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LIME ROCK

WESTPORT, CT · CRD 157127 · IAPD ↗ · lrpartners.com · 203-293-2750

$5.48BRegulatory AUM
55Advisory reps
198Employees
0Clients
n/aPlanning clients
23Private funds
1States
3Disclosures
fundSegment
ApprovedSEC status

Filing changes

61
April 2026 — LIME ROCK grew from 49 to 55 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
35
April 2025 — LIME ROCK reported RAUM down 47% ($12.67B -> $6.69B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2025 — LIME ROCK added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.