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•••••• M••••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Jun 21, 2019 · 16 filings
SEC status approved since Jul 22, 2019
RAUM
$1.9B
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
29
14 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
13
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$1.9B as of Mar 30, 2026
Mar 30, 2020$183M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 30, 20200 then
Employees (5.A)29 as of Mar 30, 2026
Mar 30, 202014 then
Private funds13 as of Mar 30, 2026
Mar 30, 20205 then
RAUM +20% over the last fiscal year+18% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $114MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%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$1.9B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 17reported
- 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
14 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L•••••• P•••••••• I••••••••• L• | Private Equity Fund | $311M | 31 | Mar 27, 2023 |
| L•••••• H••••••••• F••• I•• L• | Private Equity Fund | $239M | 36 | Mar 31, 2022 |
| L•••••• S••••••• I••••••••• L• | Private Equity Fund | $190M | 12 | Mar 31, 2022 |
| L•••••• H••••••••• P••••••• F••• I•• L• | Private Equity Fund | $150M | 8 | Mar 31, 2022 |
| T••••••••• A••••••••• L• | Private Equity Fund | $95.0M | 3 | Mar 31, 2021 |
| L•••••• H••••••••• F•••• L• | Private Equity Fund | $88.6M | 9 | Jul 16, 2018 |
| L•••••• E•••• I••••••••• L• | Private Equity Fund | $76.7M | 14 | Mar 31, 2022 |
| L•••••• C•••••••• L••no longer reported | Private Equity Fund | $24.7M | 8 | Jun 21, 2019 |
| L•••••• H••••••••• F••• I••• L• | Private Equity Fund | $10.6M | 14 | Mar 27, 2024 |
| L• I• A•• C••••••••• L• | Private Equity Fund | $7.6M | 1 | Mar 27, 2023 |
| L•••••• H••••••••• P••••••• F•••• L• | Private Equity Fund | $6.7M | 13 | Mar 26, 2019 |
| L•••••• V•• C••••••••• L• | Private Equity Fund | $414,394 | 2 | Mar 31, 2022 |
| L•••••• K•••• L•• | Private Equity Fund | $139,995 | 3 | Mar 30, 2020 |
| L•••••• C•••••• G•••• I••••••••• L•• | Private Equity Fund | $0 | 0 | Mar 26, 2019 |
Owners and control persons
Schedule A and B, latest filing
- V••••••••• D••••• M•••••• · Chief Compliance Officer And Chief Financial Officercontrolsince 03/2019 · owns less than 5%
- B•••••• D••••• M•• · Managercontrolsince 09/2015 · owns 75% or more of D••••••• L••
- B•••••• J•••••• B•••• · Presidentcontrolsince 07/2016 · owns 75% or more of B••••• C•••••• P•••••••• L••
Entity owners
- B••••• C•••••• P•••••••• L•• · Managing Memberdirect · owns 50% to 75%
- D••••••• L•• · Managing Memberdirect · owns 50% to 75%
Related persons
Schedule D 7.A
- L•••••• A•• C•••••••• G•• L••pooled vehicle sponsorn
- L•••••• E•••• G•• L••pooled vehicle sponsorn
- L•••••• H••••••••• G• I•• L••pooled vehicle sponsorn
- L•••••• H••••••••• G• I••• L••pooled vehicle sponsorn
- L•••••• H••••••••• G•• L••pooled vehicle sponsorn
- L•••••• P•••••••• G•• L••pooled vehicle sponsorn
- L•••••• S••••••• G•• L••pooled vehicle sponsorn
- L•••••• T••••••••• L••pooled vehicle sponsorn
- L•••••• V•• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Birmingham, MI1 employees
What changed
consecutive filings, newest first
- Employees · 27 to 29Apr 2, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.6B to $1.9BApr 2, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.6B to $1.9BApr 2, 2025 to Mar 30, 2026
