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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
L•••• I••••••••• P•••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Nov 7, 2022 · 7 filings
SEC status approved since Dec 12, 2022
RAUM
$6.2B
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
30
13 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
21
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$6.2B as of Mar 31, 2026
Mar 31, 2023$6.6B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20230 then
Employees (5.A)30 as of Mar 31, 2026
Mar 31, 202324 then
Private funds21 as of Mar 31, 2026
Mar 31, 202326 then
RAUM -19% over the last fiscal year-2.5% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $220MderivedRAUM 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
- -19%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
- 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$6.2B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 28reported
- 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
27 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L•••• I••••••••• F••• I•• U•••• L••• | Private Equity Fund | $1.0B | 3 | Mar 30, 2018 |
| L•••• I••••••••• F••• I• U•••• L••• | Private Equity Fund | $848M | 2 | Feb 26, 2013 |
| L•••• I••••••••• F••• I• I•••••••• L••••• | Private Equity Fund | $828M | 22 | Feb 26, 2013 |
| L•••• I••••••••• F••• I•• U••• I•••••••• L••• | Private Equity Fund | $790M | 12 | Mar 31, 2023 |
| L•••• I••••••••• F••• I•• U••• A••• L••• | Private Equity Fund | $357M | 2 | Mar 30, 2018 |
| L•••• I••••••••• F••• I•• U••• A•• I•••••••• L••• | Private Equity Fund | $326M | 13 | Mar 31, 2023 |
| L•••• I••••••••• F••• I• G•••••• L••• | Private Equity Fund | $212M | 20 | Feb 26, 2013 |
| L•••• I••••••••• F••• I•• G•••••• L••• | Private Equity Fund | $169M | 9 | Mar 30, 2018 |
| N••••• C•••••••• H••••••• 2• L• | Private Equity Fund | $135M | 2 | Jun 9, 2015 |
| C••••••••• 1• L•• | Private Equity Fund | $120M | 3 | Mar 30, 2018 |
| C••••••••• 3• L••••• | Private Equity Fund | $93.1M | 4 | Mar 31, 2023 |
| C••••••••• C•••••••• H•••••••• L••• | Private Equity Fund | $92.5M | 2 | Mar 31, 2017 |
| S••• I• C•••••••• F•• L•• | Private Equity Fund | $88.6M | 2 | Mar 31, 2023 |
| L•••• I••••••••• F••• I• T•• L••• | Private Equity Fund | $78.0M | 4 | Feb 28, 2014 |
| S••• I• C•••••••• K• L• | Private Equity Fund | $10.7M | 2 | Mar 31, 2023 |
| L•••• I••••••••• F••• I•• I••••••••• L••• | Private Equity Fund | $9.1M | 3 | Mar 31, 2022 |
| L•••• I••••••••• F••• I•• I••••••••• I•••••••• L••• | Private Equity Fund | $7.0M | 10 | Mar 31, 2023 |
| N••••• C•••••••• H••••••• 1• L• | Private Equity Fund | $6.1M | 2 | Jun 9, 2015 |
| L•••• I••••••••• F••• I•• I••••••••• L••• | Private Equity Fund | $4.5M | 2 | Mar 31, 2022 |
| L•••• I••••••••• F••• I•• U••• I••••••••• I•••••••• L••• | Private Equity Fund | $4.5M | 2 | Mar 31, 2023 |
| L•••• I••••••••• F••• I• C•••••• L••• | Private Equity Fund | $105,000 | 22 | Feb 26, 2013 |
| C•••••• I••••••••• I••• | Private Equity Fund | $98,000 | 4 | Mar 31, 2023 |
| L•••• P••••••••• F••• I• L••• | Private Equity Fund | $79,438 | 57 | Mar 30, 2012 |
| L•••• P••••••••• I••••••••• C•••••••• F•••• L••• | Private Equity Fund | $59,000 | 2 | Mar 30, 2012 |
| L•••• I••••••••• F••• I• I••••••••• L••• | Private Equity Fund | $10,000 | 2 | Feb 26, 2013 |
| L•••• I••••••••• F••• I• U••• A••••••••• L• | Private Equity Fund | $0 | 23 | Feb 26, 2013 |
| S••• I•• C•••••••• K• L• | Private Equity Fund | $0 | 2 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- A••••• D••••• J• · Chief Financial Officercontrolsince 10/2022 · owns less than 5%
- L•••• J••••••• S• · Chief Compliance Officercontrolsince 10/2022 · owns less than 5%
