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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Latest filing Mar 18, 2026
First filing on the tape Mar 30, 2012 · 26 filings
SEC status approved since Mar 24, 2006
RAUM
$12B
reported, Item 5.F
Discretionary
100%
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
39
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$12B as of Mar 18, 2026
Mar 30, 2012$9.9B then
HNW client RAUM$0 as of Mar 18, 2026
Mar 29, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 18, 2026
Mar 30, 20120 then
Employees (5.A)39 as of Mar 18, 2026
Apr 1, 201333 then
Private funds: 1
RAUM -29% over the last fiscal year-10% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 18, 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
- $548MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 48%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -29%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, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$5.9B51%
- State and municipal entities$2.3B20%
- Sovereign wealth funds$2.1B18%
- Pension and profit-sharing plans$845M7.3%
- Charitable organizations$306M2.7%
- Corporations and businesses$28.3M0.2%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 21reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.51 institutional_share=0.48 related_bd=true related_bank=false bd_reps=0.0derived
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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- D•••••• E•••• L••••• · Member, Executive Committeecontrolsince 07/2020 · owns less than 5%
- L••• F•••••• B•••••• · Head Of Compliancecontrolsince 10/2024 · owns less than 5%
- L•••• M•••••• B•••••• · Member, Executive Committeecontrolsince 10/2012 · owns less than 5%
- P•••••••• A••••••••• G••••••• · Chief I•••••Ment Officercontrolsince 01/2021 · owns less than 5%
- W••••••• B•••••••• T•••••• · Member, Executive Committeecontrolsince 07/2020 · owns less than 5%
- B••••••••• E••••••• S••••• M••••••• · Ownercontrolsince 08/2023 · owns 75% or more of B•••••••• G•••• H••••••• S•
- B••••••••• E••••••• S••••• M••••••• · L•••••• Partnercontrolsince 01/2011 · owns 50% to 75% of L••••••• L•
- B••••••••• E••••••• S••••• M••••••• · Ownercontrolsince 08/2023 · owns 75% or more of B••••••••• P••••••• L••
- G••••••••• D••••• · Ownercontrolsince 01/2011 · owns 25% to 50% of B••••••••• P••••••• L••
- G••••••••• D••••• · L•••••• Partnercontrolsince 01/2011 · owns 25% to 50% of L••••••• L•
Entity owners
- L••••••• P••••••• ••• L•••••• · Managing Member Of L••••••• P••••••• L••direct · owns 75% or more
- B•••••••• A• H••••••• L•••••• · General Partnerindirect · owns F of N••••••• C•••••• ••••••• L•••
- B•••••••• A• H••••••• L•••••• · General Partnerindirect · owns F of N••••••• J••••• H•••••••• L•••
- B•••••••• G• L•••••• · General Partnerindirect · owns F of N••••••• I••••• L•
- B•••••••• G•••• H••••••• S• · Ownerindirect · owns 75% or more of B•••••••• H••••••• S•
- B•••••••• H••••••• ••••••••• S• · Ownerindirect · owns 75% or more of B•••••••• A• H••••••• L••••••
- B•••••••• H••••••• ••••••••• S• · Ownerindirect · owns 75% or more of B•••••••• G• L••••••
- B•••••••• H••••••• S• · Ownerindirect · owns 75% or more of B•••••••• H••••••• ••••••••• S•
- B••••••••• P••••••• L•• · Ownerindirect · owns 75% or more of L• ••• L••••••
- L••••••• L• · L•••••• Partnerindirect · owns 75% or more of N••••••• I••••• L•
- L• ••• L•••••• · General Partnerindirect · owns F of L••••••• L•
- L••••••• P••••••• ••••••••• L•••••• · Ownerindirect · owns 75% or more of L••••••• P••••••• ••• L••••••
- N••••••• C•••••• ••••••• L••• · L•••••• Partnerindirect · owns 75% or more of N••••••• J••••• H•••••••• L•••
