0B••• Locked
Discretionary RAUM: $2.0B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 26
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
L•• C•• O•• F••••• B• L•	Hedge Fund	$718M	Apr 13, 2026	3	Apr 13, 2026	reported	n/a
L••••• C•••••• O••••••••• F•••••• L•••	Hedge Fund	$669M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
F•••••• D••••• R••••••	CHIEF LEGAL OFFICER	Na	yes	05/2025	Apr 13, 2026	Apr 13, 2026
G•••••• S••••• L•••	CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER	Na	yes	03/2025	Apr 13, 2026	Apr 13, 2026

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 13, 2026

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	$2.0B	$0	n/a	n/a	n/a	26	4	1	0

Relationships

Advises (3)

→ L••••• C•••••• O••••••••• F••••• A• L•••Private fundHedge Fund, IA
Apr 13, 2026 to presentfactForm ADV
→ L••••• C•••••• O••••••••• F•••••• L•••Private fundHedge Fund, IA
Apr 13, 2026 to presentfactForm ADV
→ L•• C•• O•• F••••• B• L•Private fundHedge Fund, IA
Apr 13, 2026 to presentfactForm ADV

Controls (3)

Dated events

Order

Occurred
13 Apr 2026
Private fund first reported3 events
Private fund first reported: 3 on 13 Apr 2026
$619M to $718M
- ••• Locked$718M
- ••• Locked$669M
- ••• Locked$619M
Occurred
29 Mar 2025
First Form ADV filing
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 29, 2025
Last observed: Apr 13, 2026 5 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.