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M••••• R••••• A•••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM under $100M

M••••• R••••• A•••••••• L••

CRD 158507

WYNNEWOOD, PA

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Search this name across graphsid dfx:ria:03a04a4a-1740-a49a-be93-0bc35252c7a7

Data as of Jun 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 45
Dated events: 5
On other graphs: 1
Observed: Nov 18, 2011 to Jun 2, 2026
46 observations

Across DFX

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

Real Estate Fundsidentity

M••••• R••••• A•••••••• L••

Real estate fund manager · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $99.3MItem 5.F on the latest filing (2026-06-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $99.3M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 33

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M••••• M••••••••• F••• I••• L•••	Real Estate Fund	$46.0M	Apr 29, 2021	74	Apr 29, 2021	dropped	021-394877
M••••• M••••••••• F•••• L•••	Real Estate Fund	$36.6M

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••••• R••••••• T•••••	MANAGER/MEMBER, SENIOR VICE PRESIDENT	C	yes	08/2011	Nov 18, 2011	Jun 18, 2024
L••••••• W••••••• A•••	MANAGER/MEMBER, PRESIDENT	D	yes	08/2011	Nov 18, 2011

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
M••••••• I••••••••• A•••••••• L••	n/a	Asset manager	$110M	N	yes	n/a
C•• F••• A•••••••• L••	n/a	Former SEC adviser	$814,325	N	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$99.3M	$67.9M	46.2%	$100M	-0.2%	9	7	0	0

Relationships

Affiliated with (5)

← M••••••• I••••••••• A•••••••• L••Registered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ C•• F••• A•••••••• L••Registered adviserother investment adviser, common control
factForm ADV
→ M••••••• I••••••••• A•••••••• L••Registered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← C•• F••• A•••••••• L••Registered adviser

Dated events

Occurred
Dec 1, 2021
Control person left
Tucker John Adams (Cfo, Treasurer And Vice President) no longer on Schedule A of M••••• R••••• A•••••••• L•• (listed 2021-09-28, absent 2021-12-01)
Form ADVobserved 6 days ago
Occurred
Dec 1, 2021
Control person joined
T••••• M•••••• H••••• (Cfo, Treasurer And Vice President) appeared on Schedule A of M••••• R••••• A•••••••• L••
Form ADVobserved 6 days ago
Occurred
Mar 30, 2021
Control person left
Alan Richard Mitchell (Vice President, Assistant Secretary) no longer on Schedule A of M••••• R••••• A•••••••• L•• (listed 2020-04-28, absent 2021-03-30)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:03a04a4a-1740-a49a-be93-0bc35252c7a7
First observed: Nov 18, 2011
Last observed: Jun 2, 2026 3 months ago
Source families: Federal regulator filings
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.

2025	Apr 20, 2026	$99.3M	$99.3M	9	9	0	3	n/a
2024	Apr 29, 2025	$67.9M	$67.9M	7	7	0	2	n/a
2023	Mar 29, 2024	$83.3M	$83.3M	7	7	0	10	$83.3M
2022	Mar 30, 2023	$100M	$100M	8	8	0	10	$100M
2021	Mar 30, 2022	$106M	$106M	8	8	0	10	$109M
2020	Mar 30, 2021	$99.6M	$0	9	9	0	15	$102M
2019	Mar 30, 2020	$153M	$0	12	12	0	18	$156M
2018	Mar 29, 2019	$201M	$0	12	12	0	17	$203M
2017	Mar 29, 2018	$336M	$0	11	11	0	26	$341M
2016	Mar 24, 2017	$396M	$0	11	11	n/a	26	$401M
2015	Mar 28, 2016	$484M	$0	11	11	n/a	30	$490M
2014	Mar 27, 2015	$542M	$0	11	10	n/a	28	$574M
2013	Mar 28, 2014	$580M	$0	9	9	n/a	27	$637M
2012	Mar 28, 2013	$574M	$0	10	10	n/a	27	$579M
2011	Mar 29, 2012	$542M	$0	n/a	n/a	n/a	25	$542M