DFX Intelligence

L•••• B••••••• R•• B••••••• F•••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundother private fund3(c)(1)fund of funds

L•••• B••••••• R•• B••••••• F•••

advised by L••••, B••••••• & ASSOCIATES INC.

Canada

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Search this name across graphsid dfx:ria:c4319479-448f-8fd1-d2a8-c56c37be8421

Data as of Dec 19, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: May 6, 2016 to Dec 19, 2024
24 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

Adviser: L••••, B••••••• & ASSOCIATES INC.CRD 133221
Fund type: B••••••• FUND
Latest reported GAV: $328M••• Locked
Peak reported GAV: $667M
Beneficial owners: 680
Minimum investment: $0
Owned by the adviser: 200%
Owned by funds of funds: 0%
Owned by non-US persons: 10000%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Dec 19, 2024

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
R•• I••••••• • T••••••• S•••••••	R•• I••••••• S••••••• T••••	TORONTO, ONTARIO	n/a	Canada	no	n/a

Relationships

Advises (1)

← L••••, B••••••• & ASSOCIATES INC.Registered adviserOther Private Fund, IA
May 6, 2016 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c4319479-448f-8fd1-d2a8-c56c37be8421
First observed: May 6, 2016
Last observed: Dec 19, 2024 21 months ago
Source families: Federal regulator filings
1 registered feed 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.