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M•••• T••• P•••••••• L••: firm on the private equity graph | DFX Data Factory

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Private equityFirmbuyoutlower middle market

M•••• T••• P•••••••• L••

Private Equity

Vail, CO

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:18d3e9a0-b27f-43d8-a056-00229118d847

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 22, 2026, 3:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 18
On other graphs: 2
Observed: Sep 13, 2026 to Sep 16, 2026
25 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

M•••• T••• P•••••••• L••

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

M•••• T••• P•••••••• L••

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 10
PE funds: 10
Vintages: 2020 to 2023
PE GAV, 2024 filing: $563Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $563M
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.56bn Private Equity Fund GAV on the Form ADV filed 2024-07-09
Latest ADV filing

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
M•• C••••••••• E• L•••	2023	Early deployment	Private Equity Fund	n/a	$1.5M	0
M• N•••••••• I• F•• L•	2023	Early deployment	Private Equity Fund	n/a	$9.5M	0

Relationships

Employs (6)

→ Gabrielle RubensteinPersonManager
May 1, 2018 to presentfactForm ADV
→ Allyson Theobald PattersonPersonChief Compliance Officer/Managing Partner
Dec 1, 2020 to presentfactForm ADV
→ Ross Andrew IversonPersonManager
Jul 1, 2018 to presentfactForm ADV
→ Brent Lance DreverPerson

Dated events

12 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Oct 19, 2023
Person left
Brent Lance Drever (Manager) no longer on Schedule A of M•••• T••• P•••••••• L••
Form ADVobserved 8 days ago
Occurred
Dec 1, 2020
Person joined
Allyson Theobald Patterson joined Schedule A of M•••• T••• P•••••••• L•• as Chief Compliance Officer
Form ADVobserved 8 days ago
Occurred
Oct 7, 2020
Person left
Sarah Jennifer Katherine Cowell (Chief Compliance Officer And Director) no longer on Schedule A of M•••• T••• P•••••••• L••
Form ADVobserved 8 days ago

Provenance

Graph: Private Equity
Canonical id: dfx:pe:18d3e9a0-b27f-43d8-a056-00229118d847
First observed: Sep 13, 2026
Last observed: Sep 16, 2026 5 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Show 12 bookkeeping events

Occurred
Mar 24, 2026
M•••• T••• P•••••••• L••: Private Equity Funds on Form ADV 9 (2024 extract) -> 12 (roster 2026-09-01)
Occurred
Mar 31, 2023
M• N•••••••• I• F•• L• first reported on Form ADV by M•••• T••• P•••••••• L•• (Private Equity Fund), GAV $8,044,416
Occurred
Mar 31, 2023
M•• C••••••••• E• L••• first reported on Form ADV by M•••• T••• P•••••••• L•• (Private Equity Fund), GAV $1,423,818
Occurred
Mar 31, 2023
Fund 805-6506562688 no longer reported on Form ADV by M•••• T••• P•••••••• L••
Occurred
Mar 30, 2022
M• N•••••••• I• C••••••••• a• L••• first reported on Form ADV by M•••• T••• P•••••••• L•• (Private Equity Fund), GAV $80,360,000
Occurred
May 27, 2021
M• N•••••••• I•• L• first reported on Form ADV by M•••• T••• P•••••••• L•• (Private Equity Fund), GAV $72,700,000
Occurred
May 27, 2021
M• N•••••••• I• C•••••• L• first reported on Form ADV by M•••• T••• P•••••••• L•• (Private Equity Fund), GAV $112,300,000
Occurred
May 27, 2021
M•• C••••••••• D• L• first reported on Form ADV by M•••• T••• P•••••••• L•• (Private Equity Fund), GAV $13,275,000
Occurred
Mar 29, 2021
M•• C••••••••• C• L••• first reported on Form ADV by M•••• T••• P•••••••• L•• (Private Equity Fund), GAV $10,200,000
Occurred
Mar 13, 2020
M•• C••••••••• B• L••• first reported on Form ADV by M•••• T••• P•••••••• L•• (Private Equity Fund), GAV $1,435,000
Occurred
Mar 13, 2020
M•• C••••••••• a• L••• first reported on Form ADV by M•••• T••• P•••••••• L•• (Private Equity Fund), GAV $6,129,750
Occurred
Nov 9, 2018
M•••• T••• P••••••• F••• I• L••• first reported on Form ADV by M•••• T••• P•••••••• L•• (Private Equity Fund)