# LP Investment Management, LLC

> 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.

- CRD: 306615
- Filed as: LP INVESTMENT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306615
- AdvisorCensus page: https://advisorcensus.com/firm/lp-investment-management-llc-dallas-tx-306615

## Quick answers

**How is LP Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), LP Investment Management, LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is LP Investment Management, LLC located?**
LP Investment Management, LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is LP Investment Management, LLC registered with the SEC or a state?**
LP Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306615.

**How much does LP Investment Management, LLC manage?**
LP Investment Management, LLC reports $696,086,360 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (0% discretionary).

**How have LP Investment Management, LLC's assets and staff changed since 2021?**
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.

**Does LP Investment Management, 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/306615

**Does LP Investment Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 1, 2026 says: "The Adviser does not have a minimum account size requirement for its Clients."

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Account minimum: None

> The Adviser does not have a minimum account size requirement for its Clients.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $696,086,360
- Discretionary: $0
- Non-discretionary: $696,086,360

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $209,239,830 |
| Corporations or other businesses not listed above | Fewer than 5 | $486,846,530 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $347,630,000 | 1 | March 31, 2021 |
| October 2022 | $338,185,946 | 2 | April 1, 2022 |
| October 2023 | $784,649,260 | 2 | March 31, 2023 |
| October 2024 | $731,074,520 | 2 | March 29, 2024 |
| October 2025 | $772,835,507 | 2 | March 31, 2025 |
| October 2026 | $696,086,360 | 2 | April 1, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. LP Investment Management, LLC (CRD 306615): Form ADV filing data as of October 2026.