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

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

L••••••• M••••••••• L••

CRD 157511

NEW YORK, NY

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Search this name across graphsid dfx:ria:c80f5879-8409-c673-255c-61326991279a

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 3
On other graphs: 2
Observed: Feb 13, 2012 to Mar 30, 2026
25 observations

Across DFX

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

Family Officesidentity

L••••••• M••••••••• L••

Family office · shared crd

Independent Sponsorsidentity

L••••••• M••••••••• L••

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $6.3BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
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

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•• P••••••• L••	Other Private Fund	$1.8B	Oct 1, 2024	12	Feb 13, 2012	reported	021-1857121
L•• F••• O• F••••	Hedge Fund	$250,452

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
G•••••• J••••••• D•••••	BOARD MEMBER	Na	yes	06/2023	Mar 30, 2023	Oct 1, 2024
L••••••• M••••••••• H•••••••• I•••	Member	D	yes	06/2023	Jul 18, 2023

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
2025	$6.3B	$5.8B	7.9%	$4.6B	11.2%	30	33	0	0

Relationships

Advises (2)

→ L•• P••••••• L••Private fundOther Private Fund, IA
Feb 13, 2012 to presentfactForm ADV
→ L•• F••• O• F••••Private fundHedge Fund, IA, no longer reported
Feb 13, 2012 to Mar 18, 2013factForm ADV

Controls (6)

← S•••••• I••• E••• A•••••••OwnerPRESIDENT AND BOARD MEMBER, ownership code NA, individual
Feb 13, 2012 to Oct 1, 2024factForm ADV
← S•••••• A•••••• D•••

Dated events

Occurred
Oct 1, 2024
Control person joined
Elizabeth Katie Torjusen (Chief Compliance Officer) appeared on Schedule A of L••••••• M••••••••• L••
Form ADVobserved 6 days ago
Occurred
Jul 18, 2023
Succession filed (Item 4)
L••••••• M•••••••••, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Mar 23, 2022
Regulatory AUM changed
L••••••• M••••••••• L•• reported RAUM $5.0B, up 37% from $3.7B (2021-03-22 to 2022-03-23)
Form ADVobserved 6 days ago
$1.4B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c80f5879-8409-c673-255c-61326991279a
First observed: Feb 13, 2012
Last observed: Mar 30, 2026 5 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.