- N••••••• I••••• L• · L•••••• Partnerindirect · owns 75% or more of N••••••• C•••••• ••••••• L•••
- N••••••• J••••• H•••••••• L••• · Ownerindirect · owns 75% or more of N••••••• L••••••• H••••••• ••••••••• L••••••
- N••••••• L••••••• H••••••• ••••••••• L•••••• · Ownerindirect · owns 75% or more of L••••••• P••••••• ••••••••• L••••••
Related persons
Schedule D 7.A
- L••••••• P••••••• ••••••••• L••••••investment adviseryRAUM $12B
Advisers that list L••••••• P••••••• L•• as a related person
- 143875 y
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 25 %Change between filings · filing Mar 18, 2026RAUM (Item 5.F) moved from $16,212,707,029 to $11,506,122,100 (-29.0%) between the annual amendments of 2025-03-24 and 2026-03-18; the peer median change was +9.0% (119 comparable advisers, 3.0th percentile of changes)peers: other advisers, $5B to $20B (119) · 3.4% percentile
What changed
consecutive filings, newest first
- Accounts · 25 to 21Jul 29, 2025 to Mar 18, 2026
- Employees · 38 to 39Jul 29, 2025 to Mar 18, 2026
- Discretionary RAUM · $16B to $12BJul 29, 2025 to Mar 18, 2026
- Pension RAUM · $1.8B to $845MJul 29, 2025 to Mar 18, 2026
- Pooled vehicle RAUM · $6.1B to $5.9BJul 29, 2025 to Mar 18, 2026
- RAUM · $16B to $12BJul 29, 2025 to Mar 18, 2026
- Financial planning clients · unset to Mar 24, 2025 to Jul 29, 2025
- Accounts · 28 to 25Nov 25, 2024 to Mar 24, 2025
- Advisory employees · 9 to 10Nov 25, 2024 to Mar 24, 2025
- HNW clients · unset to 0.0Nov 25, 2024 to Mar 24, 2025
- Individual clients · unset to 0.0Nov 25, 2024 to Mar 24, 2025
- Pension plan clients · 6.0 to unsetNov 25, 2024 to Mar 24, 2025
- HQ state · unset to Nov 25, 2024 to Mar 24, 2025
- Discretionary RAUM · $17B to $16BNov 25, 2024 to Mar 24, 2025
- Pension RAUM · $1.9B to $1.8BNov 25, 2024 to Mar 24, 2025
- Pooled vehicle RAUM · $6.1B to $6.1BNov 25, 2024 to Mar 24, 2025
- RAUM · $17B to $16BNov 25, 2024 to Mar 24, 2025
- Related broker-dealer · false to trueNov 25, 2024 to Mar 24, 2025
- Accounts · 29 to 28Mar 14, 2024 to Nov 25, 2024
- Pension plan clients · 7 to 6Mar 14, 2024 to Nov 25, 2024
- Pooled vehicle clients · 7 to 8Mar 14, 2024 to Nov 25, 2024
- Discretionary RAUM · $18B to $17BMar 14, 2024 to Nov 25, 2024
- Pension RAUM · $2.7B to $1.9BMar 14, 2024 to Nov 25, 2024
- Pooled vehicle RAUM · $4.7B to $6.1BMar 14, 2024 to Nov 25, 2024
- RAUM · $18B to $17BMar 14, 2024 to Nov 25, 2024
- Accounts · 32 to 29Sep 22, 2023 to Mar 14, 2024
- Advisory employees · 8 to 9Sep 22, 2023 to Mar 14, 2024
- Corporate clients · 6.0 to unsetSep 22, 2023 to Mar 14, 2024
- Pension plan clients · 8 to 7Sep 22, 2023 to Mar 14, 2024
- Employees · 34 to 38Sep 22, 2023 to Mar 14, 2024
- Discretionary RAUM · $16B to $18BSep 22, 2023 to Mar 14, 2024
- Pension RAUM · $2.6B to $2.7BSep 22, 2023 to Mar 14, 2024
- Pooled vehicle RAUM · $4.3B to $4.7BSep 22, 2023 to Mar 14, 2024
- RAUM · $16B to $18BSep 22, 2023 to Mar 14, 2024
- Related broker-dealer · true to falseSep 22, 2023 to Mar 14, 2024
- Accounts · 35 to 32Aug 25, 2022 to Feb 17, 2023
- Advisory employees · 9 to 8Aug 25, 2022 to Feb 17, 2023
- Corporate clients · unset to 6.0Aug 25, 2022 to Feb 17, 2023
- Pension plan clients · 12 to 8Aug 25, 2022 to Feb 17, 2023
- Pooled vehicle clients · 6 to 7Aug 25, 2022 to Feb 17, 2023
Signals
24 dated events
- L••••••• P••••••• L•• reported RAUM $11.5B, down 29% from $16.2B (2025-07-29 to 2026-03-18)Mar 18, 2026 · RAUM change · derived
- Brendan Fergus Lee (Head Of Compliance) appeared on Schedule A of L••••••• P••••••• L••Nov 25, 2024 · Control person joined · fact
- Victor Andrew Curtis (Interim Head Of Compliance) no longer on Schedule A of L••••••• P••••••• L•• (listed 2024-03-14, absent 2024-11-25)Nov 25, 2024 · Control person left · inference
