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•• C••••• P•••••••
Legal name L•• C••••• M••••••••• L•••
Latest filing May 1, 2026
First filing on the tape Feb 14, 2012 · 44 filings
SEC status approved since Mar 10, 2012
RAUM
$3.2B
reported, Item 5.F
Discretionary
98%
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
200
89 advisory (5.B.1)
Offices
12
beyond the principal office
Private funds
6
reported on Schedule D
History
44 filings and snapshots on the tape
RAUM$3.2B as of May 1, 2026
Mar 28, 2013$1.5B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 1, 2026
Mar 28, 20130 then
Employees (5.A)200 as of May 1, 2026
Mar 28, 201327 then
Private funds6 as of May 1, 2026
Mar 28, 20136 then
RAUM -0.6% over the last fiscal year-2.0% a year over threeIARs 0 to 0offices 15 to 12
Practice profile
derived from the filing of May 1, 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
- $202MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 35%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived13 offices incl. principal (1.F.5)
- RAUM growth, one year
- -0.6%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
- $1.8B, 7 clientsreportedItem 9.A
- Ownership
- controlled by a public reporting companyderived
- 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)
- 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)
- controlled by a public reporting company (10.A)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.1B65%
- State and municipal entities$1.1B35%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 16reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.8B for 7 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.65 institutional_share=0.35 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
17 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L•• C••••• P••••••• V• L••• | Private Equity Fund | $1.4B | 122 | Mar 30, 2020 |
| L•••• C••••• F•••• L••• | Private Equity Fund | $890M | 1 | Mar 31, 2017 |
| C••••••• M••••• M••••• C•• 2••••• L•• | Securitized Asset Fund | $410M | 0 | Mar 29, 2024 |
| L•• C••••• P••••••• V• H••••••• L• | Private Equity Fund | $362M | 57 | Mar 29, 2024 |
| L•• C••••• P••••••• I•• L••• | Private Equity Fund | $347M | 150 | Mar 31, 2017 |
| L•• C••••• P••••••• V• L• | Private Equity Fund | $207M | 32 | Mar 31, 2023 |
| L•••• C••••• F••• I•• L••• | Private Equity Fund | $155M | 2 | Mar 30, 2020 |
| L•• C••••• P••••••• I••• L••• | Private Equity Fund | $112M | 54 | Mar 28, 2013 |
| C••••••• C••••• F••• O• L• | Private Equity Fund | $105M | 1 | Mar 31, 2023 |
| L•• S•••• C•• S•••• L•••no longer reported | Other Private Fund | $93.3M | 20 | Mar 30, 2018 |
| L•••• C••••• F•••• L••• | Private Equity Fund | $72.3M | 1 | Mar 31, 2017 |
| L•• C••••• P••••••• I•• L•••no longer reported | Private Equity Fund | $45.3M | 136 | Feb 14, 2012 |
| L•• C••••• P•••••••• L•••no longer reported | Private Equity Fund | $32.3M | 124 | Feb 14, 2012 |
| L•••• C••••••••• F•••• L••• | Private Equity Fund | $18.7M | 1 | Mar 29, 2019 |
| L•• C••••• P••••••• P•••••••• L•••no longer reported | Private Equity Fund | $6.8M | 88 | Feb 14, 2012 |
| L•• C••••• P••••••• P••••••• I••• L••• | Private Equity Fund | $5.6M | 50 | Mar 28, 2013 |
| L•• C••••• P••••••• P••••••• I•• L•••no longer reported | Private Equity Fund | $3.0M | 65 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• J•••• J••••• · S••••• Managing Partnercontrolsince 10/2005 · owns less than 5%
- C••••• N••••••••• R•••••• · Managing Partnercontrolsince 10/2005 · owns less than 5%
- D••••••• J•••• S•••••• · Chief Operating Officercontrolsince 12/2021 · owns less than 5%
- D•••••• K••••• B•••••• · Chief Financial Officercontrolsince 01/2019 · owns less than 5%
- R•••••••• A•••• K•••••• · General Counselcontrolsince 07/2022 · owns less than 5%
- V••••••• S••••••• J••••• · Chief Executive Officercontrolsince 12/2021 · owns less than 5%
