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••••••• •••• I•••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 160437SEC 801-74255websiteIAPD
Latest filing Apr 22, 2026
First filing on the tape Feb 15, 2012 · 39 filings
SEC status approved since Mar 19, 2012
RAUM
$60B
reported, Item 5.F
Discretionary
60%
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
78
49 advisory (5.B.1)
Offices
7
beyond the principal office
Private funds
1
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$60B as of Apr 22, 2026
Mar 28, 2013$4.5B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 22, 2026
Mar 28, 20130 then
Employees (5.A)78 as of Apr 22, 2026
Mar 28, 201312 then
Private funds1 as of Apr 22, 2026
Mar 28, 20133 then
RAUM +8.8% over the last fiscal year+43% a year over threeIARs 0 to 0offices 6 to 7
Practice profile
derived from the filing of Apr 22, 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
$356MderivedRAUM over accounts (5.F.2.f)
Discretionary
60%derivedof RAUM
Institutional
3.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived8 offices incl. principal (1.F.5)
RAUM growth, one year
+8.8%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 businesses and institutions, portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 5.G
Custody
$3.1B, 11 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)
  • 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)
  • marketing includes testimonials (5.L.1.c)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Other investment advisers$55B95%
  • State and municipal entities$2.1B3.7%
  • Corporations and businesses$568M1.0%
  • Charitable organizations$96.7M0.2%
  • Pooled investment vehicles$48.1M0.1%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
168reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$3.1B for 11 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=0.92 institutional_share=0.04 related_bd=true related_bank=true bd_reps=10.0derived
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)
      FundTypeGross assetsOwnersFirst reported
      C•••• G••••• S••••••••• I• P••no longer reportedPrivate Equity Fund$1.1B103Feb 15, 2012
      C•••• A••••••••• S••••••••• S•••••••• M•••••• F•••••• M••••• S•no longer reportedHedge Fund$1.1B79Feb 15, 2012
      C•••• A••••••••• S••••••••• S•••••••• G••••• M•••• M••••• S•no longer reportedHedge Fund$475M6Feb 15, 2012
      C•••• P•••••• P•••••• E••••• I•• S••••no longer reportedPrivate Equity Fund$442M37Feb 15, 2012
      C•••• P•••••• I• B••••••••• S•••no longer reportedPrivate Equity Fund$331M53Feb 15, 2012
      C•••• A••••••••• P•••••• E••••• P••no longer reportedPrivate Equity Fund$298M25Feb 15, 2012
      C•••• P•••••• P•••••• E••••• B••••• S••••no longer reportedPrivate Equity Fund$170M22Feb 15, 2012
      C•••• P•••••• P•••••• E••••• I•• G••• • C•• K•no longer reportedPrivate Equity Fund$149M24Feb 15, 2012
      C•••• D••••••••• C••••• O••••••••• P••no longer reportedPrivate Equity Fund$139M10Feb 15, 2012
      C•••• G••••• S••••••••• P••no longer reportedPrivate Equity Fund$119M22Feb 15, 2012
      C•••• P•••••• P•••••• E••••• T••••••••• V••••••• S••••no longer reportedPrivate Equity Fund$106M23Feb 15, 2012
      C•••• A••••••••• S••••••••• S•••••••• N•••••• R•••••••• M••••• S•no longer reportedHedge Fund$74.4M7Feb 15, 2012
      C•••• P•••••• P•••••• E••••• B••••• G••• • C•• K•no longer reportedPrivate Equity Fund$31.0M3Feb 15, 2012
      C•••• S•••• C•• R••• E••••• F••• I• • T• L•Real Estate Fund$7.4M2Jun 25, 2014
      C••••••••• S•••• C•• R••• E••••• F••• I• • T• L•no longer reportedReal Estate Fund$1.8M4Mar 30, 2012
      C•••• P•••••• P•••••• E••••• V• M••••• N•••• A•••••• S••••• S••••••••no longer reportedPrivate Equity Fund$1.5M20Feb 15, 2012
      C••••••••• S•••• C•• R••• E••••• F••• I• • U•• L•no longer reportedReal Estate Fund$300,3482Mar 30, 2012
      C•••• S•••• C•• R••• E••••• F••• I•• T•• L•no longer reportedReal Estate Fund$00Mar 31, 2014
      Owners and control persons
      Schedule A and B, latest filing
      • A•••••• D••••• S••••• · Director, Chief Executive Officer, Presidentcontrol
        since 01/2021 · owns less than 5%
      • B••••• T•••••• B••••• · Partnercontrol
        since 10/2015 · owns less than 5%
