DFX Intelligence

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

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

M••• G••••• C•••••• M••••••••• L•

CRD 311912

NEW YORK, NY

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Search this name across graphsid dfx:ria:07af9a0e-1d06-c7d9-611e-b62be99d6fb9

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 4
On other graphs: 1
Observed: Jan 15, 2021 to Mar 27, 2026
7 observations

Across DFX

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

Family Officesidentity

M••• G••••• C•••••• M••••••••• L•

Family office · shared crd

Facts

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

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.18 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $2.9B••• Locked
Discretionary RAUM: $2.9B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 20

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M••• G••••• M••••• F••• L•	Hedge Fund	$307M	Mar 27, 2024	38	Jun 14, 2021	reported	021-394138
M••• G••••• L••• O••• M••••• F••• L•	Hedge Fund	$0	Mar 27, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••••••••• R•••• R•	MANAGING MEMBER	D	yes	05/2020	Jan 15, 2021	Mar 27, 2024
A••••••••• R•••• R•	LIMITED PARTNER AND CHIEF INVESTMENT OFFICER	E	yes	05/2020	Jan 15, 2021	Mar 27, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
M••• G••••• G•••••• P•••••• L••	n/a	n/a	n/a	N	yes	n/a
M••• G••••• L••• O••• G•••••• P•••••• L••	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.9B	$3.4B	-12.6%	$1.6B	22.2%	20	19	0	0

Relationships

Advises (2)

→ M••• G••••• L••• O••• M••••• F••• L•Private fundHedge Fund, IA
Mar 27, 2024 to presentfactForm ADV
→ M••• G••••• M••••• F••• L•Private fundHedge Fund, IA
Jun 14, 2021 to presentfactForm ADV

Controls (4)

← A•••••• T••••••• S••••••OwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Jan 15, 2021 to Mar 27, 2024factForm ADV
← A••••••••• R•••• R•

Dated events

Occurred
Mar 26, 2025
Regulatory AUM changed
M••• G••••• C•••••• M••••••••• L• reported RAUM $3.4B, up 64% from $2.1B (2024-03-27 to 2025-03-26)
Form ADVobserved 7 days ago
$1.3B
Occurred
Mar 27, 2024
Regulatory AUM changed
M••• G••••• C•••••• M••••••••• L• reported RAUM $2.1B, up 28% from $1.6B (2023-03-30 to 2024-03-27)
Form ADVobserved 7 days ago
$445M
Occurred
Jun 14, 2021
Control person joined
Marie Erin Ehlke (General Counsel And Chief Compliance Officer) appeared on Schedule A of M••• G••••• C•••••• M••••••••• L•
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:07af9a0e-1d06-c7d9-611e-b62be99d6fb9
First observed: Jan 15, 2021
Last observed: Mar 27, 2026 5 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.