- W•••••• L•••• Y•••••• · Chief Compliance Officer And Associate General Counselcontrolsince 08/2022 · owns less than 5%
- A•••••••• H•••• B•• K•••••• · Sole Membercontrolsince 11/2012 · owns 75% or more of S•••••• U•••••••• H••••••• L••••••
Entity owners
- C••• C•••• · L•••••• Partnerdirect · owns 75% or more
- L•• C••••• M••••••••• G•• L•• · General Partnerdirect · owns 75% or more
- C•••••••• F•••••••• I••••••••• L• · L•••••• Partnerindirect · owns 75% or more of C•••••••• H••••••• I• L•
- C•••••••• H••••••• I• L• · Sole Memberindirect · owns 75% or more of C••• L••
- C••• C•••• · Sole Memberindirect · owns 75% or more of L•• C••••• M••••••••• G•• L••
- C••• L•• · Sole Memberindirect · owns 75% or more of C••• C••••
- S•••••• U•••••••• H••••••• L•••••• · L•••••• Partnerindirect · owns 75% or more of C•••••••• F•••••••• I••••••••• L•
Related persons
Schedule D 7.A
- C••• A•••• M••••••••• E••••• L••investment advisern
- C••• A•••• M••••••••• L••investment adviserbanknRAUM $45B
- C••• C•• A•••• F••• G• L••pooled vehicle sponsorn
- C••• C•• A•••• F••• I• G• L••pooled vehicle sponsorn
- C••• C•• M••••••••• I• L••investment advisern
- C••• C•• M••••••••• I•• L••investment advisern
- C••• C•• M••••••••• L••investment advisern
- C••• C•• M••• F••• G• L••pooled vehicle sponsorn
- C••• C•• O••••••••• F••• I• G• L•••bankpooled vehicle sponsorn
- C••• C•• O••••••••• F••• I•• G• L•pooled vehicle sponsorn
- C••• C•• O••••••••• F••• I• G• L•pooled vehicle sponsorn
- C••• C•• O••••••••• F••• V• G• L•pooled vehicle sponsorn
- C••• C•• S•••••••• P••••••• G• L••pooled vehicle sponsorn
- C••• C•• S•••••••• P••••••• I• G• L••pooled vehicle sponsorn
- C••• E•••• D••••• O••••••••• F••• G• L•bankpooled vehicle sponsorn
- C••• E•••• D••••• O••••••••• F••• G• S•••••••bankpooled vehicle sponsorn
- C••• G••••• S•••••••• C••••• F••• G• S••••••bankpooled vehicle sponsorn
- C••• H••••••• I• S•• L••pooled vehicle sponsorn
- C••• I••••••••• M••••••••• L••investment advisernRAUM $1.0B
- C••• N•• •••• G• S••••••pooled vehicle sponsorn
- C••• P•••••••• L••• F•••••• G• L••pooled vehicle sponsorn
- C••• S• C••••• O••••••••• F••• G• L••pooled vehicle sponsorn
- C••• S•••••••• O••••••••• F••• I• G• L••bankpooled vehicle sponsorn
- C••• S•••••••• O••••••••• F••• I• G• L••pooled vehicle sponsorn
- C••• S••••• S•••••• C•••••••• L••• F••• G•• L••pooled vehicle sponsorn
- C••• S••••••••• O••••••••• L•••••• A••••••• R••••• F••• G• L••pooled vehicle sponsorn
- C••• V• M••••••••• L••investment advisern
- C••••••• C••••• F•••••• O• L•pooled vehicle sponsorn
- L•• C•••••• P••••••• V• E••••• G• S••••••pooled vehicle sponsory
- L•• C••••• F•••••• I••• L•••pooled vehicle sponsory
Advisers that list L•• C••••• P••••••• as a related person
Offices
Schedule D 1.F, the 25 largest
- New York, NY36 employees
- Chicago, IL6 employees
- Miami, FL2 employees
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- high institutional concentrationStatic outlier · filing May 1, 2026institutional share of RAUM of 35% against a peer median of 0% (1506 comparable advisers, 100.0th percentile, 11.7 robust deviations)peers: asset managers, $1B to $5B (1,506) · 100% percentile
What changed
consecutive filings, newest first
- Advisory employees · 102 to 89Aug 11, 2025 to Mar 31, 2026
- Assets in custody · $0 to $1.8BAug 11, 2025 to Mar 31, 2026
- Custody of client assets · false to trueAug 11, 2025 to Mar 31, 2026
- Employees · 218 to 200Aug 11, 2025 to Mar 31, 2026
- Other offices · 15 to 12Aug 11, 2025 to Mar 31, 2026
- Discretionary RAUM · $3.2B to $3.2BAug 11, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $15.6M to $75.3MAug 11, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.3B to $2.1BAug 11, 2025 to Mar 31, 2026
- RAUM · $3.3B to $3.2BAug 11, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 8, 2025