      • G•••••••• J•••••• M•••••••• · Chief Compliance Officer, Secretarycontrol
        since 03/2014 · owns less than 5%
      • G•••••• S•••••• N•• · Directorcontrol
        since 05/2016 · owns less than 5%
      • J••••• M••••••• A•••••• · Directorcontrol
        since 05/2019 · owns less than 5%
      • K•••••• J•••• D•••• C•••••••• · Chief Financial Officercontrol
        since 06/2020 · owns less than 5%
      • P•••••••• R••••••• N•• · Directorcontrol
        since 03/2004 · owns less than 5%
      • V•• B•••• J•••••• P•••• H•••• W••••• · Directorcontrol
        since 05/2014 · owns less than 5%
      • V•• U•• Z• L••••••••• J•••••• A••• P••• I• · Beneficiarycontrol
        since 01/1970 · owns F of P••••• O• L••••••••• F•••••••••
      Entity owners
      • L•• C•••••• P••••••• L•• · Shareholder
        direct · owns 75% or more
      • L•• G•••• F••••••••• · Shareholder
        indirect · owns 75% or more of L•• G•••• H•••••• L•••
      • L•• G•••• H•••••• L••• · Shareholder
        indirect · owns 75% or more of L•• U• H••••••• L•••
      • L•• H•••••• D•••••• A•• · Shareholder
        indirect · owns 75% or more of L•• C•••••• P••••••• L••
      • L•• U• H••••••• L••• · Shareholder
        indirect · owns 75% or more of L•• H•••••• D•••••• A••
      • P••••• O• L••••••••• F••••••••• · Beneficiary
        indirect · owns F of L•• G•••• F•••••••••
      Related persons
      Schedule D 7.A
      • A•••• S•• ••• L••
        y
      • B••• H••••••• •••• L••
        pooled vehicle sponsory
      • C•••• G• S•••••••
        pooled vehicle sponsorn
      • C•••• F••• 2••••• G• L••
        y
      • C•••• P•••••• G• V••• S•• R•••
        pooled vehicle sponsorn
      • C•••• S•••• C•• R••• E••••• F••• I• G•• L••
        pooled vehicle sponsory
      • C•••• U• I••••• L••
        y
      • C••• I•• G• S•••••••
        pooled vehicle sponsorn
      • D•••• S•• ••• L••
        y
      • D•••• S•• U• C••• L••
        y
      • D•••• S•• U• I•• L••
        y
      • F•••• G•• L••
        y
      • F•••• I• G•• L••
        y
      • L• S•••••••• G• L••
        y
      • L•••• G• L••
        y
      • L•• B••• ••••••• L•••
        investment advisern
      • L•• B••• L••
        broker-dealerinvestment advisern
      • L•• C•••••• P••••••• ••••••••• L•••
        investment advisern
      • L•• C•••••• P••••••• ••••••••• P•• L••••••
        investment advisern
      • L•• C•••••• P••••••• •••••• L••••••
        investment advisern
      • L•• C•••••• P••••••• ••• L••
        investment adviserbankn
      • L•• C•••••• P••••••• •••••••• L••••••
        investment adviserbankpooled vehicle sponsorn
      • L•• C•••••• P••••••• •••••• C•• L•••
        investment advisern
      • L•• C•••••• P••••••• ••• L••••••
        investment advisern
      • L•• C•••••• P••••••• L••
        investment adviserbanky
      • L•• I•• P••••••• L••
        investment adviserbankpooled vehicle sponsorn
      • L•• I••••••••• C••••••••• •••••••• L••••••
        investment advisern
      • L•• L•••••••• L••
        investment advisern
      • L•• P•••••• D••• ••••••• S•••••
        investment adviserpooled vehicle sponsorn
      • L•• P•••••• D••• •••••••• G•••
        investment advisern
      Advisers that list L•• C•••••• P••••••• •••• I••• as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • Pfaeffikon, Switzerland16 employees
      • The Hague, Netherlands6 employees
      • Hong Kong, Hong Kong4 employees
      • San Francisco, CA1 employees
      • St. James'S, United Kingdom1 employees
      What changed
      consecutive filings, newest first
      • Accounts · 166 to 168
        Mar 30, 2026 to Apr 22, 2026
      • Other offices · 5 to 7
        Mar 30, 2026 to Apr 22, 2026
      • Discretionary RAUM · $36B to $36B
        Mar 30, 2026 to Apr 22, 2026
      • Non-discretionary RAUM · $24B to $24B
        Mar 30, 2026 to Apr 22, 2026
      • Pooled vehicle RAUM · $36.2M to $48.1M
        Mar 30, 2026 to Apr 22, 2026
      • RAUM · $60B to $60B
        Mar 30, 2026 to Apr 22, 2026
      • Accounts · 155 to 166
        Oct 28, 2025 to Mar 30, 2026
      • Advisory employees · 45 to 49
        Oct 28, 2025 to Mar 30, 2026
      • BD registered reps · 11 to 10
        Oct 28, 2025 to Mar 30, 2026
