DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

SEC-registered adviser

L••••••• P••••••• M••••••••• U• L••

Asset manager (funds and pooled vehicles)Difc, CRD 311223SEC 801-119768website IAPD

Latest filing Apr 29, 2026

First filing on the tape Oct 12, 2020 · 15 filings

SEC status approved since Jul 22, 2021

RAUM

$417M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

6 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

15 filings and snapshots on the tape

RAUM$417M as of Apr 29, 2026

Mar 28, 2024$220M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Apr 29, 2026

Mar 28, 20220 then

Employees (5.A)10 as of Apr 29, 2026

Mar 28, 20221 then

Private funds3 as of Apr 29, 2026

Mar 28, 20241 then

RAUM +67% over the last fiscal yearIARs 0 to 0

Practice profile

derived from the filing of Apr 29, 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: $139MderivedRAUM 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: unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year: +67%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: otherreportedItem 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

buys or sells securities as principal to or from clients (8.A.2)
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)
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$417M100%

Individual clients: 0reported
HNW clients: 0reported
Pension plan clients: 0reported
Charitable clients: 0reported
Accounts: 3reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: n/areported
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

Every departure Every arrival

Private funds

1 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
A••••••• V• ••••••••• L••	Other Private Fund	$235M	6	Dec 26, 2023

Owners and control persons

Schedule A and B, latest filing

A•••••••• A••••• F•••• · Directorcontrol
since 08/2020 · owns less than 5%
B•••••• C••••••• M••••••• · Chief Compliance Officercontrol
since 04/2021 · owns less than 5%
L•••••• P••••• D•••• · Directorcontrol
since 03/2024 · owns less than 5%
M••••••••• S••••••• N•• · Senior Partner & Co-Chief Information Officercontrol
since 08/2020 · owns less than 5%
N•••••• D•••••• A•••• · Senior Partner, Head Of US Business Operationscontrol
since 03/2021 · owns less than 5%
A•••••••• A••••• F•••• · Directorcontrol
since 09/2022 · owns 50% to 75% of L••••••• P••••••• L•••

Entity owners

L••••••• P••••••• L••• · Member
direct · owns 75% or more

Related persons

Schedule D 7.A

L••••••• C••••• M•••••• L••••••••• L•••
investment adviserpooled vehicle sponsorn
L••••••• C••••• M•••••• V••••••••• L••
investment adviserpooled vehicle sponsorn
L••••••• C••••• M•••••• V••••••• L•••
investment adviserpooled vehicle sponsorn
L••••••• C••••• M•••••• V••• L••
pooled vehicle sponsory
L••••••• P••••••• ••••• L••
investment advisern
L••••••• P••••••• ••• L••••••
investment advisernRAUM $384M
L••••••• P••••••• L••
investment advisery

