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 Jul 13, 2026
First filing on the tape Feb 17, 2012 · 24 filings
SEC status approved since Mar 19, 2012
RAUM
$131M
reported, Item 5.F
Discretionary
84%
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
4
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$131M as of Jul 13, 2026
Apr 1, 2013$142M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 13, 2026
Apr 1, 20130 then
Employees (5.A)4 as of Jul 13, 2026
Apr 1, 20137 then
Private funds7 as of Jul 13, 2026
Apr 1, 20139 then
RAUM +6.3% over the last fiscal year+8.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 13, 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
- $18.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 84%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
- +6.3%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $108M, 6 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$131M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $108M for 6 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
18 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L••• P••••••• I••• L••• | Private Equity Fund | $83.3M | 96 | Mar 31, 2014 |
| L••••••••• C••••••••• L•• | Private Equity Fund | $38.0M | 97 | Mar 31, 2017 |
| L•••••••• C••••••••• L•• | Private Equity Fund | $21.3M | 100 | Mar 31, 2017 |
| L•••• C••••••••• L•• | Private Equity Fund | $15.7M | 34 | Sep 30, 2021 |
| L•••••••• C••••••••• L•• | Private Equity Fund | $9.5M | 98 | Mar 31, 2019 |
| L••••••••• C••••••••• L••no longer reported | Private Equity Fund | $4.3M | 97 | Feb 17, 2012 |
| L••••••••• C••••••••• L••no longer reported | Private Equity Fund | $3.9M | 97 | Apr 1, 2013 |
| L••••••••• C••••••••• L••no longer reported | Private Equity Fund | $601,842 | 21 | Apr 1, 2013 |
| L••• P••••••• I•• L•••no longer reported | Private Equity Fund | $579,687 | 87 | Feb 17, 2012 |
| L••••••• C••••••••• L•• | Private Equity Fund | $355,859 | 96 | Mar 31, 2020 |
| L••• P••••••• I• ••• L•••no longer reported | Private Equity Fund | $7,693 | 9 | Feb 17, 2012 |
| L••••••• C••••••••• L••no longer reported | Private Equity Fund | $0 | 17 | Feb 17, 2012 |
| L••• P•••••••• L•••no longer reported | Private Equity Fund | $0 | 0 | Feb 17, 2012 |
| L•••••• C••••••••• L•• | Private Equity Fund | $0 | 99 | Mar 31, 2014 |
| L••••••• C••••••••• L•• | Private Equity Fund | $0 | 98 | Mar 30, 2016 |
| L••• P••••••• ••• L•••no longer reported | Private Equity Fund | $0 | 0 | Feb 17, 2012 |
| L••••••••• C••••••••• L••no longer reported | Private Equity Fund | $0 | 22 | Feb 17, 2012 |
| L••••••••• C••••••••• L•• | Private Equity Fund | $0 | 99 | Mar 31, 2015 |
Owners and control persons
Schedule A and B, latest filing
- H••••••• B••••••• M•••• · Managing Directorcontrolsince 07/1999 · owns 75% or more
- N•••• M••••••• H••••• · Chief Compliance Officer/Chief Financial Officersince 01/2001 · owns less than 5%
Related persons
Schedule D 7.A
- L•••••• L••pooled vehicle sponsory
- L••••• L••pooled vehicle sponsory
- L••• P••••••• I••• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 4 to 3Mar 28, 2025 to Mar 27, 2026
- Assets in custody · $91.3M to $108MMar 28, 2025 to Mar 27, 2026
- Employees · 5 to 4Mar 28, 2025 to Mar 27, 2026
- Discretionary RAUM · $98.9M to $110MMar 28, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $24.7M to $21.1MMar 28, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $124M to $131MMar 28, 2025 to Mar 27, 2026
