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Asset manager (funds and pooled vehicles)SEC-registered3 private funds· Santa Monica, Californiawebsite

Asset manager (funds and pooled vehicles), based in Santa Monica, California, reporting $2.0B of regulatory assets.

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

Regulatory AUM
$2.0B
Form ADV
Advisors
0
IAPD
Net advisor flow, 12 months
Not established
RAUM change, last fiscal year
Not established
Private clients
0.0% of RAUM
Form ADV
AdvisorsAdvisor movementWhere the RAUM sits
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily
Why this matters
Every filed figure, and the identifiersCRD 335548 · SEC 801-132605 · 5 filingsShow
CRD 335548SEC 801-132605Legal name L••••• I••••••••• P•••••••• L••First filing on the tape Mar 29, 2025, latest Apr 13, 2026SEC status approved since Apr 28, 2025IAPD
RAUM
$2.0B
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
26
18 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
3
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$2.0B as of Apr 13, 2026
Mar 29, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 13, 2026
Mar 29, 20250 then
Employees (5.A)26 as of Apr 13, 2026
Mar 29, 20254 then
Private funds3 as of Apr 13, 2026
Aug 27, 20252 then
RAUM n/a over the last fiscal yearIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Apr 13, 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
$669MderivedRAUM 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
unknownderivedbetween 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
Custody
$2.0B, 3 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)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • 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$2.0B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
3reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$2.0B for 3 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=true 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
      Every departureEvery arrival
      Private funds
      3 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      L•• C•• O•• F••••• B• L•Hedge Fund$718M3Apr 13, 2026
      L••••• C•••••• O••••••••• F•••••• L•••Hedge Fund$669M3Apr 13, 2026
      L••••• C•••••• O••••••••• F••••• A• L•••Hedge Fund$619M3Apr 13, 2026
      Owners and control persons
      Schedule A and B, latest filing
      • F•••••• D••••• R•••••• · Chief Legal Officercontrol
        since 05/2025 · owns less than 5%
      • G•••••• S••••• L••• · Chief Executive Officer And Chief Investment Officercontrol
        since 03/2025 · owns less than 5%
      • T••••• C••••••• J••• · Chief Financial Officer And Chief Operating Officercontrol
        since 03/2025 · owns less than 5%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 2 to 3
        Feb 25, 2026 to Mar 30, 2026
      • Advisory employees · 14 to 18
        Feb 25, 2026 to Mar 30, 2026
      • Pooled vehicle clients · 2 to 3
        Feb 25, 2026 to Mar 30, 2026
      • Assets in custody · $2.0B to $2.0B
        Feb 25, 2026 to Mar 30, 2026
      • Employees · 20 to 26
        Feb 25, 2026 to Mar 30, 2026
      • Discretionary RAUM · $2.0B to $2.0B
        Feb 25, 2026 to Mar 30, 2026
      • Pooled vehicle RAUM · $2.0B to $2.0B
        Feb 25, 2026 to Mar 30, 2026
      • RAUM · $2.0B to $2.0B
        Feb 25, 2026 to Mar 30, 2026
      • Private funds · 2 to 3
        Aug 27, 2025 to Feb 25, 2026
      • Accounts · 0 to 2
        Mar 29, 2025 to Aug 27, 2025
      • Advisory employees · 2 to 14
        Mar 29, 2025 to Aug 27, 2025
      • Pooled vehicle clients · unset to 2.0
        Mar 29, 2025 to Aug 27, 2025
      • Assets in custody · unset to 2014182389.0
        Mar 29, 2025 to Aug 27, 2025
      • Custody of client assets · false to true
        Mar 29, 2025 to Aug 27, 2025
      • Employees · 4 to 20
        Mar 29, 2025 to Aug 27, 2025
      • Other offices · 0 to 1
        Mar 29, 2025 to Aug 27, 2025
      • Private funds · unset to 2
        Mar 29, 2025 to Aug 27, 2025
      • Discretionary RAUM · $0 to $2.0B
        Mar 29, 2025 to Aug 27, 2025
      • Pooled vehicle RAUM · unset to 2014182389.0
        Mar 29, 2025 to Aug 27, 2025
      • RAUM · $0 to $2.0B
        Mar 29, 2025 to Aug 27, 2025
      Signals
      3 dated events
      • ••• Locked
        Apr 13, 2026 · private fund first reported · fact
      • ••• Locked
        Apr 13, 2026 · private fund first reported · fact
      • ••• Locked
        Apr 13, 2026 · private fund first reported · 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
      Website
      ••• Lockedreportedpublic record, Form ADV, Apr 13, 2026
      Principal office phone
      ••• Lockedreportedpublic record, Form ADV, Apr 13, 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