DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
L•••••• I••••••••• M•••••••••
Legal name L•••••• I••••••••• M••••••••• I•••
Latest filing Mar 31, 2026
First filing on the tape Mar 27, 2012 · 41 filings
SEC status approved since Jul 28, 1983
RAUM
$11B
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
247
73 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
15
reported on Schedule D
History
41 filings and snapshots on the tape
RAUM$11B as of Mar 31, 2026
Mar 27, 2012$5.6B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 27, 20120 then
Employees (5.A)247 as of Mar 31, 2026
Apr 1, 2013168 then
Private funds15 as of Mar 31, 2026
Mar 27, 201210 then
RAUM +17% over the last fiscal year-28% a year over threeIARs 0 to 0offices 4 to 6
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $881MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived7 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $535M, 25 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$11B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 2reported
- Charitable clients
- n/areported
- Accounts
- 13reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $535M for 25 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=32.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
27 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L•••••• P••••••• F•••• L••• | Hedge Fund | $9.9B | 75 | Mar 27, 2012 |
| L•••••• I••••• • G••••• F••• V•••• L••• | Hedge Fund | $1.3B | 54 | Mar 31, 2019 |
| L•••••• I••••• • G••••• F••• V••• L•••no longer reported | Hedge Fund | $891M | 21 | Nov 30, 2016 |
| R••••• C••••••••• F••• I••• L••• | Real Estate Fund | $530M | 6 | Mar 28, 2014 |
| C••••• S••••• R••• E••••• C••••••••• F•••• L••• | Real Estate Fund | $512M | 5 | Mar 31, 2022 |
| L•••••• I••••• • G••••• F••• V••• L••• | Hedge Fund | $428M | 21 | Mar 31, 2022 |
| L•••••• V•••• P••••••• U••• I•••• L••• | Hedge Fund | $358M | 9 | Mar 31, 2023 |
| L•••••• I•••••••• R••• E••••• C•••••• G••••• C••••••••• F•••• L••• | Real Estate Fund | $239M | 5 | Mar 31, 2019 |
| L•••••• G••••• L••• | Real Estate Fund | $234M | 2 | Mar 30, 2016 |
| M•••••• C••••••••• • B• L••• | Real Estate Fund | $79.3M | 8 | Mar 31, 2017 |
| L•••••• I••••• • G••••• F••• V•• L••• | Hedge Fund | $60.6M | 15 | Mar 27, 2012 |
| M•••••• C••••••••• F••• • A• L••• | Real Estate Fund | $59.2M | 8 | Mar 31, 2017 |
| L•••••• V•••• P••••••• U••• I•••• L••• | Hedge Fund | $39.3M | 6 | Mar 31, 2023 |
| I••••• G••••• F••• I••no longer reported | Hedge Fund | $23.9M | 18 | Mar 27, 2012 |
| L•••••• I••••••••• C•••••• I• A• L•••••• P••••••••• | Hedge Fund | $18.7M | 9 | Mar 26, 2015 |
| L•••••• M••••• F••• I• L••• | Hedge Fund | $16.0M | 11 | Mar 27, 2012 |
| L•••••• I••••••••• C•••••• I• B• L•••••• P••••••••• | Hedge Fund | $10.4M | 9 | Mar 26, 2015 |
| L•••••• I••••• • G••••• F••• V•no longer reported | Hedge Fund | $2.1M | 32 | Mar 27, 2012 |
| L•••••• C••• I••••••••• F•••• L•• | Real Estate Fund | $1.4M | 7 | Mar 30, 2016 |
| L•••••• I•••••••• R••• E••••• C•••••• P••••••• I••• L••• | Real Estate Fund | $743,907 | 11 | Mar 31, 2019 |
| R••••• C••••••••• F•••no longer reported | Real Estate Fund | $472,686 | 5 | Mar 27, 2012 |
| L••••••••• I••••••••• P••••••• L•••no longer reported | Hedge Fund | $423,783 | 8 | Mar 26, 2015 |
| R••••• C••••••••• F••• I• | Real Estate Fund | $201,362 | 6 | Mar 27, 2012 |
| L•••••• M•••••• O••••• F••• I•no longer reported | Hedge Fund | $154,368 | 11 | Mar 27, 2012 |
| S••• R•••• I••••••••• L• | Hedge Fund | $0 | 6 | Apr 1, 2013 |
| L•••••• I•• N•••• L••no longer reported | Real Estate Fund | $0 | 37 | Mar 27, 2012 |
| L•••••• I••••• • G••••• F••• I•no longer reported | Hedge Fund | $0 | 32 | Mar 27, 2012 |
Owners and control persons
Schedule A and B, latest filing
- D••••••• D••••• M•••••• · G•••••• Counsel A•••••••controlsince 04/2017 · owns less than 5%
- F••••••• R••••• D••• · Chief Compliance Officercontrolsince 03/2023 · owns less than 5%
- G•••••• M•••• N•••• · Chief Executive Officer - Globalcontrolsince 01/2021 · owns less than 5%
- G••••• B••••••• J••••••• · Head Of The A•••••••controlsince 06/2024 · owns less than 5%
