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••••••• P••••••• ••••••••• L••••••
Latest filing Aug 25, 2026
First filing on the tape Mar 30, 2012 · 35 filings
SEC status approved since Dec 13, 2007
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
7
0 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
35 filings and snapshots on the tape
RAUM$12B as of Aug 25, 2026
Mar 30, 2012$9.9B then
HNW client RAUM$0 as of Aug 25, 2026
Mar 30, 2018$0 then
State-registered IARs (5.B.3)0 as of Aug 25, 2026
Mar 28, 20130 then
Employees (5.A)7 as of Aug 25, 2026
Mar 28, 20137 then
Private funds1 as of Feb 8, 2019
Mar 30, 20121 then
RAUM -29% over the last fiscal year-10% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 25, 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L•• F••• L•no longer reported | Other Private Fund | $140M | 2 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C•••••••• E••••••••• M••• K••• · Managing Directorcontrolsince 09/2017 · owns less than 5%
- C••••••• P••••• C•••••• E••••• · Directorcontrolsince 09/2023 · owns less than 5%
- H•••••• A•••••• M•••••• · Directorcontrolsince 06/2016 · owns less than 5%
- P••••••••• P••••••••• C••••••••• · Directorcontrolsince 01/2018 · owns less than 5%
- P••••••••• J••••• · Directorcontrolsince 04/2020 · owns less than 5%
- T•••••••• S•••••• J•••• · Compliance Officercontrolsince 10/2014 · 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••••• · L•••••• Partnercontrolsince 01/2011 · owns 25% to 50% of L••••••• L•
- G••••••••• D••••• · Ownercontrolsince 01/2011 · owns 25% to 50% of B••••••••• P••••••• L••••••
- K•••••••• R•••••• · Directorsince 09/2022 · owns less than 5%
Entity owners
- N••••••• L••••••• H••••••• ••••••••• L•••••• · Ownerdirect · owns 75% or more
- B•••••••• A• H••••••• L•••••• · General Partnerindirect · owns F of N••••••• J••••• H•••••••• L•••
- B•••••••• A• H••••••• L•••••• · General Partnerindirect · owns F of N••••••• C•••••• ••••••• 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••••••••• 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•
- N••••••• C•••••• ••••••• L••• · L•••••• Partnerindirect · owns 75% or more of N••••••• J••••• Holdings L.P.
- N••••••• I••••• L• · L•••••• Partnerindirect · owns 75% or more of N••••••• Capital J••••• LP
- N••••••• J••••• H•••••••• L••• · Ownerindirect · owns 75% or more of N••••••• L••••••• H••••••• ••••••••• L••••••
Related persons
Schedule D 7.A
- L••••••• P••••••• L••investment adviseryRAUM $12B
Advisers that list L••••••• P••••••• ••••••••• L•••••• as a related person
- 139390 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 21Nov 24, 2025 to Mar 18, 2026
- Discretionary RAUM · $16B to $12BNov 24, 2025 to Mar 18, 2026
- Pension RAUM · $1.8B to $845MNov 24, 2025 to Mar 18, 2026
- Pooled vehicle RAUM · $6.1B to $5.9BNov 24, 2025 to Mar 18, 2026
- RAUM · $16B to $12BNov 24, 2025 to Mar 18, 2026
- Related broker-dealer · false to trueNov 24, 2025 to Mar 18, 2026
- Accounts · 29 to 25Mar 15, 2024 to Mar 24, 2025
- Pension plan clients · 7.0 to unsetMar 15, 2024 to Mar 24, 2025
- Pooled vehicle clients · 7 to 8Mar 15, 2024 to Mar 24, 2025
- Employees · 6 to 7Mar 15, 2024 to Mar 24, 2025
- Financial planning clients · unset to Mar 15, 2024 to Mar 24, 2025
- HQ state · unset to Mar 15, 2024 to Mar 24, 2025
- Discretionary RAUM · $18B to $16BMar 15, 2024 to Mar 24, 2025
- Pension RAUM · $2.7B to $1.8BMar 15, 2024 to Mar 24, 2025
- Pooled vehicle RAUM · $4.7B to $6.1BMar 15, 2024 to Mar 24, 2025
- RAUM · $18B to $16BMar 15, 2024 to Mar 24, 2025
