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.

SEC-registered adviser

L•••• S••••• C•••••• M••••••••• L••

Asset manager (funds and pooled vehicles)Palo Alto, CaliforniaCRD 155215SEC 801-77663websiteIAPD
Latest filing Mar 27, 2026
First filing on the tape Feb 14, 2013 · 25 filings
SEC status approved since Mar 4, 2013
RAUM
$1.6B
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
14
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
23
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$1.6B as of Mar 27, 2026
Jan 16, 2014$740M then
HNW client RAUM$0 as of Mar 27, 2026
Mar 29, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Jan 16, 20140 then
Employees (5.A)14 as of Mar 27, 2026
Jan 16, 20149 then
Private funds23 as of Mar 27, 2026
Jan 16, 20143 then
RAUM +39% over the last fiscal year+22% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 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
$65.5MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%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
+39%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 pooled vehiclesreportedItem 5.G
Custody
$771M, 17 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)
  • 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 testimonials (5.L.1.c)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$1.6B100%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
24reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$771M for 17 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false 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
      31 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      L•••• S••••• B••••• C•••••••• 4• L•••no longer reportedPrivate Equity Fund$611M87Nov 25, 2019
      L•••• S••••• M•••••• M••••• F•••• L•••Hedge Fund$414M3Feb 14, 2013
      L•••• S••••• A••••• L•••Hedge Fund$177M256Jun 20, 2014
      L•••• S••••• H••••••• L•••no longer reportedHedge Fund$176M62Feb 14, 2013
      L•••• S••••• B••••• I•• L•••Private Equity Fund$157M145Mar 30, 2021
      L•••• S••••• X••••• L•••Hedge Fund$104M102Feb 14, 2013
      L•••• S••••• T••••••• M••••• F•••• L•••Hedge Fund$83.5M3Mar 29, 2018
      L•••• S••••• B••••• C•••••••• 2• L•••no longer reportedPrivate Equity Fund$67.5M40Aug 29, 2019
      L•••• S••••• S•••• L•••Private Equity Fund$42.7M46Jan 29, 2021
      L•••• S••••• B••••• I• L•••Private Equity Fund$42.7M63Mar 28, 2019
      L•••• S••••• T••••••• O•••••• F•••• L•••Hedge Fund$40.4M25Mar 29, 2018
      L•••• S••••• S•••• L•••Private Equity Fund$40.2M81Mar 30, 2021
      L•••• S••••• B••••• C•••••••• 1• L•••no longer reportedPrivate Equity Fund$30.5M44Mar 28, 2019
      L•••• S••••• S•• O••••••• 1• L•••no longer reportedPrivate Equity Fund$21.4M6Nov 25, 2019
      L•••• S••••• S•••• L•••Private Equity Fund$18.0M33Mar 30, 2016
      L•••• S••••• T••••••• O••••••• F•••• L•••Hedge Fund$16.4M2Mar 29, 2018
      L•••• S••••• H•••• L•••Hedge Fund$15.9M2Mar 30, 2021
      L•••• S••••• H•••• L•••Hedge Fund$15.0M1Mar 30, 2021
      L•••• S••••• S••• ••••••••• L•••Private Equity Fund$14.7M5Jan 29, 2021
      L•••• S••••• S•••• L•••no longer reportedPrivate Equity Fund$12.6M38Aug 28, 2018
      L•••• S••••• B••••• P••••••••• I• L•••Private Equity Fund$7.9M19Mar 28, 2019
      L•••• S••••• S•••• L•••Private Equity Fund$7.3M22Aug 29, 2019
      L•••• S••••• B••••• C•••••••• 3• L•••Private Equity Fund$5.5M16Aug 29, 2019
