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••••••• ••••••••• L••
Latest filing Jul 8, 2026
First filing on the tape Aug 14, 2019 · 31 filings
SEC status approved since Sep 13, 2019
RAUM
$1.6B
reported, Item 5.F
Discretionary
41%
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
15 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
25
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$1.6B as of Jul 8, 2026
Mar 13, 2020$233M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 8, 2026
Mar 13, 20200 then
Employees (5.A)19 as of Jul 8, 2026
Mar 13, 20208 then
Private funds25 as of Jul 8, 2026
Mar 13, 20205 then
RAUM +114% over the last fiscal year+34% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 8, 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
- $28.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 41%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
- +114%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 vehiclesreportedItem 5.G
- Custody
- $1.6B, 54 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.5B95%
- Corporations and businesses$83.9M5.3%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 57reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.6B for 54 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.93 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
25 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L•••• C••••• O••••••••• F••• L•••no longer reported | Hedge Fund | $65.5M | 8 | Mar 30, 2021 |
| L•••• C••••• O••••••••• U• F•••• L• | Hedge Fund | $18.0M | 15 | Mar 13, 2020 |
| L• F• C••••••• L•• | Real Estate Fund | $17.8M | 2 | Mar 30, 2024 |
| L•••• 5• M••••••••• U• F••••• L• | Real Estate Fund | $15.6M | 27 | Mar 31, 2022 |
| L•••• G••••• F•••• S•• •• B••••• O• S••••••••• P•••••••• B•no longer reported | Hedge Fund | $15.3M | 3 | Jul 19, 2019 |
| A••••••• L•••• P•••• N•• L•••• F••• I•• L• | Real Estate Fund | $13.8M | 13 | Mar 31, 2023 |
| L•••• J•• L•• | Real Estate Fund | $13.7M | 3 | Mar 31, 2023 |
| L•••• C•••••• U• F•••••• L• | Real Estate Fund | $10.7M | 23 | Mar 31, 2023 |
| L• N••• I•••••••• L•• | Real Estate Fund | $8.7M | 9 | Mar 30, 2024 |
| L• I•• N•••• L•• | Real Estate Fund | $8.6M | 3 | Mar 30, 2024 |
| L•••• N• A••••• M••••••••• U• F•••••• L• | Real Estate Fund | $7.5M | 17 | Mar 31, 2022 |
| L•••• P•• P•••••••• C••• D•••• L• | Real Estate Fund | $6.9M | 20 | Mar 31, 2022 |
| L•• 0• B• O•••••••• L•• | Real Estate Fund | $6.3M | 3 | Mar 30, 2024 |
| L•••• L••• E•••••• U• F•••• L• | Real Estate Fund | $6.2M | 20 | Mar 31, 2022 |
| L•••• F•••••• H••••••••• U• F•••• L• | Real Estate Fund | $4.8M | 15 | Mar 13, 2020 |
| L•••• F•••••• H••••••••• F•••no longer reported | Real Estate Fund | $4.7M | 11 | Mar 30, 2021 |
| L•••• S•••• I•••• U• F•••••• L• | Real Estate Fund | $3.8M | 4 | Mar 31, 2023 |
| L•••• P•• P•••••••• 2• C••• D•••• L• | Real Estate Fund | $3.8M | 4 | Mar 31, 2023 |
| L•••• S•••• L••• C••• D•••• L• | Real Estate Fund | $3.7M | 10 | Mar 31, 2022 |
| L•••• G••••• V••••••• L•• | Real Estate Fund | $2.3M | 6 | Mar 31, 2023 |
| E••••••• R••• E••••• I••••••••• I•••no longer reported | Real Estate Fund | $2.2M | 3 | Jul 19, 2019 |
| L•••• R••• E••••• I•• F••• L• | Real Estate Fund | $2.1M | 5 | Mar 31, 2023 |
| S••••••••• F••• I• L• | Real Estate Fund | $1.5M | 13 | Mar 31, 2023 |
| L•••• C• H••••••••• F••• U•• L• | Real Estate Fund | $915,469 | 1 | Mar 13, 2020 |
| L•• M••••••••• L•• | Real Estate Fund | $1,562 | 4 | Jul 19, 2019 |
Owners and control persons
Schedule A and B, latest filing
