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.
SEC-registered adviser
Lmr Partners LLC
Latest filing Aug 14, 2026
First filing on the tape Jan 29, 2018 · 35 filings
SEC status approved since Mar 5, 2018
RAUM
$140B
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
106
66 advisory (5.B.1)
Offices
7
beyond the principal office
Private funds
4
reported on Schedule D
History
35 filings and snapshots on the tape
RAUM$140B as of Aug 14, 2026
Feb 19, 2019$1.6B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 14, 2026
Feb 19, 20190 then
Employees (5.A)106 as of Aug 14, 2026
Feb 19, 20193 then
Private funds4 as of Aug 14, 2026
Feb 19, 20191 then
RAUM -5.0% over the last fiscal year+135% a year over threeIARs 0 to 0offices 4 to 7
Practice profile
derived from the filing of Aug 14, 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
- $16BderivedRAUM 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
- unknownderived8 offices incl. principal (1.F.5)
- RAUM growth, one year
- -5.0%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 vehiclesreportedItem 5.G
- Custody
- $140B, 9 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
- 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$140B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $140B for 9 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=true 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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Lmr Multi-Strategy Master Fund Limited | Hedge Fund | $6.3B | 631 | Mar 28, 2012 |
| Lmr Alpha Rates Trading Master Fund Limited | Hedge Fund | $4.0B | 224 | Mar 28, 2012 |
| Lmr Ccsa Master Fund Limited | Hedge Fund | $624M | 80 | Feb 26, 2021 |
Owners and control persons
Schedule A and B, latest filing
- Richard Martin Byman · Head Of US Officecontrolsince 11/2020 · owns less than 5%
- Nmn Boris Zeldin · Chief Compliance Officercontrolsince 04/2024 · owns less than 5%
- Leslie Ben Levine · Shareholdercontrolsince 01/2010 · owns 75% or more of Lgi Investments Ag
- Andreas Stefan Renold · Partnercontrolsince 09/2024 · owns 25% to 50% of Lmr Partners LP
Entity owners
- Lmr Management Services Limited · Memberdirect · owns 75% or more
- Lgi Investments Ag · Partnerindirect · owns 25% to 50% of Lmr Partners LP
- Lmr Partners (Offshore) Ltd · Shareholderindirect · owns 75% or more of Lmr Management Services Limited
- Lmr Partners LP · Shareholderindirect · owns 75% or more of Lmr Partners (Offshore) Ltd
- Lmr Partners Management Limited · General Partnerindirect · owns F of Lmr Partners LP
Related persons
Schedule D 7.A
- Lmr Partners (Difc) Limitedinvestment adviserbankn
- Lmr Partners (Ireland) Limitedinvestment adviserbankn
- Lmr Partners Aginvestment adviserbankn
- Lmr Partners Limitedinvestment adviserbankn
- Lmr Partners Llpinvestment adviserbankn
Offices
Schedule D 1.F, the 25 largest
- New York, NY5 employees
- Chatham, NJ2 employees
- Miami, FL2 employees
- Houston, TX1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- office count surgeChange between filings · filing Mar 27, 2026offices other than the principal office (Item 1.F.5) moved from 4.0 to 6.0 (+50.0%) between the annual amendments of 2025-03-31 and 2026-03-27; the peer median change was 0.0% (198 comparable advisers, 95.0th percentile of changes)peers: asset managers, $20B and over (198) · 95% percentile
What changed
consecutive filings, newest first
- Other offices · 6 to 7Jun 15, 2026 to Aug 14, 2026
- Accounts · 6 to 9Feb 27, 2026 to Mar 27, 2026
- Advisory employees · 42 to 66Feb 27, 2026 to Mar 27, 2026
- Pooled vehicle clients · 6 to 9Feb 27, 2026 to Mar 27, 2026
- Assets in custody · $77B to $140BFeb 27, 2026 to Mar 27, 2026
- Employees · 85 to 106Feb 27, 2026 to Mar 27, 2026
- Discretionary RAUM · $77B to $140BFeb 27, 2026 to Mar 27, 2026
- Pooled vehicle RAUM · $77B to $140BFeb 27, 2026 to Mar 27, 2026
- RAUM · $77B to $140BFeb 27, 2026 to Mar 27, 2026
- Other offices · 5 to 6Jan 8, 2026 to Feb 27, 2026
- Other offices · 4 to 5May 2, 2025 to Jan 8, 2026
- Assets in custody · $148B to $77BMar 31, 2025 to May 2, 2025
- Financial planning clients · unset to Mar 31, 2025 to May 2, 2025
- Discretionary RAUM · $148B to $77BMar 31, 2025 to May 2, 2025
- Pooled vehicle RAUM · $148B to $77BMar 31, 2025 to May 2, 2025
- RAUM · $148B to $77BMar 31, 2025 to May 2, 2025
- Advisory employees · 43 to 42Jan 30, 2025 to Mar 31, 2025
- Assets in custody · $149B to $148BJan 30, 2025 to Mar 31, 2025
- Employees · 67 to 85Jan 30, 2025 to Mar 31, 2025
- Discretionary RAUM · $149B to $148BJan 30, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $149B to $148BJan 30, 2025 to Mar 31, 2025
- RAUM · $149B to $148BJan 30, 2025 to Mar 31, 2025
- Private funds · 3 to 4Dec 17, 2024 to Jan 30, 2025
- Other offices · 3 to 4May 13, 2024 to May 15, 2024
- Other offices · 1 to 3Mar 8, 2024 to May 5, 2024
- Advisory employees · 26 to 43Jan 30, 2024 to Feb 28, 2024
- Assets in custody · $11B to $149BJan 30, 2024 to Feb 28, 2024
- Employees · 39 to 67Jan 30, 2024 to Feb 28, 2024
- Discretionary RAUM · $11B to $149BJan 30, 2024 to Feb 28, 2024
- Pooled vehicle RAUM · $11B to $149BJan 30, 2024 to Feb 28, 2024
- RAUM · $11B to $149BJan 30, 2024 to Feb 28, 2024
- Advisory employees · 18 to 26Jun 7, 2022 to Feb 28, 2023
- Assets in custody · $14B to $11BJun 7, 2022 to Feb 28, 2023
- Employees · 26 to 39Jun 7, 2022 to Feb 28, 2023
- Discretionary RAUM · $14B to $11BJun 7, 2022 to Feb 28, 2023
- Pooled vehicle RAUM · $14B to $11BJun 7, 2022 to Feb 28, 2023
- RAUM · $14B to $11BJun 7, 2022 to Feb 28, 2023
- Accounts · 4 to 6Sep 13, 2021 to Feb 28, 2022
- Advisory employees · 11 to 18Sep 13, 2021 to Feb 28, 2022
- Pooled vehicle clients · 4 to 6Sep 13, 2021 to Feb 28, 2022
Signals
16 dated events
- Lmr Partners Llc reported RAUM $140.1B, up 81% from $77.2B (2026-02-27 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- Lmr Partners Llc reported RAUM $77.2B, down 48% from $147.6B (2025-03-31 to 2025-05-02)May 2, 2025 · RAUM change · derived
- Nmn Domenico Iuliano (Passive Partner) no longer on Schedule A of Lmr Partners Llc (listed 2024-06-13, absent 2024-10-02)Oct 2, 2024 · Control person left · inference
- Laurence Daniel Mitchell (Co-Investment Officer Fixed Income) no longer on Schedule A of Lmr Partners Llc (listed 2024-06-13, absent 2024-10-02)Oct 2, 2024 · Control person left · inference
- Patrick Shane Cullinane (Partner) no longer on Schedule A of Lmr Partners Llc (listed 2024-06-13, absent 2024-10-02)Oct 2, 2024 · Control person left · inference
- Vida Tanya Ohadi-Smith (Chief Compliance Officer) no longer on Schedule A of Lmr Partners Llc (listed 2024-03-08, absent 2024-05-05)May 5, 2024 · Control person left · inference
- Nmn Boris Zeldin (Chief Compliance Officer) appeared on Schedule A of Lmr Partners LlcMay 5, 2024 · Control person joined · fact
- Lmr Partners Llc reported RAUM $148.5B, up 1277% from $10.8B (2024-01-30 to 2024-02-28)Feb 28, 2024 · RAUM change · derived
- Lmr Partners Llc reported RAUM $14.1B, up 870% from $1.5B (2021-09-13 to 2022-02-28)Feb 28, 2022 · RAUM change · derived
- Lmr Partners Llc reported RAUM $1.5B, down 48% from $2.8B (2020-11-27 to 2021-02-26)Feb 26, 2021 · RAUM change · derived
- Richard Martin Byman (Head Of Us Office) appeared on Schedule A of Lmr Partners LlcFeb 26, 2021 · Control person joined · fact
- Lmr Partners Llc reported RAUM $2.8B, up 72% from $1.6B (2019-02-21 to 2020-02-28)Feb 28, 2020 · RAUM change · derived
- Lorenzo Rossi (Partner) no longer on Schedule A of Lmr Partners Llc (listed 2019-02-21, absent 2020-02-28)Feb 28, 2020 · Control person left · inference
- Lmr Partners Llc reported RAUM $1.6B, up 306% from $400.0M (2018-11-20 to 2019-02-19)Feb 19, 2019 · RAUM change · derived
- Lmr Partners Llc reported RAUM $400.0M, up 300% from $100.0M (2018-02-22 to 2018-11-20)Nov 20, 2018 · RAUM change · derived
- Lmr Partners Llc filed its initial SEC registration (Form ADV)Jan 29, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/lmr-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- LMRPARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 646-891-5701reportedpublic record, Form ADV, Aug 14, 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