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
J•• P•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Oct 31, 2016 · 18 filings
SEC status approved since Nov 4, 2016
RAUM
$7.4B
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
36
36 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
42
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$7.4B as of Mar 31, 2026
Mar 28, 2017$4.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20170 then
Employees (5.A)36 as of Mar 31, 2026
Mar 28, 201733 then
Private funds42 as of Mar 31, 2026
Mar 28, 201716 then
RAUM +37% over the last fiscal year+30% 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
- $176MderivedRAUM 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
- +37%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 pooled vehicles, otherreportedItem 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$7.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 42reported
- 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
36 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| J•• P••••••• F••• V••• L••• | Private Equity Fund | $1.3B | 83 | Mar 30, 2015 |
| J•• P••••••• F••• V•••• L••• | Private Equity Fund | $1.0B | 58 | Mar 31, 2020 |
| J•• P••••••• F••• V•• S•••••••• •• I•• L••• | Private Equity Fund | $490M | 13 | Mar 30, 2022 |
| J•• P••••••• F••• V••• •••••••• L••• | Private Equity Fund | $358M | 58 | Mar 31, 2021 |
| J•• J•• C••••••••• L••• | Private Equity Fund | $178M | 20 | Mar 30, 2022 |
| J•• P••••••• F••• V•• L••• | Private Equity Fund | $127M | 38 | Feb 15, 2012 |
| J•• M••••••••• C••••••••• L••• | Private Equity Fund | $111M | 11 | Mar 31, 2021 |
| C••••••••• I••••••••• H•••••••• L•• | Private Equity Fund | $99.7M | 69 | Mar 30, 2023 |
| J•• M••••••• T••••• L• | Private Equity Fund | $97.9M | 7 | Mar 28, 2019 |
| J•• P• H•••••••• L•• | Private Equity Fund | $79.8M | 37 | Mar 30, 2016 |
| J•• P••••••• F••• V• L••• | Private Equity Fund | $74.3M | 74 | Feb 15, 2012 |
| M••••••••• G•••• H•••••••• L•• | Private Equity Fund | $67.6M | 10 | Mar 31, 2021 |
| J•• P••••••• F••• V••• A•• I• L••• | Private Equity Fund | $51.6M | 58 | Mar 30, 2023 |
| J•• P••••••• F••• V•• S•••••••• ••• L••• | Private Equity Fund | $46.9M | 4 | Mar 30, 2022 |
| J•• A••• L•• | Private Equity Fund | $44.3M | 59 | Mar 30, 2016 |
| J•• P••••••• F••• V••• H•• L• | Private Equity Fund | $24.1M | 58 | Mar 28, 2024 |
| J•• J••• L•• | Private Equity Fund | $21.3M | 16 | Mar 31, 2021 |
| J•• P••••••• F••• V• ••••••••• L••• | Private Equity Fund | $19.4M | 38 | Mar 30, 2015 |
| J•• P•••••• C••••••••• F•••• L••• | Private Equity Fund | $18.0M | 24 | Mar 30, 2015 |
| J•• P••••••• F••• I• A•• I•• L••• | Private Equity Fund | $17.1M | 56 | Mar 30, 2022 |
| J•• P••••••• L•• | Private Equity Fund | $12.0M | 9 | Mar 30, 2016 |
| J•• C••••••••• H••••••• L•• | Private Equity Fund | $10.2M | 3 | Mar 28, 2024 |
| J•• P••••••• F••• I• A•• I• L••• | Private Equity Fund | $8.9M | 56 | Mar 30, 2022 |
| J•• H••• L•• | Private Equity Fund | $7.5M | 2 | Mar 31, 2020 |
| H•••••• S•••••• A••••••••• L•• | Private Equity Fund | $6.1M | 2 | Mar 28, 2024 |
| J•• P••••••• F••• I•• L••• | Private Equity Fund | $5.6M | 56 | Feb 15, 2012 |
| J•• P••••••• F••• V• ••• P•••••••• L••• | Private Equity Fund | $4.9M | 74 | Mar 30, 2015 |
| J•• C•••• H•••••••• L••no longer reported | Private Equity Fund | $4.3M | 8 | Mar 30, 2015 |
| J•• X•• H•••••••• L••no longer reported | Private Equity Fund | $407,311 | 17 | Mar 29, 2018 |
| J•• S•• J•••• L•• | Private Equity Fund | $26,794 | 1 | Mar 30, 2015 |
| J•• F••• V• A•• I•• L••• | Private Equity Fund | $0 | 15 | Feb 15, 2012 |
| J•• B••••••••• S••••••••• L•• | Private Equity Fund | $0 | 8 | Mar 31, 2021 |
| W••• J•• H•••••••• L••no longer reported | Private Equity Fund | $0 | 59 | Mar 30, 2016 |
| J•• F••• V•• D••••••••• L• | Private Equity Fund | $0 | 2 | Mar 28, 2019 |
| J•• F••• A••• L••• | Private Equity Fund | $0 | 59 | Feb 15, 2012 |
| J•• I•••• I•• L••no longer reported | Private Equity Fund | $0 | 2 | Mar 30, 2015 |
Owners and control persons
Schedule A and B, latest filing
- A•••••••• D••••• · Member Ownercontrolsince 09/2016 · owns 25% to 50%
- H••••••• K•••• · Member Ownercontrolsince 09/2016 · owns 25% to 50%
- L•••• P•••• S••••• · Chief Executive Officercontrolsince 05/1993 · owns less than 5%
- R••••••••• F••••••••• J••• · Member Ownercontrolsince 09/2016 · owns 25% to 50%
- S••••••••• D••••• R••••• · Chief Financial Officer / Chief Compliance Officersince 02/2018 · owns less than 5%
Related persons
Schedule D 7.A
- J•• A••••••••• I•• L•••investment adviserpooled vehicle sponsorn
