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LS BDC ADVISER, LLC

MIAMI, FL · CRD 313799 · IAPD ↗ · 786-598-2089

$1.04BRegulatory AUM
28Advisory reps
35Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

70
April 2026 — LS BDC ADVISER, LLC crossed $1B in regulatory AUM ($967.6M -> $1.14B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
50
April 2025 — LS BDC ADVISER, LLC reported RAUM up 36% ($709.4M -> $967.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
October 2024 — LS BDC ADVISER, LLC reported RAUM up 29% ($548.9M -> $709.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2024 — LS BDC ADVISER, LLC notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
April 2024 — LS BDC ADVISER, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — LS BDC ADVISER, LLC crossed $500M in regulatory AUM ($204.3M -> $548.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
68
April 2024 — LS BDC ADVISER, LLC grew from 15 to 35 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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