← Directory
LP INVESTMENT MANAGEMENT, LLC
CRD 306615File 801-117960
APPROVED
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$696.1M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $696.1M
Clients
0
4 accounts
Employees
2
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 17, 2020
- Principal office
- 3899 MAPLE AVENUE, SUITE 400, DALLAS, TX, 75219
- Phone
- 214-987-8234
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $696.1M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $696.1M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 4
- Total accounts
- 4
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $486.8M |
| High net worth individuals | Fewer than 5 | $209.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.