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RIA Intelligence
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SEC-registered adviser
L••• • B•••••••• I••••••••• M••••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Mar 30, 2012 · 20 filings
SEC status approved since Mar 4, 2009
RAUM
$790M
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
8
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$790M as of Mar 30, 2026
Mar 30, 2012$117M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 25, 20130 then
Employees (5.A)8 as of Mar 30, 2026
Mar 25, 20135 then
Private funds2 as of Mar 30, 2026
Mar 30, 20121 then
RAUM +14% over the last fiscal year+6.5% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- 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
- $158MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 82%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
- +14%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
- Custody
- yesreportedItem 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
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- State and municipal entities$650M82%
- Pooled investment vehicles$138M18%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.18 institutional_share=0.82 related_bd=false related_bank=true 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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L•• R••• E••••• O••••••••• F•••• L•no longer reported | Hedge Fund | $156M | 1 | Mar 30, 2016 |
| L••• • B•••••••• C•••••• G••••• F••• L• | Hedge Fund | $115M | 57 | Mar 30, 2012 |
| L•• T•••• R••••• F•••• L•• | Hedge Fund | $28.6M | 9 | Mar 31, 2022 |
| L•• O••••••••• F•••• L•• | Hedge Fund | $22.9M | 19 | Mar 31, 2021 |
Owners and control persons
Schedule A and B, latest filing
- C•••• J•••• M••••• · Chief Financial Officer / Chief Compliance Officercontrolsince 03/2022 · owns less than 5%
- L•••• J•••••••• I• · Managing Principalcontrolsince 07/2008 · owns 75% or more
- M••••••• C••••• D•••• · Principalcontrolsince 07/2008 · owns less than 5%
Related persons
Schedule D 7.A
- L•• G• L•investment adviserbankpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Employees · 10 to 8Aug 20, 2025 to Mar 30, 2026
- Discretionary RAUM · $694M to $790MAug 20, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $133M to $138MAug 20, 2025 to Mar 30, 2026
- RAUM · $694M to $790MAug 20, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 20, 2025 to May 5, 2025
- Discretionary RAUM · $651M to $694MMar 27, 2024 to Mar 20, 2025
- Pooled vehicle RAUM · $138M to $133MMar 27, 2024 to Mar 20, 2025
- RAUM · $651M to $694MMar 27, 2024 to Mar 20, 2025
- Accounts · 8 to 5Mar 31, 2023 to Mar 27, 2024
- Pooled vehicle clients · 5 to 4Mar 31, 2023 to Mar 27, 2024
- Assets in custody · $3.0M to $0Mar 31, 2023 to Mar 27, 2024
- Private funds · 3 to 2Mar 31, 2023 to Mar 27, 2024
- Discretionary RAUM · $655M to $651MMar 31, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $206M to $138MMar 31, 2023 to Mar 27, 2024
- RAUM · $655M to $651MMar 31, 2023 to Mar 27, 2024
- Accounts · 5 to 8Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 4 to 5Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $260M to $3.0MMar 31, 2022 to Mar 31, 2023
- Employees · 11 to 10Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $914M to $655MMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $260M to $206MMar 31, 2022 to Mar 31, 2023
- RAUM · $914M to $655MMar 31, 2022 to Mar 31, 2023
- Assets in custody · $162M to $260MMar 31, 2021 to Mar 31, 2022
- Employees · 10 to 11Mar 31, 2021 to Mar 31, 2022
- Private funds · 2 to 3Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $606M to $914MMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $162M to $260MMar 31, 2021 to Mar 31, 2022
- RAUM · $606M to $914MMar 31, 2021 to Mar 31, 2022
- Accounts · 6 to 5Mar 27, 2020 to Mar 31, 2021
- Pooled vehicle clients · 5 to 4Mar 27, 2020 to Mar 31, 2021
- Assets in custody · $330M to $162MMar 27, 2020 to Mar 31, 2021
- Employees · 9 to 10Mar 27, 2020 to Mar 31, 2021
- Discretionary RAUM · $772M to $606MMar 27, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $345M to $162MMar 27, 2020 to Mar 31, 2021
- RAUM · $772M to $606MMar 27, 2020 to Mar 31, 2021
- Accounts · 7 to 6Mar 29, 2019 to Mar 27, 2020
- Pooled vehicle clients · 6 to 5Mar 29, 2019 to Mar 27, 2020
- Assets in custody · $232M to $330MMar 29, 2019 to Mar 27, 2020
- Other offices · 1 to 0Mar 29, 2019 to Mar 27, 2020
- Discretionary RAUM · $577M to $772MMar 29, 2019 to Mar 27, 2020
Signals
6 dated events
- L••• • B•••••••• I••••••••• M••••••••• L•• reported RAUM $654.7M, down 28% from $914.1M (2022-03-31 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- L••• • B•••••••• I••••••••• M••••••••• L•• reported RAUM $914.1M, up 51% from $606.0M (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Marcos Jean Cora (Chief Financial Officer / Chief Compliance Officer) appeared on Schedule A of L••• • B•••••••• I••••••••• M••••••••• L••Mar 31, 2022 · Control person joined · fact
- Samuel Tedawes (Chief Financial Officer / Chief Compliance Officer) no longer on Schedule A of L••• • B•••••••• I••••••••• M••••••••• L•• (listed 2021-03-31, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- L••• • B•••••••• I••••••••• M••••••••• L•• reported RAUM $772.1M, up 34% from $577.3M (2019-03-29 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- L••• • B•••••••• I••••••••• M••••••••• L•• reported RAUM $577.3M, down 25% from $773.1M (2018-09-17 to 2019-03-29)Mar 29, 2019 · 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
- Firm profile
- linkedin.com/company/land-buildings-investment-management/abreportedpublic record, Form ADV, Sep 21, 2026
- Website
- L•••ANDB••••••••.COMreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 203-987-5827reportedpublic record, Form ADV, Mar 30, 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
- Institutional managerderiveda 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