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•••••• M••••••••• V•••• M••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Feb 13, 2012 · 25 filings
SEC status approved since Mar 2, 2012
RAUM
$1.9B
reported, Item 5.F
Discretionary
28%
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
19
12 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
8
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$1.9B as of Mar 31, 2026
Mar 27, 2013$670M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 27, 20130 then
Employees (5.A)19 as of Mar 31, 2026
Mar 27, 201316 then
Private funds8 as of Mar 31, 2026
Mar 30, 20151 then
RAUM -0.4% over the last fiscal year-4.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $58.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 28%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -0.4%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, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, 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
- 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)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.9B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 33reported
- 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
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L••••••••• • L•••••• U•••• N••••••••• F•••• L••• | Real Estate Fund | $274M | 31 | Mar 28, 2016 |
| L••••••• W•••••••• H•••••• I•• L• | Real Estate Fund | $86.2M | 92 | Mar 28, 2019 |
| N••• F••• V•••••••• L• | Venture Capital Fund | $52.3M | 81 | Nov 30, 2018 |
| N••• F••• V••••••• I•• L• | Venture Capital Fund | $49.6M | 33 | Mar 31, 2023 |
| L••••••••• • L•••••• U•••• N••••••••• C•••••• F•••• L••• | Real Estate Fund | $23.7M | 2 | Apr 19, 2017 |
| 9•• C••••••••• L• | Venture Capital Fund | $9.1M | 55 | Nov 30, 2018 |
| L••••••• W•••••••• H•••••• L•no longer reported | Real Estate Fund | $667,192 | 100 | Mar 30, 2015 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• M••••• R••• · Chief Compliance Officercontrolsince 03/2024 · owns less than 5%
- E••••• J••••••• S•••• · Chief Executive Officercontrolsince 08/1989 · owns less than 5%
- M•••••••• S••••• W•••••• · Presidentcontrolsince 12/2020 · owns less than 5%
- N•••••• B••••••• P••• · Chief Investment Officercontrolsince 12/2020 · owns less than 5%
- S•••••• J•••••• F•••••• · Chief Operating Officercontrolsince 12/2020 · owns less than 5%
- E••••• J••••••• S•••• · Membercontrolsince 08/2007 · owns F of J•••••• S• E•••• I••••••••• T••••
- E••••• J••••••• S•••• · Elected M••••••controlsince 09/2021 · owns F of L•••••• H•••••• C••••••• L••
- E••••• J••••••• S•••• · Membercontrolsince 07/2007 · owns 75% or more of J•••••• S• E•••• R•••••••• T••••
- H•••• M••••••• G••• · Elected M••••••controlsince 09/2021 · owns F of L•••••• H•••••• C••••••• L••
- S•••••• J•••••••• W•••• · Elected M••••••controlsince 09/2021 · owns F of L•••••• H•••••• C••••••• L••
- L•••• K••••• J•• · Vp Senior Controllersince 10/2020 · owns less than 5%
Entity owners
- T•• L•••••• G••••• L••••• · Managing Memberdirect · owns 75% or more
- C••••••••• E••••• P••••••• I• • L•••••• H••••• S••••• · Memberindirect · owns 25% to 50% of L•••••• H•••••• C••••••• L••
- E•••• G••••• L•• · Memberindirect · owns 50% to 75% of L•••••• H•••••• C••••••• L••
- J•••••• S• E•••• I••••••••• T•••• · Memberindirect · owns 75% or more of R•• P••••••• L••
- J•••••• S• E•••• R•••••••• T•••• · Memberindirect · owns 75% or more of E•••• G••••• L••
- L•••••• H•••••• C••••••• L•• · Memberindirect · owns 75% or more of T•• L•••••• G••••• L•••••
- R•• P••••••• L•• · Elected M••••••indirect · owns F of E•••• G••••• L••
Related persons
Schedule D 7.A
- L••••••• C•••••• A•••••••• L•pooled vehicle sponsorn
- L••••••• C•••••• G• I• L••pooled vehicle sponsorn
- L•••••• M••••••••• V•••• A•• F••• I•• G•• L••pooled vehicle sponsorn
- L•••••• U•••• N••••••••• C•••••• G••••• L••pooled vehicle sponsorn
- L•••••• U•••• N••••••••• G••••• L••pooled vehicle sponsorn
- L•••••• W•••••••• H•••••• G• I•• L••pooled vehicle sponsorn
- T•• L•••••• G••••• L•••••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Denver, CO3 employees
