Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Firms / L•••

L•••

Fund of funds · probableLower middle marketLos Angeles, CAl•••••••••.comSEC registered investment adviser

L••• Advisors is a national fiduciary RIA offering integrated wealth management, tax planning, trust and estate planning, and investment advisory services.

Classification
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 2 of 2 admitted vehicles carry the sworn fund-of-funds flag
Size band
Lower middle marketdefined by: proxy: $0.02bn Private Equity Fund GAV on the Form ADV filed 2024-10-14
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 2 of 2 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jun 19, 2015 to Oct 14, 2024
RAUM
$20Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
2
PE fund GAV, latest filing
$23.2Mreported gross assets (Form ADV), not fund size
All private fund GAV
$494Mevery private fund type, latest filing
2024 PE fund GAV
$23.2Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
11%
Fund type mix
filed 2024-10-14, latest gav Hedge Fund $374M, Other Private Fund $87.0M, Private Equity Fund $23.2M, Venture Capital Fund $10.0M, latest counts Hedge Fund 13, Other Private Fund 2, Private Equity Fund 2, Venture Capital Fund 1, lifetime distinct Hedge Fund 14, Other Private Fund 2, Private Equity Fund 2, Venture Capital Fund 1
Employees
214
Headquarters
Los Angeles, CA
Office address
1875 CENTURY PARK EAST, SUITE 950, Los Angeles, CA, 90067
Business phone
310-278-8232
Stated criteria beside observed behaviour
4 observed deals
Stated by the firm
Sectors
financial services
Geography
United States
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
Our integrated platform, L••• One, brings together specialists across every discipline of wealth management, including investing, tax planning, and trust and estate planning, helping to ensure that every recommendation we make is rooted in integrity and attuned to your full financial picture.
Observed from deals on record
roles
add on 1, unknown 1, platform 3
period
to 2026-06-04, from 2024-07-17, undated holdings 1, dated observations 7
window
last 2026-06-04, first 2024-07-17
control
control 3, unknown 2
companies
4
geography
count 1, share 0.25, value CA
investments
5
seller kinds
transactions
3
cadence by year
2024 add ons 1, platforms 1, 2026 platforms 1
platform add on
add ons 1, platforms 3, add ons per platform 0.33
sector known for
2
disclosed value usd
n 0
sector distribution
count 2, share 0.5, value financial services, examples News & Press L••• Advisors, Avitas Wealth Management, LLC
holding period years
n 0
repeat counterparties
subsector distribution
count 2, share 0.5, value financial services, examples News & Press L••• Advisors, Avitas Wealth Management, LLC

4 companies on the graph (3 transactions); most in financial services (2); 3 platforms and 1 add-ons; observed 2024 to 2026

