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•••••• M••••••••• C••• L••

Asset manager (funds and pooled vehicles)Menlo Park, CaliforniaCRD 161916SEC 801-80602websiteIAPD
Latest filing Aug 21, 2026
First filing on the tape Nov 10, 2014 · 20 filings
SEC status approved since Nov 25, 2014
RAUM
$2.4B
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
27
17 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
6
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$2.4B as of Aug 21, 2026
Mar 30, 2015$718M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 21, 2026
Mar 30, 20150 then
Employees (5.A)27 as of Aug 21, 2026
Mar 30, 201511 then
Private funds6 as of Aug 21, 2026
Mar 30, 20153 then
RAUM +17% over the last fiscal year+15% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 21, 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
$407MderivedRAUM 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
unknownderived3 offices incl. principal (1.F.5)
RAUM growth, one year
+17%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
$2.4B, 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
  • 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$2.4B100%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
6reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$2.4B 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=true 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)
      Owners and control persons
      Schedule A and B, latest filing
      • E••••••• P••••••• G••••• · Managing Member Of L•••••••• C•••••• M••••••••• C••• L••control
        since 08/2006 · owns 50% to 75%
      • T••••••••• J•••••• P•••••••• · Managing Member Of L•••••••• C•••••• M••••••••• C••• L••control
        since 08/2006 · owns 50% to 75%
      • B••••• O•••••••• C•••••••• · Chief Compliance Officer Of L•••••••• C•••••• M••••••••• C••• L••
        since 09/2021 · owns less than 5%
      • H••••• C••••••• E•••••••• · Managing Director / Chief Financial Officer Of L•••••••• C•••••• M••••••••• C••• L••
        since 03/2012 · owns less than 5%
      Related persons
      Schedule D 7.A
      • L•••••••• C•••••• P••••••• I•• L••
        pooled vehicle sponsorn
      • L•••••••• C•••••• P••••••• I••• L••
        pooled vehicle sponsorn
      • L•••••••• C•••••• P••••••• I•• L••
        pooled vehicle sponsorn
      • L•••••••• C•••••• P••••••• V• L••
        pooled vehicle sponsorn
      • L•••••••• P•••• P•••••••• L••
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      • Boston, MA5 employees
      • Greenwich, CT1 employees
      • Ketchum, ID1 employees
      What changed
      consecutive filings, newest first
      • Assets in custody · $2.4B to $2.4B
        Mar 31, 2026 to Apr 30, 2026
      • Discretionary RAUM · $2.4B to $2.4B
        Mar 31, 2026 to Apr 30, 2026
      • Pooled vehicle RAUM · $2.4B to $2.4B
        Mar 31, 2026 to Apr 30, 2026
      • RAUM · $2.4B to $2.4B
        Mar 31, 2026 to Apr 30, 2026
      • Accounts · 5 to 6
        Mar 27, 2025 to Mar 31, 2026
      • Pooled vehicle clients · 5 to 6
        Mar 27, 2025 to Mar 31, 2026
      • Assets in custody · $2.1B to $2.4B
        Mar 27, 2025 to Mar 31, 2026
      • Private funds · 5 to 6
        Mar 27, 2025 to Mar 31, 2026
      • Discretionary RAUM · $2.1B to $2.4B
        Mar 27, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $2.1B to $2.4B
        Mar 27, 2025 to Mar 31, 2026
      • RAUM · $2.1B to $2.4B
        Mar 27, 2025 to Mar 31, 2026
      • Related bank · false to true
        Mar 27, 2025 to Mar 31, 2026
      • Advisory employees · 19 to 17
        Mar 29, 2024 to Mar 27, 2025
      • Assets in custody · $1.7B to $2.1B
        Mar 29, 2024 to Mar 27, 2025
      • Employees · 29 to 27
        Mar 29, 2024 to Mar 27, 2025
      • Financial planning clients · unset to
        Mar 29, 2024 to Mar 27, 2025
      • Other offices · 3 to 2
        Mar 29, 2024 to Mar 27, 2025
      • Discretionary RAUM · $1.7B to $2.1B
        Mar 29, 2024 to Mar 27, 2025
      • Pooled vehicle RAUM · $1.7B to $2.1B
        Mar 29, 2024 to Mar 27, 2025
      • RAUM · $1.7B to $2.1B
        Mar 29, 2024 to Mar 27, 2025
      • Accounts · 6 to 5
        Mar 30, 2023 to Mar 29, 2024
      • Advisory employees · 20 to 19
        Mar 30, 2023 to Mar 29, 2024
      • Pooled vehicle clients · 6 to 5
        Mar 30, 2023 to Mar 29, 2024
      • Assets in custody · $1.6B to $1.7B
        Mar 30, 2023 to Mar 29, 2024
      • Other offices · 2 to 3
        Mar 30, 2023 to Mar 29, 2024
      • Private funds · 6 to 5
        Mar 30, 2023 to Mar 29, 2024
      • Discretionary RAUM · $1.6B to $1.7B
        Mar 30, 2023 to Mar 29, 2024
      • Pooled vehicle RAUM · $1.6B to $1.7B
        Mar 30, 2023 to Mar 29, 2024
      • RAUM · $1.6B to $1.7B
        Mar 30, 2023 to Mar 29, 2024
      • Accounts · 4 to 6
        Mar 30, 2022 to Mar 30, 2023
      • Advisory employees · 16 to 20
        Mar 30, 2022 to Mar 30, 2023
      • Charity clients · unset to 0.0
        Mar 30, 2022 to Mar 30, 2023
      • Corporate clients · unset to 0.0
        Mar 30, 2022 to Mar 30, 2023
      • HNW clients · unset to 0.0
        Mar 30, 2022 to Mar 30, 2023
      • Individual clients · unset to 0.0
        Mar 30, 2022 to Mar 30, 2023
      • Pension plan clients · unset to 0.0
        Mar 30, 2022 to Mar 30, 2023
      • Pooled vehicle clients · 4 to 6
        Mar 30, 2022 to Mar 30, 2023
      • Assets in custody · $1.8B to $1.6B
        Mar 30, 2022 to Mar 30, 2023
      • Employees · 24 to 29
        Mar 30, 2022 to Mar 30, 2023
      • Private funds · 4 to 6
        Mar 30, 2022 to Mar 30, 2023
      Signals
      3 dated events
      • Cristiana Blauth Oliveira (Chief Compliance Officer Of L•••••••• C•••••• M••••••••• C••• L••) appeared on Schedule A of L•••••••• C•••••• M••••••••• C••• L••
        Sep 22, 2021 · Control person joined · fact
      • L•••••••• C•••••• M••••••••• C••• L•• reported RAUM $1.9B, up 74% from $1.1B (2019-07-26 to 2020-03-13)
        Mar 13, 2020 · RAUM change · derived
      • L•••••••• C•••••• M••••••••• C••• L•• filed its initial SEC registration (Form ADV)
        Nov 10, 2014 · First SEC registration · 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/longitude-capitalreportedpublic record, Form ADV, Sep 19, 2026
      Website
      L••••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 19, 2026
      Principal office phone
      650-854-5700reportedpublic record, Form ADV, Aug 21, 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