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•••••••
Legal name L•• M••••••••• L••
Latest filing Mar 10, 2026
First filing on the tape Oct 19, 2022 · 10 filings
SEC status approved since Nov 18, 2022
RAUM
$820M
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
16
16 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
6
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$820M as of Mar 10, 2026
Mar 25, 2023$466M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 10, 2026
Mar 25, 20230 then
Employees (5.A)16 as of Mar 10, 2026
Mar 25, 202313 then
Private funds6 as of Mar 10, 2026
Mar 25, 20234 then
RAUM +28% over the last fiscal year+21% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 10, 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
- $137MderivedRAUM 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
- +28%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
- Custody
- $820M, 6 clientsreportedItem 9.A
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- 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$820M100%
- 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
- $820M for 6 clientsreported
- 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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L•• P••••••• I• ••••• L••• | Private Equity Fund | $262M | 51 | Oct 19, 2022 |
| L•• P••••••• I• C••••••••• F•••• L••• | Private Equity Fund | $180M | 7 | Mar 25, 2023 |
| L•• P••••••• I• C••••••••• F••• • A• L••• | Private Equity Fund | $77.3M | 3 | Mar 25, 2023 |
| L•••• N••••••• C•••••• I• L••• | Private Equity Fund | $32.6M | 60 | Oct 19, 2022 |
Owners and control persons
Schedule A and B, latest filing
- H••••••• D••••• · Chief Compliance Officer, Chief Financial Officercontrolsince 09/2022 · owns less than 5%
- K••••• M••••••• D•••••• · Managing Partnercontrolsince 05/2012 · owns 25% to 50%
- M•••• R•••••• M••••• · Managing Partnercontrolsince 05/2012 · owns 25% to 50%
- R•••••••• M•••• F•••••• · Managing Partnercontrolsince 05/2012 · owns 25% to 50%
Related persons
Schedule D 7.A
- L•••• N••••••• A••••••••• I• L••pooled vehicle sponsorn
- L•• P••••••• I• C••••••••• F••• G• L••pooled vehicle sponsorn
- L•• P••••••• I• •••• 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 6Jun 30, 2025 to Mar 10, 2026
- Advisory employees · 13 to 16Jun 30, 2025 to Mar 10, 2026
- Pooled vehicle clients · 5 to 6Jun 30, 2025 to Mar 10, 2026
- Assets in custody · $642M to $820MJun 30, 2025 to Mar 10, 2026
- Employees · 13 to 16Jun 30, 2025 to Mar 10, 2026
- Private funds · 5 to 6Jun 30, 2025 to Mar 10, 2026
- Discretionary RAUM · $642M to $820MJun 30, 2025 to Mar 10, 2026
- Pooled vehicle RAUM · $642M to $820MJun 30, 2025 to Mar 10, 2026
- RAUM · $642M to $820MJun 30, 2025 to Mar 10, 2026
- Financial planning clients · unset to May 16, 2025 to Jun 30, 2025
- Accounts · 4 to 5Jan 12, 2025 to Mar 21, 2025
- Pooled vehicle clients · 4 to 5Jan 12, 2025 to Mar 21, 2025
- Assets in custody · $551M to $642MJan 12, 2025 to Mar 21, 2025
- HQ city · RESTON to ARLINGTONJan 12, 2025 to Mar 21, 2025
- Private funds · 4 to 5Jan 12, 2025 to Mar 21, 2025
- Discretionary RAUM · $551M to $642MJan 12, 2025 to Mar 21, 2025
- Pooled vehicle RAUM · $551M to $642MJan 12, 2025 to Mar 21, 2025
- RAUM · $551M to $642MJan 12, 2025 to Mar 21, 2025
- Business name · L•• M••••••••• L•• to L•• P•••••••Mar 9, 2024 to Jan 12, 2025
- Assets in custody · $466M to $551MApr 15, 2023 to Mar 9, 2024
- Discretionary RAUM · $466M to $551MApr 15, 2023 to Mar 9, 2024
- Pooled vehicle RAUM · $466M to $551MApr 15, 2023 to Mar 9, 2024
- RAUM · $466M to $551MApr 15, 2023 to Mar 9, 2024
- Accounts · 2 to 4Oct 20, 2022 to Mar 25, 2023
- Advisory employees · 12 to 13Oct 20, 2022 to Mar 25, 2023
- Pooled vehicle clients · 2 to 4Oct 20, 2022 to Mar 25, 2023
- Assets in custody · $500M to $466MOct 20, 2022 to Mar 25, 2023
- Employees · 12 to 13Oct 20, 2022 to Mar 25, 2023
- Private funds · 2 to 4Oct 20, 2022 to Mar 25, 2023
- Discretionary RAUM · $500M to $466MOct 20, 2022 to Mar 25, 2023
- Pooled vehicle RAUM · $500M to $466MOct 20, 2022 to Mar 25, 2023
- RAUM · $500M to $466MOct 20, 2022 to Mar 25, 2023
Signals
2 dated events
- L•• P••••••• reported RAUM $820.3M, up 28% from $642.4M (2025-06-30 to 2026-03-10)Mar 10, 2026 · RAUM change · derived
- L•• M••••••••• L•• filed its initial SEC registration (Form ADV)Oct 19, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- L•• P••••••• · Independent Sponsorsshared crd · capital_provider
- L•• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/lnc-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- l•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (703) 651-2150reportedpublic record, Form ADV, Mar 10, 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