Investment adviser · CRD 174079

LAW FINANCE GROUP MANAGEMENT COMPANY

Investment adviser filing (IA)

DELRAY BEACH, FL, United States · Form ADV filed Mar 31, 2025

Regulatory AUM
$101M
Form ADV · Item 5.F
Client accounts
6
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
10
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles6$101,464,425100.0%
Filing source

Form ADV 1971509 · Mar 31, 2025 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

8 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

TSO LFG ASSET HOLDCO LLLPPrivate Equity Fund · Last reported Mar 31, 2025$39.2MGross asset value
Fund administrator ULTIMUS LEVERPOINT CLIFTON PARK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CROWE LLP SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

CROWE LLP
PCAOB 173

Fund details & source
Fund ID
805-1440561523
Reported beneficial owners
4
Minimum commitment
$0

Form ADV 1971509 · Mar 31, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LAW FINANCE GROUP FUND IV LP (PARALLEL)Private Equity Fund · Last reported Mar 31, 2025$34.4MGross asset value
Fund administrator ULTIMUS LEVERPOINT CLIFTON PARK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CROWE LLP SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

CROWE LLP
PCAOB 173

Fund details & source
Fund ID
805-7314539368
Reported beneficial owners
49
Minimum commitment
$0
Form D file number
021-300588

Form ADV 1971509 · Mar 31, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LFG HVS SPV, LPPrivate Equity Fund · Last reported Mar 31, 2025$19.7MGross asset value
Fund administrator ULTIMUS LEVERPOINT CLIFTON PARK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CROWE LLP SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

CROWE LLP
PCAOB 173

Fund details & source
Fund ID
805-1411155945
Reported beneficial owners
2
Minimum commitment
$0

Form ADV 1971509 · Mar 31, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LAW FINANCE GROUP FUND IV LPPrivate Equity Fund · Last reported Mar 31, 2025$5.95MGross asset value
Fund administrator ULTIMUS LEVERPOINT CLIFTON PARK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CROWE LLP SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

CROWE LLP
PCAOB 173

Fund details & source
Fund ID
805-8142545499
Reported beneficial owners
15
Minimum commitment
$0
Form D file number
021-300588

Form ADV 1971509 · Mar 31, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LAW FINANCE GROUP FUND III, A SERIES OF LFG SPECIAL INVESTOR GROUP, LLCPrivate Equity Fund · Last reported Mar 31, 2025$2.31MGross asset value

Form D fundraising filings

Law Finance Group Fund III, a series of LFG Special Investor Group, LLC

Fund administrator ULTIMUS LEVERPOINT CLIFTON PARK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BPM LLP SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BPM LLP
PCAOB 207

Fund details & source
Fund ID
805-6028297883
Reported beneficial owners
80
Minimum commitment
$250K
Form D file number
021-229574

Form ADV 1971509 · Mar 31, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LFG SPECIAL INVESTOR GROUP, LLC - SERIES 2013APrivate Equity Fund · Last reported Mar 31, 2025$100Gross asset value

Form D fundraising filings

LFG SPECIAL INVESTOR GROUP, LLC

Fund administrator ULTIMUS LEVERPOINT CLIFTON PARK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BPM LLP SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BPM LLP
PCAOB 207

Fund details & source
Fund ID
805-7518587055
Reported beneficial owners
41
Minimum commitment
$250K
Form D file number
021-205252

Form ADV 1971509 · Mar 31, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LFG SPECIAL INVESTOR GROUP, LLC - SERIES 1 EXCESS ERG LLCPrivate Equity Fund · Last reported Jun 4, 2018$3.16MGross asset value

Form D fundraising filings

LFG Special Investor Group, LLC - Series 1 Excess ERG LLC

Auditor BURR PILGER MAYER, INC. SAN FRANCISCO, California, United States
Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BURR PILGER MAYER, INC.
PCAOB 207

Fund details & source
Fund ID
805-1272386824
Reported beneficial owners
19
Minimum commitment
$0
Form D file number
021-260675

Form ADV 1222241 · Jun 4, 2018 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2025. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

1615 SOUTH CONGRESS AVE, SUITE 103
DELRAY BEACH, FL, 33445, United States

CRD 174079

Filing source

Form ADV 1971509 · Mar 31, 2025 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.