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•• M••••••••• H•••••• L•••
Latest filing Mar 31, 2026
First filing on the tape Oct 3, 2022 · 10 filings
SEC status approved since Nov 1, 2022
RAUM
$7.6B
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
116
51 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
19
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$7.6B as of Mar 31, 2026
Mar 29, 2023$4.6B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20230 then
Employees (5.A)116 as of Mar 31, 2026
Mar 29, 2023113 then
Private funds19 as of Mar 31, 2026
Mar 29, 202314 then
RAUM +7.4% over the last fiscal year+18% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- PE backed · a Schedule A entity owner at 25 percent or more whose exact legal name is a PE fund vehicle or a classified PE sponsor on the DFX private equity graph
- 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
- $398MderivedRAUM 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
- +7.4%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $7.6B, 19 clientsreportedItem 9.A
- Ownership
- a PE fund or sponsor is a 25 percent or greater owner 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)
- 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$7.6B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 19reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $7.6B for 19 clientsreported
- 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
17 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L•• E••••• P••••••• V• L••• | Private Equity Fund | $1.8B | 255 | Mar 30, 2018 |
| L•• E••••• P••••••• V•• L••• | Private Equity Fund | $1.3B | 358 | Mar 30, 2021 |
| L•• E••••• P••••••• V••••••• | Private Equity Fund | $651M | 188 | Mar 29, 2024 |
| L•• E••••• P••••••• I••••••••• V•• L••• | Private Equity Fund | $587M | 35 | Mar 30, 2021 |
| L•• E••••• P••••••• I•• L••• | Private Equity Fund | $569M | 149 | Mar 26, 2013 |
| L•• E••••• P••••••• I••••••••• V• L••• | Private Equity Fund | $268M | 11 | Mar 29, 2019 |
| L•• E••••• P••••••• I••••••••• V••••••• | Private Equity Fund | $251M | 22 | Mar 29, 2024 |
| L•• E••••• P••••••• P••••••• V• L••• | Private Equity Fund | $116M | 73 | Mar 30, 2018 |
| L•• V• S•••••• C••••••••• L••• | Private Equity Fund | $86.8M | 44 | Mar 29, 2019 |
| L•• V• S•••••• C•••••••• •••• | Private Equity Fund | $81.2M | 20 | Mar 30, 2021 |
| L•• E••••• P••••••• I••• L••• | Private Equity Fund | $51.4M | 201 | Feb 14, 2012 |
| L•• E••••• P••••••• V• C••••••••• L••• | Private Equity Fund | $38.9M | 2 | Mar 30, 2021 |
| L•• E••••• P••••••• V• C••••••••• L••• | Private Equity Fund | $32.2M | 2 | Mar 30, 2018 |
| L•• E••••• P••••••• P••••••• V•• L••• | Private Equity Fund | $25.6M | 45 | Mar 30, 2021 |
| L•• E••••• P••••••• P••••••• I•• L••• | Private Equity Fund | $25.0M | 74 | Mar 26, 2013 |
| L•• E••••• P••••••• P••••••• V••••••• | Private Equity Fund | $6.8M | 29 | Mar 29, 2024 |
| L•• E••••• P••••••• P••••••• I••• L••• | Private Equity Fund | $2.3M | 65 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• N•••• S••••• · Chief Financial Officercontrolsince 09/2022 · owns less than 5%
- L•••••• J•••••• D•••• · General Counselcontrolsince 09/2022 · owns less than 5%
- V•••••• M•••••••• W•••• · Chief Compliance Officercontrolsince 09/2022 · owns less than 5%
Entity owners
- L•• W••••• G•• L•• · General Partnerdirect · owns less than 5%
- L•• W•••••• L••• · Limited Partnerdirect · owns 75% or more
- C•••••• O••••••• I• H••••••• •• I•• C••• · Limited Partnerindirect · owns 75% or more of C•••••• O••••••• I• A••••••••• •• I•• L•