Funds
2 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
L••• A••••••• C••••••• M••••• F•••• L••• • A•• F••• I•
ADV: Private Equity Fund
Fund of funds2024
first reported on Form ADV
$13.0M
as of Oct 14, 2024
no Form DUnknown
L••• A••••••• C••••••• M••••• F•••• L••• • L••••••• E••••• X•••
ADV: Private Equity Fund
Fund of funds2023
first reported on Form ADV
$10.2M
as of Oct 14, 2024
no Form DEarly deployment
Team
259 current, 8 former
Managing partner (10)
Partner (32)
Principal (21)
Vice president (141)
Associate (19)
Platform (30)
8 former (kept with end dates)
Portfolio
5 relationships, 3 platforms, 1 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
N••• • P•••• B•••• H••••••••PlatformactiveJun 4, 2026
transaction announcement
4 monthsB•••• H•••••••• (confirmed)Fact P•••• release wires (PR N•••wire, GlobeN•••wire, B••••••• Wire public pages and RSS)
N••• • P•••• L••• A•••••••
add-on to A••••• W••••• M••••••••• L••
Add-onactiveDec 6, 2024
transaction announcement
1.8 yearsunknownFact P•••• release wires (PR N•••wire, GlobeN•••wire, B••••••• Wire public pages and RSS)
N••• • P•••• L••• A•••••••Role unknownactiveDec 6, 2024
transaction announcement
1.8 yearsunknownFact P•••• release wires (PR N•••wire, GlobeN•••wire, B••••••• Wire public pages and RSS)
N••• • P•••• B••••••• D••••••••• V•••••• H•••• H••••••••PlatformactiveJul 17, 2024
transaction announcement
2.2 yearsunknownFact P•••• release wires (PR N•••wire, GlobeN•••wire, B••••••• Wire public pages and RSS)
A••••• W••••• M••••••••• L••PlatformactiveunknownunknownunknownFact P•••• release wires (PR N•••wire, GlobeN•••wire, B••••••• Wire public pages and RSS)
Transactions
4 on record
DateTypeTargetThis firm’s roleSource
Jun 4, 2026Platform acquisitionN••• • P•••• B•••• H••••••••Sponsor (confirmed)l•••••••••.com
Dec 6, 2024Add-on acquisitionN••• • P•••• L••• A•••••••Sponsor (confirmed)l•••••••••.com
Oct 13, 2024Exit to a strategic buyerN••• • P•••• L••• A•••••••Seller (confirmed)l•••••••••.com
Jul 17, 2024Platform acquisitionN••• • P•••• B••••••• D••••••••• V•••••• H•••• H••••••••Sponsor (confirmed)l•••••••••.com
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
24 most recent
  1. Aug 28, 2026
    Investment Management The Bessent Twist: Washington Steps Into the Bond Market, and the Dollar Pays the Price August 28, 2026 By A•••• R•••••••••, Managing Director, Investments & Analytics
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Aug 27, 2026
    L•••: Private Equity Funds on Form ADV 2 (2024 extract) -> 5 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  3. Aug 18, 2026
    Investment Management Managing Concentrated Stock Positions: A Strategic Guide August 18, 2026
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Aug 17, 2026
    Investment Management Cap and Cushion: A Compelling Way to Manage Market Risk August 17, 2026
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Jul 18, 2026
    N••• • P•••• L••• A••••••• Hires Industry V•••••• D•• M•••••• as Chief F••••cial Officer July 18, 2026
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  6. Jun 30, 2026
    Investment Management The Iran War’s Long Shadows: What They Mean for Investors June 30, 2026
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  7. Jun 4, 2026
    N••• • P•••• B•••• H•••••••• Joins L••• Advisors as President to Drive Next Chapter
    Platform investmentFactN••• • P•••• B•••• H••••••••P•••• release wires (PR N•••wire, GlobeN•••wire, B••••••• Wire public pages and RSS)
  8. Jun 4, 2026
    N••• • P•••• B•••• H•••••••• Joins L••• Advisors as President to Drive Next Chapter June 4, 2026
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  9. May 7, 2026
    N••• & P•••• Settlement with a Former Senior Investment Advisor of L••• May 7, 2026
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  10. Feb 18, 2026
    Awards Forbes Names A•••••••• B••••• & E•••• G••••• to 2026 ‘Top Women Wealth Advisors Best-In-State’ Listing February 18, 2026
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  11. Jan 19, 2026
    Investment Management Portfolio Management: Good Losses. January 19, 2026
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  12. Jan 14, 2026
    Investment Management Are AI Equities in a Bubble? January 14, 2026
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  13. May 23, 2025
    N••• • P•••• L••• A••••••• Enters into Strategic P••••••••• with HPS to Support Continued Growth May 23, 2025
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  14. Feb 2, 2025
    F••••cial Planning Forbes Names A•••••••• B••••• & E•••• G••••• to 2025 ‘Top Women Wealth Advisors Best-In-State’ Listing February 2, 2025
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  15. Dec 6, 2024
    N••• • P•••• L••• A••••••• Announces P••••••••• with A••••• Wealth Management, a Southern California RIA Specializing in Multigenerational Families December 6, 2024
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  16. Oct 13, 2024
    N••• • P•••• L••• A••••••• Joins Forces with Platte River Wealth Advisors, Expanding Mountain Region Presence & UHNW Offering
    ExitFactN••• • P•••• L••• A•••••••P•••• release wires (PR N•••wire, GlobeN•••wire, B••••••• Wire public pages and RSS)
  17. Oct 13, 2024
    N••• • P•••• L••• A••••••• Joins Forces with Platte River Wealth Advisors, Expanding Mountain Region Presence & UHNW Offering October 13, 2024
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  18. Jul 17, 2024
    N••• • P•••• B••••••• D••••••••• V•••••• H•••• H•••••••• Joins L•••
    Platform investmentFactN••• • P•••• B••••••• D••••••••• V•••••• H•••• H••••••••P•••• release wires (PR N•••wire, GlobeN•••wire, B••••••• Wire public pages and RSS)
  19. Jul 17, 2024
    N••• • P•••• B••••••• D••••••••• V•••••• H•••• H•••••••• Joins L••• July 17, 2024
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  20. Jan 17, 2024
    N••• • P•••• L••• A••••••• Partners with Constellation Wealth Capital to Further Accelerate M&A and Organic Growth January 17, 2024
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  21. Jul 12, 2023
    N••• & P•••• L••• Hires J••••• G••••••••• as Chief Growth Officer July 12, 2023
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  22. Jun 14, 2022
    N••• • P•••• L••• A••••••• Announces Acquisition of Enterprise Trust & Investment Company June 14, 2022
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  23. May 25, 2021
    N••• • P•••• L••• A••••••• Enters into Strategic P••••••••• with C••••••••• Capital Partners to Invest in Growth May 25, 2021
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  24. Jun 19, 2015
    L••• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

L••• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.

Venture Capital1Independent Sponsors1RIA and Wealth1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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