- M•••••• A••••••• M••• W••••• · Chief Operating Officer And Chief Financial Officer - A•••••••controlsince 04/2022 · owns less than 5%
- R•••• G•••••• G••••• · Global G•••••• Counselcontrolsince 09/2003 · owns less than 5%
Entity owners
- J•••• L••• L•••••• I••••••••• · Shareholderdirect · owns 75% or more · public reporting company
Related persons
Schedule D 7.A
- A••••••• G• I• L••pooled vehicle sponsory
- C••••• S••••• R••• E••••• C••••••••• F••• G••• L•••••pooled vehicle sponsorn
- J•••• L••• L•••••• A•••••••• I•••investment companyn
- J•••• L••• L•••••• I•••••••••y
- J•••• L••• L•••••• S••••••••• L••broker-dealern
- K••••••••• C•• L••bankn
- L•••••• C••• I••••••••• M•• L••pooled vehicle sponsorn
- L•••••• D••• I••••••••, LLCinvestment adviserbankpooled vehicle sponsornRAUM $385M
- L•••••• F•••• M••••••••• L••••••investment adviserpooled vehicle sponsorn
- L•••••• G•••• G•••• L••pooled vehicle sponsorn
- L•••••• G•••investment advisern
- L•••••• I••••• • G••••• F••• V• G•• L••pooled vehicle sponsory
- L•••••• I••••• • G••••• F••• V•• G•• L•••••pooled vehicle sponsory
- L•••••• I••••• • G••••• F••• V••• G•• L•••••pooled vehicle sponsory
- L•••••• I••••••••• M•••••••••investment adviserpooled vehicle sponsorn
- L•••••• I••••••••• M••••••••• A••• P••• L••investment adviserpooled vehicle sponsorn
- L•••••• I••••••••• M••••••••• D••••••••• L••broker-dealern
- L•••••• I••••••••• M••••••••• K•••investment advisern
- L•••••• I••••••••• M••••••••• S•••••••••investment advisernRAUM $3.3B
- L•••••• L•• I• A• G•••• L•••pooled vehicle sponsorn
- L•••••• L•• I• B• G•••• L••pooled vehicle sponsorn
- L•••••• M•••••• C••••••••• F••• G•••• L•••••pooled vehicle sponsorn
- L•••••• M••••• I• ••••••• P••••••• L••pooled vehicle sponsorn
- L•••••• P••••••• F••• G•••• L•••pooled vehicle sponsorn
- L•••••• R••••• C••••••••• F••• I•• G•••• L•••••pooled vehicle sponsorn
- L•••••• R••• G•• L••pooled vehicle sponsory
- L•••••• V•••• P••••••• U••• I• G•• L•••••pooled vehicle sponsory
- S••• R•••• I•••••••• G•• L••pooled vehicle sponsorn
Advisers that list L•••••• I••••••••• M••••••••• as a related person
Offices
Schedule D 1.F, the 25 largest
- Baltimore, MD17 employees
- New York, NY10 employees
- El Segundo, CA6 employees
- San Diego, CA5 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- office count surgeChange between filings · filing Mar 31, 2026offices other than the principal office (Item 1.F.5) moved from 4.0 to 6.0 (+50.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (136 comparable advisers, 96.0th percentile of changes)peers: asset managers, $5B to $20B (136) · 96% percentile
What changed
consecutive filings, newest first
- Accounts · 15 to 13Aug 28, 2025 to Mar 31, 2026
- Advisory employees · 66 to 73Aug 28, 2025 to Mar 31, 2026
- BD registered reps · 36 to 32Aug 28, 2025 to Mar 31, 2026
- Pension plan clients · 3 to 2Aug 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 15 to 13Aug 28, 2025 to Mar 31, 2026
- Assets in custody · $514M to $535MAug 28, 2025 to Mar 31, 2026
- Employees · 255 to 247Aug 28, 2025 to Mar 31, 2026
- Other offices · 4 to 6Aug 28, 2025 to Mar 31, 2026
- Private funds · 16 to 15Aug 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $9.6B to $11BAug 28, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $217M to $215MAug 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $9.8B to $11BAug 28, 2025 to Mar 31, 2026
- RAUM · $9.8B to $11BAug 28, 2025 to Mar 31, 2026
- Private funds · 15 to 16Jul 22, 2025 to Aug 28, 2025
- Financial planning clients · unset to Mar 31, 2025 to Jul 22, 2025
- Advisory employees · 61 to 66Aug 16, 2024 to Mar 31, 2025
- BD registered reps · 40 to 36Aug 16, 2024 to Mar 31, 2025
- Corporate clients · 1 to 2Aug 16, 2024 to Mar 31, 2025
- Assets in custody · $566M to $514MAug 16, 2024 to Mar 31, 2025
- Employees · 270 to 255Aug 16, 2024 to Mar 31, 2025
- Private funds · 16 to 15Aug 16, 2024 to Mar 31, 2025
- Discretionary RAUM · $10B to $9.6BAug 16, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $239M to $217MAug 16, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $10B to $9.8BAug 16, 2024 to Mar 31, 2025
- RAUM · $10B to $9.8BAug 16, 2024 to Mar 31, 2025