      L•••• S••••• S••• ••••••••• L•••Private Equity Fund$4.5M2Mar 30, 2021
      L•••• S••••• S••• L•••no longer reportedPrivate Equity Fund$4.2M19Mar 30, 2015
      L•••• S••••• B••••• C•••••••• 5• L•••Private Equity Fund$2.9M26Mar 31, 2023
      L•••• S••••• S•• M•••••• L•••no longer reportedPrivate Equity Fund$2.2M4Aug 28, 2018
      L•••• S••••• S•• O•••••••• L•••no longer reportedPrivate Equity Fund$1.7M4Aug 28, 2018
      L•••• S••••• S•••• L•••no longer reportedHedge Fund$01Mar 30, 2022
      L•••• S••••• P•••••• L•••Hedge Fund$00Mar 27, 2024
      L•••• S••••• P•••••• L•••Hedge Fund$00Mar 27, 2024
      Owners and control persons
      Schedule A and B, latest filing
      • K•••••• G•••• T••••• · Chief Investment Officer / Foundercontrol
        since 05/2010 · owns less than 5%
      • L••••• G•••••• W•••••• · Chief Operating Officercontrol
        since 11/2022 · owns less than 5%
      • R•••••• T•••• J••••• · Chief Compliance Officer / General Counselcontrol
        since 12/2016 · owns less than 5%
      • W••••••• R•••••• M•••••• · Chief Financial Officercontrol
        since 01/2021 · owns less than 5%
      • K•••••• A••• W••••••• · Trustee Of K••••• R•••••••• T••••control
        since 08/2010 · owns F of K••••• R•••••••• T••••
      • K•••••• G•••• T••••• · Trustee Of K••••• R•••••••• T••••control
        since 08/2010 · owns F of K••••• R•••••••• T••••
      Entity owners
      • K••••• R•••••••• T•••• · Member
        direct · owns 75% or more
      Related persons
      Schedule D 7.A
      • L•••• S••••• B••••• G• I• L••
        pooled vehicle sponsorn
      • L•••• S••••• B••••• G• I•• L••
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 22 to 24
        Mar 27, 2025 to Mar 27, 2026
      • Advisory employees · 6 to 5
        Mar 27, 2025 to Mar 27, 2026
      • Pooled vehicle clients · 22 to 24
        Mar 27, 2025 to Mar 27, 2026
      • Assets in custody · $617M to $771M
        Mar 27, 2025 to Mar 27, 2026
      • Private funds · 22 to 23
        Mar 27, 2025 to Mar 27, 2026
      • Discretionary RAUM · $1.1B to $1.6B
        Mar 27, 2025 to Mar 27, 2026
      • Pooled vehicle RAUM · $1.1B to $1.6B
        Mar 27, 2025 to Mar 27, 2026
      • RAUM · $1.1B to $1.6B
        Mar 27, 2025 to Mar 27, 2026
      • Accounts · 19 to 22
        Mar 27, 2024 to Mar 27, 2025
      • Advisory employees · 5 to 6
        Mar 27, 2024 to Mar 27, 2025
      • Pooled vehicle clients · 19 to 22
        Mar 27, 2024 to Mar 27, 2025
      • Assets in custody · $452M to $617M
        Mar 27, 2024 to Mar 27, 2025
      • Employees · 13 to 14
        Mar 27, 2024 to Mar 27, 2025
      • Financial planning clients · unset to
        Mar 27, 2024 to Mar 27, 2025
      • Private funds · 19 to 22
        Mar 27, 2024 to Mar 27, 2025
      • Discretionary RAUM · $821M to $1.1B
        Mar 27, 2024 to Mar 27, 2025
      • Pooled vehicle RAUM · $821M to $1.1B
        Mar 27, 2024 to Mar 27, 2025
      • RAUM · $821M to $1.1B
        Mar 27, 2024 to Mar 27, 2025
      • Advisory employees · 9 to 5
        Mar 31, 2023 to Mar 27, 2024
      • Assets in custody · $463M to $452M
        Mar 31, 2023 to Mar 27, 2024
      • Employees · 15 to 13
        Mar 31, 2023 to Mar 27, 2024
      • Discretionary RAUM · $862M to $821M
        Mar 31, 2023 to Mar 27, 2024
      • Pooled vehicle RAUM · $862M to $821M
        Mar 31, 2023 to Mar 27, 2024
