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
J••••••••• L•••
Latest filing May 1, 2026
First filing on the tape Feb 10, 2012 · 26 filings
SEC status approved since Mar 27, 2012
RAUM
$7.1B
reported, Item 5.F
Discretionary
79%
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
233
107 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
21
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$7.1B as of May 1, 2026
Apr 1, 2013$2.0B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 1, 2026
Apr 1, 20130 then
Employees (5.A)233 as of May 1, 2026
Apr 1, 2013195 then
Private funds21 as of May 1, 2026
Apr 1, 20134 then
RAUM -1.4% over the last fiscal year-6.0% a year over threeIARs 0 to 0
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
- $307MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 79%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- -1.4%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, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $250M, 1 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)
- 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)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$7.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 23reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $250M for 1 clientsreported
- Compensation
- % of AUM, fixed, 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
16 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| J•••••••• P•••••• P••••••• F•••• L••• | Other Private Fund | $2.9B | 127 | Feb 10, 2012 |
| J•••••••• 3• L••• • C••••••••• I••••••••• K• | Real Estate Fund | $893M | 9,255 | Mar 26, 2020 |
| J•••••••• 2• L•••• • C•• G••••••••• I••••••••• K• | Real Estate Fund | $530M | 6,598 | Mar 30, 2017 |
| J•••••••• 3• L••• • C•• G••••••••• I••••••••• K• | Real Estate Fund | $508M | 9,661 | Mar 30, 2017 |
| P•• C••••••••• L••• | Real Estate Fund | $271M | 2 | Mar 30, 2022 |
| P•••• I•••••••• L••• | Real Estate Fund | $267M | 1 | Mar 30, 2022 |
| J•••••••• T••••••••• F•••• L••• | Other Private Fund | $224M | 27 | Mar 28, 2019 |
| J• I•• I••••••••• L••• | Real Estate Fund | $187M | 23 | Mar 30, 2022 |
| J•••••••• P•••••• P••••••• F••• ••••• Q•• L••• | Other Private Fund | $108M | 1 | Feb 10, 2012 |
| C•••••• H•••••••• L••• | Other Private Fund | $108M | 2 | Feb 10, 2012 |
| O•••• I•••••••• L••• | Real Estate Fund | $101M | 1 | Mar 31, 2023 |
| J•••••••• P•••••• P••••••• F••• •••••• F••••••• L••• | Other Private Fund | $86.2M | 2 | Apr 1, 2013 |
| J•••••••• 3• L••• • C•• G••••••••• I••••••••• K• | Real Estate Fund | $76.6M | 1,680 | Mar 31, 2023 |
| J•••••••• L•••• A•••••• F•••• L••• | Real Estate Fund | $66.3M | 7 | Mar 30, 2017 |
| J•••••••• P•••••• P••••••• F••• •• F••••••• L••• | Other Private Fund | $41.3M | 2 | Mar 28, 2014 |
| 1•••• C••••••••• L••• | Real Estate Fund | $16.2M | 2 | Mar 26, 2020 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• M•••• M••••• · Chief Executive Officercontrolsince 10/2002 · owns less than 5%
- K••••••• C••••••••• J••• · Chief Financial Officercontrolsince 03/2016 · owns less than 5%
- P•••••••• M•••••• · Presidentcontrolsince 01/2010 · owns less than 5%
- B•••••••• M•••• M••••• · Shareholdercontrolsince 12/2016 · owns 75% or more of B•••• M••••••••• C••••
- B•••••••• M•••• M••••• · Member, Elected Managercontrolsince 12/2021 · owns 75% or more of B••••••• H•••••••• L••
- K•••• C••••••••• A•••••••• · General Partner, Limited Partnercontrolsince 05/2023 · owns 50% to 75% of C•••••• P•••••••
- K•••• U••• M•••••••• · General Partner, Limited Partnercontrolsince 05/2023 · owns 50% to 75% of C•••••• P•••••••
- K••••••• C••••••••• J••• · Member, Elected Managercontrolsince 03/2024 · owns 75% or more of T•••••• R••• I••••••••• L••
- P•••••••• M•••••• · Shareholdercontrolsince 03/1993 · owns 75% or more of L••••••••• G••••• I••••••••• L•••
- P•••••••• M•••••• · Member, Elected Managercontrolsince 12/2021 · owns 75% or more of L••••••••• G•••••• L••
- B••••• S•••••• L••• · Chief Compliance Officersince 03/2021 · owns less than 5%
- M•••••• A••••• E••••• · General Counselsince 01/2023 · owns less than 5%
Entity owners
- J•••••••• P••••••••• L•• · General Partnerdirect · owns less than 5%
- S•• J•••• L•• · Limited Partnerdirect · owns 50% to 75%
- B•••• M••••••••• C•••• · General Partnerindirect · owns F of B•••• I••••••••• L•••
- B••••••• H•••••••• L•• · Limited Partnerindirect · owns 75% or more of B•••• I••••••••• L•••
- L••••••••• G••••• I••••••••• L••• · General Partnerindirect · owns F of L••••••••• I••••••••• L•••
- L••••••••• G•••••• L•• · Limited Partnerindirect · owns 75% or more of L••••••••• I••••••••• L•••
- S•••• P••••••• G••••• I••• · General Partnerindirect · owns 75% or more of S•••• P••••••• G••••• L••• · public reporting company
- S•••• P••••••• G••••• L••• · Memberindirect · owns 75% or more of S•• J•••• L••
