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• P•••• M••••••••• L••
Latest filing May 1, 2026
First filing on the tape Jun 28, 2023 · 8 filings
SEC status approved since Jul 28, 2023
RAUM
$622M
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
10
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
6
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$622M as of May 1, 2026
Mar 28, 2024$395M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 1, 2026
Mar 28, 20240 then
Employees (5.A)10 as of May 1, 2026
Mar 28, 20246 then
Private funds6 as of May 1, 2026
Mar 28, 20244 then
RAUM +5.6% over the last fiscal yearIARs 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
- $104MderivedRAUM 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
- +5.6%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
- 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)
- 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$622M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- 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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L• P•••• O••••••••• I• L••• | Private Equity Fund | $244M | 7 | Mar 30, 2023 |
| L• P•••• E•••••••• C•••••••• H••••••• I• L••• | Private Equity Fund | $102M | 2 | Mar 28, 2024 |
| L• P•••• R• H•••••••• L• | Venture Capital Fund | $56.0M | 2 | Dec 17, 2021 |
| L• P•••• W• H•••••••• L••• | Private Equity Fund | $9.3M | 3 | Mar 30, 2023 |
Owners and control persons
Schedule A and B, latest filing
- B••••• D•••••••• N••••• · Chief Compliance Officer And Chief Operating Officercontrolsince 10/2021 · owns less than 5%
- D••••••• K••••••• C•••• L•••• · Sole Membercontrolsince 06/2019 · owns 75% or more
Related persons
Schedule D 7.A
- L• O••••••••• I• G•• L•••pooled vehicle sponsorn
- L• P•••• E•••••••• C•••••••• H••••••• I• G•• L•••pooled vehicle sponsorn
- L• P•••• R• H••••••• G•• L••pooled vehicle sponsorn
- L• P•••• W• H••••••• G•• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 5 to 6May 19, 2025 to Mar 30, 2026
- Advisory employees · 3 to 7May 19, 2025 to Mar 30, 2026
- Pooled vehicle clients · 5 to 6May 19, 2025 to Mar 30, 2026
- Employees · 6 to 10May 19, 2025 to Mar 30, 2026
- Private funds · 5 to 6May 19, 2025 to Mar 30, 2026
- Discretionary RAUM · $590M to $622MMay 19, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $590M to $622MMay 19, 2025 to Mar 30, 2026
- RAUM · $590M to $622MMay 19, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 19, 2025
- Accounts · 4 to 5Aug 6, 2024 to Mar 31, 2025
- Advisory employees · 5 to 3Aug 6, 2024 to Mar 31, 2025
- Pooled vehicle clients · 4 to 5Aug 6, 2024 to Mar 31, 2025
- Private funds · 4 to 5Aug 6, 2024 to Mar 31, 2025
- Discretionary RAUM · $411M to $590MAug 6, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $411M to $590MAug 6, 2024 to Mar 31, 2025
- RAUM · $411M to $590MAug 6, 2024 to Mar 31, 2025
- HQ city · unset to SAN FRANCISCOMar 28, 2024 to Jul 9, 2024
- HQ state · unset to CAMar 28, 2024 to Jul 9, 2024
- Discretionary RAUM · $395M to $411MMar 28, 2024 to Jul 9, 2024
- Pooled vehicle RAUM · $395M to $411MMar 28, 2024 to Jul 9, 2024
- RAUM · $395M to $411MMar 28, 2024 to Jul 9, 2024
- Accounts · 3 to 4Jun 28, 2023 to Mar 28, 2024
- Advisory employees · 4 to 5Jun 28, 2023 to Mar 28, 2024
- Pooled vehicle clients · 3 to 4Jun 28, 2023 to Mar 28, 2024
- Employees · 5 to 6Jun 28, 2023 to Mar 28, 2024
- Private funds · 6 to 4Jun 28, 2023 to Mar 28, 2024
- Discretionary RAUM · $159M to $395MJun 28, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $159M to $395MJun 28, 2023 to Mar 28, 2024
- RAUM · $159M to $395MJun 28, 2023 to Mar 28, 2024
Signals
3 dated events
- L• P•••• M••••••••• L•• reported RAUM $589.5M, up 43% from $411.2M (2024-08-06 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- L• P•••• M••••••••• L•• reported RAUM $395.1M, up 149% from $158.5M (2023-06-28 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- L• P•••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 28, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- L• P•••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- L• P•••• M••••••••• L•• · Private Equityshared crd · organization
- L• P•••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/l2-pointreportedpublic record, Form ADV, Sep 18, 2026
- Website
- l2-point.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (919) 452-0172reportedpublic 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