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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

LWO LLC

CRD 282281

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b45d7e03-79dc-3836-fe24-02b57fe11ea7

Data as of May 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 3
Observed: May 15, 2023 to May 21, 2026
8 observations

Across DFX

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

Venture Capitalidentity

LWO LLC

Venture manager · shared crd

Independent Sponsorsidentity

LWO LLC

Capital provider to sponsors · shared crd

Private Equityidentity

LWO LLC

Private equity 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: $891MItem 5.F on the latest filing (2026-05-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $891M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 23
Advisory employees: 15
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 6
Private funds: 6Schedule D 7.B(1)
Relying advisers: 5
SEC number: 801-128152
CRD: 282281
Filings on the tape: 8
First filed: May 15, 2023
Latest filed: May 21, 2026
Organised: Limited Liability Company, TX
Website: longwateropportunities.com

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
LWO SPECIAL OPPORTUNITIES FUND I, LP	Private Equity Fund	$109M	Jun 10, 2024	62	Mar 25, 2024	reported	021-484224
LWO FUND III, LP	Private Equity Fund	$105M	Jun 10, 2024	79	Mar 30, 2022	reported	021-406556
LWO FUND II, LP	Private Equity Fund	$51.1M	Jun 10, 2024	60	Nov 30, 2015	reported	021-248926
ART IS LOVE SPV I, LLC	Private Equity Fund	$13.6M	Jun 10, 2024	31	Mar 30, 2023	reported	021-435450

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
BASTABLE, JORDAN, JACOB	MANAGING MEMBER	D	yes	11/2009	May 15, 2023	Jun 10, 2024
BURGUM, BROOKS, FREDERICK	MANAGING MEMBER	D	yes	11/2009	May 15, 2023	Jun 10, 2024
CEDERBERG, JILL, KATHERINE	DIRECTOR OF FINANCE AND CHIEF COMPLIANCE OFFICER	Na	yes	01/2023	May 15, 2023	Jun 10, 2024

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
LWO PARTNERS III, LP	n/a	n/a	n/a	Y	yes	n/a
LWO PARTNERS, LP	n/a	n/a	n/a	Y	yes	n/a
LWO SOF I GP, LP	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
ST. LOUIS	Mo	United States	8	no
Fargo	Nd	United States	5	no

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
2025	Mar 24, 2026	$891M	$891M	23	15	2	6	n/a
2024	Mar 26, 2025	$539M	$539M	20	20	2	5	n/a
2023	Mar 25, 2024	$279M	$279M	20	20	2	4	$279M

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
2025	$891M	$539M	65.1%	n/a	n/a	23	20	2	2

Relationships

Advises (4)

→ LWO SPECIAL OPPORTUNITIES FUND I, LPPrivate fundPrivate Equity Fund, IA
Mar 25, 2024 to presentfactForm ADV
→ LWO FUND II, LPPrivate fundPrivate Equity Fund, IA
Nov 30, 2015 to presentfactForm ADV
→ LWO FUND III, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ ART IS LOVE SPV I, LLCPrivate fundPrivate Equity Fund, IA
Mar 30, 2023 to presentfactForm ADV

Controls (3)

← BASTABLE, JORDAN, JACOBOwnerMANAGING MEMBER, ownership code D, individual
May 15, 2023 to Jun 10, 2024factForm ADV
← BURGUM, BROOKS, FREDERICKOwnerMANAGING MEMBER, ownership code D, individual
May 15, 2023 to Jun 10, 2024factForm ADV
← CEDERBERG, JILL, KATHERINEOwnerDIRECTOR OF FINANCE AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 15, 2023 to Jun 10, 2024factForm ADV

Dated events

Occurred
Mar 24, 2026
Regulatory AUM changed
Lwo Llc reported RAUM $890.8M, up 65% from $539.5M (2025-03-26 to 2026-03-24)
Form ADVobserved 4 days ago
$351M
Occurred
Mar 26, 2025
Regulatory AUM changed
Lwo Llc reported RAUM $539.5M, up 94% from $278.6M (2024-06-10 to 2025-03-26)
Form ADVobserved 4 days ago
$261M
Occurred
Mar 25, 2024
Regulatory AUM changed
Lwo Llc reported RAUM $278.6M, up 64% from $169.8M (2023-05-25 to 2024-03-25)
Form ADVobserved 4 days ago
$109M
Occurred
May 15, 2023
First Form ADV filing
Lwo Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b45d7e03-79dc-3836-fe24-02b57fe11ea7
First observed: May 15, 2023
Last observed: May 21, 2026 4 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.

LWO LLC

CRD 282281

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b45d7e03-79dc-3836-fe24-02b57fe11ea7

Data as of May 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:23 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

LWO SPECIAL OPPORTUNITIES FUND I, LP

Private Equity Fund

$109M

Jun 10, 2024

Mar 25, 2024

reported

021-484224

LWO FUND III, LP

Private Equity Fund

$105M

Jun 10, 2024

Mar 30, 2022

reported

021-406556

LWO FUND II, LP

Private Equity Fund

$51.1M

Jun 10, 2024

Nov 30, 2015

reported

021-248926

ART IS LOVE SPV I, LLC

Private Equity Fund

$13.6M

Jun 10, 2024

Mar 30, 2023

reported

021-435450

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BASTABLE, JORDAN, JACOB

MANAGING MEMBER

yes

11/2009

May 15, 2023

Jun 10, 2024

BURGUM, BROOKS, FREDERICK

MANAGING MEMBER

yes

11/2009

May 15, 2023

Jun 10, 2024

CEDERBERG, JILL, KATHERINE

DIRECTOR OF FINANCE AND CHIEF COMPLIANCE OFFICER

yes

01/2023

May 15, 2023

Jun 10, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LWO PARTNERS III, LP

n/a

yes

n/a

LWO PARTNERS, LP

n/a

yes

n/a

LWO SOF I GP, LP

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

ST. LOUIS

United States

Fargo

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$891M

n/a

2024

Mar 26, 2025

$539M

n/a

2023

Mar 25, 2024

$279M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$891M

$539M

65.1%

n/a