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•••• P•••••••• L••
Legal name L•••• • C•••• E••••• P•••••••• L••
Latest filing May 1, 2026
First filing on the tape Dec 20, 2018 · 14 filings
SEC status approved since Feb 21, 2019
RAUM
$263M
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
25
19 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
8
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$263M as of May 1, 2026
Mar 27, 2020$370M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 1, 2026
Mar 27, 20200 then
Employees (5.A)25 as of May 1, 2026
Mar 27, 202018 then
Private funds8 as of May 1, 2026
Mar 27, 20205 then
RAUM -0.4% over the last fiscal year-14% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 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
- $32.9MderivedRAUM 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
- -0.4%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
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$263M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- 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
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L•••• • C•••• A••••••• F••• I•• L• | Venture Capital Fund | $168M | 80 | Mar 27, 2020 |
| L•••• • C•••• R••• F••• I•• L• | Venture Capital Fund | $80.8M | 18 | Mar 27, 2020 |
| L•••• • C•••• R••• F••• I••• L• | Venture Capital Fund | $70.4M | 9 | Mar 29, 2024 |
| L•••• • C•••• V••••••• I• L• | Venture Capital Fund | $63.1M | 40 | Sep 10, 2015 |
| L•••• • C•••• V••••••• I•• L• | Venture Capital Fund | $49.6M | 42 | Mar 30, 2022 |
| L•••• • C•••• V••••••• I• P••••••• F•••• L• | Venture Capital Fund | $10.6M | 2 | Mar 22, 2016 |
| L•••• • C•••• P•••• S••••••• F••• I• L• | Venture Capital Fund | $8.9M | 5 | Mar 28, 2017 |
| L•••• • C•••• A••••••• B•••• L•• | Venture Capital Fund | $1.4M | 6 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- H••••••• T•••••• J••• · Trusteecontrolsince 05/1993 · owns 75% or more
- H•••••••• B••••• D•••• · Managing Directorcontrolsince 12/2018 · owns less than 5%
- P••• I•• L•••••••• E••••• · Managing Directorcontrolsince 12/2023 · owns less than 5%
- S•••••••• T••••••• J•• · Managing Directorcontrolsince 03/2023 · owns less than 5%
- T••••••• D••••• L•••• · Managing Directorcontrolsince 12/2018 · owns less than 5%
- L•••• M••••• R••• · Chief Compliance Officer And Chief Financial Officersince 12/2018 · owns less than 5%
Entity owners
- T••••• J• H•••••• L••••• T•••• D•••• M•• 1•• 1••• · Trustdirect · owns 75% or more
Related persons
Schedule D 7.A
- L•• R••• G• P••••••• I••• L••pooled vehicle sponsory
- L•• R••• G• P•••••••• L••pooled vehicle sponsory
- L•••• • C•••• A••••••• G•• L••pooled vehicle sponsory
- L•••• • C•••• V••••••• G• I• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 26 to 19Mar 28, 2025 to Mar 27, 2026
- Assets in custody · 143703429.0 to unsetMar 28, 2025 to Mar 27, 2026
- Custody of client assets · true to falseMar 28, 2025 to Mar 27, 2026
- Employees · 26 to 25Mar 28, 2025 to Mar 27, 2026
- Discretionary RAUM · $264M to $263MMar 28, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $264M to $263MMar 28, 2025 to Mar 27, 2026
- RAUM · $264M to $263MMar 28, 2025 to Mar 27, 2026
- Advisory employees · 27 to 26May 20, 2024 to Mar 28, 2025
- Assets in custody · $126M to $144MMay 20, 2024 to Mar 28, 2025
- Employees · 27 to 26May 20, 2024 to Mar 28, 2025
- Financial planning clients · unset to May 20, 2024 to Mar 28, 2025
- Discretionary RAUM · $302M to $264MMay 20, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $302M to $264MMay 20, 2024 to Mar 28, 2025
- RAUM · $302M to $264MMay 20, 2024 to Mar 28, 2025
- Accounts · 6 to 8May 9, 2023 to Mar 29, 2024
- Advisory employees · 23 to 27May 9, 2023 to Mar 29, 2024
- Pooled vehicle clients · 6 to 8May 9, 2023 to Mar 29, 2024
- Assets in custody · $160M to $126MMay 9, 2023 to Mar 29, 2024
- Employees · 23 to 27May 9, 2023 to Mar 29, 2024
- Private funds · 6 to 8May 9, 2023 to Mar 29, 2024
- Discretionary RAUM · $419M to $302MMay 9, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $419M to $302MMay 9, 2023 to Mar 29, 2024
- RAUM · $419M to $302MMay 9, 2023 to Mar 29, 2024
- Advisory employees · 21 to 23Mar 30, 2022 to Mar 30, 2023
- Assets in custody · $178M to $160MMar 30, 2022 to Mar 30, 2023
- Employees · 21 to 23Mar 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $454M to $419MMar 30, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $454M to $419MMar 30, 2022 to Mar 30, 2023
- RAUM · $454M to $419MMar 30, 2022 to Mar 30, 2023
- Accounts · 5 to 6Nov 10, 2021 to Mar 30, 2022
- Advisory employees · 20 to 21Nov 10, 2021 to Mar 30, 2022
- BD registered reps · 1 to 0Nov 10, 2021 to Mar 30, 2022
- Pooled vehicle clients · 5 to 6Nov 10, 2021 to Mar 30, 2022
- Assets in custody · $185M to $178MNov 10, 2021 to Mar 30, 2022
- Employees · 20 to 21Nov 10, 2021 to Mar 30, 2022
- Other offices · 1 to 0Nov 10, 2021 to Mar 30, 2022
- Private funds · 5 to 6Nov 10, 2021 to Mar 30, 2022
- Discretionary RAUM · $422M to $454MNov 10, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $422M to $454MNov 10, 2021 to Mar 30, 2022
- RAUM · $422M to $454MNov 10, 2021 to Mar 30, 2022
Signals
5 dated events
- L•••• • C•••• P•••••••• L•• reported RAUM $302.0M, down 28% from $418.5M (2023-05-09 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Jay T•••••• S••••••• (Managing Director) appeared on Schedule A of L•••• • C•••• P•••••••• L••Mar 29, 2024 · Control person joined · fact
- E••••• L••••••• P••• Ii (Managing Director) appeared on Schedule A of L•••• • C•••• P•••••••• L••Mar 29, 2024 · Control person joined · fact
- L•••• • C•••• P•••••••• L•• reported RAUM $369.9M, up 175% from $134.3M (2019-02-18 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- L•••• • C•••• P•••••••• L•• filed its initial SEC registration (Form ADV)Dec 20, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- L•••• • C•••• P•••••••• L•• · Private Equityshared crd · organization
- L•••• • C•••• P•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- lewisandclarkagrifood.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 314-392-5264reportedpublic record, Form ADV, May 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