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.

Firm class

institutional managerderivedprivate_client_share=0.0 fund_share=0.22 institutional_share=0.76 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$29BItem 5.F on the latest filing (2026-09-16); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$29B

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

14

Advisory employees

8

Offices

0Schedule D 1.F, beyond the principal office

Accounts

27

SEC number

801-134273

CIK

2072459

CRD

337788

Filings on the tape

2

First filed

Dec 9, 2025

Latest filed

Sep 16, 2026

Organised

Other (specify)

Website

lcip.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bef2ec59-61be-9e42-3fc8-2ae739021239

First observed

Dec 9, 2025

Last observed

Sep 16, 2026 5 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.