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•• A•••••• C•••••• M••••••••• L••

Asset manager (funds and pooled vehicles)Los A••••••, CaliforniaCRD 119033SEC 801-60934websiteIAPD
Latest filing Jul 20, 2026
First filing on the tape Mar 30, 2012 · 39 filings
SEC status approved since Feb 25, 2002
RAUM
$41B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$41B
derived; firm RAUM over IAPD count
Employees
103
46 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$41B as of Jul 20, 2026
Mar 30, 2012$8.2B then
HNW client RAUM$0 as of Jul 20, 2026
Mar 29, 2018$0 then
State-registered IARs (5.B.3)0 as of Jul 20, 2026
Mar 27, 20130 then
Employees (5.A)103 as of Jul 20, 2026
Mar 27, 201344 then
Private funds5 as of Jul 20, 2026
Mar 30, 20123 then
RAUM +30% over the last fiscal year+13% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 20, 2026; every figure names its basis
Archetypes, each a printed rule
RAUM per advisor
$41BderivedRAUM 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
$571MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
18%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
103.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+30%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-basedreportedItem 5.E
Advisory activities
portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
Custody
$3.1B, 6 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)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • 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$19B48%
  • Investment companies$14B34%
  • Pension and profit-sharing plans$5.2B13%
  • State and municipal entities$2.1B5.3%
  • Charitable organizations$114M0.3%
  • Corporations and businesses$21.8M0.1%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
11reported
Charitable clients
0reported
Accounts
71reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$3.1B for 6 clientsreported
Compensation
% of AUM, fixed, performancereported
Class basis
private_client_share=0.0 fund_share=0.81 institutional_share=0.18 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
T••••• B•••••Austin, Tx Apr 23, 202511 y2
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Private funds
    8 reported on Schedule D 7.B.(1)
    Owners and control persons
    Schedule A and B, latest filing
    • A••••• D•••••• E•••• · Ceo / President / Board Membercontrol
      since 01/2017 · owns less than 5%
    • B•••••• L••••• D•••• · Chief Legal Officer / General Counsel / Corporate Secretarycontrol
      since 02/2017 · owns less than 5%
    • C••••••••• E•••••••• · Cfocontrol
      since 01/2021 · owns less than 5%
    • M••••••• S•••••• K•• · Chief Trading Officer / Board Membercontrol
      since 02/2017 · owns less than 5%
    • O•••••• S•••• · Chief Technology Officercontrol
      since 06/2016 · owns less than 5%
    • R••••••• E••••• · Co-Chief Investment Officercontrol
      since 10/2022 · owns less than 5%
    • R•••••••• H••• W•••••• · Co-Chief Investment Officer / Board Membercontrol
      since 01/2002 · owns less than 5%
    • R•••••••• J•••••••• E•••••••• · Chief Compliance Officer / Board Membercontrol
      since 11/2007 · owns less than 5%
    • R•••• B••••••• · Chief R••••••• Officercontrol
      since 10/2022 · owns less than 5%
    • S••••••• T•••••• D•••••• · Chairmancontrol
      since 01/2002 · owns less than 5%
    • S••••••• T•••••• D•••••• · Chairman Of The Board Of Directors / Class A Shareholdercontrol
      since 01/2021 · owns 25% to 50% of L••• H••••••• I•••
    Entity owners
    • L••• H••••••• I••• · Parent Holding Company, Member, Manager
      direct · owns 75% or more
    Related persons
    Schedule D 7.A
    • L••• G•••••• L••
      investment advisery
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 66 to 71
      Apr 9, 2025 to Mar 27, 2026
    • Advisory employees · 41 to 46
      Apr 9, 2025 to Mar 27, 2026
    • Pooled vehicle clients · 15 to 17
      Apr 9, 2025 to Mar 27, 2026
    • Assets in custody · $3.0B to $3.1B
