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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
L••• R•••• E••••• P•••••••
Legal name L••• R•••• C•••••• M••••••••• L•
Latest filing Mar 27, 2026
First filing on the tape Mar 28, 2019 · 10 filings
SEC status approved since Aug 9, 2019
RAUM
$2.1B
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
20 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
14
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$2.1B as of Mar 27, 2026
Mar 27, 2020$576M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 27, 20200 then
Employees (5.A)27 as of Mar 27, 2026
Mar 27, 202015 then
Private funds14 as of Mar 27, 2026
Mar 27, 20208 then
RAUM +8.6% over the last fiscal year+21% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 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
- $150MderivedRAUM 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
- +8.6%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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 14reported
- Financial planning clients
- reported
- 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
18 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L••• R•••• E••••• P••••••• I•• L• | Private Equity Fund | $522M | 44 | Mar 27, 2024 |
| L••• R•••• E••••• P••••••• I•• L• | Private Equity Fund | $412M | 35 | Mar 15, 2016 |
| L••• R•••• E••••• P••••••• I••• L• | Private Equity Fund | $358M | 58 | Mar 30, 2021 |
| L••• R•••• E••••• P••••••• I•••• L• | Private Equity Fund | $233M | 8 | Mar 15, 2016 |
| L••• R•••• E••••• P••••••• I•••• L• | Private Equity Fund | $178M | 11 | Mar 27, 2024 |
| L••• R•••• E••••• P••••••• I••••• L• | Private Equity Fund | $137M | 11 | Mar 30, 2021 |
| L••• R•••• P••••••• A••••••••• H•••••••• L•• | Private Equity Fund | $59.1M | 27 | Mar 31, 2022 |
| L••• R•••• P••••••• N• P•••••• L•• | Private Equity Fund | $48.1M | 2 | Mar 27, 2020 |
| C••••• P••••••• H•••••••• L••no longer reported | Private Equity Fund | $40.0M | 4 | Mar 23, 2017 |
| L••• R•••• P••••••• A•••••• H•••••••• L•• | Private Equity Fund | $37.8M | 18 | Mar 30, 2023 |
| L••• R•••• E••••• P••••••• I• L• | Private Equity Fund | $36.5M | 42 | Apr 3, 2012 |
| L••• R•••• E••••• P••••••• I•••• L• | Private Equity Fund | $32.0M | 39 | Mar 27, 2024 |
| L••• R•••• P••••••• R• H•••••••• L•• | Private Equity Fund | $21.5M | 13 | Mar 30, 2021 |
| L••• R•••• P••••••• P••••••••• H•••••••• L•• | Private Equity Fund | $21.1M | 7 | Mar 28, 2019 |
| L••• R•••• E••••• O••••••• P••••••• I• L• | Private Equity Fund | $11.0M | 5 | Apr 3, 2012 |
| L••• R•••• P••••••• B••••••• H•••••••• L••no longer reported | Private Equity Fund | $6.6M | 8 | Mar 26, 2018 |
| P••••••• I•••••••• P••••••• H•••••••• L••no longer reported | Private Equity Fund | $5.2M | 5 | Mar 10, 2015 |
| S•••••••• I•••••••• P••••••• H•••••••no longer reported | Venture Capital Fund | $0 | 14 | Apr 4, 2013 |
Owners and control persons
Schedule A and B, latest filing
- B••••• K••••• B••••••••• · Managing Partner / Limited Partnercontrolsince 01/2013 · owns 50% to 75%
- B••••• J••••• G••••• · Managing Partner / Limited Partnercontrolsince 01/2012 · owns 50% to 75%
- C••••• A•••••• N••••• · Partnercontrolsince 12/2022 · owns less than 5%
- L•••••• D••••• M•••• · Partner / Chief Financial Officer / Chief Compliance Officercontrolsince 04/2013 · owns less than 5%
- M•••••• J••••• S•••••• · Partnercontrolsince 12/2022 · owns less than 5%
- S••••• A•••• · Partnercontrolsince 12/2019 · owns less than 5%
- B••••• K••••• B••••••••• · Membercontrolsince 01/2013 · owns 50% to 75% of L••• R•••• C•••••• M••••••••• G•• L••
- B••••• J••••• G••••• · Membercontrolsince 01/2012 · owns 50% to 75% of L••• R•••• C•••••• M••••••••• G•• L••
Entity owners
- L••• R•••• C•••••• M••••••••• G•• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- L••• R•••• E••••• P••••••• G• I•• L•pooled vehicle sponsorn
