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Former SEC-registered adviser

L•••••••• V•••• P•••••••• L••

Former SEC-registered adviserHouston, TexasCRD 152510SEC 801-70906IAPD
Latest filing May 1, 2020
First filing on the tape Mar 26, 2012 · 14 filings
RAUM
$136M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
5.1%
$6.9M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
4
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
$129M gross assets
History
14 filings and snapshots on the tape
RAUM$136M as of May 1, 2020
Mar 26, 2012$122M then
HNW client RAUM$6.9M as of May 1, 2020
Mar 16, 2018$47.8M then
State-registered IARs (5.B.3)2 as of May 1, 2020
Mar 26, 20120 then
Employees (5.A)4 as of May 1, 2020
Mar 26, 20134 then
Private funds2 as of May 1, 2020
Mar 26, 20122 then
RAUM +20% over the last fiscal year+1.3% a year over threeIARs 2 to 2
Practice profile
derived from the filing of May 1, 2020; every figure names its basis
RAUM per advisor
$67.8MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
5derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$769,253derivedHNW RAUM over HNW clients
Average account
$12.3MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
2.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+20%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
-40%derived
Compensation
percentage of assets, fixed fees, performance-basedreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for pooled vehiclesreportedItem 5.G
Custody
$129M, 2 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$129M95%
  • High-net-worth individuals$6.9M5.1%
Individual clients
0reported
HNW clients
9reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
11reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
$129M for 2 clientsreported
Compensation
% of AUM, fixed, performancereported
Class basis
absent from the latest SEC rosterderived
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
      Every departureEvery arrival
      Private funds
      3 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      H•• F•••• L•Hedge Fund$66.1M23Mar 26, 2012
      L••• F•••• L•Hedge Fund$16.9M12May 1, 2020
      L••• O•• V•••• M•••••• L•no longer reportedHedge Fund$440,18942Mar 26, 2012
      Owners and control persons
      Schedule A and B, latest filing
      • D•••• D••••••• B•••••• · Managing Membercontrol
        since 11/2009 · owns 75% or more
      • D•••• S•••••• L•• · Chief Compliance Officer And Chief Financial Officercontrol
        since 02/2010 · owns less than 5%
      Related persons
      Schedule D 7.A
      • D•• V•••• G• L•
        pooled vehicle sponsorn
      • L••• G•• L•
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 16 to 11
        Mar 21, 2019 to May 1, 2020
      • HNW clients · 15 to 9
        Mar 21, 2019 to May 1, 2020
      • Pooled vehicle clients · 1 to 2
        Mar 21, 2019 to May 1, 2020
      • Assets in custody · $57.1M to $129M
        Mar 21, 2019 to May 1, 2020
      • Employees · 3 to 4
        Mar 21, 2019 to May 1, 2020
      • Private funds · 1 to 2
        Mar 21, 2019 to May 1, 2020
      • Discretionary RAUM · $113M to $136M
        Mar 21, 2019 to May 1, 2020
      • HNW RAUM · $55.9M to $6.9M
        Mar 21, 2019 to May 1, 2020
      • Pooled vehicle RAUM · $57.1M to $129M
        Mar 21, 2019 to May 1, 2020
      • RAUM · $113M to $136M
        Mar 21, 2019 to May 1, 2020
      • Related adviser · true to false
        Mar 21, 2019 to May 1, 2020
      • Accounts · 17 to 16
        Oct 24, 2018 to Mar 21, 2019
      • HNW clients · 16 to 15
        Oct 24, 2018 to Mar 21, 2019
      • Assets in custody · $9.6M to $57.1M
        Oct 24, 2018 to Mar 21, 2019
      • Employees · 4 to 3
        Oct 24, 2018 to Mar 21, 2019
      • Discretionary RAUM · $131M to $113M
        Oct 24, 2018 to Mar 21, 2019
      • HNW RAUM · $47.8M to $55.9M
        Oct 24, 2018 to Mar 21, 2019
      • Pooled vehicle RAUM · $83.2M to $57.1M
        Oct 24, 2018 to Mar 21, 2019
      • RAUM · $131M to $113M
        Oct 24, 2018 to Mar 21, 2019
      • Accounts · 16 to 17
        Mar 27, 2017 to Mar 16, 2018
      • Advisory employees · 3 to 2
        Mar 27, 2017 to Mar 16, 2018
      • Charity clients · unset to 0.0
        Mar 27, 2017 to Mar 16, 2018
      • Corporate clients · unset to 0.0
        Mar 27, 2017 to Mar 16, 2018
      • HNW clients · unset to 16.0
        Mar 27, 2017 to Mar 16, 2018
      • Individual clients · unset to 0.0
        Mar 27, 2017 to Mar 16, 2018
      • Pension plan clients · unset to 0.0
        Mar 27, 2017 to Mar 16, 2018
      • Pooled vehicle clients · unset to 1.0
        Mar 27, 2017 to Mar 16, 2018
      • Assets in custody · $12.9M to $9.6M
        Mar 27, 2017 to Mar 16, 2018
      • Employees · 5 to 4
        Mar 27, 2017 to Mar 16, 2018
      • State-registered IARs · 3 to 2
        Mar 27, 2017 to Mar 16, 2018
      • Other offices · unset to 0.0
        Mar 27, 2017 to Mar 16, 2018
      • Discretionary RAUM · $130M to $131M
        Mar 27, 2017 to Mar 16, 2018
      • HNW RAUM · unset to 47757401.0
        Mar 27, 2017 to Mar 16, 2018
      • Individual RAUM · unset to 0.0
        Mar 27, 2017 to Mar 16, 2018
      • Pension RAUM · unset to 0.0
        Mar 27, 2017 to Mar 16, 2018
      • Pooled vehicle RAUM · unset to 83186404.0
        Mar 27, 2017 to Mar 16, 2018
      • RAUM · $130M to $131M
        Mar 27, 2017 to Mar 16, 2018
      • Accounts · 25 to 16
        Jan 29, 2016 to Mar 27, 2017
      • Assets in custody · $8.0M to $12.9M
        Jan 29, 2016 to Mar 27, 2017
      • Private funds · 2 to 1
        Jan 29, 2016 to Mar 27, 2017
      Signals
      No event on the tape.
      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
      limestonevaluepartners.comreportedpublic record, Form ADV, Sep 21, 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
      Former SEC-registered 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