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•••••••
Legal name L••••••••• C•••••• P••••••• L••
Latest filing Mar 25, 2026
First filing on the tape Aug 24, 2016 · 16 filings
SEC status approved since Sep 20, 2016
RAUM
$5.7B
reported, Item 5.F
Discretionary
97%
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
35
21 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
10
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$5.7B as of Mar 25, 2026
Mar 30, 2017$3.7B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Mar 30, 20170 then
Employees (5.A)35 as of Mar 25, 2026
Mar 30, 201720 then
Private funds10 as of Mar 25, 2026
Mar 30, 20175 then
RAUM +39% over the last fiscal year+1.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 25, 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
- $286MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 25%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
- +39%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
- has discretionary authority over which securities are bought or sold (8.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.1B74%
- Pension and profit-sharing plans$579M10%
- Sovereign wealth funds$534M9.7%
- Insurance companies$325M5.9%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 1reported
- Charitable clients
- 0reported
- Accounts
- 20reported
- 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=0.72 institutional_share=0.25 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
11 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L••••••••• U•••• I•• F••• P•• | Hedge Fund | $641M | 26 | Mar 31, 2022 |
| L••••••••• D••••••••• I•••••••• L••••• I••••••••• F••• P•• | Hedge Fund | $420M | 23 | Mar 24, 2016 |
| L••••••••• L••• I•••••••• L••••• I••••••••• F••• I•• L••• | Hedge Fund | $277M | 11 | Mar 29, 2018 |
| L••••••••• L••• I•••••••• L••••• I••••••••• F••• I•• L••• | Hedge Fund | $273M | 10 | Mar 31, 2022 |
| L••••••••• V•••• I•••••••• L••••• I••••••••• F••• P•• | Hedge Fund | $256M | 89 | Mar 24, 2016 |
| L••••••••• L••• I•••••••• L••••• I••••••••• F••• P•• | Hedge Fund | $216M | 12 | Mar 24, 2016 |
| L••••••••• C•••••• I•••••••• L••••• I••••••••• I•••no longer reported | Hedge Fund | $186M | 6 | Mar 30, 2017 |
| L••••••••• N•• C•• F•••• I•••••••• L••••• I••••••••• F••• I••• | Hedge Fund | $122M | 9 | Mar 30, 2017 |
| L••••••••• R••••• R••• I•••••••• L••••• I••••••••• F••• I••• | Hedge Fund | $115M | 7 | Mar 29, 2018 |
| L••••••••• U•••• I•• F••• P••no longer reported | Hedge Fund | $95.0M | 34 | Mar 24, 2016 |
| L••••••••• I•••••••• F•••••• F••• L• | Hedge Fund | $37.5M | 1 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- A••••••••• L•••• •••• · Chief Executive Officer And L•••••• Liability Partner - Individual Partnercontrolsince 05/2008 · owns less than 5%
- L••••••••• C••••••••• J•••• · Chief Financial Officer, Chief Operations Officercontrolsince 05/2008 · owns less than 5%
- W••••• J•••• H•••• E••••• · Chairman And L•••••• Liability Partner - Individual Partnercontrolsince 05/2008 · owns 5% to 10%
- C••••• P••••• J•••• · General Counsel & Chief Compliance Officersince 08/2022 · owns less than 5%
Entity owners
- M•••• I•••••••• G•••• H••••••• I•• · Shareholderindirect · owns 75% or more of M••••• S••••••• I•••••••• C•••••• L••••••
- M••••• S••••••• I•••••••• C•••••• L•••••• · L•••••• Liability Partner - Corporate Partnerdirect · owns 75% or more
Related persons
Schedule D 7.A
- M••••• S••••••• I•••••••• C••• L•••real estatey
- M•••• I•••••••• G•••• H•••••••• I•••real estaten
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Pension plan clients · unset to 1.0Mar 31, 2025 to Mar 25, 2026
- Employees · 31 to 35Mar 31, 2025 to Mar 25, 2026
- Discretionary RAUM · $4.1B to $5.5BMar 31, 2025 to Mar 25, 2026
- Non-discretionary RAUM · $0 to $190MMar 31, 2025 to Mar 25, 2026
- Pension RAUM · $604M to $579MMar 31, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $3.2B to $4.1BMar 31, 2025 to Mar 25, 2026
- RAUM · $4.1B to $5.7BMar 31, 2025 to Mar 25, 2026
- Accounts · 18 to 20Mar 28, 2024 to Mar 31, 2025
- Pooled vehicle clients · 16 to 15Mar 28, 2024 to Mar 31, 2025
- Employees · 32 to 31Mar 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 31, 2025
- HQ state · unset to Mar 28, 2024 to Mar 31, 2025
- Private funds · 9 to 10Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $4.7B to $4.1BMar 28, 2024 to Mar 31, 2025
- Pension RAUM · $894M to $604MMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $3.5B to $3.2BMar 28, 2024 to Mar 31, 2025
- RAUM · $4.7B to $4.1BMar 28, 2024 to Mar 31, 2025
- Private funds · 8 to 9Mar 29, 2023 to Mar 28, 2024
- Discretionary RAUM · $5.5B to $4.7BMar 29, 2023 to Mar 28, 2024
- Pension RAUM · $1.1B to $894MMar 29, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $4.0B to $3.5BMar 29, 2023 to Mar 28, 2024
- RAUM · $5.5B to $4.7BMar 29, 2023 to Mar 28, 2024
- Pooled vehicle clients · 15 to 16Oct 25, 2022 to Mar 29, 2023
- Employees · 31 to 32Oct 25, 2022 to Mar 29, 2023
- Discretionary RAUM · $6.1B to $5.5BOct 25, 2022 to Mar 29, 2023
- Pension RAUM · $1.5B to $1.1BOct 25, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $4.4B to $4.0BOct 25, 2022 to Mar 29, 2023
- RAUM · $6.1B to $5.5BOct 25, 2022 to Mar 29, 2023
- Accounts · 17 to 18Oct 14, 2021 to Mar 31, 2022
- Advisory employees · 18 to 21Oct 14, 2021 to Mar 31, 2022
- Pooled vehicle clients · 14 to 15Oct 14, 2021 to Mar 31, 2022
- Employees · 26 to 31Oct 14, 2021 to Mar 31, 2022
- Private funds · 6 to 8Oct 14, 2021 to Mar 31, 2022
- Discretionary RAUM · $6.4B to $6.1BOct 14, 2021 to Mar 31, 2022
- Pension RAUM · $1.5B to $1.5BOct 14, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $4.7B to $4.4BOct 14, 2021 to Mar 31, 2022
- RAUM · $6.4B to $6.1BOct 14, 2021 to Mar 31, 2022
- Accounts · 18 to 17Mar 30, 2020 to Mar 25, 2021
- Pooled vehicle clients · 15 to 14Mar 30, 2020 to Mar 25, 2021
- Discretionary RAUM · $5.6B to $6.4BMar 30, 2020 to Mar 25, 2021
Signals
3 dated events
- L••••••••• C•••••• P••••••• reported RAUM $5.7B, up 39% from $4.1B (2025-03-31 to 2026-03-25)Mar 25, 2026 · RAUM change · derived
- L••••••••• C•••••• P••••••• reported RAUM $4.8B, up 30% from $3.7B (2017-03-30 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- L••••••••• C•••••• P••••••• L•• filed its initial SEC registration (Form ADV)Aug 24, 2016 · First SEC registration · fact
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
- Website
- L•••••••••CP.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- +44 (0)20 78717290reportedpublic record, Form ADV, Mar 25, 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