- Accounts · 11 to 16May 2, 2024 to Mar 31, 2025
- Advisory employees · 47 to 102May 2, 2024 to Mar 31, 2025
- Pooled vehicle clients · 6 to 11May 2, 2024 to Mar 31, 2025
- Employees · 70 to 218May 2, 2024 to Mar 31, 2025
- Other offices · 8 to 15May 2, 2024 to Mar 31, 2025
- Discretionary RAUM · $3.5B to $3.2BMay 2, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $18.9M to $15.6MMay 2, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $2.6B to $2.3BMay 2, 2024 to Mar 31, 2025
- RAUM · $3.5B to $3.3BMay 2, 2024 to Mar 31, 2025
- Accounts · 10 to 11May 16, 2023 to Mar 29, 2024
- Advisory employees · 97 to 47May 16, 2023 to Mar 29, 2024
- Pooled vehicle clients · 10 to 6May 16, 2023 to Mar 29, 2024
- Employees · 206 to 70May 16, 2023 to Mar 29, 2024
- Other offices · 3 to 8May 16, 2023 to Mar 29, 2024
- Private funds · 10 to 6May 16, 2023 to Mar 29, 2024
- Discretionary RAUM · $3.4B to $3.5BMay 16, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $18.7M to $18.9MMay 16, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $3.4B to $2.6BMay 16, 2023 to Mar 29, 2024
- RAUM · $3.4B to $3.5BMay 16, 2023 to Mar 29, 2024
- Accounts · 8 to 10Jan 12, 2023 to Mar 31, 2023
- Advisory employees · 43 to 97Jan 12, 2023 to Mar 31, 2023
- Pooled vehicle clients · 8 to 10Jan 12, 2023 to Mar 31, 2023
- Custody of client assets · true to falseJan 12, 2023 to Mar 31, 2023
- Employees · 61 to 206Jan 12, 2023 to Mar 31, 2023
- Other offices · 2 to 3Jan 12, 2023 to Mar 31, 2023
- Private funds · 8 to 10Jan 12, 2023 to Mar 31, 2023
- Discretionary RAUM · $3.3B to $3.4BJan 12, 2023 to Mar 31, 2023
- Non-discretionary RAUM · $4.0M to $18.7MJan 12, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $3.3B to $3.4BJan 12, 2023 to Mar 31, 2023
- RAUM · $3.3B to $3.4BJan 12, 2023 to Mar 31, 2023
Signals
11 dated events
- L•• C••••• P••••••• reported 15 offices beyond its principal office, up from 8 (2024-05-02 to 2025-03-31)Mar 31, 2025 · Office count change · derived
- L•• C••••• P••••••• reported 8 offices beyond its principal office, up from 3 (2023-05-16 to 2024-03-29)Mar 29, 2024 · Office count change · derived
- Vincent Robert Mcgann (Chief Financial Officer) no longer on Schedule A of L•• C••••• P••••••• (listed 2023-04-24, absent 2023-05-16)May 16, 2023 · Control person left · inference
- Brendan Kevin Doogan (Chief Financial Officer) appeared on Schedule A of L•• C••••• P•••••••May 16, 2023 · Control person joined · fact
- Woods Michelle Vaughn (Chief Compliance Officer) no longer on Schedule A of L•• C••••• P••••••• (listed 2022-03-30, absent 2022-08-18)Aug 18, 2022 · Control person left · inference
- Yuliani Lily Wicker (Chief Compliance Officer) appeared on Schedule A of L•• C••••• P•••••••Aug 18, 2022 · Control person joined · fact
- Kamaria Asha Richards (General Counsel) appeared on Schedule A of L•• C••••• P•••••••Aug 18, 2022 · Control person joined · fact
- Joseph Stephen Vaccaro (Chief Executive Officer) appeared on Schedule A of L•• C••••• P•••••••Jan 31, 2022 · Control person joined · fact
- Stephen John Dirocco (Chief Operating Officer) appeared on Schedule A of L•• C••••• P•••••••Jan 31, 2022 · Control person joined · fact
- Vincent Robert Mcgann (Chief Financial Officer) appeared on Schedule A of L•• C••••• P•••••••Jan 31, 2022 · Control person joined · fact
- Hamad Bin Khalifa Al-Thani (Sole Member) appeared on Schedule A of L•• C••••• P•••••••Jan 31, 2022 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- L•• C••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- L•• C••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- H••••://WWW.LINKEDIN.COM/COMPANY/C•••reportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/LBC-CREDIT-PARTNERSreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 215-972-8900reportedpublic record, Form ADV, May 1, 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