- Private funds · 17 to 16Mar 29, 2024 to Aug 16, 2024
- Accounts · 17 to 15Dec 26, 2023 to Mar 29, 2024
- Advisory employees · 313 to 61Dec 26, 2023 to Mar 29, 2024
- BD registered reps · 39 to 40Dec 26, 2023 to Mar 29, 2024
- Pension plan clients · 4 to 3Dec 26, 2023 to Mar 29, 2024
- Pooled vehicle clients · 17 to 15Dec 26, 2023 to Mar 29, 2024
- Assets in custody · $413M to $566MDec 26, 2023 to Mar 29, 2024
- Employees · 313 to 270Dec 26, 2023 to Mar 29, 2024
- Other offices · 6 to 4Dec 26, 2023 to Mar 29, 2024
- Private funds · 19 to 17Dec 26, 2023 to Mar 29, 2024
- Discretionary RAUM · $19B to $10BDec 26, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $361M to $239MDec 26, 2023 to Mar 29, 2024
- Pension RAUM · 0.0 to unsetDec 26, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $20B to $10BDec 26, 2023 to Mar 29, 2024
- RAUM · $20B to $10BDec 26, 2023 to Mar 29, 2024
Signals
17 dated events
- Favors Kristina H•••••••• (Co-Head Of The Americas) no longer on Schedule A of L•••••• I••••••••• M••••••••• (listed 2024-03-29, absent 2024-08-16)Aug 16, 2024 · Control person left · inference
- L•••••• I••••••••• M••••••••• reported RAUM $10.5B, down 47% from $19.8B (2023-12-26 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Joseph Michael Ricketts (Chief Financial Officer - Global) no longer on Schedule A of L•••••• I••••••••• M••••••••• (listed 2023-12-26, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- L•••••• I••••••••• M••••••••• reported RAUM $19.8B, down 35% from $30.7B (2023-09-08 to 2023-12-26)Dec 26, 2023 · RAUM change · derived
- Mara Weiner Allison Mcfaul (Chief Operating Officer And Chief Financial Officer - Americas) appeared on Schedule A of L•••••• I••••••••• M•••••••••Mar 31, 2023 · Control person joined · fact
- J Joseph Romenesko (Chief Operating Officer And Chief Financial Officer - North America) no longer on Schedule A of L•••••• I••••••••• M••••••••• (listed 2022-09-09, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Dawn Robin Freeman (Chief Compliance Officer) appeared on Schedule A of L•••••• I••••••••• M•••••••••Mar 31, 2023 · Control person joined · fact
- L•••••• I••••••••• M••••••••• reported RAUM $28.5B, up 27% from $22.5B (2022-02-24 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Rochelle Mcallister (Legal Counsel And Chief Compliance Officer) no longer on Schedule A of L•••••• I••••••••• M••••••••• (listed 2022-01-18, absent 2022-02-24)Feb 24, 2022 · Control person left · inference
- K••••• H•••••••• (Co-Head Of The Americas) appeared on Schedule A of L•••••• I••••••••• M•••••••••Mar 31, 2021 · Control person joined · fact
- Rochelle Mcallister (Legal Counsel And Chief Compliance Officer) appeared on Schedule A of L•••••• I••••••••• M•••••••••Mar 31, 2021 · Control person joined · fact
- M••• G••••• (Chief Executive Officer - Global) appeared on Schedule A of L•••••• I••••••••• M•••••••••Mar 31, 2021 · Control person joined · fact
- Jeff Jacobson (Chief Executive Officer - Global) no longer on Schedule A of L•••••• I••••••••• M••••••••• (listed 2020-04-02, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Blair Jason Kern (Chief Executive Officer - North America) no longer on Schedule A of L•••••• I••••••••• M••••••••• (listed 2020-04-02, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- B••• G•••• (Co-Head Of The Americas) appeared on Schedule A of L•••••• I••••••••• M•••••••••Mar 31, 2021 · Control person joined · fact
- Usman Shakeel (Counsel And Chief Compliance Officer) no longer on Schedule A of L•••••• I••••••••• M••••••••• (listed 2019-03-31, absent 2019-08-13)Aug 13, 2019 · Control person left · inference
- David Doherty (Counsel And Chief Compliance Officer) appeared on Schedule A of L•••••• I••••••••• M•••••••••Aug 13, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- L•••••• I••••••••• M••••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- jllipt.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 312-897-4000reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
L•••••• I••••••••• M••••••••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
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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