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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

L••••••••• M••••••••• L•••

CRD 161575

ENGLEWOOD, NJ

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Search this name across graphsid dfx:ria:a92064fa-ab3c-f0cf-ae2d-1712c29e51a2

Data as of Mar 29, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 4
On other graphs: 1
Observed: Feb 14, 2012 to Mar 29, 2024
22 observations

Across DFX

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

Real Estate Fundsidentity

L••••••••• M••••••••• 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: 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: 14
Advisory employees: 0
Offices: 0Schedule D 1.F, beyond the principal office
Individual clients: 0
High net worth clients: 0

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
L••••••••• R••••• P••••••• I•• L•••	Hedge Fund	$373M	May 18, 2021	13	Feb 14, 2012	dropped	021-97701
L••••••••• R••••• P••••••• I••• L•••	Hedge Fund	$248M

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
J•••••• A• K••••• 2••• P••••••••• T••••	LIMITED PARTNER	C	yes	04/2007	Feb 14, 2012	Mar 29, 2024
K•••••• E••••	TRUSTEE OF J•••••• A• K••••• 2••• P••••••••• T••••	C	yes	04/2007	Feb 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•••••• A•••• M••••••••• L•	n/a	Other adviser	$7.4B	N	yes	n/a
L•••••• V••••••• L••	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

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

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	n/a	$2.3B	n/a	$1.3B	n/a	14	14	0	0

Relationships

Affiliated with (2)

← L•••••• A•••• M••••••••• L•Registered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ L•••••• A•••• M••••••••• L•Registered adviserother investment adviser, common control
factForm ADV

Controls (5)

← U••••• E••OwnerLIMITED PARTNER, ownership code C, individual
Feb 14, 2012 to presentfactForm ADV
← K•••••• E••••Owner

Dated events

Occurred
Mar 31, 2022
Regulatory AUM changed
L••••••••• M••••••••• L••• reported RAUM $2.1B, up 64% from $1.3B (2021-05-18 to 2022-03-31)
Form ADVobserved 7 days ago
$816M
Occurred
Mar 31, 2022
Control person left
Susie Charendoff (Director Of Investor Relations) no longer on Schedule A of L••••••••• M••••••••• L••• (listed 2021-05-18, absent 2022-03-31)
Form ADVobserved 7 days ago
Occurred
Jan 4, 2021
Control person joined
D•••• K•••• (Chief Compliance Officer/Chief Operating Officer/General Counsel) appeared on Schedule A of L••••••••• M••••••••• L•••
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a92064fa-ab3c-f0cf-ae2d-1712c29e51a2
First observed: Feb 14, 2012
Last observed: Mar 29, 2024 30 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.