# Lewis & Clark Partners, LLC

> Lewis & Clark Partners, LLC is an SEC-registered investment advisory firm in St. Louis, MO, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 1, 2026.

- CRD: 299686
- Filed as: LEWIS & CLARK PARTNERS, LLC
- Legal name: Lewis & Clark Equity Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Louis, MO
- Filing period: October 2026
- Form ADV filing dated: May 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299686
- AdvisorCensus page: https://advisorcensus.com/firm/lewis-and-clark-partners-llc-st-louis-mo-299686

## Quick answers

**How is Lewis & Clark Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lewis & Clark Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Lewis & Clark Partners, LLC located?**
Lewis & Clark Partners, LLC's principal office is in St. Louis, MO, according to its Form ADV.

**Is Lewis & Clark Partners, LLC registered with the SEC or a state?**
Lewis & Clark Partners, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299686.

**How much does Lewis & Clark Partners, LLC manage?**
Lewis & Clark Partners, LLC reports $262,924,296 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (100% discretionary).

**How have Lewis & Clark Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Lewis & Clark Partners, LLC: Regulatory assets under management: $421,572,681 in the October 2021 data and $262,924,296 in the October 2026 data, down 38%. Total employees: 20 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lewis & Clark Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8).

**Does Lewis & Clark Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299686

**What changed in Lewis & Clark Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 26 to 19. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $262,924,296
- Discretionary: $262,924,296
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $262,924,296 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 25 total, 19 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lewisandclarkagrifood.com
- lewisandclarkpartners.com
- lewisandclarkventures.com
- LinkedIn @lacagrifood
- LinkedIn @lewis-&-clark-ventures-llc
- LinkedIn @lewis-and-clark-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $421,572,681 | 20 | March 26, 2021 |
| October 2022 | $454,306,381 | 21 | March 30, 2022 |
| October 2023 | $418,530,760 | 23 | May 9, 2023 |
| October 2024 | $302,033,507 | 27 | May 20, 2024 |
| October 2025 | $264,053,305 | 26 | March 28, 2025 |
| October 2026 | $262,924,296 | 25 | May 1, 2026 |

Regulatory assets under management: $421,572,681 in the October 2021 data and $262,924,296 in the October 2026 data, down 38%.
Total employees: 20 in October 2021 and 25 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 26 to 19.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lewis & Clark Partners, LLC (CRD 299686): Form ADV filing data as of October 2026.