What changed
consecutive filings, newest first
- Advisory employees · 13 to 12Mar 31, 2025 to Mar 31, 2026
- Employees · 18 to 19Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $558M to $541MMar 31, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $1.4B to $1.4BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.9B to $1.9BMar 31, 2025 to Mar 31, 2026
- RAUM · $1.9B to $1.9BMar 31, 2025 to Mar 31, 2026
- Accounts · 30 to 33Sep 24, 2024 to Mar 31, 2025
- Pooled vehicle clients · 30 to 33Sep 24, 2024 to Mar 31, 2025
- Assets in custody · $614M to $0Sep 24, 2024 to Mar 31, 2025
- Custody of client assets · true to falseSep 24, 2024 to Mar 31, 2025
- Employees · 20 to 18Sep 24, 2024 to Mar 31, 2025
- Financial planning clients · unset to Sep 24, 2024 to Mar 31, 2025
- Private funds · 6 to 8Sep 24, 2024 to Mar 31, 2025
- Discretionary RAUM · $621M to $558MSep 24, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $1.4B to $1.4BSep 24, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $2.0B to $1.9BSep 24, 2024 to Mar 31, 2025
- RAUM · $2.0B to $1.9BSep 24, 2024 to Mar 31, 2025
- Related adviser · true to falseSep 24, 2024 to Mar 31, 2025
- Assets in custody · unset to 613580913.0Dec 26, 2023 to Mar 29, 2024
- Custody of client assets · false to trueDec 26, 2023 to Mar 29, 2024
- Employees · 28 to 20Dec 26, 2023 to Mar 29, 2024
- Discretionary RAUM · $761M to $621MDec 26, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $1.4B to $1.4BDec 26, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $2.2B to $2.0BDec 26, 2023 to Mar 29, 2024
- RAUM · $2.2B to $2.0BDec 26, 2023 to Mar 29, 2024
- Accounts · 32 to 30Dec 26, 2023 to Mar 29, 2024
- Advisory employees · 16 to 13Dec 26, 2023 to Mar 29, 2024
- Pooled vehicle clients · 31 to 30Dec 26, 2023 to Mar 29, 2024
- Accounts · 30 to 32Dec 2, 2022 to Mar 31, 2023
- Advisory employees · 14 to 16Dec 2, 2022 to Mar 31, 2023
- Pooled vehicle clients · 29 to 31Dec 2, 2022 to Mar 31, 2023
- Employees · 21 to 28Dec 2, 2022 to Mar 31, 2023
- Private funds · 5 to 6Dec 2, 2022 to Mar 31, 2023
- Discretionary RAUM · $833M to $761MDec 2, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $1.7B to $1.4BDec 2, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $2.5B to $2.2BDec 2, 2022 to Mar 31, 2023
- RAUM · $2.5B to $2.2BDec 2, 2022 to Mar 31, 2023
- Advisory employees · 13 to 14Mar 31, 2021 to Mar 31, 2022
- Employees · 22 to 21Mar 31, 2021 to Mar 31, 2022
- Private funds · 6 to 5Mar 31, 2021 to Mar 31, 2022
Signals
7 dated events
- Reid Myles Blechner (Chief Compliance Officer) appeared on Schedule A of L•••••• M••••••••• V•••• M••••••• L••Mar 29, 2024 · Control person joined · fact
- Verna Pisella (Chief Compliance Officer) no longer on Schedule A of L•••••• M••••••••• V•••• M••••••• L•• (listed 2023-12-26, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Verna Pisella (Chief Compliance Officer) appeared on Schedule A of L•••••• M••••••••• V•••• M••••••• L••Mar 31, 2023 · Control person joined · fact
- L•••••• M••••••••• V•••• M••••••• L•• reported RAUM $2.5B, up 29% from $1.9B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Wells Jennifer Steans (Elected Manager) appeared on Schedule A of L•••••• M••••••••• V•••• M••••••• L••Mar 31, 2022 · Control person joined · fact
- Gary Michael Hara (Elected Manager) appeared on Schedule A of L•••••• M••••••••• V•••• M••••••• L••Mar 31, 2022 · Control person joined · fact
- Quigley Valerie Clark (Vp Risk Management And Cco) no longer on Schedule A of L•••••• M••••••••• V•••• M••••••• L•• (listed 2020-03-30, absent 2020-11-16)Nov 16, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- L•••••• M••••••••• V•••• M••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/laramar-groupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 312-669-1200reportedpublic record, Form ADV, Mar 31, 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 M••••••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•••••• M••••••••• V•••• M••••••• 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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