SourcingSourcing

LIME ROCK MANAGEMENT LP

C34
CRD 157127·SEC 801-73847·WESTPORT, CT
AUM
$5.48B
$1B+
Est. Revenue
$54.8M
@ 1% on AUM
Est. EBITDA
$16.4M
@ 30% margin
Est. Deal Value
$131.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LIME ROCK MANAGEMENT LP
CRD
157127
SEC file #
801-73847
EIN
932684040
DBA names
Lime Rock

Economics

AUM
$5.48B
AUM band
$1B+
AUM trajectory
'20'26
$7.08B → $5.48B▼ -23%
Client mix
Pooled Investment Vehicles23

Operations

Employees (total)
198
Advisory staff (per ADV)
55
Advisory staff (5-yr trend)
'20'26
48 advisors → 55 advisors▲ +15%
Primary office
WESTPORT CT
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
lrpartners.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JCF INVESTMENTS, LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
11
Control Persons
JCF INVESTMENTS, LLC
JTR INVESTMENTS 2024, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LRPARTNERS.COM
Rdap Domain Creation Date
1998-09-25T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
303
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001990881
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2023-08-28
Edgar Last Filing Date
2023-08-28
Edgar Form D Count
1
Edgar Form D Offerings
2023-08-282023-08-28 · 0001567619-23-007021

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan12
E*trade4
Edgar Addresses
Mailing
LIME ROCK MANAGEMENT LP C/O SUSAN OSWALD274 RIVERSIDE AVENUE, 3RD FLOORWESTPORT, CT 06880
Business
LIME ROCK MANAGEMENT LP C/O SUSAN OSWALD274 RIVERSIDE AVENUE, 3RD FLOORWESTPORT, CT 06880
Edgar EIN
932684040
Edgar Recent Filings
D2023-08-28 · 0001567619-23-007021
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-09-24T04:00:00Z
Rdap Domain Last Changed
2025-07-26T07:16:27Z
Rdap Nameservers
Ns10.dnsmadeeasy.comNs11.dnsmadeeasy.comNs12.dnsmadeeasy.comNs13.dnsmadeeasy.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (8)

8
MULLINS, ERIC, DWAYNE
Direct Owner · 17.5%
2088585
MCLANE, JASON, MICHAEL
Direct Owner · 7.5%
6749358
SCOFIELD, JEFFREY, BENNETT
Direct Owner · 7.5%
4319556
BELLANTONI, SUSAN, MARIE
Executive Officer · 2.5%
6623606
FARBER, JONATHAN, CLARK
Executive Officer · 2.5%
2130092
MCCALL, MARK, ADRIAN
Executive Officer · 2.5%
2657219
MEHTA, ANURAGH, RAJ
Executive Officer · 2.5%
6748776
REYNOLDS, JOHN, THOMAS
Executive Officer · 2.5%
2285502