- S•••• P••••••• G••••• L••• · Memberindirect · owns 75% or more of S•• J• P••••••••• L••
- S•• J• P••••••••• L•• · Memberindirect · owns 50% to 75% of J•••••••• P••••••••• L••
- B•••• I••••••••• L••• · Limited Partnerdirect · owns 5% to 10%
- C•••••• P••••••• · Limited Partnerdirect · owns 10% to 25%
- L••••••••• I••••••••• L••• · Limited Partnerdirect · owns 10% to 25%
- T•••••• R••• I••••••••• L•• · Limited Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- J•••••••• 1•••• G•• L•••pooled vehicle sponsory
- J•••••••• 2• I••••••••• S•••••••• L•••pooled vehicle sponsory
- J•••••••• 3• I••••••••• S•••••••• L•••pooled vehicle sponsory
- J•••••••• 3• I••••••••• S•••••••• L•••pooled vehicle sponsory
- J•••••••• 3• I••••••••• S•••••••• L•••pooled vehicle sponsory
- J•••••••• L•••• A•••••• F••• G•• L•pooled vehicle sponsorn
- J•••••••• P•••••• G•• L•••pooled vehicle sponsory
- J•••••••• R••••• ••••••••• P•••••••investment companyy
- J•••••••• R••••• ••••••••• P•••••••• L•••investment companyy
- J•••••••• R••••• •••••••• P•••••••• L•••investment companyy
- J•••••••• R••••• ••••••••• P•••••••• L•••investment companyy
- J•••••••• R••••• C••••••• L•••investment companyy
- J•••••••• T••••••••• G•• L•pooled vehicle sponsory
- J•••••••• U••••••••• G•••n
- J• P•• I•••••••• G•• L•••pooled vehicle sponsory
- J• T•• S•••••••• L•••insurancey
Offices
Schedule D 1.F, the 25 largest
- New York, NY5 employees
- Arlington, VA4 employees
- Bogota, Colombia3 employees
- Boston, MA3 employees
- San Francisco, CA3 employees
- Los Angeles, CA2 employees
What changed
consecutive filings, newest first
- Accounts · 18 to 23May 21, 2025 to Mar 30, 2026
- Advisory employees · 106 to 107May 21, 2025 to Mar 30, 2026
- Pooled vehicle clients · 17 to 22May 21, 2025 to Mar 30, 2026
- Assets in custody · $302M to $250MMay 21, 2025 to Mar 30, 2026
- Employees · 221 to 233May 21, 2025 to Mar 30, 2026
- Private funds · 16 to 21May 21, 2025 to Mar 30, 2026
- Discretionary RAUM · $6.1B to $5.6BMay 21, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $1.1B to $1.5BMay 21, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $7.1B to $7.0BMay 21, 2025 to Mar 30, 2026
- RAUM · $7.2B to $7.1BMay 21, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 21, 2025
- Advisory employees · 61 to 106May 2, 2024 to Mar 31, 2025
- Assets in custody · $319M to $302MMay 2, 2024 to Mar 31, 2025
- Employees · 205 to 221May 2, 2024 to Mar 31, 2025
- Other offices · 6 to 5May 2, 2024 to Mar 31, 2025
- Discretionary RAUM · $6.0B to $6.1BMay 2, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $1.1B to $1.1BMay 2, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $7.0B to $7.1BMay 2, 2024 to Mar 31, 2025
- RAUM · $7.1B to $7.2BMay 2, 2024 to Mar 31, 2025
- Advisory employees · 63 to 61Mar 31, 2023 to Mar 30, 2024
- Assets in custody · $355M to $319MMar 31, 2023 to Mar 30, 2024
- Employees · 213 to 205Mar 31, 2023 to Mar 30, 2024
- Discretionary RAUM · $7.4B to $6.0BMar 31, 2023 to Mar 30, 2024
- Non-discretionary RAUM · $1.1B to $1.1BMar 31, 2023 to Mar 30, 2024
- Pooled vehicle RAUM · $8.5B to $7.0BMar 31, 2023 to Mar 30, 2024
- RAUM · $8.5B to $7.1BMar 31, 2023 to Mar 30, 2024
- Accounts · 16 to 18Jan 13, 2023 to Mar 31, 2023
- Advisory employees · 69 to 63Jan 13, 2023 to Mar 31, 2023
- BD registered reps · 2 to 0Jan 13, 2023 to Mar 31, 2023
- Pooled vehicle clients · 15 to 17Jan 13, 2023 to Mar 31, 2023
- Assets in custody · $297M to $355MJan 13, 2023 to Mar 31, 2023
- Employees · 195 to 213Jan 13, 2023 to Mar 31, 2023
- Private funds · 14 to 16Jan 13, 2023 to Mar 31, 2023
- Discretionary RAUM · $7.5B to $7.4BJan 13, 2023 to Mar 31, 2023
- Non-discretionary RAUM · $712M to $1.1BJan 13, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $8.2B to $8.5BJan 13, 2023 to Mar 31, 2023
- RAUM · $8.3B to $8.5BJan 13, 2023 to Mar 31, 2023
- Succession · true to falseJan 13, 2023 to Mar 31, 2023
- Succession · false to trueMay 13, 2022 to Jan 13, 2023
- Accounts · 14 to 16Jul 8, 2021 to Mar 30, 2022
Signals
3 dated events
- J••••••••• L••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Jan 13, 2023 · Succession (Item 4) · fact
- Gretchen Nagy (Senior Corporate Counsel) no longer on Schedule A of J••••••••• L••• (listed 2020-03-26, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- J••••••••• L••• reported RAUM $9.6B, up 33% from $7.2B (2017-05-05 to 2018-03-29)Mar 29, 2018 · 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/J••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/J••••••••-U•••••••••-G•••reportedpublic record, Form ADV, Sep 18, 2026
- Website
- J••••••••.DEreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 770-805-1000reportedpublic 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
Across the graphs
J••••••••• L••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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