- RAUM · $124M to $131MMar 28, 2025 to Mar 27, 2026
- Accounts · 9 to 7Mar 30, 2024 to Mar 28, 2025
- Advisory employees · 5 to 4Mar 30, 2024 to Mar 28, 2025
- Pooled vehicle clients · 9 to 7Mar 30, 2024 to Mar 28, 2025
- Assets in custody · $71.1M to $91.3MMar 30, 2024 to Mar 28, 2025
- Employees · 6 to 5Mar 30, 2024 to Mar 28, 2025
- Financial planning clients · 0 to 1-10Mar 30, 2024 to Mar 28, 2025
- Private funds · 9 to 7Mar 30, 2024 to Mar 28, 2025
- Discretionary RAUM · $83.3M to $98.9MMar 30, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $25.0M to $24.7MMar 30, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $108M to $124MMar 30, 2024 to Mar 28, 2025
- RAUM · $108M to $124MMar 30, 2024 to Mar 28, 2025
- Assets in custody · $61.8M to $71.1MMar 31, 2023 to Mar 30, 2024
- Discretionary RAUM · $80.6M to $83.3MMar 31, 2023 to Mar 30, 2024
- Non-discretionary RAUM · $21.4M to $25.0MMar 31, 2023 to Mar 30, 2024
- Pooled vehicle RAUM · $102M to $108MMar 31, 2023 to Mar 30, 2024
- RAUM · $102M to $108MMar 31, 2023 to Mar 30, 2024
- Accounts · 11 to 9Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 6 to 5Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 11 to 9Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $11.6M to $61.8MMar 31, 2022 to Mar 31, 2023
- Employees · 8 to 6Mar 31, 2022 to Mar 31, 2023
- Private funds · 11 to 9Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $188M to $80.6MMar 31, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $26.4M to $21.4MMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $215M to $102MMar 31, 2022 to Mar 31, 2023
- RAUM · $215M to $102MMar 31, 2022 to Mar 31, 2023
- Accounts · 12 to 11Sep 30, 2021 to Mar 31, 2022
- Advisory employees · 5 to 6Sep 30, 2021 to Mar 31, 2022
- Pooled vehicle clients · 12 to 11Sep 30, 2021 to Mar 31, 2022
- Assets in custody · $24.8M to $11.6MSep 30, 2021 to Mar 31, 2022
- Employees · 7 to 8Sep 30, 2021 to Mar 31, 2022
- Private funds · 12 to 11Sep 30, 2021 to Mar 31, 2022
- Discretionary RAUM · $209M to $188MSep 30, 2021 to Mar 31, 2022
Signals
6 dated events
- L••• P•••••••• L•• reported RAUM $102.0M, down 52% from $214.5M (2022-03-31 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Albert Edward Leinss (Member Of Linx Partners Ii, Llc) no longer on Schedule A of L••• P•••••••• L•• (listed 2019-03-31, absent 2020-01-30)Jan 30, 2020 · Control person left · inference
- Jones Peter Hicks (Managing Director And Member Of Linx Partners Ii, Llc And L••• P••••••• I••• L••) no longer on Schedule A of L••• P•••••••• L•• (listed 2019-03-31, absent 2020-01-30)Jan 30, 2020 · Control person left · inference
- Elizabeth Giny Mullins (Managing Director And Member Of L••• P••••••• I••• L••) no longer on Schedule A of L••• P•••••••• L•• (listed 2019-03-31, absent 2020-01-30)Jan 30, 2020 · Control person left · inference
- Robert Mark Niznik (Managing Director And Member Of L••• P••••••• I••• L••) no longer on Schedule A of L••• P•••••••• L•• (listed 2019-03-31, absent 2020-01-30)Jan 30, 2020 · Control person left · inference
- L••• P•••••••• L•• reported RAUM $172.6M, down 39% from $282.6M (2018-03-31 to 2019-03-31)Mar 31, 2019 · RAUM change · derived
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/833559reportedpublic record, Form ADV, Sep 19, 2026
- Website
- L•••PARTNERS.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 770-818-0335reportedpublic record, Form ADV, Jul 13, 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