DFX Intelligence
Private Equity Intelligence
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Firms / L••
L••
Achieve your financial goals with the help of Laird Norton Wetherby's experienced wealth management and trust services team.
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-06-28
- Strategies
- INFRASTRUCTURE
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 29, 2012 to Jun 28, 2024
- RAUM
- $4.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $14.1Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $14.1Mevery private fund type, latest filing
- 2024 PE fund GAV
- $14.1Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-06-28, latest gav Private Equity Fund $14.1M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 1
- Employees
- 96
- Headquarters
- Seattle, WA
- Office address
- 801 SECOND AVENUE, SUITE 1600, Seattle, WA, 98104-1564
- Business phone
- 206-464-5100
Stated criteria beside observed behaviour
3 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- 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
- not stated or not yet read
Observed from deals on record
- roles
- unknown 3
- period
- to unknown, from unknown, undated holdings 3, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 3
- companies
- 3
- geography
- investments
- 3
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.333, value business services, examples Trustee services
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.333, value legal services, examples Trustee services
3 companies on the graph (0 transactions); most in business services (1); no dated observations
Funds
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| L••• R•••••••• P•••• F•••• L• ADV: Private Equity Fund | Infrastructure fund | 2017 first reported on Form ADV | $14.1M as of Jun 28, 2024 | no Form D | Mature |
Team
157 current, 20 former
Managing partner (4)
- J••• G••••••• J• · Vice Chair & Chief Legacy Strategist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• P••••• B•••• · Ceo · since May 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••••• P••••• B•••• · Chief Executive Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• T••• J••••••• · President · since Dec 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (27)
- A••• B••••••••• C•• · Wealth Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• C••• · Wealth Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• P••••••• · Wealth Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• F••••••• · Wealth Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• K•••• · Wealth Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• S••••• · Wealth Manager & Trust Services · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F••• C•••• · Wealth Manager & Trust Services · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I•• C••••••• · Manager, Trading and Reporting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• M•••••• · Wealth Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• H•••• · Wealth Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• C•••• C•• · Wealth Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• L•••• · Wealth Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• D••••••• · Wealth Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• W••••••••• · Wealth Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• P••••••• · Wealth Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• W••• · Wealth Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••••••• S•••• · Wealth Manager & Trust Services · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• S•••••••• · Senior Manager, Projects & Programs · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• P••••••••• · Wealth Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• G••••••• · Wealth Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• K•••••• · Wealth Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• T••••••• · Managing Director Technology · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• G••••• A••••••• · Chief Investment Officer · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• G••••• A••••••• · Chief Investment Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• M•••••••• · Wealth Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• R• B••••• · Wealth Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• P•••••• · Wealth Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (4)
- A•••• M••••••• · Director, Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• S•••• · Director, Estate Planning · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•• O••••••••• C•• · Director, Private Equity · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•• C••••• · Director, Community Building · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (38)
- A•••• H•••••• · Senior Client Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• S•••• · Client Associate Lead · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••• N••••••••• · Client Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• K••••• · Senior Client Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• W•••••• · Client Associate & Trust Services · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• C••• · Client Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••• C••• · Senior Client Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• K••• · Client Associate Lead · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• O•••• · Client Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• L•• · Client Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• J•••• · Client Associate Lead · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• C••••• · Client Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• A•••• · Client Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• S•••• · Investment Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••• C•••••••• · Client Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••• K•••• · Client Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• A••••• · Client Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• C••••• · Client Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• M••••• · Client Associate & Trust Services Lead · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• L••••• · Senior Client Associate & Trust Services · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• F••••• · Senior Helpdesk Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• P••••• · Client Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• S••••••• · Senior Client Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• G••••• · Estate Planning Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• B•••• · Help Desk Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• S••••••• · Senior Client Associate & Trust Services · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••••• H••• · Client Associate Lead · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• N••••• · Senior Client Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••• S••••• · Client Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- O••••• N••••• · Client Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• K•••• · Senior Client Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• W••••• · Client Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• M•••••••• · Senior Client Associate & Trust Services · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• C••••• · Senior Client Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• G•••••• · Client Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••••• K••• · Client Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- U••••• H••••••• · Senior Client Associate & Trust Services · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Y••• J•••• · Senior Administrative Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (32)