- P••••••••• I• O••••••• S••• · Stockholderindirect · owns 75% or more of C•••••• O••••••• I• H••••••• •• I•• C•••
- P• I• O••••••• A••••••• · General Partnerindirect · owns F of C•••••• O••••••• I• A••••••••• •• I•• L•
- C•••••• O••••••• I• A••••••••• •• I•• L• · Limited Partnerdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- L•• C•••••• I••• L•••pooled vehicle sponsory
- L•• C•••••• I•• L•••pooled vehicle sponsory
- L•• C•••••• V• S•• L••pooled vehicle sponsory
- L•• C•••••• V• L•••pooled vehicle sponsory
- L•• C•••••• V• S•• L••pooled vehicle sponsory
- L•• C•••••• V•• L•••pooled vehicle sponsory
- L•• C•••••• V••• L•••pooled vehicle sponsory
Advisers that list L•• M••••••••• H•••••• L••• as a related person
- 154690 y
Offices
Schedule D 1.F, the 25 largest
- Philadelphia, PA39 employees
What changed
consecutive filings, newest first
- Accounts · 17 to 19Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 39 to 51Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 17 to 19Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $7.0B to $7.6BMar 31, 2025 to Mar 31, 2026
- Employees · 93 to 116Mar 31, 2025 to Mar 31, 2026
- Private funds · 17 to 19Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $7.0B to $7.6BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $7.0B to $7.6BMar 31, 2025 to Mar 31, 2026
- RAUM · $7.0B to $7.6BMar 31, 2025 to Mar 31, 2026
- Advisory employees · 55 to 39Jan 6, 2025 to Mar 31, 2025
- Assets in custody · $5.0B to $7.0BJan 6, 2025 to Mar 31, 2025
- Employees · 122 to 93Jan 6, 2025 to Mar 31, 2025
- Financial planning clients · unset to Jan 6, 2025 to Mar 31, 2025
- Discretionary RAUM · $5.9B to $7.0BJan 6, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $5.9B to $7.0BJan 6, 2025 to Mar 31, 2025
- RAUM · $5.9B to $7.0BJan 6, 2025 to Mar 31, 2025
- Accounts · 14 to 17Jan 25, 2024 to Mar 29, 2024
- Advisory employees · 53 to 55Jan 25, 2024 to Mar 29, 2024
- Pooled vehicle clients · 14 to 17Jan 25, 2024 to Mar 29, 2024
- Assets in custody · $4.6B to $5.0BJan 25, 2024 to Mar 29, 2024
- Employees · 113 to 122Jan 25, 2024 to Mar 29, 2024
- Private funds · 14 to 17Jan 25, 2024 to Mar 29, 2024
- Discretionary RAUM · $4.6B to $5.9BJan 25, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $4.6B to $5.9BJan 25, 2024 to Mar 29, 2024
- RAUM · $4.6B to $5.9BJan 25, 2024 to Mar 29, 2024
- Advisory employees · 50 to 53Oct 3, 2022 to Mar 29, 2023
- Assets in custody · $4.4B to $4.6BOct 3, 2022 to Mar 29, 2023
- Employees · 95 to 113Oct 3, 2022 to Mar 29, 2023
- Discretionary RAUM · $4.4B to $4.6BOct 3, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $4.4B to $4.6BOct 3, 2022 to Mar 29, 2023
- RAUM · $4.4B to $4.6BOct 3, 2022 to Mar 29, 2023
- Succession · true to falseOct 3, 2022 to Mar 29, 2023
Signals
3 dated events
- L•• M••••••••• H•••••• L••• reported RAUM $5.9B, up 28% from $4.6B (2024-01-25 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- L•• M••••••••• H•••••• L••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Oct 3, 2022 · Succession (Item 4) · fact
- L•• M••••••••• H•••••• L••• filed its initial SEC registration (Form ADV)Oct 3, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- L•• M••••••••• H•••••• L••• · Independent Sponsorsshared crd · capital_provider
- L•• M••••••••• H•••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/LLR-Partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- LLRPARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 215-717-2900reportedpublic record, Form ADV, Mar 31, 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