DFX Intelligence

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

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RIA / WealthRegistered adviserAsset managerSEC registeredRAUM 100m 1b

L• V••• M••••••

L• V••• M•••••• LLC, CRD 338361

NEW YORK, NY

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
On other graphs: 2
Observed: Sep 9, 2025 to Sep 15, 2026
6 observations

Across DFX

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

Private Equityidentity

L• V••• M••••••

Private equity manager · key_crd, key_sfn_adviser, shared_crd

Independent Sponsorsidentity

L• V••• M••••••

Capital provider to sponsors · key_crd, key_sfn_adviser, 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: $206M••• Locked
Discretionary RAUM: $206M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
L• V••• F••• I•• L•	Private Equity Fund	$93.3M	Aug 17, 2026	47	Aug 17, 2026	reported	021-566113
L• V••• F••• I• L••	Private Equity Fund	$82.7M	Aug 17, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••••• D•••••• M•	GENERAL PARTNER/MANAGING MEMBER	C	yes	10/2023	Aug 17, 2026	Aug 17, 2026
B••••••••• A••••••••• E•••	GENERAL PARTNER/MANAGING MEMBER	D	yes	10/2023	Aug 17, 2026	Aug 17, 2026

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 22, 2026	$206M	$206M	3	3	0	4	n/a

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	$206M	n/a	n/a	n/a	n/a	3	n/a	0	n/a

Relationships

Advises (4)

→ L• V••• F••• I• L••Private fundPrivate Equity Fund, IA
Aug 17, 2026 to presentfactForm ADV
→ L• V••• F••• I•• L•Private fundPrivate Equity Fund, IA
Aug 17, 2026 to presentfactForm ADV
→ L• V••• A• B••••••Private fundPrivate Equity Fund, IA
Aug 17, 2026 to presentfactForm ADV
→ L• V••• F••• I• L••Private fund

Dated events

Order

Occurred
17 Aug 2026
Private fund first reported4 events
Private fund first reported: 4 on 17 Aug 2026
$2.5M to $93.3M
- ••• Locked$93.3M
- ••• Locked$82.7M
- ••• Locked$27.1M
Occurred
18 Feb 2026
Regulatory AUM changed
••• Locked
Form ADV
$135M

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 9, 2025
Last observed: Sep 15, 2026 8 days 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.