Advisers that list L••••••• P••••••• M••••••••• U• L•• as a related person

314740 n

Offices

Schedule D 1.F, the 25 largest

Phoenix, AZ2 employees

ADV anomalies

2 against comparable advisers; where to look, not conclusions

private fund count surgeChange between filings · filing Apr 29, 2026
private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2025-04-29 and 2026-04-29; the peer median change was 0.0% (732 comparable advisers, 95.0th percentile of changes)
peers: ASSET_M••••••, $100M to $500M (732) · 95% percentile
RAUM up 50 %Change between filings · filing Apr 29, 2026
RAUM (Item 5.F) moved from $250,000,000 to $416,577,130 (+67.0%) between the annual amendments of 2025-04-29 and 2026-04-29; the peer median change was +4.0% (1145 comparable advisers, 93.0th percentile of changes)
peers: ASSET_M••••••, $100M to $500M (1,145) · 93% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 2 to 3
Apr 29, 2025 to Mar 31, 2026
Pooled vehicle clients · 2 to 3
Apr 29, 2025 to Mar 31, 2026
Private funds · 2 to 3
Apr 29, 2025 to Mar 31, 2026
Discretionary RAUM · $250M to $417M
Apr 29, 2025 to Mar 31, 2026
Pooled vehicle RAUM · $250M to $417M
Apr 29, 2025 to Mar 31, 2026
RAUM · $250M to $417M
Apr 29, 2025 to Mar 31, 2026
Accounts · 1 to 2
Jun 4, 2024 to Apr 29, 2025
Advisory employees · 8 to 6
Jun 4, 2024 to Apr 29, 2025
Pooled vehicle clients · 1 to 2
Jun 4, 2024 to Apr 29, 2025
Employees · 12 to 10
Jun 4, 2024 to Apr 29, 2025
Financial planning clients · unset to
Jun 4, 2024 to Apr 29, 2025
HQ state · unset to
Jun 4, 2024 to Apr 29, 2025
Private funds · 1 to 2
Jun 4, 2024 to Apr 29, 2025
Discretionary RAUM · $235M to $250M
Jun 4, 2024 to Apr 29, 2025
Pooled vehicle RAUM · $235M to $250M
Jun 4, 2024 to Apr 29, 2025
RAUM · $235M to $250M
Jun 4, 2024 to Apr 29, 2025
Discretionary RAUM · $220M to $235M
Mar 28, 2024 to May 1, 2024
Pooled vehicle RAUM · $220M to $235M
Mar 28, 2024 to May 1, 2024
RAUM · $220M to $235M
Mar 28, 2024 to May 1, 2024
Advisory employees · 10 to 8
Dec 26, 2023 to Mar 28, 2024
Employees · 15 to 12
Dec 26, 2023 to Mar 28, 2024
Accounts · unset to 1.0
Mar 31, 2023 to Dec 26, 2023
Advisory employees · 2 to 10
Mar 31, 2023 to Dec 26, 2023
Pooled vehicle clients · 0 to 1
Mar 31, 2023 to Dec 26, 2023
Employees · 2 to 15
Mar 31, 2023 to Dec 26, 2023
Private funds · unset to 1
Mar 31, 2023 to Dec 26, 2023
Discretionary RAUM · unset to 220000000.0
Mar 31, 2023 to Dec 26, 2023
Non-discretionary RAUM · unset to 0.0
Mar 31, 2023 to Dec 26, 2023
Pooled vehicle RAUM · unset to 220000000.0
Mar 31, 2023 to Dec 26, 2023
RAUM · unset to 220000000.0
Mar 31, 2023 to Dec 26, 2023
Advisory employees · 1 to 2
Oct 28, 2022 to Mar 31, 2023
Advisory activities · 3 to 1
Oct 28, 2022 to Mar 31, 2023
Employees · 1 to 2
Oct 28, 2022 to Mar 31, 2023
Employees · 2 to 1
Nov 5, 2021 to Mar 28, 2022
Other offices · 0 to 1
Jul 21, 2021 to Nov 5, 2021

Signals

9 dated events

L••••••• P••••••• M••••••••• U• L•• reported RAUM $416.6M, up 67% from $250.0M (2025-04-29 to 2026-03-31)
Mar 31, 2026 · RAUM change · derived
D•••• P•••• L••••• (Director) appeared on Schedule A of L••••••• P••••••• M••••••••• U• L••
Mar 28, 2024 · Control person joined · fact
Seif Mohamed El Nasr (Director) no longer on Schedule A of L••••••• P••••••• M••••••••• U• L•• (listed 2023-12-26, absent 2024-03-28)
Mar 28, 2024 · Control person left · inference
S•••••• M•••••••• (Head Of Investments) appeared on Schedule A of L••••••• P••••••• M••••••••• U• L••
Jul 21, 2021 · Control person joined · fact
Allen Daniel Norman (Consultant) appeared on Schedule A of L••••••• P••••••• M••••••••• U• L••
Jul 21, 2021 · Control person joined · fact
J•••• L••••••• (Chief Compliance Officer) no longer on Schedule A of L••••••• P••••••• M••••••••• U• L•• (listed 2020-11-18, absent 2021-04-21)
Apr 21, 2021 · Control person left · inference
C•••••• B••••• (Chief Compliance Officer) appeared on Schedule A of L••••••• P••••••• M••••••••• U• L••
Apr 21, 2021 · Control person joined · fact
J•••• L••••••• (Chief Compliance Officer) appeared on Schedule A of L••••••• P••••••• M••••••••• U• L••
Nov 18, 2020 · Control person joined · fact
L••••••• P••••••• M••••••••• U• L•• filed its initial SEC registration (Form ADV)
Oct 12, 2020 · 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/lakemore-partnersreportedpublic record, Form ADV, Sep 21, 2026
Website: l•••••••.comreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 480 841 5600reportedpublic record, Form ADV, Apr 29, 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