- G••••• M••••••• C•••••• · Chief Risk Officercontrolsince 03/2019 · owns less than 5%
- M•••••••• T••••• H••••• · Chief Legal Officercontrolsince 07/2024 · owns less than 5%
- R•••••••• J•••••• E•••• · Chief Compliance Officercontrolsince 10/2022 · owns less than 5%
- S•••••• S••••••• R••••• · Member And Chief Executive Officercontrolsince 06/2015 · owns 50% to 75%
- S••••• A••••••••• A••••••• D• L••• G• D• S•••• · Chief Financial Officercontrolsince 02/2017 · owns less than 5%
- H••••••• E•••••••• R••• · Managing Membercontrolsince 08/2017 · owns 75% or more of L•••• H••••••• L••
Entity owners
- L•••• U••• L•• · Managing Memberdirect · owns 50% to 75%
- L•••• H••••••• L•• · Managing Memberindirect · owns 75% or more of L•••• U••• L••
Related persons
Schedule D 7.A
- A•••• C•••••• P••••••• L••investment advisernRAUM $5.3B
- L• C••••••• G•• L••pooled vehicle sponsory
- L• O••••••• F••• G•• L•••pooled vehicle sponsory
- L•• G•••• G•• L••pooled vehicle sponsory
- L•••• F•••••••• S••••••• G••••• D• R••••••• L••••investment advisern
- L•••• 5• M••••••••• G•• L••pooled vehicle sponsory
- L•••• A••••••••• D• R••••••• L••••investment advisern
- L•••• A••••••• N•• L•••• J• G•• L••pooled vehicle sponsory
- L•••• C•••••• G•• L••pooled vehicle sponsory
- L•••• C• G•• L•••pooled vehicle sponsory
- L•••• C••••• G••••• D• R••••••• L••••investment advisern
- L•••• C••••• O••••••••• U• G•• L••pooled vehicle sponsory
- L•••• F•••••• G•• L••pooled vehicle sponsory
- L•••• L••• E•••••• G•• L••pooled vehicle sponsory
- L•••• M• M••••••••• F••• G•• L••pooled vehicle sponsory
- L•••• N• A••••• M••••••••• G•• L••pooled vehicle sponsory
- L•••• R••• E••••• I•• G•• L••pooled vehicle sponsory
- L•••• S•••• I•••• G•• L••pooled vehicle sponsory
- L•••• U• R••• E••••• O••••••••• G•• L••pooled vehicle sponsory
- L•••• U••• L••investment adviseryRAUM $126M
- L•• G•• L•••pooled vehicle sponsory
- L•• 2• G•• L••pooled vehicle sponsory
- L•• G•• L••pooled vehicle sponsory
- L•• G•• L••pooled vehicle sponsory
- P••••• R••• E••••• G•••••• D• R••••••• L••••investment advisern
- S••••••••• G• I• L••pooled vehicle sponsory
Advisers that list L•••• C•••••• P••••••• ••••••••• L•• as a related person
Offices
Schedule D 1.F, the 25 largest
- New York, NY1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- discretionary share shiftChange between filings · filing Mar 31, 2026discretionary share of RAUM moved from 83.0% to 41.0% between the annual amendments of 2025-03-31 and 2026-03-31peers: asset managers, $1B to $5B (1,506)
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $751,132,653 to $1,610,065,330 (+114.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1368 comparable advisers, 95.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 95% percentile
What changed
consecutive filings, newest first
- Accounts · 56 to 57Aug 28, 2025 to Mar 31, 2026
- Advisory employees · 23 to 15Aug 28, 2025 to Mar 31, 2026
- Corporate clients · 8 to 6Aug 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 47 to 50Aug 28, 2025 to Mar 31, 2026
- Assets in custody · $721M to $1.6BAug 28, 2025 to Mar 31, 2026
- Employees · 27 to 19Aug 28, 2025 to Mar 31, 2026
- Private funds · 27 to 25Aug 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $623M to $667MAug 28, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $128M to $944MAug 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $575M to $1.5BAug 28, 2025 to Mar 31, 2026
- RAUM · $751M to $1.6BAug 28, 2025 to Mar 31, 2026
- Financial planning clients · unset to May 7, 2025 to Jul 23, 2025
