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

mixed wealth managerderivedprivate_client_share=0.3 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$696MItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$209MderivedItem 5.D individuals plus high net worth individuals

Private client share

30%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

2

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

4

SEC number

801-117960

CRD

306615

Filings on the tape

8

First filed

Dec 17, 2019

Latest filed

Apr 1, 2026

Organised

Limited Liability Company, TX

• Occurred

  Mar 31, 2023
  Regulatory AUM changed

  Lp Investment Management, Llc reported RAUM $784.6M, up 132% from $338.2M (2022-04-01 to 2023-03-31)

  Form ADVobserved 3 days ago
  $446M
• Occurred

  Mar 31, 2021
  Regulatory AUM changed

  Lp Investment Management, Llc reported RAUM $347.6M, up 97% from $176.8M (2020-04-16 to 2021-03-31)

  Form ADVobserved 3 days ago
  $171M
• Occurred

  Dec 17, 2019
  First Form ADV filing

  Lp Investment Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cb8041aa-6f53-5b0d-39c1-e9052ffed6f9

First observed

Dec 17, 2019

Last observed

Apr 1, 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.