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• S•••••• C•••••• P•••••••

Asset manager (funds and pooled vehicles)Newport Beach, CaliforniaCRD 288509SEC 801-111654website IAPD

Legal name L• S•••••• C•••••• M••••••••• L•

Latest filing Sep 1, 2026

First filing on the tape Aug 10, 2017 · 22 filings

SEC status approved since Sep 11, 2017

RAUM

$2.0B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

8.9%

$182M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

15 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

22 filings and snapshots on the tape

RAUM$2.0B as of May 18, 2026

Mar 26, 2018$441M then

HNW client RAUM$182M as of May 18, 2026

Mar 27, 2024$11.5M then

State-registered IARs (5.B.3)0 as of May 18, 2026

Mar 26, 20180 then

Employees (5.A)18 as of May 18, 2026

Mar 26, 20188 then

Private funds23 as of May 18, 2026

Mar 26, 20187 then

RAUM +31% over the last fiscal year+26% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Sep 1, 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: $292MderivedRAUM 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: +31%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: $2.0B, 7 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)
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$1.9B91%
High-net-worth individuals$182M8.9%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 7reported
Financial planning clients: n/areported
Wrap fee programs: noreported
Custody of client assets: $2.0B for 7 clientsreported
Compensation: % of AUM, performancereported
Class basis: private_client_share=0.09 fund_share=0.91 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

Every departure Every arrival

Private funds

22 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
L• S•••••• C•••••• P••••••• I• L•• • S••••• O•••••	Private Equity Fund	$231M	19	Aug 10, 2017
L• S•••••• C•••••• P••••••• I• L•• • S••••• R••••• S•••••••••	Private Equity Fund	$156M	20	Mar 16, 2020
L• S•••••• C•••••• P••••••• I•• L••• S••••• L••••••••	Private Equity Fund	$136M	41	Mar 28, 2022
L• S•••••• C•••••• P••••••• L•• • S••••• F•••••••	Private Equity Fund	$128M	11	Aug 10, 2017
L• S•••••• C•••••• P••••••• I•• L••• S••••• L••••••• R••••••••	Private Equity Fund	$127M	38	Mar 28, 2022
L• S•••••• C•••••• P••••••• L•• • S••••• T••••••• S•••••••••no longer reported	Private Equity Fund	$118M	16	Aug 10, 2017
L• S•••••• C•••••• P••••••• I••• L•	Private Equity Fund	$116M	10	Mar 27, 2024
L• S•••••• C•••••• P••••••• I•• L••• S••••• C••••	Private Equity Fund	$93.2M	41	Mar 28, 2022
L• S•••••• C•••••• P••••••• I•• L••• S••••• F•••••••	Private Equity Fund	$75.0M	38	Mar 24, 2023
L• S•••••• C•••••• P••••••• I•• L•• • 2••• S••••• F•••••••	Private Equity Fund	$72.2M	40	Mar 26, 2021
L• S•••••• C•••••• P••••••• I• L•• • S••••• K•••••no longer reported	Private Equity Fund	$71.7M	19	Mar 19, 2019
L• S•••••• C•••••• P••••••• I•• L••• S••••• S••••••• T•••	Private Equity Fund	$69.9M	41	Mar 28, 2022
L• S•••••• C•••••• P••••••• I••• L•	Private Equity Fund	$63.7M	9	Mar 27, 2024
L• S•••••• C•••••• P••••••• I•• L•• • S••••• E••	Private Equity Fund	$57.9M	38	Mar 27, 2024
L• S•••••• C•••••• P••••••• I• L•• • S••••• U••••• S••••	Private Equity Fund	$55.0M	19	Mar 26, 2018
L• S•••••• C•••••• P••••••• L•• • S••••• E••••no longer reported	Private Equity Fund	$30.3M	17	Aug 10, 2017
L• S•••••• C•••••• P••••••• I• L•• S••••• M••	Private Equity Fund	$18.8M	70	Mar 27, 2024
L••• I•• • S••••• L••••••• R•••••••• A•• L•	Private Equity Fund	$7.3M	4	Mar 28, 2022
L••• I•• • S••••• E•• A•• L•	Private Equity Fund	$4.6M	5	Mar 27, 2024
L• S•••••• C•••••• P••••••• L•• • S••••• L••••••• E•••no longer reported	Private Equity Fund	$4.5M	17	Aug 10, 2017
L• S•••••• C•••••• P••••••• L•• • S••••• V••••••no longer reported	Private Equity Fund	$750,000	17	Aug 10, 2017
L• S•••••• C•••••• P••••••• I• L•• • S••••• G•• T•••	Private Equity Fund	$0	20	Mar 16, 2020

Owners and control persons

Schedule A and B, latest filing

B•••••••• S•••• P•••••• · Limited Partnercontrol
since 07/2014 · owns 10% to 25%
B•••••••• E•••• W••••• · Limited Partnercontrol
since 02/2024 · owns less than 5%
F••••••• J••••••• M•••••• · Limited Partnercontrol
since 07/2014 · owns 10% to 25%
H••••• R•••••• P•••••• · Limited Partnercontrol
since 07/2014 · owns 25% to 50%
H•••• E••••••••• D••••• · Chief Financial Officer And Chief Compliance Officercontrol
since 07/2020 · owns less than 5%
H•••• R••••••• J••• · Limited Partnercontrol
since 07/2014 · owns 10% to 25%
K•••••• A•••• R••••• · Limited Partnercontrol
since 01/2022 · owns 5% to 10%

