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••••••• L•••
Latest filing Jun 8, 2026
First filing on the tape Feb 14, 2012 · 39 filings
SEC status approved since Mar 8, 2012
RAUM
$661M
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
21
17 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$661M as of Jun 8, 2026
Mar 28, 2013$392M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 8, 2026
Mar 28, 20130 then
Employees (5.A)21 as of Jun 8, 2026
Mar 28, 201315 then
Private funds3 as of Jun 8, 2026
Mar 28, 20135 then
RAUM +0.7% over the last fiscal year-5.4% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 8, 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
- $331MderivedRAUM 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
- +0.7%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
- yesreportedItem 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
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$661M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L•• M••••••••• F••• V•• L••• | Real Estate Fund | $393M | 194 | Mar 28, 2022 |
| L•• M••••••••• F••• V• L••• | Real Estate Fund | $291M | 86 | Mar 29, 2019 |
| L•• R••• E••••• M•••••••• F••• I•• L•••no longer reported | Real Estate Fund | $55.8M | 95 | Feb 14, 2012 |
| L•• R••• E••••• M•••••••• P••••••• F••• I•• L•••no longer reported | Real Estate Fund | $8.3M | 70 | Feb 14, 2012 |
| L•• R••• E••••• M•••••••• F•••• L•••no longer reported | Real Estate Fund | $5.8M | 107 | Feb 14, 2012 |
| L•• M••••••••• S••••• E••••• F••• I•• L•••no longer reported | Real Estate Fund | $3.4M | 63 | Mar 29, 2016 |
| L•• R••• E••••• H••••••••• D••• A•• P•••••••• E••••• F••• I••• L••no longer reported | Real Estate Fund | $956,300 | 48 | Mar 28, 2013 |
| L•• R••• E••••• M•••••••• P••••••• F•••• L•••no longer reported | Real Estate Fund | $703,018 | 58 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• G••••••• T••••• · Partnercontrolsince 01/2022 · owns 5% to 10%
- B•••••••• A••••••• R••• · Partnercontrolsince 01/2021 · owns 5% to 10%
- C••••••• J•••••••• E••• · Partnercontrolsince 01/2022 · owns 5% to 10%
- D••••••• S•••••• J•••• · Chief Accounting Officercontrolsince 01/2023 · owns less than 5%
- E•••••• J••• J••• · Limited Partnercontrolsince 04/2002 · owns 25% to 50%
- M•••••• J••• H••••••• L•••••• · Limited Partnercontrolsince 04/2002 · owns 25% to 50%
- W••••• J•••••••• M•••• · Chief Compliance Officercontrolsince 05/2021 · owns less than 5%
- E•••••• J••• J••• · Membercontrolsince 04/2002 · owns 25% to 50% of L•• M••••••••• G•• L••
- M•••••• J••• H••••••• L•••••• · Membercontrolsince 04/2002 · owns 25% to 50% of L•• M••••••••• G•• L••
- L•••••• I••• M••• · Limited Partnersince 12/2020 · owns 10% to 25%
Entity owners
- L•• M••••••••• G•• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- L•• P••••••• I•• L•••pooled vehicle sponsory
- L•• P••••••• V• L•••pooled vehicle sponsory
- L•• P••••••• V•• L•••pooled vehicle sponsory
Advisers that list L•• C••••••• L••• as a related person
- 157588 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Private funds · 2 to 3Mar 23, 2026 to Jun 8, 2026
- Advisory employees · 16 to 17Mar 20, 2025 to Mar 23, 2026
- Employees · 22 to 21Mar 20, 2025 to Mar 23, 2026
- Discretionary RAUM · $657M to $661MMar 20, 2025 to Mar 23, 2026
- Pooled vehicle RAUM · $657M to $661MMar 20, 2025 to Mar 23, 2026
- RAUM · $657M to $661MMar 20, 2025 to Mar 23, 2026
- Financial planning clients · 0 to 0Dec 16, 2024 to Mar 20, 2025
- Discretionary RAUM · $684M to $657MDec 16, 2024 to Mar 20, 2025