- L••• R•••• E••••• P••••••• G• I••• L•pooled vehicle sponsorn
- L••• R•••• E••••• P••••••• G• I•• L•pooled vehicle sponsorn
- L••• R•••• E••••• P••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Employees · 24 to 27Mar 28, 2025 to Mar 27, 2026
- Discretionary RAUM · $1.9B to $2.1BMar 28, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $1.9B to $2.1BMar 28, 2025 to Mar 27, 2026
- RAUM · $1.9B to $2.1BMar 28, 2025 to Mar 27, 2026
- Advisory employees · 17 to 20Mar 27, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 28, 2025
- Discretionary RAUM · $2.1B to $1.9BMar 27, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $2.1B to $1.9BMar 27, 2024 to Mar 28, 2025
- RAUM · $2.1B to $1.9BMar 27, 2024 to Mar 28, 2025
- Accounts · 11 to 14Jan 9, 2024 to Mar 27, 2024
- Advisory employees · 14 to 17Jan 9, 2024 to Mar 27, 2024
- Pooled vehicle clients · 11 to 14Jan 9, 2024 to Mar 27, 2024
- Employees · 19 to 24Jan 9, 2024 to Mar 27, 2024
- Private funds · 11 to 14Jan 9, 2024 to Mar 27, 2024
- Discretionary RAUM · $1.2B to $2.1BJan 9, 2024 to Mar 27, 2024
- Pooled vehicle RAUM · $1.2B to $2.1BJan 9, 2024 to Mar 27, 2024
- RAUM · $1.2B to $2.1BJan 9, 2024 to Mar 27, 2024
- Accounts · 10 to 11Mar 31, 2022 to Mar 30, 2023
- Pooled vehicle clients · 10 to 11Mar 31, 2022 to Mar 30, 2023
- Employees · 17 to 19Mar 31, 2022 to Mar 30, 2023
- Private funds · 10 to 11Mar 31, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.1B to $1.2BMar 31, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.1B to $1.2BMar 31, 2022 to Mar 30, 2023
- RAUM · $1.1B to $1.2BMar 31, 2022 to Mar 30, 2023
- Accounts · 9 to 10Mar 30, 2021 to Mar 31, 2022
- Advisory employees · 11 to 14Mar 30, 2021 to Mar 31, 2022
- Pooled vehicle clients · 11 to 10Mar 30, 2021 to Mar 31, 2022
- Employees · 14 to 17Mar 30, 2021 to Mar 31, 2022
- Private funds · 11 to 10Mar 30, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.0B to $1.1BMar 30, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $1.0B to $1.1BMar 30, 2021 to Mar 31, 2022
- RAUM · $1.0B to $1.1BMar 30, 2021 to Mar 31, 2022
- Accounts · 8 to 9Mar 27, 2020 to Mar 30, 2021
- Pooled vehicle clients · 8 to 11Mar 27, 2020 to Mar 30, 2021
- Employees · 15 to 14Mar 27, 2020 to Mar 30, 2021
- Private funds · 8 to 11Mar 27, 2020 to Mar 30, 2021
- Discretionary RAUM · $576M to $1.0BMar 27, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $576M to $1.0BMar 27, 2020 to Mar 30, 2021
- RAUM · $576M to $1.0BMar 27, 2020 to Mar 30, 2021
- Accounts · 7 to 8Apr 4, 2019 to Mar 27, 2020
Signals
7 dated events
- L••• R•••• E••••• P••••••• reported RAUM $2.1B, up 77% from $1.2B (2024-01-09 to 2024-03-27)Mar 27, 2024 · RAUM change · derived
- N••••• A••••• C•••• (Partner) appeared on Schedule A of L••• R•••• E••••• P•••••••Mar 30, 2023 · Control person joined · fact
- Sheldon Jason Melton (Partner) appeared on Schedule A of L••• R•••• E••••• P•••••••Mar 30, 2023 · Control person joined · fact
- L••• R•••• E••••• P••••••• reported RAUM $1.0B, up 81% from $575.6M (2020-03-27 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- L••• R•••• E••••• P••••••• reported RAUM $575.6M, up 27% from $453.5M (2019-04-04 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- Angad Singh (Partner) appeared on Schedule A of L••• R•••• E••••• P•••••••Mar 27, 2020 · Control person joined · fact
- L••• R•••• C•••••• M••••••••• L• filed its initial SEC registration (Form ADV)Mar 28, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- L••• R•••• E••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- L••• R•••• E••••• P••••••• · Private Equityshared crd · organization
- L••• R•••• E••••• P••••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/long-ridgereportedpublic record, Form ADV, Sep 18, 2026
- Website
- LONG-RIDGE.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-951-8651reportedpublic record, Form ADV, Mar 27, 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