- J•• A••••••••• V• ••• P•••••••• L•••investment adviserpooled vehicle sponsorn
- J•• A••••••••• V• ••••••••• L•••investment adviserpooled vehicle sponsorn
- J•• A••••••••• V• L•••investment adviserpooled vehicle sponsorn
- J•• A••••••••• V• ••••••••• L•••investment adviserpooled vehicle sponsorn
- J•• A••••••••• V•• L•••investment adviserpooled vehicle sponsorn
- J•• A••••••••• V•• S•••••••• ••• L•••investment adviserpooled vehicle sponsorn
- J•• A••••••••• V••• L•••investment adviserpooled vehicle sponsorn
- J•• A••••••••• V••• ••••••• L•••investment adviserpooled vehicle sponsorn
- J•• A••••••••• V•••• L•••investment adviserpooled vehicle sponsorn
- J•• J•• C•••••••• A••••••••• V•••• L•••investment adviserpooled vehicle sponsorn
- J•• P••••••• F••• I•••investment advisernRAUM $132M
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Mar 31, 2026custody of client assets (Item 9.A): no on the filing of 2025-03-28, yes on the filing of 2026-03-31peers: asset managers, $5B to $20B (684)
What changed
consecutive filings, newest first
- Accounts · 35 to 42Mar 28, 2025 to Mar 31, 2026
- Advisory employees · 20 to 36Mar 28, 2025 to Mar 31, 2026
- Advisory activities · 1 to 2Mar 28, 2025 to Mar 31, 2026
- Business name · J•• P••••••• L•• to J•• P•••••••• L••Mar 28, 2025 to Mar 31, 2026
- Assets in custody · unset to 0.0Mar 28, 2025 to Mar 31, 2026
- Custody of client assets · false to trueMar 28, 2025 to Mar 31, 2026
- Employees · 28 to 36Mar 28, 2025 to Mar 31, 2026
- Legal name · J•• P••••••• L•• to J•• P•••••••• L••Mar 28, 2025 to Mar 31, 2026
- Private funds · 35 to 42Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $5.4B to $7.4BMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $5.4B to $7.4BMar 28, 2025 to Mar 31, 2026
- RAUM · $5.4B to $7.4BMar 28, 2025 to Mar 31, 2026
- Accounts · 31 to 35Apr 16, 2024 to Mar 28, 2025
- Advisory employees · 21 to 20Apr 16, 2024 to Mar 28, 2025
- Pooled vehicle clients · 31 to 35Apr 16, 2024 to Mar 28, 2025
- Financial planning clients · unset to Apr 16, 2024 to Mar 28, 2025
- Private funds · 31 to 35Apr 16, 2024 to Mar 28, 2025
- Discretionary RAUM · $4.3B to $5.4BApr 16, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $4.3B to $5.4BApr 16, 2024 to Mar 28, 2025
- RAUM · $4.3B to $5.4BApr 16, 2024 to Mar 28, 2025
- Discretionary RAUM · $3.9B to $4.3BMar 28, 2024 to Apr 16, 2024
- Pooled vehicle RAUM · $3.9B to $4.3BMar 28, 2024 to Apr 16, 2024
- RAUM · $3.9B to $4.3BMar 28, 2024 to Apr 16, 2024
- Accounts · 29 to 31Mar 30, 2023 to Mar 28, 2024
- Advisory employees · 20 to 21Mar 30, 2023 to Mar 28, 2024
- Pooled vehicle clients · 29 to 31Mar 30, 2023 to Mar 28, 2024
- Private funds · 29 to 31Mar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $3.4B to $3.9BMar 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $3.4B to $3.9BMar 30, 2023 to Mar 28, 2024
- RAUM · $3.4B to $3.9BMar 30, 2023 to Mar 28, 2024
- Advisory employees · 18 to 20Nov 17, 2022 to Mar 30, 2023
- Discretionary RAUM · $3.3B to $3.4BNov 17, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $3.3B to $3.4BNov 17, 2022 to Mar 30, 2023
- RAUM · $3.3B to $3.4BNov 17, 2022 to Mar 30, 2023
- Accounts · 25 to 29Mar 31, 2021 to Mar 30, 2022
- Advisory employees · 17 to 18Mar 31, 2021 to Mar 30, 2022
- Pooled vehicle clients · 25 to 29Mar 31, 2021 to Mar 30, 2022
- Employees · 27 to 28Mar 31, 2021 to Mar 30, 2022
- Private funds · 25 to 29Mar 31, 2021 to Mar 30, 2022
- Discretionary RAUM · $3.6B to $3.3BMar 31, 2021 to Mar 30, 2022
Signals
6 dated events
- J•• P•••••••• L•• reported RAUM $7.4B, up 37% from $5.4B (2025-03-28 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Stewart Eugene Hahn (Member Owner) no longer on Schedule A of J•• P•••••••• L•• (listed 2020-03-31, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- J•• P•••••••• L•• reported RAUM $3.3B, up 34% from $2.4B (2019-03-28 to 2020-03-31)Mar 31, 2020 · RAUM change · derived
- J•• P•••••••• L•• reported RAUM $2.0B, down 51% from $4.1B (2017-09-26 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- J•• P••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)Oct 31, 2016 · Succession (Item 4) · fact
- J•• P••••••• L•• filed its initial SEC registration (Form ADV)Oct 31, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- J•• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- J•• P••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/jll-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- jllpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-286-8600reportedpublic 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 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