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L•••••• P•••• C•••••• M••••••••• L•

Asset manager (funds and pooled vehicles)SEC-registered1 private funds· Austin, Texas

Asset manager (funds and pooled vehicles), based in Austin, Texas, reporting $208M of regulatory assets.

Composed from this adviser's Form ADV classification, location and filed figures.

Regulatory AUM
$208M
Form ADV
Advisors
0
IAPD
RAUM change, 1 year
+5.9%
Form ADV, consecutive annual filings
Private clients
0.0%
of RAUM
Form ADV
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Nothing material in the last 180 days. Last change: 27 Feb 2026, RAUM $196M to $208M (+5.9%) on the Form ADV filed 27 Feb 2026.

Every filed figure, and the identifiersCRD 323308 · SEC 801-131101 · 3 filingsShow
CRD 323308SEC 801-131101First filing on the tape Aug 14, 2024, latest Feb 27, 2026SEC status approved since Sep 13, 2024IAPD
RAUM
$208M
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
Not computed
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
3 filings and snapshots on the tape

RAUM +5.9% over the last fiscal year · the tape starts Aug 14, 2024

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow
RAUM$208M as of Feb 27, 2026
Mar 26, 2025$196M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Feb 27, 2026
Mar 26, 20250 then
Employees (5.A)3 as of Feb 27, 2026
Mar 26, 20252 then
Private funds1 as of Feb 27, 2026
Mar 26, 20251 then
RAUM +5.9% over the last fiscal yearIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Feb 27, 2026; every figure names its basis
The rule behind each archetype, and every derived figureShow
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
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
+5.9%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 vehicles, portfolio management for investment companiesreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing

86% pooled investment vehicles, 14% investment companies

The breakdown by client type, and the client counts2 client typesShow
  • Pooled investment vehicles$178M86%
  • Investment companies$30.1M14%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2reported
Financial planning clients
0reported
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=true bd_reps=0.0derived
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Advisors registered through the firm
      0 on IAPD today; the longest tenured first
      No representative is registered through this CRD on IAPD.
      Private funds
      1 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      L•••••• P•••• C•••••• P••••••• L•Hedge Fund$178M35Mar 20, 2024
      Owners and control persons
      Schedule A and B, latest filing
      • P•••• ••••• J••••• L••••• · Chief Compliance Officer, Chief Investment Officercontrol
        since 10/2022 · owns 75% or more
      • P•••• ••••• J••••• L••••• · Managing Membercontrol
        since 10/2022 · owns 75% or more of L•••••• P•••• G• L••
      Entity owners
      • L•••••• P•••• G• L•• · General Partner
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      • L•••••• P•••• C•••••• G• L•
        investment adviserbankpooled vehicle sponsory
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Advisory employees · 2 to 3
        Mar 26, 2025 to Feb 27, 2026
      • Employees · 2 to 3
        Mar 26, 2025 to Feb 27, 2026
      • Other offices · 0 to 1
        Mar 26, 2025 to Feb 27, 2026
      • Discretionary RAUM · $196M to $208M
        Mar 26, 2025 to Feb 27, 2026
      • Pooled vehicle RAUM · $167M to $178M
        Mar 26, 2025 to Feb 27, 2026
      Full history · 11 changes
      • RAUM · $196M to $208M
        Mar 26, 2025 to Feb 27, 2026
      • Financial planning clients · 0 to 0
        Aug 14, 2024 to Mar 26, 2025
      • Private funds · 2 to 1
        Aug 14, 2024 to Mar 26, 2025
      • Discretionary RAUM · $36.0M to $196M
        Aug 14, 2024 to Mar 26, 2025
      • Pooled vehicle RAUM · $36.0M to $167M
        Aug 14, 2024 to Mar 26, 2025
      • RAUM · $36.0M to $196M
        Aug 14, 2024 to Mar 26, 2025
      Signals
      3 dated events
      • ••• Locked
        Feb 27, 2026 · ria office opened · fact
      • ••• Locked
        Mar 26, 2025 · ria registration change · fact
      • ••• Locked
        Aug 14, 2024 · 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
      Principal office phone
      ••• Lockedreportedpublic record, Form ADV, Feb 27, 2026
      Provenance
      Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show
      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
      Not computedderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026

      Not yet on record: net advisor flow, 12 months.