- S•••••• H•••••••• N•• · Chief Executive Officer, Ownercontrolsince 10/2022 · owns less than 5%
Entity owners
- L•••• I••••••••• M••••••••• H•••••••• L• · Limited Partnerdirect · owns 50% to 75%
- L•••• I••••••••• M••••••••• I••• · General Partnerdirect · owns less than 5%
- L•••• H• H•••••••• L•• · Ownerindirect · owns 75% or more of L•••• I••••••••• M••••••••• H•••••••• L•
- L•••• H• H•••••••• L•• · Ownerindirect · owns 75% or more of L•••• I••••••••• M••••••••• I•••
- S••• L•• M•••••• L•• · Limited Partnerdirect · owns 25% to 50%
- S••••••• C•••••• G•••• M••••••••• L••••• · Ownerindirect · owns 75% or more of S••• L•• M•••••• L••
Related persons
Schedule D 7.A
- E• I• I••••••• M••••••• L•••••pooled vehicle sponsory
- S•• C•••••••• M••••••••• L••pooled vehicle sponsory
- S•• M••••••••• L•••pooled vehicle sponsory
- S•• M••••••••• L•••pooled vehicle sponsory
- S•• M••••••••• L•••pooled vehicle sponsory
- S••••• M••••••••• C••••• U••pooled vehicle sponsory
- S••• C•••••••• M••••••• L•••pooled vehicle sponsory
- S••• I•• C••••• I•••••••• G•• U••pooled vehicle sponsory
- S••• I•• I•••••••• G•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 11 to 13Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $7.6B to $6.2BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $7.6B to $6.2BMar 31, 2025 to Mar 31, 2026
- RAUM · $7.6B to $6.2BMar 31, 2025 to Mar 31, 2026
- Accounts · 27 to 28May 9, 2024 to Mar 31, 2025
- Pooled vehicle clients · 27 to 28May 9, 2024 to Mar 31, 2025
- Financial planning clients · unset to May 9, 2024 to Mar 31, 2025
- Private funds · 27 to 21May 9, 2024 to Mar 31, 2025
- Discretionary RAUM · $7.3B to $7.6BMay 9, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $7.3B to $7.6BMay 9, 2024 to Mar 31, 2025
- RAUM · $7.3B to $7.6BMay 9, 2024 to Mar 31, 2025
- Discretionary RAUM · $6.6B to $7.3BMar 28, 2024 to May 9, 2024
- Pooled vehicle RAUM · $6.6B to $7.3BMar 28, 2024 to May 9, 2024
- RAUM · $6.6B to $7.3BMar 28, 2024 to May 9, 2024
- Succession · true to falseMar 28, 2024 to May 9, 2024
- Accounts · 26 to 27Jan 31, 2024 to Mar 28, 2024
- Business name · L•••• I••••••••• P•••••••• L•• to L•••• I••••••••• P•••••••• L•Jan 31, 2024 to Mar 28, 2024
- Pooled vehicle clients · 26 to 27Jan 31, 2024 to Mar 28, 2024
- Employees · 24 to 30Jan 31, 2024 to Mar 28, 2024
- Legal name · L•••• I••••••••• P•••••••• L•• to L•••• I••••••••• P•••••••• L•Jan 31, 2024 to Mar 28, 2024
- Organization form · Limited Liability Company to Limited PartnershipJan 31, 2024 to Mar 28, 2024
- Private funds · 26 to 27Jan 31, 2024 to Mar 28, 2024
- Succession · false to trueJan 31, 2024 to Mar 28, 2024
- Employees · 26 to 24Nov 7, 2022 to Mar 31, 2023
- Accounts · 0 to 26Nov 7, 2022 to Mar 31, 2023
- Pooled vehicle clients · unset to 26.0Nov 7, 2022 to Mar 31, 2023
- Private funds · unset to 26Nov 7, 2022 to Mar 31, 2023
- Discretionary RAUM · $0 to $6.6BNov 7, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · unset to 6642411150.0Nov 7, 2022 to Mar 31, 2023
- RAUM · $0 to $6.6BNov 7, 2022 to Mar 31, 2023
Signals
2 dated events
- L•••• I••••••••• P•••••••• L• reported succeeding to the business of Another Adviser (Form ADV Item 4)Mar 28, 2024 · Succession (Item 4) · fact
- L•••• I••••••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Nov 7, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- L•••• I••••••••• P•••••••• L• · Independent Sponsorsshared crd · capital_provider
- L•••• I••••••••• P•••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/lotus-infrastructure-partners/mycompanyreportedpublic record, Form ADV, Sep 18, 2026
- Website
- l•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 203-422-7700reportedpublic 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