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•••••••
Legal name L•••••••• C•••••• M••••••••• L••
Latest filing Mar 28, 2026
First filing on the tape Jun 23, 2020 · 9 filings
SEC status approved since Jul 23, 2020
RAUM
$398M
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
11
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$398M as of Mar 28, 2026
Mar 31, 2021$291M then
HNW client RAUM$0 as of Mar 28, 2026
Mar 31, 2021$0 then
State-registered IARs (5.B.3)0 as of Mar 28, 2026
Mar 31, 20210 then
Employees (5.A)11 as of Mar 28, 2026
Mar 31, 20215 then
Private funds4 as of Mar 28, 2026
Mar 31, 20211 then
RAUM +10% over the last fiscal year+25% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 28, 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
- $99.4MderivedRAUM 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
- +10%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-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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$398M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 4reported
- 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L•••••••• C•••••• F••• I• L••• | Private Equity Fund | $244M | 19 | Nov 19, 2020 |
Owners and control persons
Schedule A and B, latest filing
- A••••••• R•••• G•••••• · Partnercontrolsince 11/2019 · owns 50% to 75%
- B•••••• D••••• · Cco And Vp Of Financecontrolsince 09/2021 · owns less than 5%
- C••••••••• N•••••••• S•••• · Partnercontrolsince 11/2019 · owns 50% to 75%
Related persons
Schedule D 7.A
- L•••••••• C•••••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 3 to 4Apr 1, 2025 to Mar 28, 2026
- Pooled vehicle clients · 1 to 4Apr 1, 2025 to Mar 28, 2026
- Employees · 9 to 11Apr 1, 2025 to Mar 28, 2026
- Private funds · 3 to 4Apr 1, 2025 to Mar 28, 2026
- Discretionary RAUM · $360M to $398MApr 1, 2025 to Mar 28, 2026
- Pooled vehicle RAUM · $360M to $398MApr 1, 2025 to Mar 28, 2026
- RAUM · $360M to $398MApr 1, 2025 to Mar 28, 2026
- Accounts · 1 to 3Mar 22, 2024 to Apr 1, 2025
- Advisory employees · 4 to 7Mar 22, 2024 to Apr 1, 2025
- Employees · 4 to 9Mar 22, 2024 to Apr 1, 2025
- Financial planning clients · unset to Mar 22, 2024 to Apr 1, 2025
- Private funds · 1 to 3Mar 22, 2024 to Apr 1, 2025
- Discretionary RAUM · $244M to $360MMar 22, 2024 to Apr 1, 2025
- Pooled vehicle RAUM · $244M to $360MMar 22, 2024 to Apr 1, 2025
- RAUM · $244M to $360MMar 22, 2024 to Apr 1, 2025
- Discretionary RAUM · $202M to $244MFeb 16, 2023 to Mar 22, 2024
- Pooled vehicle RAUM · $202M to $244MFeb 16, 2023 to Mar 22, 2024
- RAUM · $202M to $244MFeb 16, 2023 to Mar 22, 2024
- Advisory employees · 5 to 4Mar 21, 2022 to Feb 16, 2023
- Employees · 5 to 4Mar 21, 2022 to Feb 16, 2023
- Discretionary RAUM · $220M to $202MMar 21, 2022 to Feb 16, 2023
- Pooled vehicle RAUM · $220M to $202MMar 21, 2022 to Feb 16, 2023
- RAUM · $220M to $202MMar 21, 2022 to Feb 16, 2023
- Related adviser · true to falseMar 21, 2022 to Feb 16, 2023
- Discretionary RAUM · $291M to $220MSep 24, 2021 to Mar 21, 2022
- Pooled vehicle RAUM · $291M to $220MSep 24, 2021 to Mar 21, 2022
- RAUM · $291M to $220MSep 24, 2021 to Mar 21, 2022
- Related adviser · false to trueSep 24, 2021 to Mar 21, 2022
- Business name · L•••••••• C•••••• M••••••••• L•• to L•••••••• C•••••• P•••••••Nov 19, 2020 to Mar 31, 2021
- Discretionary RAUM · $210M to $291MNov 19, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $210M to $291MNov 19, 2020 to Mar 31, 2021
- RAUM · $210M to $291MNov 19, 2020 to Mar 31, 2021
- Accounts · unset to 1.0Jun 23, 2020 to Nov 19, 2020
- Advisory employees · 2 to 5Jun 23, 2020 to Nov 19, 2020
- Charity clients · unset to 0.0Jun 23, 2020 to Nov 19, 2020
- Corporate clients · unset to 0.0Jun 23, 2020 to Nov 19, 2020
- HNW clients · unset to 0.0Jun 23, 2020 to Nov 19, 2020
- Individual clients · unset to 0.0Jun 23, 2020 to Nov 19, 2020
- Pension plan clients · unset to 0.0Jun 23, 2020 to Nov 19, 2020
- Pooled vehicle clients · unset to 1.0Jun 23, 2020 to Nov 19, 2020
Signals
3 dated events
- L•••••••• C•••••• P••••••• reported RAUM $360.0M, up 47% from $244.4M (2024-03-22 to 2025-04-01)Apr 1, 2025 · RAUM change · derived
- D••••• B••••• (Cco And Vp Of Finance) appeared on Schedule A of L•••••••• C•••••• P•••••••Sep 24, 2021 · Control person joined · fact
- L•••••••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 23, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- L•••••••• C•••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- L•••••••• C•••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/longshore-capital-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- l•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 312-237-3838reportedpublic record, Form ADV, Mar 28, 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