      • Assets in custody · $3.5B to $3.1B
        Oct 28, 2025 to Mar 30, 2026
      • Employees · 67 to 78
        Oct 28, 2025 to Mar 30, 2026
      • Discretionary RAUM · $31B to $36B
        Oct 28, 2025 to Mar 30, 2026
      • Non-discretionary RAUM · $24B to $24B
        Oct 28, 2025 to Mar 30, 2026
      • Pooled vehicle RAUM · $77.5M to $36.2M
        Oct 28, 2025 to Mar 30, 2026
      • RAUM · $55B to $60B
        Oct 28, 2025 to Mar 30, 2026
      • Other offices · 6 to 5
        Mar 28, 2025 to Oct 28, 2025
      • Accounts · 177 to 155
        May 1, 2024 to Mar 28, 2025
      • BD registered reps · 8 to 11
        May 1, 2024 to Mar 28, 2025
      • Assets in custody · $222M to $3.5B
        May 1, 2024 to Mar 28, 2025
      • Employees · 66 to 67
        May 1, 2024 to Mar 28, 2025
      • Financial planning clients · unset to
        May 1, 2024 to Mar 28, 2025
      • Other offices · 5 to 6
        May 1, 2024 to Mar 28, 2025
      • Discretionary RAUM · $36B to $31B
        May 1, 2024 to Mar 28, 2025
      • Non-discretionary RAUM · $20B to $24B
        May 1, 2024 to Mar 28, 2025
      • Pooled vehicle RAUM · $92.9M to $77.5M
        May 1, 2024 to Mar 28, 2025
      • RAUM · $56B to $55B
        May 1, 2024 to Mar 28, 2025
      • Accounts · 110 to 177
        Mar 30, 2023 to Mar 28, 2024
      • Advisory employees · 38 to 45
        Mar 30, 2023 to Mar 28, 2024
      • BD registered reps · 11 to 8
        Mar 30, 2023 to Mar 28, 2024
      • Assets in custody · $2.5B to $222M
        Mar 30, 2023 to Mar 28, 2024
      • Employees · 58 to 66
        Mar 30, 2023 to Mar 28, 2024
      • Other offices · 4 to 5
        Mar 30, 2023 to Mar 28, 2024
      • Discretionary RAUM · $3.7B to $36B
        Mar 30, 2023 to Mar 28, 2024
      • Non-discretionary RAUM · $17B to $20B
        Mar 30, 2023 to Mar 28, 2024
      • Pooled vehicle RAUM · $191M to $92.9M
        Mar 30, 2023 to Mar 28, 2024
      • RAUM · $21B to $56B
        Mar 30, 2023 to Mar 28, 2024
      • Accounts · 94 to 110
        Oct 31, 2022 to Mar 30, 2023
      • Advisory employees · 27 to 38
        Oct 31, 2022 to Mar 30, 2023
      • Pooled vehicle clients · 4 to 2
        Oct 31, 2022 to Mar 30, 2023
      • Assets in custody · $2.8B to $2.5B
        Oct 31, 2022 to Mar 30, 2023
      Signals
      9 dated events
      • L•• C•••••• P••••••• •••• I••• reported RAUM $55.7B, up 172% from $20.5B (2023-03-30 to 2024-03-28)
        Mar 28, 2024 · RAUM change · derived
      • L•• C•••••• P••••••• •••• I••• reported RAUM $20.5B, up 31% from $15.7B (2022-10-31 to 2023-03-30)
        Mar 30, 2023 · RAUM change · derived
      • L•• C•••••• P••••••• •••• I••• reported RAUM $15.7B, up 30% from $12.0B (2021-04-30 to 2022-03-30)
        Mar 30, 2022 · RAUM change · derived
      • L•• C•••••• P••••••• •••• I••• reported RAUM $12.0B, up 40% from $8.6B (2021-01-06 to 2021-03-30)
        Mar 30, 2021 · RAUM change · derived
      • Steven David Andryc (Director, Chief Executive Officer, President) appeared on Schedule A of L•• C•••••• P••••••• •••• I•••
        Jan 6, 2021 · Control person joined · fact
      • Nmn Olivier De Perregaux (Director) no longer on Schedule A of L•• C•••••• P••••••• •••• I••• (listed 2020-10-12, absent 2021-01-06)
        Jan 6, 2021 · Control person left · inference
      • Dierk Christoph John Kossow (Chief Financial Officer) appeared on Schedule A of L•• C•••••• P••••••• •••• I•••
        Jul 7, 2020 · Control person joined · fact
      • Nmn Marcel Ter Bals (Chief Financial Officer) no longer on Schedule A of L•• C•••••• P••••••• •••• I••• (listed 2020-03-27, absent 2020-07-07)
        Jul 7, 2020 · Control person left · inference
      • Anthony Michael Jones (Director) appeared on Schedule A of L•• C•••••• P••••••• •••• I•••
        May 1, 2019 · Control person joined · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/lgt-capital-partnersreportedpublic record, Form ADV, Sep 18, 2026
      Website
      H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      212-336-0650reportedpublic record, Form ADV, Apr 22, 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•••••• P••••••• •••• I••• 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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