- A••••• N• W•••••• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• L••••• · Senior Wealth Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••••• P••••• · Senior Ops Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•• A••••• · Senior Wealth Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• G••••••• · Senior Wealth Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• G••••••• · Senior Wealth Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• C•••• · Senior Wealth Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• H••••• · Wealth Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••• K••••• · Business Systems Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••••••• L••••••• · Wealth Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••• C••••••••• · Wealth Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• F••••• · Wealth Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• P•••••••• · Wealth Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• W••••• · Senior Wealth Analyst & Trust Services · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• F••••• · Senior Wealth Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• M••••••••• · Senior Wealth Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• M••••••• · Wealth Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• B••••••••• · Wealth Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•• S•••••• · Wealth Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• B••••••• C•• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• S•••••• · Wealth Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• H• · Wealth Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••••• C•••••• · Senior Wealth Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• L••••• · Senior Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• A••••• · Senior Wealth Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••••• D•• · Senior Ops Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• S•••••• · Wealth Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••••• ••••• O•• · Impact Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• S•••••• · Wealth Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• C•••••• · Wealth Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• C•••••••• · Wealth Analyst & Trust Services · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• M•••• · Wealth Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (2)
- C••••••••• S•••••• H•••••••• · Chief Business Development Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•• W••••• · Director, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (2)
- C••••• K••••• · Client Service Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• M•••• · Senior Client Service Operations Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (38)
- A•• C••••• · Compliance Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•• S•••• · Office Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• T•••••• M••••••• · Chief Operating Officer · since Apr 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••••• K•••• · Operations Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• D•••••••• · Operations Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• V••••••• J• · Deputy General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• L•••• · Financial Operations Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• B••••• C•• · Senior Director, Investment Strategy & Communications · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• N•••• · Senior Operations Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••• N••• · Senior Operations Lead · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• L•• · Director, Marketing & Technology Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••••• B••••••• · Office Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• B•••• · Chief Operating Officer and General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• L••• B•••• · General Counsel · since May 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• C•••••• · Chief Innovation Officer - Client Services Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• G•••••• · Senior Operations Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• T•••••• C•• · Senior Director, Accounting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• L•• · Chief Impact Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• M•••• K••••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• M•••• K••••• · Chief Financial Officer · since Jun 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K••• Y••• · Tax Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••• K••• · Senior Operations Associate and Equity, Inclusion, & Culture Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• S•••••• · Impact Management & Communications Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• E••••• H••••••• · Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• E••••• H••••••• · Chief Compliance Officer · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• K••••••••• · Senior Operations Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••• A•••••• · Senior Operations Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• A••••• · Senior Operations Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• B•••• · Senior Operations Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••••• K••• · Senior Operations Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• S•••••••• · Operations Lead · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• T••••••• · Managing Director, Operations & Reporting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••••• M•••• · Senior Operations Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••••• A••••• · Senior Manager, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• N••••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• J•••• H•••• · Chief Technology Officer · since Dec 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- V••••• B•••• · Operations Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V••••••• T•••• · Senior Operations Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (10)
- A•••• M•••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• R••••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• A••••••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• T••••• · Senior Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• S••••• · HR Administrator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• B•••• · Wealth Advisor & Trust Services · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• T• · System Administrator / User Support · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• D•••••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• T••• J••••••• · Senior Advisor and Strategist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• M•••• · Staff Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
20 former (kept with end dates)
- C••••••••• S•••••• H•••••••• · Chief Business Development Officer · Dec 1, 2022 to Jun 7, 2023 Inference
- S•••••• J••• G•••••• · Chief Business Development Officer · Dec 1, 2020 to Mar 31, 2023 Inference
- K••••• W••••• K••••• · President Emerita · Jan 1, 2011 to Mar 28, 2013 Inference
- R••••• M•••••• M•••• · President And Ceo · Sep 1, 2008 to Jun 10, 2020 Inference
- B•••••• A•• P••••• · Managing Director Of Fiduciary Services · Jul 1, 2005 to Jun 16, 2016 Inference
- D••• K••• R•••• · Managing Director Of Client Services · Aug 1, 2011 to Dec 22, 2020 Inference
- G••• M• P•••••• · Chief Investment Officer · Nov 1, 2015 to Jul 29, 2021 Inference
- J••••• A••••• G•••••• · Managing Director Of Fiduciary Services · Jun 1, 2016 to Mar 30, 2021 Inference
- M•••••• D•••• E•••••••• · Managing Director Of Strategic Planning · May 1, 2015 to Aug 8, 2018 Inference
- R••••• J••• B••••• · Chief Investment Officer · Jan 1, 2010 to Feb 23, 2016 Inference
- R••• A••••••• H•••• · Client Advisor And Team Manager · Jan 1, 2010 to Mar 30, 2021 Inference
- C•••• C•••••• W•••• · Chief Operating Officer · Jan 1, 2021 to May 17, 2024 Inference
- C••••• H• G••••••• · Chief Financial Officer · Dec 1, 2020 to Jun 28, 2024 Inference
- E••• K••••••• M•••• · Managing Director Of Marketing And Communications · Jan 1, 2017 to Mar 31, 2023 Inference
- K••••• M• M••••••• · Managing Director Of Tax And Financial Planning · Dec 1, 2006 to Mar 31, 2023 Inference
- L••••• A•• H••••••• · General Counsel · Dec 1, 2022 to Jun 7, 2023 Inference
- P••••••• J• D••• · Managing Director Of Sales, Marketing And Communications · Aug 1, 2011 to Mar 30, 2017 Inference
- R••••• J••• H•••• · General Counsel And Chief Compliance Officer · Jan 1, 2009 to Feb 10, 2023 Inference
- S•••• R• B••••••••• · Chief Client Services Officer · Dec 1, 2020 to Mar 31, 2023 Inference
- S••••• K••••• L•••••• · Managing Director Of Human Resources · Jan 1, 2021 to Mar 31, 2023 Inference
Portfolio
3 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| I••••••••• p••••••• a•• c••••••••• w••• t••••••••• a••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| T•••••• s••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| W••• i• t•• e••••• a•• s••• o• m• e•••••• | Role unknown | exited | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
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
2 most recent
- Sep 1, 2026Adviser CRD 113400 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Mar 29, 2012Lnw first filed Form ADV in the extract (IA)
Across the graphs
L•• is the same institution as 1 record in RIA and Wealth.
RIA 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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