- Related broker-dealer · true to falseMar 15, 2024 to Mar 24, 2025
- Accounts · 32 to 29Sep 22, 2023 to Mar 15, 2024
- Corporate clients · 6.0 to unsetSep 22, 2023 to Mar 15, 2024
- Pension plan clients · 8 to 7Sep 22, 2023 to Mar 15, 2024
- Discretionary RAUM · $16B to $18BSep 22, 2023 to Mar 15, 2024
- Pension RAUM · $2.6B to $2.7BSep 22, 2023 to Mar 15, 2024
- Pooled vehicle RAUM · $4.3B to $4.7BSep 22, 2023 to Mar 15, 2024
- RAUM · $16B to $18BSep 22, 2023 to Mar 15, 2024
- Accounts · 35 to 32Sep 1, 2022 to Feb 17, 2023
- Corporate clients · unset to 6.0Sep 1, 2022 to Feb 17, 2023
- Pension plan clients · 12 to 8Sep 1, 2022 to Feb 17, 2023
- Pooled vehicle clients · 6 to 7Sep 1, 2022 to Feb 17, 2023
- Discretionary RAUM · $19B to $16BSep 1, 2022 to Feb 17, 2023
- Pension RAUM · $3.7B to $2.6BSep 1, 2022 to Feb 17, 2023
- Pooled vehicle RAUM · $5.1B to $4.3BSep 1, 2022 to Feb 17, 2023
- RAUM · $19B to $16BSep 1, 2022 to Feb 17, 2023
- Accounts · 58 to 35Feb 10, 2021 to Feb 11, 2022
- Charity clients · 5.0 to unsetFeb 10, 2021 to Feb 11, 2022
- Pension plan clients · 23 to 12Feb 10, 2021 to Feb 11, 2022
- Pooled vehicle clients · 10 to 6Feb 10, 2021 to Feb 11, 2022
- Employees · 7 to 6Feb 10, 2021 to Feb 11, 2022
- Discretionary RAUM · $26B to $19BFeb 10, 2021 to Feb 11, 2022
- Pension RAUM · $5.2B to $3.7BFeb 10, 2021 to Feb 11, 2022
- Pooled vehicle RAUM · $6.7B to $5.1BFeb 10, 2021 to Feb 11, 2022
Signals
12 dated events
- L••••••• P••••••• ••••••••• L•••••• reported RAUM $11.5B, down 29% from $16.2B (2025-11-24 to 2026-03-18)Mar 18, 2026 · RAUM change · derived
- Victoria Exley Evelyn Guernsey (Director) no longer on Schedule A of L••••••• P••••••• ••••••••• L•••••• (listed 2023-09-22, absent 2024-03-15)Mar 15, 2024 · Control person left · inference
- J••• R•••••• C•••••• (Director) no longer on Schedule A of L••••••• P••••••• ••••••••• L•••••• (listed 2023-02-17, absent 2023-09-22)Sep 22, 2023 · Control person left · inference
- Victoria Exley Evelyn Guernsey (Director) appeared on Schedule A of L••••••• P••••••• ••••••••• L••••••Sep 22, 2023 · Control person joined · fact
- Charles E••••• Peter Cornell (Director) appeared on Schedule A of L••••••• P••••••• ••••••••• L••••••Sep 22, 2023 · Control person joined · fact
- David Cyrus Jilla (Director) no longer on Schedule A of L••••••• P••••••• ••••••••• L•••••• (listed 2022-02-11, absent 2022-09-01)Sep 1, 2022 · Control person left · inference
- Joseph Michael Hunt (Managing Director) no longer on Schedule A of L••••••• P••••••• ••••••••• L•••••• (listed 2021-02-10, absent 2022-02-11)Feb 11, 2022 · Control person left · inference
- Joanne Peacegood (Director) appeared on Schedule A of L••••••• P••••••• ••••••••• L••••••Feb 10, 2021 · Control person joined · fact
- David Cyrus Jilla (Director) appeared on Schedule A of L••••••• P••••••• ••••••••• L••••••Feb 10, 2021 · Control person joined · fact
- E••••• D•••••••• J•••• B••••••• (Director) no longer on Schedule A of L••••••• P••••••• ••••••••• L•••••• (listed 2020-03-17, absent 2021-02-10)Feb 10, 2021 · Control person left · inference
- L••••••• P••••••• ••••••••• L•••••• reported RAUM $31.9B, up 30% from $24.5B (2019-02-08 to 2020-03-17)Mar 17, 2020 · RAUM change · derived
- L••••••• P••••••• ••••••••• L•••••• reported RAUM $26.5B, up 26% from $21.0B (2017-09-27 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
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 19, 2026
- Principal office phone
- 44-1481-712414reportedpublic record, Form ADV, Aug 25, 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