      Apr 9, 2025 to Mar 27, 2026
    • Employees · 95 to 103
      Apr 9, 2025 to Mar 27, 2026
    • Private funds · 6 to 5
      Apr 9, 2025 to Mar 27, 2026
    • Discretionary RAUM · $31B to $41B
      Apr 9, 2025 to Mar 27, 2026
    • Pension RAUM · $3.0B to $5.2B
      Apr 9, 2025 to Mar 27, 2026
    • Pooled vehicle RAUM · $14B to $19B
      Apr 9, 2025 to Mar 27, 2026
    • RAUM · $31B to $41B
      Apr 9, 2025 to Mar 27, 2026
    • Accounts · 69 to 66
      Aug 8, 2024 to Apr 9, 2025
    • Advisory employees · 42 to 41
      Aug 8, 2024 to Apr 9, 2025
    • Pension plan clients · 13 to 11
      Aug 8, 2024 to Apr 9, 2025
    • Pooled vehicle clients · 18 to 15
      Aug 8, 2024 to Apr 9, 2025
    • Assets in custody · $2.6B to $3.0B
      Aug 8, 2024 to Apr 9, 2025
    • Employees · 94 to 95
      Aug 8, 2024 to Apr 9, 2025
    • Financial planning clients · unset to
      Aug 8, 2024 to Apr 9, 2025
    • Discretionary RAUM · $35B to $31B
      Aug 8, 2024 to Apr 9, 2025
    • Pension RAUM · $8.7B to $3.0B
      Aug 8, 2024 to Apr 9, 2025
    • Pooled vehicle RAUM · $13B to $14B
      Aug 8, 2024 to Apr 9, 2025
    • RAUM · $35B to $31B
      Aug 8, 2024 to Apr 9, 2025
    • Accounts · 66 to 69
      Mar 31, 2023 to Mar 28, 2024
    • Advisory employees · 40 to 42
      Mar 31, 2023 to Mar 28, 2024
    • Corporate clients · 0.0 to unset
      Mar 31, 2023 to Mar 28, 2024
    • Pension plan clients · 11 to 13
      Mar 31, 2023 to Mar 28, 2024
    • Pooled vehicle clients · 17 to 18
      Mar 31, 2023 to Mar 28, 2024
    • Assets in custody · $2.1B to $2.6B
      Mar 31, 2023 to Mar 28, 2024
    • Employees · 93 to 94
      Mar 31, 2023 to Mar 28, 2024
    • Discretionary RAUM · $28B to $35B
      Mar 31, 2023 to Mar 28, 2024
    • Pension RAUM · $5.8B to $8.7B
      Mar 31, 2023 to Mar 28, 2024
    • Pooled vehicle RAUM · $11B to $13B
      Mar 31, 2023 to Mar 28, 2024
    • RAUM · $28B to $35B
      Mar 31, 2023 to Mar 28, 2024
    • Accounts · 65 to 66
      Nov 7, 2022 to Mar 31, 2023
    • Advisory employees · 39 to 40
      Nov 7, 2022 to Mar 31, 2023
    • Pension plan clients · 9 to 11
      Nov 7, 2022 to Mar 31, 2023
    • Assets in custody · $2.2B to $2.1B
      Nov 7, 2022 to Mar 31, 2023
    • Employees · 88 to 93
      Nov 7, 2022 to Mar 31, 2023
    • Discretionary RAUM · $37B to $28B
      Nov 7, 2022 to Mar 31, 2023
    • Pension RAUM · $9.4B to $5.8B
      Nov 7, 2022 to Mar 31, 2023
    • Pooled vehicle RAUM · $13B to $11B
      Nov 7, 2022 to Mar 31, 2023
    Signals
    6 dated events
    • L•• A•••••• C•••••• M••••••••• L•• reported RAUM $40.6B, up 30% from $31.3B (2025-04-09 to 2026-03-27)
      Mar 27, 2026 · RAUM change · derived
    • Edward Rackham (Co-Chief Investment Officer) appeared on Schedule A of L•• A•••••• C•••••• M••••••••• L••
      Mar 31, 2023 · Control person joined · fact
    • Bradford Rowe (Chief Research Officer) appeared on Schedule A of L•• A•••••• C•••••• M••••••••• L••
      Mar 31, 2023 · Control person joined · fact
    • L•• A•••••• C•••••• M••••••••• L•• reported RAUM $36.9B, up 25% from $29.4B (2021-03-30 to 2022-03-31)
      Mar 31, 2022 · RAUM change · derived
    • E•••••••• C••••••••• (Cfo) appeared on Schedule A of L•• A•••••• C•••••• M••••••••• L••
      Jan 11, 2021 · Control person joined · fact
    • Lynn Carin Madden (Chief Portfolio Operations Officer (Class A Shareholder)) no longer on Schedule A of L•• A•••••• C•••••• M••••••••• L•• (listed 2019-12-16, absent 2020-03-26)
      Mar 26, 2020 · Control person left · inference
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Firm profile
    linkedin.com/company/los-angeles-capital-managementreportedpublic record, Form ADV, Sep 19, 2026
    Website
    l•••••.comreportedpublic record, Form ADV, Sep 19, 2026
    Principal office phone
    310-479-9998reportedpublic record, Form ADV, Jul 20, 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
    $41Bderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026