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 Mar 27, 2026
First filing on the tape Feb 14, 2012 · 19 filings
SEC status approved since Mar 30, 2012
RAUM
$749M
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
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$749M as of Mar 27, 2026
Mar 28, 2013$748M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 28, 20130 then
Employees (5.A)2 as of Mar 27, 2026
Mar 28, 201311 then
Private funds3 as of Mar 27, 2026
Mar 28, 20137 then
RAUM +12% over the last fiscal year+16% 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
- $250MderivedRAUM 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
- +12%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
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$749M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- 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=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
12 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L•• P••••••• I••• L••• | Private Equity Fund | $477M | 18 | Mar 28, 2016 |
| L•• P••••••• I•• L•••no longer reported | Private Equity Fund | $469M | 25 | Feb 14, 2012 |
| R••••••• L•••no longer reported | Private Equity Fund | $63.1M | 17 | Mar 28, 2016 |
| L•• L••• T••• F•••• L••• | Private Equity Fund | $60.7M | 22 | Mar 30, 2020 |
| P••••••••• L•••no longer reported | Private Equity Fund | $60.3M | 8 | Mar 28, 2016 |
| L•• P••••••• I• ••••••••• L•••• L•••no longer reported | Private Equity Fund | $33.5M | 2 | Mar 28, 2013 |
| L•• P••••••• I• ••••• L•••no longer reported | Private Equity Fund | $28.9M | 6 | Mar 28, 2013 |
| L•• P••••••• I• ••••••••• L•••no longer reported | Private Equity Fund | $27.0M | 47 | Feb 14, 2012 |
| L•• P•••••••• L•••no longer reported | Private Equity Fund | $16.6M | 29 | Feb 14, 2012 |
| L•• P••••••• I•• ••••••••• L••• | Private Equity Fund | $15.9M | 39 | Mar 28, 2016 |
| L•• P••••••• ••••••••• L•••no longer reported | Private Equity Fund | $813,238 | 64 | Feb 14, 2012 |
| L•••••• I••••••••• L•••no longer reported | Private Equity Fund | $661,047 | 24 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- L•••••• D••••• A••• · Managing Partnercontrolsince 12/2005 · owns less than 5%
- S•••••• A•••••••• C••••• · Chief Compliance Officercontrolsince 02/2023 · owns less than 5%
- L•••••• D••••• A••• · Membercontrolsince 12/2016 · owns 75% or more of L•• M••••••••• G•••••• L••
Entity owners
- L•• M••••••••• G•••••• L•• · General Partnerdirect · owns less than 5%
- L•• M••••••••• L• · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- L•• G••••• I••• L•••pooled vehicle sponsorn
- L•• L••• T••• G•••••• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $667M to $749MApr 22, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $667M to $749MApr 22, 2025 to Mar 27, 2026
- RAUM · $667M to $749MApr 22, 2025 to Mar 27, 2026
- Advisory employees · 5 to 1Mar 11, 2024 to Apr 22, 2025
- Employees · 7 to 2Mar 11, 2024 to Apr 22, 2025
- Financial planning clients · unset to Mar 11, 2024 to Apr 22, 2025
- Discretionary RAUM · $554M to $667MMar 11, 2024 to Apr 22, 2025
- Pooled vehicle RAUM · $554M to $667MMar 11, 2024 to Apr 22, 2025
- RAUM · $554M to $667MMar 11, 2024 to Apr 22, 2025
- Discretionary RAUM · $481M to $554MMar 30, 2023 to Mar 11, 2024
- Pooled vehicle RAUM · $481M to $554MMar 30, 2023 to Mar 11, 2024
- RAUM · $481M to $554MMar 30, 2023 to Mar 11, 2024
- Employees · 8 to 7Mar 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $531M to $481MMar 30, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $531M to $481MMar 30, 2022 to Mar 30, 2023
- RAUM · $531M to $481MMar 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $503M to $531MMar 30, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $503M to $531MMar 30, 2021 to Mar 30, 2022
- RAUM · $503M to $531MMar 30, 2021 to Mar 30, 2022
- Accounts · 4 to 3Mar 30, 2020 to Mar 30, 2021
- Advisory employees · 6 to 5Mar 30, 2020 to Mar 30, 2021
- Pooled vehicle clients · 4 to 3Mar 30, 2020 to Mar 30, 2021
- Employees · 9 to 8Mar 30, 2020 to Mar 30, 2021
- Private funds · 4 to 3Mar 30, 2020 to Mar 30, 2021
- Discretionary RAUM · $577M to $503MMar 30, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $577M to $503MMar 30, 2020 to Mar 30, 2021
- RAUM · $577M to $503MMar 30, 2020 to Mar 30, 2021
- Accounts · 8 to 4Mar 29, 2019 to Mar 30, 2020
- Pooled vehicle clients · 8 to 4Mar 29, 2019 to Mar 30, 2020
- Employees · 10 to 9Mar 29, 2019 to Mar 30, 2020
- Other offices · 1 to 0Mar 29, 2019 to Mar 30, 2020
- Private funds · 8 to 4Mar 29, 2019 to Mar 30, 2020
- Discretionary RAUM · $1.2B to $577MMar 29, 2019 to Mar 30, 2020
- Pooled vehicle RAUM · $1.2B to $577MMar 29, 2019 to Mar 30, 2020
- RAUM · $1.2B to $577MMar 29, 2019 to Mar 30, 2020
- Accounts · 11 to 8Mar 29, 2018 to Mar 29, 2019
- Pooled vehicle clients · 11 to 8Mar 29, 2018 to Mar 29, 2019
- Private funds · 11 to 8Mar 29, 2018 to Mar 29, 2019
- Discretionary RAUM · $1.0B to $1.2BMar 29, 2018 to Mar 29, 2019
- Pooled vehicle RAUM · $1.0B to $1.2BMar 29, 2018 to Mar 29, 2019
Signals
5 dated events
- E Bethany Foullois (Chief Operating Officer/Chief Compliance Officer) no longer on Schedule A of L•• P•••••••• L•• (listed 2022-03-30, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- Cooper Ashleigh Swayze (Chief Compliance Officer) appeared on Schedule A of L•• P•••••••• L••Mar 30, 2023 · Control person joined · fact
- L•• P•••••••• L•• reported RAUM $577.0M, down 50% from $1.2B (2019-03-29 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Joseph Henry Nasella (Limited Partner) no longer on Schedule A of L•• P•••••••• L•• (listed 2019-03-29, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Fahad Sultan (Chief Financial Officer) no longer on Schedule A of L•• P•••••••• L•• (listed 2019-03-29, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- L•• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- L•• P•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/LNK-PARTNERS-LLCreportedpublic record, Form ADV, Sep 18, 2026
- Website
- w••.l•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 914-824-5900reportedpublic 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