Entity owners

L• S•••••• C•••••• M••••••••• L•• · General Partner
direct · owns less than 5%

Related persons

Schedule D 7.A

L• S•••••• C•••••• M••••••••• L••
pooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Financial planning clients · to unset
May 18, 2026 to Sep 1, 2026
Private funds · 23 to unset
May 18, 2026 to Sep 1, 2026
Succession · false to unset
May 18, 2026 to Sep 1, 2026
Discretionary RAUM · $2.0B to $2.0B
Apr 14, 2026 to May 18, 2026
Pooled vehicle RAUM · $1.9B to $1.9B
Apr 14, 2026 to May 18, 2026
RAUM · $2.0B to $2.0B
Apr 14, 2026 to May 18, 2026
Private funds · 21 to 23
Mar 19, 2026 to Apr 14, 2026
Accounts · 8 to 7
Nov 6, 2025 to Mar 19, 2026
Advisory employees · 13 to 15
Nov 6, 2025 to Mar 19, 2026
Pooled vehicle clients · 7 to 6
Nov 6, 2025 to Mar 19, 2026
Assets in custody · $1.6B to $2.0B
Nov 6, 2025 to Mar 19, 2026
Employees · 14 to 18
Nov 6, 2025 to Mar 19, 2026
Discretionary RAUM · $1.6B to $2.0B
Nov 6, 2025 to Mar 19, 2026
HNW RAUM · $90.7M to $182M
Nov 6, 2025 to Mar 19, 2026
Pooled vehicle RAUM · $1.5B to $1.9B
Nov 6, 2025 to Mar 19, 2026
RAUM · $1.6B to $2.0B
Nov 6, 2025 to Mar 19, 2026
Financial planning clients · unset to
Mar 30, 2025 to Jun 2, 2025
Related adviser · false to true
Mar 30, 2025 to Jun 2, 2025
Accounts · 5 to 8
Dec 3, 2024 to Mar 30, 2025
Advisory employees · 14 to 13
Dec 3, 2024 to Mar 30, 2025
HNW clients · 1.0 to unset
Dec 3, 2024 to Mar 30, 2025
Pooled vehicle clients · 4 to 7
Dec 3, 2024 to Mar 30, 2025
Assets in custody · $1.4B to $1.6B
Dec 3, 2024 to Mar 30, 2025
Employees · 16 to 14
Dec 3, 2024 to Mar 30, 2025
Private funds · 17 to 21
Dec 3, 2024 to Mar 30, 2025
Discretionary RAUM · $1.4B to $1.6B
Dec 3, 2024 to Mar 30, 2025
HNW RAUM · $11.5M to $90.7M
Dec 3, 2024 to Mar 30, 2025
Pooled vehicle RAUM · $1.4B to $1.5B
Dec 3, 2024 to Mar 30, 2025
RAUM · $1.4B to $1.6B
Dec 3, 2024 to Mar 30, 2025
Accounts · 3 to 5
Dec 22, 2023 to Mar 27, 2024
Advisory employees · 12 to 14
Dec 22, 2023 to Mar 27, 2024
HNW clients · unset to 1.0
Dec 22, 2023 to Mar 27, 2024
Pooled vehicle clients · 3 to 4
Dec 22, 2023 to Mar 27, 2024
Assets in custody · $1.0B to $1.4B
Dec 22, 2023 to Mar 27, 2024
Employees · 14 to 16
Dec 22, 2023 to Mar 27, 2024
Private funds · 12 to 17
Dec 22, 2023 to Mar 27, 2024
Discretionary RAUM · $1.0B to $1.4B
Dec 22, 2023 to Mar 27, 2024
HNW RAUM · unset to 11457242.0
Dec 22, 2023 to Mar 27, 2024
Pooled vehicle RAUM · $1.0B to $1.4B
Dec 22, 2023 to Mar 27, 2024
RAUM · $1.0B to $1.4B
Dec 22, 2023 to Mar 27, 2024

Signals

7 dated events

L• S•••••• C•••••• P••••••• reported RAUM $2.0B, up 31% from $1.6B (2025-11-06 to 2026-03-19)
Mar 19, 2026 · RAUM change · derived
L• S•••••• C•••••• P••••••• reported RAUM $1.4B, up 39% from $1.0B (2023-12-22 to 2024-03-27)
Mar 27, 2024 · RAUM change · derived
Wherry Evan Brainerd (Partner) appeared on Schedule A of L• S•••••• C•••••• P•••••••
Mar 27, 2024 · Control person joined · fact
L• S•••••• C•••••• P••••••• reported RAUM $859.9M, up 58% from $545.6M (2021-03-26 to 2022-03-28)
Mar 28, 2022 · RAUM change · derived
R Adam Kimura (Partner) appeared on Schedule A of L• S•••••• C•••••• P•••••••
Mar 28, 2022 · Control person joined · fact
Doukas Elizabeth Hunt (Chief Financial Officer) appeared on Schedule A of L• S•••••• C•••••• P•••••••
Jul 20, 2020 · Control person joined · fact
L• S•••••• C•••••• P••••••• filed its initial SEC registration (Form ADV)
Aug 10, 2017 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

L• S•••••• C•••••• P••••••• · Independent Sponsors
shared crd · capital_provider
L• S•••••• C•••••• P••••••• · Private Equity
shared crd · organization

How to reach

public business contact points only, each with its source

Firm profile: LINKEDIN.COM/COMPANY/L-S••••••-CAPITAL-PARTNERSreportedpublic record, Form ADV, Sep 19, 2026
Website: LS••••••CAP.COMreportedpublic record, Form ADV, Sep 19, 2026
Principal office phone: 949-398-0168reportedpublic record, Form ADV, Sep 1, 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