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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Former SEC-registered adviser

L••• I•••••••• M••••••••• C••••••• L•

STATE REGISTEREDSouthlake, TexasCRD 306905SEC 802-135305websiteIAPD
Latest filing Jan 9, 2026
First filing on the tape Jan 9, 2026 · 1 filings
RAUM
n/a
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
n/a
n/a advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Jan 9, 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
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, 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
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
unknownreportedItem 5.E
Advisory activities
unknownreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
n/areported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
n/areported
Class basis
on the IAPD state feed, not SEC-registeredderived
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 departureEvery arrival
      Private funds
      155 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      D••••• P•••••••• L••Private Equity Fund$5.1M8Mar 18, 2021
      N•••••••• P•••••••• L••Private Equity Fund$4.7M3Mar 25, 2020
      R•••••• P•••••••• L••Private Equity Fund$3.3M46Mar 18, 2021
      I•• P•••••• L••Private Equity Fund$1.6M39Mar 25, 2020
      D•••••• M••••••• 2• L••Private Equity Fund$1.5M15Mar 25, 2020
      P••••••• M•••••••• L••Private Equity Fund$1.5M23Mar 25, 2020
      W••••••• P••••••• 3• L••Private Equity Fund$1.5M17Mar 25, 2020
      W••••••• P••••••• 2• L••Private Equity Fund$1.5M18Mar 25, 2020
      W••••••• P••••••• 1• L••Private Equity Fund$1.5M25Mar 25, 2020
      K••••• P•••••••• L••Private Equity Fund$1.4M35Mar 18, 2021
      D••••• M•••••••• L••Private Equity Fund$1.4M16Mar 25, 2020
      C••••••••• P•••••••• L••Private Equity Fund$1.3M5Mar 25, 2020
      G•••••••• P••••••• 4• L••Private Equity Fund$1.2M18Mar 25, 2020
      G•••••••• P••••••• 3• L••Private Equity Fund$1.2M10Mar 25, 2020
      G•••••••• P••••••• 6• L••Private Equity Fund$1.2M17Mar 25, 2020
      G•••••••• P••••••• 2• L••Private Equity Fund$1.2M24Mar 25, 2020
      G•••••••• P••••••• 1• L••Private Equity Fund$1.2M6Mar 25, 2020
      G•••••••• P••••••• 5• L••Private Equity Fund$1.2M8Mar 25, 2020
      M••••• M••••••• C• L••Private Equity Fund$1.0M5Mar 25, 2020
      M••••• M••••••• D• L••Private Equity Fund$1.0M2Mar 25, 2020
      M••••• M••••••• B• L••Private Equity Fund$986,52219Mar 25, 2020
      M••••• M••••••• A• L••Private Equity Fund$952,57715Mar 25, 2020
      B••• 5• L••Private Equity Fund$950,60526Mar 25, 2020
      B••• 3• L••Private Equity Fund$857,33711Mar 25, 2020
      B••• 1• L••Private Equity Fund$785,4008Mar 25, 2020
      G•• M••••••• 0•• L••Private Equity Fund$781,2991Mar 25, 2020
      4• P••• M••••••• B• L••Private Equity Fund$779,9529Mar 25, 2020
      W••••• 3• L••Private Equity Fund$723,75012Mar 25, 2020
      D•••••• M••••••• 3• L••Private Equity Fund$708,8164Mar 25, 2020
      C•••••• M••••••• D• L••Private Equity Fund$698,17619Mar 25, 2020
      D•••••• M••••••• 1• L••Private Equity Fund$681,4819Mar 25, 2020
      E• P•• M••••••• 1• L••Private Equity Fund$677,32915Mar 25, 2020
      W•••• M••••••• 1• L••Private Equity Fund$673,50017Mar 25, 2020
      E• P•• M••••••• 2• L••Private Equity Fund$667,02110Mar 25, 2020
      R••••• M•••••••• L••Private Equity Fund$654,77814Mar 25, 2020
      M••••••• 6• P••• 3• L••Private Equity Fund$644,28117Mar 25, 2020
      C•••••• M••••••• C• L••Private Equity Fund$638,55015Mar 25, 2020
      S•••• M••••••• 2•• L••Private Equity Fund$628,6521Mar 25, 2020
      M••••• M•••••••• L••Private Equity Fund$624,10013Mar 25, 2020
      S•••• M••••••• 0•• L••Private Equity Fund$615,2331Mar 25, 2020
      All funds of L••• I•••••••• M••••••••• C••••••• L•
      Owners and control persons
      Schedule A and B, latest filing
      No Schedule A on the extract for this adviser.
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      One filing, no change to show.
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/lifeinvestorsmanagementcompanyreportedpublic record, Form ADV, Sep 18, 2026
      Website
      l•••••••.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      817-575-9553reportedpublic record, Form ADV, Jan 9, 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
      STATE REGISTEREDderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 15, 2026