DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC adviserNot on rosterRAUM 1b 10b

M•••••• W••••• A•••••••

M•••••• W••••• A•••••••-MANASQUAN, LLC, CRD 171018

OVERLAND PARK, KS

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Data as of Jul 27, 2018 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 61
Dated events: 1
On other graphs: 3
Observed: Apr 11, 2014 to Jul 27, 2018
14 observations

Across DFX

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

Allocatorsidentity

M•••••• W••••• A•••••••

Investment consultant · key_crd, shared_crd

RIA / Wealth Managementidentity

M•••••• W••••• A•••••••

Registered adviser · key_crd, shared_crd

RIA / Wealth Managementidentity

M•••••• W••••• A•••••••

Registered adviser · key_crd, shared_crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.1B••• Locked
Discretionary RAUM: $329M
Private client RAUM: $992Mderived••• Locked
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 19

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••• F••••• H•••••• C••• L••	Manager	E	yes	04/2008	Jul 17, 2014	Jul 27, 2018
B•••••••• C•••••	CHIEF OPERATING OFFICER, CHIEF STRATEGY OFFICER	Na	yes	09/2013	Apr 11, 2014	Jul 27, 2018

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
M••••••• L••	n/a	Bd affiliated wealth	$125B	Y	yes	n/a
P••••• S••••• C•••••• M••••••••• L••	n/a	Asset manager	$26B	N	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Manasquan	Nj	United States	11	yes
FORT LAUDERDALE	FL	United States	1	yes
NEW YORK	NY	United States	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2017	Mar 29, 2018

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2017	$1.1B	$944M	13.0%	$747M	12.6%	19	22	3	n/a

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
M••••••	8	Dec 31, 2018	Jul 24, 2019	OVERLAND PARK, KS	Firm absorbed	RIA to RIA	72.7%

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
C•••••• A•••••••	3	Jan 10, 2019	Jul 22, 2014	MANASQUAN, NJ	Team lift out	Ibd to RIA	0.7%

Relationships

Affiliated with (34)

← M•••••• W••••• A•••••••Registered adviserother investment adviser, LP sponsor, common control
factForm ADV
→ M••••••Registered adviserother investment adviser, insurance company, pooled vehicle sponsor, LP sponsor, control, common control
factForm ADV
→ C••••••••• I••••••••• P•••••••• L••Registered adviserother investment adviser, common control
factForm ADV
→ N••••• I••••••••• L••Registered adviser

Dated events

Occurred
Apr 11, 2014
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 11, 2014
Last observed: Jul 27, 2018 99 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.