SourcingSourcing

LCN CAPITAL PARTNERS, L.P.

C22
CRD 166799·SEC 801-78069·NEW YORK, NY
AUM
$5.90B
$1B+
Est. Revenue
$59.0M
@ 1% on AUM
Est. EBITDA
$17.7M
@ 30% margin
Est. Deal Value
$141.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LCN CAPITAL PARTNERS, L.P.
CRD
166799
SEC file #
801-78069
EIN
—
DBA names
Lcn Capital Management, L.p.

Economics

AUM
$5.90B
AUM band
$1B+
AUM trajectory
'20'26
$1.90B → $5.90B▲ +212%
Client mix
Pooled Investment Vehicles36

Operations

Employees (total)
38
Advisory staff (per ADV)
21
Advisory staff (5-yr trend)
'20'26
12 advisors → 21 advisors▲ +75%
Primary office
NEW YORK NY
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
lcnpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LCN CAPITAL MANAGEMENT, L.P.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
LCN CAPITAL MANAGEMENT, L.P.
COLWELL, BRYAN, YORK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LCNPARTNERS.COM
Rdap Domain Creation Date
2010-11-03T14:18:11Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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
Jpmorgan20
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-11-03T15:18:11Z
Rdap Domain Last Changed
2022-10-17T21:45:38Z
Rdap Nameservers
Ns09.domaincontrol.comNs10.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (6)

6
COLWELL, BRYAN, YORK
Executive Officer · 2.5%
1661392
LAPUMA, EDWARD, V
Executive Officer · 2.5%
6189491
LEVENTHAL, JOSHUA, REID
Executive Officer · 2.5%
6436294
WALL, THOMAS, ROBERT
Executive Officer · 2.5%
6189541
DROPKIN, Richard, Kelley
Executive Officer · 2.5%
6785191
KLEINSCHMIDT, ERIC, JOSEPH
Executive Officer · 2.5%
2710290