- Pooled vehicle RAUM · $684M to $657MDec 16, 2024 to Mar 20, 2025
- RAUM · $684M to $657MDec 16, 2024 to Mar 20, 2025
- Accounts · 3 to 2Aug 21, 2023 to Mar 20, 2024
- Advisory employees · 15 to 16Aug 21, 2023 to Mar 20, 2024
- Pooled vehicle clients · 3 to 2Aug 21, 2023 to Mar 20, 2024
- Private funds · 3 to 2Aug 21, 2023 to Mar 20, 2024
- Discretionary RAUM · $781M to $684MAug 21, 2023 to Mar 20, 2024
- Pooled vehicle RAUM · $781M to $684MAug 21, 2023 to Mar 20, 2024
- RAUM · $781M to $684MAug 21, 2023 to Mar 20, 2024
- Advisory employees · 14 to 15Aug 31, 2022 to Mar 27, 2023
- Employees · 20 to 22Aug 31, 2022 to Mar 27, 2023
- Discretionary RAUM · $978M to $781MAug 31, 2022 to Mar 27, 2023
- Pooled vehicle RAUM · $978M to $781MAug 31, 2022 to Mar 27, 2023
- RAUM · $978M to $781MAug 31, 2022 to Mar 27, 2023
- Accounts · 2 to 3Jun 29, 2021 to Mar 28, 2022
- Advisory employees · 13 to 14Jun 29, 2021 to Mar 28, 2022
- Pooled vehicle clients · 2 to 3Jun 29, 2021 to Mar 28, 2022
- Employees · 19 to 20Jun 29, 2021 to Mar 28, 2022
- Private funds · 2 to 3Jun 29, 2021 to Mar 28, 2022
- Discretionary RAUM · $705M to $978MJun 29, 2021 to Mar 28, 2022
- Pooled vehicle RAUM · $705M to $978MJun 29, 2021 to Mar 28, 2022
- RAUM · $705M to $978MJun 29, 2021 to Mar 28, 2022
- Accounts · 3 to 2Mar 1, 2021 to Mar 26, 2021
- Pooled vehicle clients · 3 to 2Mar 1, 2021 to Mar 26, 2021
- Employees · 18 to 19Mar 1, 2021 to Mar 26, 2021
- Private funds · 3 to 2Mar 1, 2021 to Mar 26, 2021
- Discretionary RAUM · $745M to $705MMar 1, 2021 to Mar 26, 2021
- Pooled vehicle RAUM · $745M to $705MMar 1, 2021 to Mar 26, 2021
- RAUM · $745M to $705MMar 1, 2021 to Mar 26, 2021
- Related adviser · true to falseNov 20, 2020 to Feb 23, 2021
- Accounts · 5 to 3Nov 1, 2019 to Mar 30, 2020
- Advisory employees · 14 to 13Nov 1, 2019 to Mar 30, 2020
Signals
9 dated events
- James Steven Dilemme (Chief Accounting Officer) appeared on Schedule A of L•• C••••••• L•••Mar 27, 2023 · Control person joined · fact
- L•• C••••••• L••• reported RAUM $977.9M, up 39% from $705.3M (2021-06-29 to 2022-03-28)Mar 28, 2022 · RAUM change · derived
- Ruth Allison Bradshaw (Partner) appeared on Schedule A of L•• C••••••• L•••Mar 28, 2022 · Control person joined · fact
- Erin Jennifer Clausen (Partner) appeared on Schedule A of L•• C••••••• L•••Mar 28, 2022 · Control person joined · fact
- Thomas Gregory Biester (Partner) appeared on Schedule A of L•• C••••••• L•••Mar 28, 2022 · Control person joined · fact
- Maria Julianne Walsh (Chief Compliance Officer) appeared on Schedule A of L•• C••••••• L•••May 6, 2021 · Control person joined · fact
- Woods Michelle Vaughn (Chief Compliance Officer) no longer on Schedule A of L•• C••••••• L••• (listed 2021-03-26, absent 2021-05-06)May 6, 2021 · Control person left · inference
- Adam Bradley Nemzer (Chief Financial Officer) no longer on Schedule A of L•• C••••••• L••• (listed 2020-11-20, absent 2021-02-23)Feb 23, 2021 · Control person left · inference
- Marc David Lazarus (Limited Partner) no longer on Schedule A of L•• C••••••• L••• (listed 2019-04-02, absent 2019-07-01)Jul 1, 2019 · Control person left · inference
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/lem-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 215-557-9600reportedpublic record, Form ADV, Jun 8, 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
L•• C••••••• 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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