Family office profile

L••••• B••••• P•••••• F••••• O••••••

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West Des Moines, IAMulti-family officeidentity confidence 90%l•••••••••.com

Why this class: L••••• B•••••'s own site says it provides m••••••••• o••••• leadership and services to a select group of families..

Verified Sep 13, 2026 (9 days ago)
Last observed Sep 23, 2026 · 89 observations · 5 sources
6 people · 0 investments · 322 public positions · 13 events

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
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Profile completeness 59% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Multi-family office
Description
••• Locked
Headquarters
West Des Moines, IA
Office address
••• Locked
Business phone
••• Locked
Website
l•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $324M. Regulatory AUM $426M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$426M as of Mar 18, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Jan 22, 2016 · 8 employeesFact
Client mix (Form ADV 5.D)
Individuals: 39 ($11.7M); Charitable organizations: 1 ($3.5M); High net worth individuals: 27 ($411M)Fact
Form 13F
$324M across 322 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Multi-family office 90%L••••• B•••••'s own site says it provides m••••••••• o••••• leadership and services to a select group of families.Factverifiedl•••••••••.com“••• Locked”
  • Sep 12, 2026Multi-family office 90%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
Family and wealth origin
show
Family served
unknown
Source of wealth
unknown
Operating company origin
unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team
6 peopleshow
PersonTitleResponsibilityBusiness contactSource
T•••••• L• K•••••Chief Investment OfficerChief investment officer · investment decisions
email: ••• Locked (verified by provider, Sep 21, 2026)
M•••••• T••••• Z••••••CeoLeadership
email: ••• Locked (verified by provider, Sep 21, 2026)
C•••••• Z••••••Director of AdministrationOperations and finance
phone: ••• Locked (published by the subject, Aug 13, 2026)
phone: ••• Locked (published by the subject, May 14, 2026)
sec.gov Fact
C•••••• Z••••••Administrative ManagerOperations and finance
phone: ••• Locked (published by the subject, Aug 13, 2026)
phone: ••• Locked (published by the subject, May 14, 2026)
sec.gov Fact
J••• A•••Chief Compliance OfficerOperations and financenone on record
S•••••• M•••• H•••••CcoOthernone on record
Office contact points
Business phone: ••• Locked (published by the subject) a•••••••••.s••.gov
Business phone: ••• Locked (published by the subject) l•••••••••.com
Office address: ••• Locked (published by the subject) a•••••••••.s••.gov
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) a•••••••••.s••.gov
W••••••: ••• Locked (published by the subject) l•••••••••.com
Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$262M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 322 for the quarter ended Jun 30, 2026; $199M shown of $324M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
G• V•••••• I••COM$13.3M11,2894.1%
S••••••• I••••••••• I••COM$12.3M14,7003.8%
N••••• C•••••••••COM$11.8M58,9943.6%
C••••••••• I••COM$8.2M7,6792.5%
B••••••• I••COM$7.7M20,4182.4%
M••••• T••••••••• I••COM$7.4M6,4332.3%
P••••••• T••••••••• I••CL A$7.1M60,4352.2%
A••••• N••••••• I••COM SHS$6.7M39,5722.1%
V••••• H••••••• C•COM CL A$6.7M20,0662.1%
C•••••••• I••COM$6.4M17,6762.0%
W••• B••••••••• I••CAP STK$6.0M225,5791.8%
T••••• S••••••••• M••••••SPONSORED ADS$5.6M11,6971.7%
N••••• G•••• N•••SHS CLASS A$5.3M19,3281.6%
A••••••• M•••• D•••••• I••COM$5.3M9,1601.6%
E•• L•••• • C•COM$4.8M3,9781.5%
A••••• C•• I••COM$4.5M18,9921.4%
W•••••• I••COM$4.4M38,7311.4%
E•••• C••• P••SHS$4.3M10,1791.3%
A••• H••• N•N Y REGISTRY SHS$4.2M2,1261.3%
C•••• T••••••••• G•••• H••••ORDINARY SHARES$4.1M15,0301.3%
P••• A••• N••••••• I••COM$3.8M11,2361.2%
W•••••• D•••••• C•••COM$3.8M5,9261.2%
B•••••••• H••••••• I•• D••CL B NEW$3.8M7,5571.2%
A••••••• I••CAP STK CL C$3.8M10,6951.2%
J•••••• C••••••• I•••••••••SHS$3.4M23,3791.1%
M•••••••• C•••COM$3.4M9,1171.1%
I•••••• T•CORE S&P500 ETF$3.3M4,3931.0%
J••••••• C•••• • C•COM$3.2M9,7121.0%
P••••••••• C•••COM$3.1M3,2071.0%
H•••••• P•••••• E••••••••• C•COM$3.1M69,3551.0%
I•••••• T•RUS 2000 GRW ETF$3.1M7,7550.9%
T••••••• I••COM$3.0M6,3000.9%
I•••••• I••CORE MSCI EMKT$2.9M34,4210.9%
S•••••• T••••••••• H••••• P•ORD SHS$2.8M2,9520.9%
Q••••• S••• I••COM$2.8M3,8950.9%
B••• O• N• M••••• C•••COM$2.7M18,9080.8%
I•••••• T•RUSSELL 2000 ETF$2.7M9,0760.8%
A•••• I••COM$2.7M9,3540.8%
V••••••• T••••••••• F••VAN FTSE DEV MKT$2.6M36,1950.8%
C••••• W•••••••• C•••••••••COM$2.6M2,7510.8%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
2show
Signals and timeline
1show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.