- RAUM · $1.6B to $1.9BApr 2, 2025 to Mar 30, 2026
- Accounts · 16 to 17Apr 1, 2024 to Apr 2, 2025
- Advisory employees · 13 to 14Apr 1, 2024 to Apr 2, 2025
- Pooled vehicle clients · 16 to 17Apr 1, 2024 to Apr 2, 2025
- Employees · 25 to 27Apr 1, 2024 to Apr 2, 2025
- Financial planning clients · unset to Apr 1, 2024 to Apr 2, 2025
- Private funds · 12 to 13Apr 1, 2024 to Apr 2, 2025
- Discretionary RAUM · $1.4B to $1.6BApr 1, 2024 to Apr 2, 2025
- Pooled vehicle RAUM · $1.4B to $1.6BApr 1, 2024 to Apr 2, 2025
- RAUM · $1.4B to $1.6BApr 1, 2024 to Apr 2, 2025
- Accounts · 15 to 16Apr 26, 2023 to Mar 27, 2024
- Advisory employees · 10 to 13Apr 26, 2023 to Mar 27, 2024
- Pooled vehicle clients · 15 to 16Apr 26, 2023 to Mar 27, 2024
- Employees · 20 to 25Apr 26, 2023 to Mar 27, 2024
- Discretionary RAUM · $1.4B to $1.4BApr 26, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $1.4B to $1.4BApr 26, 2023 to Mar 27, 2024
- RAUM · $1.4B to $1.4BApr 26, 2023 to Mar 27, 2024
- Discretionary RAUM · $1.2B to $1.4BMar 27, 2023 to Apr 4, 2023
- Pooled vehicle RAUM · $1.2B to $1.4BMar 27, 2023 to Apr 4, 2023
- RAUM · $1.2B to $1.4BMar 27, 2023 to Apr 4, 2023
- Accounts · 14 to 15Apr 21, 2022 to Mar 27, 2023
- Advisory employees · 9 to 10Apr 21, 2022 to Mar 27, 2023
- Pooled vehicle clients · 14 to 15Apr 21, 2022 to Mar 27, 2023
- Employees · 17 to 20Apr 21, 2022 to Mar 27, 2023
- HQ city · BIRMINGHAM to MIAMIApr 21, 2022 to Mar 27, 2023
- HQ state · MI to FLApr 21, 2022 to Mar 27, 2023
- Private funds · 11 to 12Apr 21, 2022 to Mar 27, 2023
- Discretionary RAUM · $808M to $1.2BApr 21, 2022 to Mar 27, 2023
- Pooled vehicle RAUM · $808M to $1.2BApr 21, 2022 to Mar 27, 2023
- RAUM · $808M to $1.2BApr 21, 2022 to Mar 27, 2023
- Accounts · 6 to 14Jan 24, 2022 to Mar 31, 2022
- Pooled vehicle clients · 6 to 14Jan 24, 2022 to Mar 31, 2022
- Employees · 16 to 17Jan 24, 2022 to Mar 31, 2022
- Private funds · 6 to 11Jan 24, 2022 to Mar 31, 2022
- Discretionary RAUM · $246M to $808MJan 24, 2022 to Mar 31, 2022
- Pooled vehicle RAUM · $246M to $808MJan 24, 2022 to Mar 31, 2022
- RAUM · $246M to $808MJan 24, 2022 to Mar 31, 2022
Signals
5 dated events
- L•••••• C•••••• M••••••••• L•• reported RAUM $1.2B, up 46% from $807.5M (2022-04-21 to 2023-03-27)Mar 27, 2023 · RAUM change · derived
- L•••••• C•••••• M••••••••• L•• reported RAUM $807.5M, up 228% from $246.3M (2022-01-24 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Mark Mitchell (Managing Member) no longer on Schedule A of L•••••• C•••••• M••••••••• L•• (listed 2020-04-07, absent 2020-05-29)May 29, 2020 · Control person left · inference
- D Brian Rath (Managing Member) no longer on Schedule A of L•••••• C•••••• M••••••••• L•• (listed 2020-04-07, absent 2020-05-29)May 29, 2020 · Control person left · inference
- L•••••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 21, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- L•••••• C•••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- L•••••• C•••••• M••••••••• L•• · Private Equityshared crd · organization
- L•••••• C•••••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- lorientcap.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 248-247-3900reportedpublic record, Form ADV, Mar 30, 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