      • RAUM · $862M to $821M
        Mar 31, 2023 to Mar 27, 2024
      • Accounts · 20 to 19
        Nov 17, 2022 to Mar 31, 2023
      • Advisory employees · 12 to 9
        Nov 17, 2022 to Mar 31, 2023
      • Pooled vehicle clients · 20 to 19
        Nov 17, 2022 to Mar 31, 2023
      • Assets in custody · $1.9M to $463M
        Nov 17, 2022 to Mar 31, 2023
      • Employees · 30 to 15
        Nov 17, 2022 to Mar 31, 2023
      • Private funds · 20 to 19
        Nov 17, 2022 to Mar 31, 2023
      • Discretionary RAUM · $2.6B to $862M
        Nov 17, 2022 to Mar 31, 2023
      • Pooled vehicle RAUM · $2.6B to $862M
        Nov 17, 2022 to Mar 31, 2023
      • RAUM · $2.6B to $862M
        Nov 17, 2022 to Mar 31, 2023
      • Other offices · 2 to 0
        Mar 30, 2022 to Nov 17, 2022
      • Accounts · 24 to 20
        Jan 7, 2022 to Mar 30, 2022
      • Advisory employees · 15 to 12
        Jan 7, 2022 to Mar 30, 2022
      • Pooled vehicle clients · 24 to 20
        Jan 7, 2022 to Mar 30, 2022
      • Assets in custody · $3.1B to $1.9M
        Jan 7, 2022 to Mar 30, 2022
      • Employees · 29 to 30
        Jan 7, 2022 to Mar 30, 2022
      • Private funds · 24 to 20
        Jan 7, 2022 to Mar 30, 2022
      Signals
      11 dated events
      • L•••• S••••• C•••••• M••••••••• L•• reported RAUM $1.6B, up 39% from $1.1B (2025-03-27 to 2026-03-27)
        Mar 27, 2026 · RAUM change · derived
      • L•••• S••••• C•••••• M••••••••• L•• reported RAUM $1.1B, up 38% from $821.2M (2024-03-27 to 2025-03-27)
        Mar 27, 2025 · RAUM change · derived
      • L•••• S••••• C•••••• M••••••••• L•• reported RAUM $861.6M, down 67% from $2.6B (2022-11-17 to 2023-03-31)
        Mar 31, 2023 · RAUM change · derived
      • David James Lindberg (Chief Operating Officer) no longer on Schedule A of L•••• S••••• C•••••• M••••••••• L•• (listed 2022-03-30, absent 2022-11-17)
        Nov 17, 2022 · Control person left · inference
      • William George Lynch (Chief Operating Officer) appeared on Schedule A of L•••• S••••• C•••••• M••••••••• L••
        Nov 17, 2022 · Control person joined · fact
      • L•••• S••••• C•••••• M••••••••• L•• reported RAUM $2.6B, down 41% from $4.4B (2022-01-07 to 2022-03-30)
        Mar 30, 2022 · RAUM change · derived
      • L•••• S••••• C•••••• M••••••••• L•• reported RAUM $4.4B, up 78% from $2.5B (2021-01-29 to 2021-03-30)
        Mar 30, 2021 · RAUM change · derived
      • Michael Robert Wenzell (Chief Financial Officer) appeared on Schedule A of L•••• S••••• C•••••• M••••••••• L••
        Jan 29, 2021 · Control person joined · fact
      • L•••• S••••• C•••••• M••••••••• L•• reported RAUM $2.3B, up 50% from $1.5B (2018-03-29 to 2018-08-28)
        Aug 28, 2018 · RAUM change · derived
      • L•••• S••••• C•••••• M••••••••• L•• reported RAUM $1.5B, up 25% from $1.2B (2017-08-28 to 2018-03-29)
        Mar 29, 2018 · RAUM change · derived
      • L•••• S••••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)
        Feb 14, 2013 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/light-street-capital-management-llc/mycreportedpublic record, Form ADV, Sep 18, 2026
      Website
      L••••S•••••.COMreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      650-234-1640reportedpublic record, Form ADV, Mar 27, 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
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026