- Victor Andrew Curtis (Interim Head Of Compliance) appeared on Schedule A of L••••••• P••••••• L••Mar 14, 2024 · Control person joined · fact
- Maria Sheila Tickner (Head Of Compliance) no longer on Schedule A of L••••••• P••••••• L•• (listed 2023-09-22, absent 2024-03-14)Mar 14, 2024 · Control person left · inference
- Maria Sheila Tickner (Head Of Compliance) appeared on Schedule A of L••••••• P••••••• L••Feb 17, 2023 · Control person joined · fact
- Victor Andrew Curtis (Interim Head Of Compliance) no longer on Schedule A of L••••••• P••••••• L•• (listed 2022-08-25, absent 2023-02-17)Feb 17, 2023 · Control person left · inference
- Alexander James Carter (Member, Executive Committee) no longer on Schedule A of L••••••• P••••••• L•• (listed 2022-08-25, absent 2023-02-17)Feb 17, 2023 · Control person left · inference
- Gerard Paul Crinion (Member, Executive Committee) no longer on Schedule A of L••••••• P••••••• L•• (listed 2022-02-10, absent 2022-08-25)Aug 25, 2022 · Control person left · inference
- Maria Sheila Tickner (Head Of Compliance) no longer on Schedule A of L••••••• P••••••• L•• (listed 2021-02-10, absent 2021-09-02)Sep 2, 2021 · Control person left · inference
- Alexander James Carter (Member, Executive Committee) appeared on Schedule A of L••••••• P••••••• L••Sep 2, 2021 · Control person joined · fact
- Victor Andrew Curtis (Interim Head Of Compliance) appeared on Schedule A of L••••••• P••••••• L••Sep 2, 2021 · Control person joined · fact
- James Daniel Langan (Chief Financial Officer) no longer on Schedule A of L••••••• P••••••• L•• (listed 2020-11-27, absent 2021-02-10)Feb 10, 2021 · Control person left · inference
- Louise Emma Davies (Chief Financial Officer) appeared on Schedule A of L••••••• P••••••• L••Feb 10, 2021 · Control person joined · fact
- Tristan Benjamin Welsher (Member, Executive Committee) appeared on Schedule A of L••••••• P••••••• L••Feb 10, 2021 · Control person joined · fact
- Gerard Paul Crinion (Member, Executive Committee) appeared on Schedule A of L••••••• P••••••• L••Feb 10, 2021 · Control person joined · fact
- Gervaise Alexander Philipps (Chief Investment Officer) appeared on Schedule A of L••••••• P••••••• L••Feb 10, 2021 · Control person joined · fact
- Joseph Kenneth Campbell (Member, Executive Committee) no longer on Schedule A of L••••••• P••••••• L•• (listed 2020-11-27, absent 2021-02-10)Feb 10, 2021 · Control person left · inference
- James Alistair Graham (Chief Investment Officer) no longer on Schedule A of L••••••• P••••••• L•• (listed 2020-11-27, absent 2021-02-10)Feb 10, 2021 · Control person left · inference
- Maria Sheila Tickner (Head Of Compliance) appeared on Schedule A of L••••••• P••••••• L••Nov 27, 2020 · Control person joined · fact
- L••••••• P••••••• L•• reported RAUM $31.9B, up 30% from $24.5B (2019-02-11 to 2020-03-17)Mar 17, 2020 · RAUM change · derived
- Youssef Ramzi Rishani (Member, Executive Committee) no longer on Schedule A of L••••••• P••••••• L•• (listed 2018-10-04, absent 2019-02-11)Feb 11, 2019 · Control person left · inference
- L••••••• P••••••• L•• reported RAUM $26.5B, up 26% from $21.0B (2017-03-30 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- L••••••• P••••••• L••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Jul 9, 2012 · Succession (Item 4) · fact
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
- Website
- L•••••••-PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- +44 (0) 207 809 4100reportedpublic record, Form ADV, Mar 18, 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
- Other adviserderiveda 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