{
  "crd_number": 306615,
  "slug": "lp-investment-management-llc-dallas-tx-306615",
  "primary_business_name": "LP INVESTMENT MANAGEMENT, LLC",
  "legal_name": "LP INVESTMENT MANAGEMENT, LLC",
  "dbas": [],
  "city": "Dallas",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-01-17",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 696086360.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 696086360.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 209239830.0,
      "count": null,
      "fewer_than_5": true
    },
    "corporations_other_businesses": {
      "raum": 486846530.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306615",
  "city_as_filed": "DALLAS",
  "url": "https://advisorcensus.com/firm/lp-investment-management-llc-dallas-tx-306615",
  "display_name": "LP Investment Management, LLC",
  "summary": "LP Investment Management, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. LP Investment Management, LLC (CRD 306615): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is LP Investment Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), LP Investment Management, LLC reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is LP Investment Management, LLC located?",
      "a": "LP Investment Management, LLC's principal office is in Dallas, TX, according to its Form ADV."
    },
    {
      "q": "Is LP Investment Management, LLC registered with the SEC or a state?",
      "a": "LP Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306615."
    },
    {
      "q": "How much does LP Investment Management, LLC manage?",
      "a": "LP Investment Management, LLC reports $696,086,360 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (0% discretionary)."
    },
    {
      "q": "How have LP Investment Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for LP Investment Management, LLC: Regulatory assets under management: $347,630,000 in the October 2021 data and $696,086,360 in the October 2026 data, up 100%. Total employees: 1 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does LP Investment Management, LLC report any disciplinary disclosures?",
      "a": "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/306615"
    },
    {
      "q": "Does LP Investment Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 1, 2026 says: \"The Adviser does not have a minimum account size requirement for its Clients.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 347630000.0,
      "total_employees": 1,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 338185946.0,
      "total_employees": 2,
      "filing_date": "2022-04-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 784649260.0,
      "total_employees": 2,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 731074520.0,
      "total_employees": 2,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 772835507.0,
      "total_employees": 2,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 696086360.0,
      "total_employees": 2,
      "filing_date": "2026-04-01"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 1, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "The Adviser does not have a minimum account size requirement for its Clients."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The Adviser does not have a minimum account size requirement for its Clients."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/lp-investment-management-llc-dallas-tx-306615.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 209239830.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 486846530.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306615",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}