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LITFUND

MILL VALLEY, CA · CRD 330517 · IAPD ↗ · lit-fund.com · (415) 720-2613

$289.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
6Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

49
April 2026 — LITFUND reported RAUM up 35% ($214.8M -> $289.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
August 2025 — LITFUND (MILL VALLEY, CA) is newly SEC-registered with $214.8M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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