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••• A•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Oct 26, 2018 · 11 filings
SEC status approved since Nov 26, 2018
RAUM
$233M
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
16
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$233M as of Mar 31, 2026
Mar 27, 2019$365M then
HNW client RAUM$0 as of Mar 31, 2026
Mar 27, 2019$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 27, 20190 then
Employees (5.A)16 as of Mar 31, 2026
Mar 27, 20198 then
Private funds2 as of Mar 31, 2026
Mar 27, 20196 then
RAUM -21% over the last fiscal year-6.3% 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
- $46.6MderivedRAUM 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
- -21%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
- 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)
- 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$233M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 5reported
- 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=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
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| P••• 1• E••••• H•••••••• L• | Private Equity Fund | $523M | 224 | Mar 28, 2024 |
| B••• G••••••• L• | Private Equity Fund | $119M | 79 | Oct 26, 2018 |
| L••• M•••••••• L• | Private Equity Fund | $94.5M | 71 | Oct 26, 2018 |
| B••• M•••••••• L• | Private Equity Fund | $43.1M | 2 | Oct 26, 2018 |
| L••• R•••••• L• | Private Equity Fund | $25.1M | 58 | Oct 26, 2018 |
| L••• K••• L• | Private Equity Fund | $710,831 | 18 | Oct 26, 2018 |
| L••• M•••••• L•no longer reported | Private Equity Fund | $100 | 9 | Oct 26, 2018 |
Owners and control persons
Schedule A and B, latest filing
- L••••••••• R•••••• · Chief Compliance Officercontrolsince 04/2022 · owns less than 5%
- S••••••• P••••••• J•••• · Managing Partnercontrolsince 05/2016 · owns less than 5%
- S••••••• T•••• B••••••• · Managing Partnercontrolsince 05/2016 · owns less than 5%
- S••••••• P••••••• J•••• · Membercontrolsince 05/2016 · owns 75% or more of P•• H••••••• G•••••• L••
- S••••••• T•••• B••••••• · Membercontrolsince 05/2016 · owns 75% or more of T••••• L••
Entity owners
- H••••••• 6••• L••• · Memberdirect · owns 50% to 75%
- P•• H•••••••• L• · Memberdirect · owns 50% to 75%
- P•• H••••••• G•••••• L•• · General Partnerindirect · owns 75% or more of P•• H•••••••• L•
- T••••• L•• · General Partnerindirect · owns 75% or more of H••••••• 6••• L•••
Related persons
Schedule D 7.A
- L••• E••••• F••• H••••••• I• G•••••• L••pooled vehicle sponsorn
- L••• G•••••• L••pooled vehicle sponsorn
- L••• K•• G•••••• L••pooled vehicle sponsorn
- P••• 1• E• G•••••• L••pooled vehicle sponsorn
- P••• 1• E••••• H••••••• G•••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 11 to 8Mar 31, 2025 to Mar 31, 2026
- Employees · 11 to 16Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $296M to $233MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $296M to $233MMar 31, 2025 to Mar 31, 2026
- RAUM · $296M to $233MMar 31, 2025 to Mar 31, 2026
- Advisory employees · 3 to 11Mar 28, 2024 to Mar 31, 2025
- Business name · L••••• S••• C•••••• P•••••••• L•• to L••• A•••••••• L••Mar 28, 2024 to Mar 31, 2025
- Employees · 10 to 11Mar 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 31, 2025
- Legal name · L••••• S••• C•••••• P•••••••• L•• to L••• A•••••••• L••Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $524M to $296MMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $524M to $296MMar 28, 2024 to Mar 31, 2025
- RAUM · $524M to $296MMar 28, 2024 to Mar 31, 2025
- Advisory employees · 6 to 3Mar 31, 2023 to Mar 28, 2024
- Assets in custody · unset to 0.0Mar 31, 2023 to Mar 28, 2024
- Employees · 8 to 10Mar 31, 2023 to Mar 28, 2024
- Private funds · 5 to 2Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $284M to $524MMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $284M to $524MMar 31, 2023 to Mar 28, 2024
- RAUM · $284M to $524MMar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $216M to $284MMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $216M to $284MMar 31, 2022 to Mar 31, 2023
- RAUM · $216M to $284MMar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $150M to $216MApr 30, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $150M to $216MApr 30, 2021 to Mar 31, 2022
- RAUM · $150M to $216MApr 30, 2021 to Mar 31, 2022
- Discretionary RAUM · $150M to $150MMar 30, 2021 to Apr 30, 2021
- Pooled vehicle RAUM · $150M to $150MMar 30, 2021 to Apr 30, 2021
- RAUM · $150M to $150MMar 30, 2021 to Apr 30, 2021
- Discretionary RAUM · $125M to $150MMar 27, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $125M to $150MMar 27, 2020 to Mar 30, 2021
- RAUM · $125M to $150MMar 27, 2020 to Mar 30, 2021
- Accounts · 6 to 5Mar 27, 2019 to Mar 27, 2020
- Pooled vehicle clients · 6 to 5Mar 27, 2019 to Mar 27, 2020
- Private funds · 6 to 5Mar 27, 2019 to Mar 27, 2020
- Discretionary RAUM · $365M to $125MMar 27, 2019 to Mar 27, 2020
- Pooled vehicle RAUM · $365M to $125MMar 27, 2019 to Mar 27, 2020
- RAUM · $365M to $125MMar 27, 2019 to Mar 27, 2020
- Discretionary RAUM · $421M to $365MOct 26, 2018 to Mar 27, 2019
- Pooled vehicle RAUM · $421M to $365MOct 26, 2018 to Mar 27, 2019
Signals
6 dated events
- L••• A•••••••• L•• reported RAUM $296.3M, down 43% from $523.8M (2024-03-28 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- L••• A•••••••• L•• reported RAUM $523.8M, up 85% from $283.6M (2023-03-31 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- R•••••• L•••••••• (Chief Compliance Officer) appeared on Schedule A of L••• A•••••••• L••Mar 31, 2022 · Control person joined · fact
- Mccrorey Darien Hill (Vice President, Chief Compliance Officer) no longer on Schedule A of L••• A•••••••• L•• (listed 2021-04-30, absent 2021-04-30)Apr 30, 2021 · Control person left · inference
- L••• A•••••••• L•• reported RAUM $125.2M, down 66% from $365.4M (2019-03-27 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- L••••• S••• C•••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Oct 26, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- L••• A•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- L••••• S••• C•••••• P•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/legacy-star-capital-partners-llcreportedpublic record, Form ADV, Sep 19, 2026
- Website
- l•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 512-407-2600reportedpublic 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