- Private funds · 30 to 27Mar 31, 2025 to May 7, 2025
- Accounts · 45 to 56Jul 25, 2024 to Mar 31, 2025
- Advisory employees · 15 to 23Jul 25, 2024 to Mar 31, 2025
- Corporate clients · 7 to 8Jul 25, 2024 to Mar 31, 2025
- Pooled vehicle clients · 37 to 47Jul 25, 2024 to Mar 31, 2025
- Assets in custody · $621M to $721MJul 25, 2024 to Mar 31, 2025
- Employees · 20 to 27Jul 25, 2024 to Mar 31, 2025
- Private funds · 21 to 30Jul 25, 2024 to Mar 31, 2025
- Discretionary RAUM · $563M to $623MJul 25, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $159M to $128MJul 25, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $545M to $575MJul 25, 2024 to Mar 31, 2025
- RAUM · $722M to $751MJul 25, 2024 to Mar 31, 2025
- Related broker-dealer · true to falseMay 24, 2024 to Jul 25, 2024
- Accounts · 38 to 45Mar 5, 2024 to Mar 30, 2024
- Advisory employees · 16 to 15Mar 5, 2024 to Mar 30, 2024
- BD registered reps · 1 to 0Mar 5, 2024 to Mar 30, 2024
- Corporate clients · 6 to 7Mar 5, 2024 to Mar 30, 2024
- Pooled vehicle clients · 32 to 37Mar 5, 2024 to Mar 30, 2024
- Assets in custody · $585M to $621MMar 5, 2024 to Mar 30, 2024
- Employees · 19 to 20Mar 5, 2024 to Mar 30, 2024
- Private funds · 17 to 21Mar 5, 2024 to Mar 30, 2024
- Discretionary RAUM · $554M to $563MMar 5, 2024 to Mar 30, 2024
- Non-discretionary RAUM · $122M to $159MMar 5, 2024 to Mar 30, 2024
- Pooled vehicle RAUM · $573M to $545MMar 5, 2024 to Mar 30, 2024
- RAUM · $676M to $722MMar 5, 2024 to Mar 30, 2024
- Accounts · 24 to 38Jan 13, 2023 to Mar 31, 2023
- Advisory employees · 8 to 16Jan 13, 2023 to Mar 31, 2023
- BD registered reps · 0 to 1Jan 13, 2023 to Mar 31, 2023
Signals
9 dated events
- L•••• C•••••• P••••••• ••••••••• L•• reported RAUM $1.6B, up 114% from $751.1M (2025-08-28 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Helena Thais Monteiro (Chief Legal Officer) appeared on Schedule A of L•••• C•••••• P••••••• ••••••••• L••Jul 25, 2024 · Control person joined · fact
- Hutten Taina Camargo (Chief Legal Officer) no longer on Schedule A of L•••• C•••••• P••••••• ••••••••• L•• (listed 2024-05-24, absent 2024-07-25)Jul 25, 2024 · Control person left · inference
- L•••• C•••••• P••••••• ••••••••• L•• reported RAUM $675.9M, up 156% from $264.4M (2023-01-13 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- M Robert Brito (Chief Compliance Officer) no longer on Schedule A of L•••• C•••••• P••••••• ••••••••• L•• (listed 2022-03-31, absent 2022-11-17)Nov 17, 2022 · Control person left · inference
- Elias Joseph Reigadas (Chief Compliance Officer) appeared on Schedule A of L•••• C•••••• P••••••• ••••••••• L••Nov 17, 2022 · Control person joined · fact
- M Robert Brito (Chief Compliance Officer) appeared on Schedule A of L•••• C•••••• P••••••• ••••••••• L••Mar 13, 2020 · Control person joined · fact
- Hutten Taina Camargo (Chief Legal Officer) appeared on Schedule A of L•••• C•••••• P••••••• ••••••••• L••Mar 13, 2020 · Control person joined · fact
- L•••• C•••••• P••••••• ••••••••• L•• filed its initial SEC registration (Form ADV)Aug 14, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- L•••• C•••••• P••••••• ••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- L•••• C•••••• P••••••• ••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- lnlcap.com/lnl-capitalreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 305-929-9200reportedpublic record, Form ADV, Jul 8, 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••••••• ••••••••• 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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