DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 301971
CHESTERFIELD, MO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Alyssa Johnson | n/a | CHESTERFIELD, MO | 1 | 14 | n/a | yes |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| LARSON CAPITAL REAL ESTATE FUND IQ LLC | Real Estate Fund | $23.5M | Apr 25, 2024 | 159 | Mar 16, 2021 | reported | 021-380461 |
| LCHR BLOCKER, LLC | Private Equity Fund | $12.0M | Apr 25, 2024 | 88 | Aug 23, 2023 | reported | n/a |
| LCL BLOCKER, LLC | Private Equity Fund | $9.4M | Apr 25, 2024 | 14 | Jun 8, 2022 | reported | 021-445444 |
| LIFI BLOCKER, LLC | Private Equity Fund | $9.3M | Apr 25, 2024 | 38 | Jun 13, 2023 | reported | n/a |
| LCREF II BLOCKER, LLC | Private Equity Fund | $8.0M | Apr 25, 2024 | 22 | Jun 13, 2023 | reported | n/a |
| LCH BLOCKER, LLC | Private Equity Fund | $7.8M | Apr 25, 2024 | 49 | Aug 23, 2023 | reported | n/a |
| LARSON CAPITAL ROCHESTER, LLC | Private Equity Fund | $7.5M | Apr 25, 2024 | 47 | Sep 8, 2023 | reported | n/a |
| LCR OKC BLOCKER, LLC | Private Equity Fund | $6.0M | Apr 25, 2024 | 76 | Dec 16, 2022 | reported | n/a |
| LARSON CAPITAL DEBT FUND I, LLC | Private Equity Fund | $5.3M | Apr 25, 2024 | 35 | Sep 4, 2019 | reported | 021-345134 |
| LARSON CAPITAL FUND VIQ, LLC | Real Estate Fund | $5.0M | Apr 25, 2024 | 56 | May 17, 2019 | reported | 021-336521 |
| LC SFR BLOCKER, LLC | Private Equity Fund | $4.7M | Apr 25, 2024 | 50 | Dec 16, 2022 | reported | 021-467660 |
| LCG BLOCKER, LLC | Private Equity Fund | $3.7M | Apr 25, 2024 | 11 | Mar 17, 2022 | reported | 021-42357301 |
| LARSON REWARD ESTATES FUND I, LLC | Real Estate Fund | $2.5M | Apr 25, 2024 | 26 | Mar 30, 2020 | reported | 021-363597 |
| LARSON CAPITAL GRANITE TOWER Q, LLC | Private Equity Fund | $2.0M | Apr 25, 2024 | 12 | Mar 17, 2022 | reported | 021-39601701 |
| LCCA BLOCKER, LLC | Private Equity Fund | $1.7M | Apr 25, 2024 | 24 | Dec 16, 2022 | reported | 021-459651 |
| LARSON CAPITAL THE FITZ BLOCKER, LLC | Private Equity Fund | $1.2M | Apr 25, 2024 | 13 | Mar 17, 2022 | reported | 021-42357901 |
| LCCP BLOCKER, LLC | Private Equity Fund | $815,000 | Dec 16, 2022 | 6 | Dec 16, 2022 | dropped | 021-459030 |
| LCPG BLOCKER, LLC | Private Equity Fund | $0 | Nov 14, 2023 | 0 | Nov 14, 2023 | reported | n/a |
| LCWJ BLOCKER, LLC | Private Equity Fund | $0 | Apr 25, 2024 | 0 | Apr 22, 2024 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| LARSON FINANCIAL HOLDINGS, LLC | Member | E | yes | 07/2013 | May 17, 2019 | Apr 25, 2024 |
| LARSON, PAUL, DOUGLAS | MANAGING MEMBER/ CEO | E | yes | 06/2006 | May 17, 2019 | Apr 25, 2024 |
| LARSON, PAUL, DOUGLAS | President | Na | yes | 03/2019 | May 17, 2019 | Apr 25, 2024 |
| MILLER, RANDY, SCOTT | CHIEF COMPLIANCE OFFICER | Na | yes | 04/2019 | May 17, 2019 | Apr 25, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| LARSON FINANCIAL GROUP, LLC | n/a | Bd affiliated wealth | $5.5B | N | yes | n/a |
| INTRUA FINANCIAL LLC | n/a | Independent wealth | $1.7B | N | yes | n/a |
| LARSON COMMERCIAL REAL ESTATE, LLC | n/a | n/a | n/a | N | yes | n/a |
| LARSON FINANCIAL SECURITIES, LLC | n/a | n/a | n/a | N | yes | n/a |
| LARSON TAX PARTNERS, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $1.4B | $1.4B | 13 | 1 | 0 | 26 | n/a |
| 2024 | Mar 28, 2025 | $988M | $988M | 13 | 1 | 0 | 20 | n/a |
| 2023 | Mar 22, 2024 | $654M | $654M | 13 | 1 | 0 | 16 | $110M |
| 2022 | Mar 28, 2023 | $616M | $616M | 13 | 1 | 0 | 11 | $80.2M |
| 2021 | Mar 17, 2022 | $311M | $311M | 5 | 1 | 0 | 7 | $32.1M |
| 2020 | Mar 16, 2021 | $213M | $213M | 3 | 1 | 0 | 4 | $2.3M |
| 2019 | Mar 30, 2020 | $160M | $160M | 3 | 1 | 0 | 3 | $2.3M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.4B | $988M | 44.4% | $616M | 32.3% | 13 | 13 | 0 | 0 |