Sources and evidence
89show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 89 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+30 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• e••••• (2)
+20 v••••••• b••••••• p••••• (3)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (5 sources)
+30 a•••••••••
Research priority
+13 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($425,754,729)
+8 m••••••••• o•••••
+0 r••• (668)
Mandate confidence
no components; scored 0
Identity confidence
+90 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Form ADV admission signalnameMar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Form ADV admission signalname,services_d•••••••••Mar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Latest Form ADV filing2026-03-18Mar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other names (Form ADV 1.B)••• LockedSep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other names (Form ADV 1.B)••• LockedSep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other names (Form ADV 1.B)••• LockedSep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other names (Form ADV 1.B)••• LockedSep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other services (Form ADV)PRIVATE FAMILY OFFICE SERVICESMar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Advisory services (Form ADV 5.G)portfolio_management_individuals,otherMar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Form ADV statusApprovedMar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
SEC status effective2016-01-22Mar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Branch offices2Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Branch offices2Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Branch offices2Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Branch offices2Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Business phone••• LockedMar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
High net worth clients27Mar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Client mix (Form ADV 5.D){"individuals":{"clients":39,"raum_usd":11743314,"fewer_than_5":false},"charitable_organizations":{"clients":1,"raum_usd":3499452,"fewer_than_5":false},"high_neMar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Description••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HR,13F-HR/A,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Employees8Mar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Filing address••• LockedJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions322Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions320Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions464Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions312Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions303Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions319Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions298Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$324MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$262MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$246MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$240MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$211MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$179MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$192MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersWest Des Moines, IAJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersWest Des Moines, IAMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersWest Des Moines, IAMar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
HeadquartersWest Des Moines, IADec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersWest Des Moines, IASep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersWest Des Moines, IAJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersWest Des Moines, IAMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersWest Des Moines, IADec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyMar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Office address••• LockedMar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Office type (stated)multi_family_officeSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Office type (stated)multi_family_office
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) l•••••••••.comFact
Private funds advised0Mar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Private fund gross assets$0Mar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
R••• accounts117Mar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
R••• hnw usd$411MMar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
R••• usd$426MMar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Schedule a rows5Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) r••••••.a•••••••••.s••.govFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Website••• LockedSep 21, 2026DFX model output (c••••••••• rules, scores, mandates, matches) l•••••••••.comInference
Website••• Locked
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) l•••••••••.comFact
Website••• LockedMar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Website title••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact