DFX Intelligence
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SEC-registered adviser
L••••••• R••• E••••• I••••••••• M••••••••• L•
Latest filing Mar 17, 2026
First filing on the tape Sep 11, 2018 · 12 filings
SEC status approved since Oct 12, 2018
RAUM
$17B
reported, Item 5.F
Discretionary
0.1%
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
23 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$17B as of Mar 17, 2026
Feb 6, 2019$250M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 17, 2026
Feb 6, 20190 then
Employees (5.A)36 as of Mar 17, 2026
Feb 6, 20195 then
Private funds: no history
RAUM +3.8% over the last fiscal year+8.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 17, 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
- $8.7BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.1%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
- +3.8%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, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, otherreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Other investment advisers$17B100%
- Pooled investment vehicles$18.1M0.1%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- M••••• A•••••• R••••• · Chief Operating Officer, Chief Compliance Officercontrolsince 05/2018 · owns less than 5%
- W••••••••• S••••• J•••• · President And Limited Partnercontrolsince 05/2018 · owns 75% or more
- W••••••••• S••••• J•••• · President And Managing Membercontrolsince 05/2018 · owns 75% or more of L••••••• R••• E••••• I••••••••• M••••••••• G•• L••
Entity owners
- L••••••• R••• E••••• I••••••••• M••••••••• G•• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- L••••••• R••• E••••• D••• L••pooled vehicle sponsorn
- L••••••• R••• E••••• F• I• L••pooled vehicle sponsorn
- L••••••• R••• E••••• I••••••••• M••••••••• 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 · 24 to 23Mar 11, 2025 to Mar 17, 2026
- Employees · 32 to 36Mar 11, 2025 to Mar 17, 2026
- Discretionary RAUM · $25.1M to $18.1MMar 11, 2025 to Mar 17, 2026
- Non-discretionary RAUM · $17B to $17BMar 11, 2025 to Mar 17, 2026
- Pooled vehicle RAUM · $25.1M to $18.1MMar 11, 2025 to Mar 17, 2026
- RAUM · $17B to $17BMar 11, 2025 to Mar 17, 2026
- Accounts · 1 to 2Mar 11, 2024 to Mar 11, 2025
- Advisory employees · 26 to 24Mar 11, 2024 to Mar 11, 2025
- Pooled vehicle clients · unset to 1.0Mar 11, 2024 to Mar 11, 2025
- Employees · 28 to 32Mar 11, 2024 to Mar 11, 2025
- Financial planning clients · unset to Mar 11, 2024 to Mar 11, 2025
- Other offices · 0 to 1Mar 11, 2024 to Mar 11, 2025
- Discretionary RAUM · $0 to $25.1MMar 11, 2024 to Mar 11, 2025
- Non-discretionary RAUM · $15B to $17BMar 11, 2024 to Mar 11, 2025
- Pooled vehicle RAUM · unset to 25123776.0Mar 11, 2024 to Mar 11, 2025
- RAUM · $15B to $17BMar 11, 2024 to Mar 11, 2025
- Advisory employees · 29 to 26Mar 27, 2023 to Mar 11, 2024
- Employees · 32 to 28Mar 27, 2023 to Mar 11, 2024
- Non-discretionary RAUM · $14B to $15BMar 27, 2023 to Mar 11, 2024
- RAUM · $14B to $15BMar 27, 2023 to Mar 11, 2024
- Advisory employees · 21 to 29Apr 18, 2022 to Mar 27, 2023
- Employees · 23 to 32Apr 18, 2022 to Mar 27, 2023
- Non-discretionary RAUM · $7.3B to $14BApr 18, 2022 to Mar 27, 2023
- RAUM · $7.3B to $14BApr 18, 2022 to Mar 27, 2023
- Accounts · 3 to 1Mar 16, 2021 to Mar 15, 2022
- Advisory employees · 13 to 21Mar 16, 2021 to Mar 15, 2022
- Employees · 14 to 23Mar 16, 2021 to Mar 15, 2022
- Non-discretionary RAUM · $923M to $7.3BMar 16, 2021 to Mar 15, 2022
- RAUM · $923M to $7.3BMar 16, 2021 to Mar 15, 2022
- Accounts · 2 to 3Mar 9, 2020 to Mar 16, 2021
- Advisory employees · 11 to 13Mar 9, 2020 to Mar 16, 2021
- Employees · 12 to 14Mar 9, 2020 to Mar 16, 2021
- Non-discretionary RAUM · $655M to $923MMar 9, 2020 to Mar 16, 2021
- RAUM · $655M to $923MMar 9, 2020 to Mar 16, 2021
- Accounts · 1 to 2Feb 6, 2019 to Mar 9, 2020
- Advisory employees · 4 to 11Feb 6, 2019 to Mar 9, 2020
- Employees · 5 to 12Feb 6, 2019 to Mar 9, 2020
- Non-discretionary RAUM · $250M to $655MFeb 6, 2019 to Mar 9, 2020
- RAUM · $250M to $655MFeb 6, 2019 to Mar 9, 2020
- Accounts · unset to 1.0Oct 12, 2018 to Feb 6, 2019
Signals
5 dated events
- L••••••• R••• E••••• I••••••••• M••••••••• L• reported RAUM $13.9B, up 89% from $7.3B (2022-04-18 to 2023-03-27)Mar 27, 2023 · RAUM change · derived
- L••••••• R••• E••••• I••••••••• M••••••••• L• reported RAUM $7.3B, up 697% from $922.6M (2021-03-16 to 2022-03-15)Mar 15, 2022 · RAUM change · derived
- L••••••• R••• E••••• I••••••••• M••••••••• L• reported RAUM $922.6M, up 41% from $654.9M (2020-03-09 to 2021-03-16)Mar 16, 2021 · RAUM change · derived
- L••••••• R••• E••••• I••••••••• M••••••••• L• reported RAUM $654.9M, up 162% from $250.0M (2019-02-06 to 2020-03-09)Mar 9, 2020 · RAUM change · derived
- L••••••• R••• E••••• I••••••••• M••••••••• L• filed its initial SEC registration (Form ADV)Sep 11, 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/limekiln-real-estate-investment-managemreportedpublic record, Form ADV, Mar 17, 2026
- Principal office phone
- 212-301-1810reportedpublic record, Form ADV, Mar 17, 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