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

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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 10b 100b

M•••••• F•••••••• I••••••••• M••••••••• I•••

CRD 111135

CHICAGO, IL

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Search this name across graphsid dfx:ria:0c53827d-3419-501b-bf41-b9d195dd880a

Data as of Jul 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 211
Dated events: 33
On other graphs: 2
Observed: Nov 11, 2011 to Jul 7, 2026
112 observations

Across DFX

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

Allocatorsidentity

M•••••• F•••••••• I••••••••• M••••••••• I•••

Investment consultant · shared crd

Real Estate Fundsidentity

M•••••• F•••••••• I••••••••• M••••••••• I•••

Real estate fund manager · shared crd

Facts

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

Firm class: mixed wealth managerderivedprivate_client_share=0.26 fund_share=0.06 institutional_share=0.68 related_bd=true related_bank=true bd_reps=101.0
Regulatory AUM: $50BItem 5.F on the latest filing (2026-07-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $49B
Private client RAUM: $13BderivedItem 5.D individuals plus high net worth individuals
Private client share: 26%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 92
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 92

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J••••••• E•• R••••••••	n/a	HIGHLAND PARK, IL	28	31	n/a	yes
T•••••• G••• E••••	n/a	CHICAGO, IL \| ROGERS, AR	23

Private funds

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

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M•••••• F•••••••• R••• E••••• V•••• F••• I•• L•••	Real Estate Fund	$1.8B	Jul 7, 2026	32	Jun 26, 2019	reported	021-366244
M•••••• F•••••••• R••• E••••• V•••• F••• I••• L•••	Real Estate Fund

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
C•••••• A•••••••• R•••••	R••• E••••• DIRECT INVESTMENTS INVESTMENT OFFICER	Na	yes	06/2010	Jul 7, 2026	Jul 7, 2026
H••••••• J•••••• P••••••	CURRENCY MANAGEMENT DEPARTMENT, PRESIDENT	Na	yes	08/2017	Jul 7, 2026

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•••••• F•••••••• P•••••• E••••• A•••••••• I•••	n/a	Asset manager	$6.9B	N	yes	n/a
M•••••• R••••• I•••	n/a	Asset manager	$2.6B	N	yes

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
HIGHLAND PARK	IL	United States	30	yes
MANAHATTAN BEACH	CA	United States	2	no
Stuart	FL	United States	2	yes
Seattle	Wa	United States	1	no
n/a	n/a

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 14 of 16

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

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	2	1	2.2%	2	1	0	12	15

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	$50B	$45B	11.7%	$43B	5.2%	161	185	11	10

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
C••••••• P•••••••	11	Sep 29, 2023	Oct 12, 2023	CHICAGO, IL	Team lift out	Other	12.9%
R•••••• J•••• • A••••••••• I•••	2	May 30, 2019

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
N••••• W••••• P•••••••	2	Sep 18, 2024	Aug 19, 2024	BONITA SPRINGS, FL	Team lift out	RIA to RIA	50.0%
F•••• B•••••• A••••••••• L••	2	Dec 4, 2023

Relationships

showing 80 of 211

Registered with (62)

← Alfred Slatten BryantAdvisorregistration: current employment
Sep 11, 2026 to presentfactForm ADV
← Mark Kevin NicholAdvisorregistration: current employment
Sep 10, 2026 to presentfactForm ADV
← Luis TrujilloAdvisorregistration: current employment
Sep 2, 2026 to presentfactForm ADV
← Noah David Turner

Dated events

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

Occurred
Jun 23, 2026
Advisor changed firm
Kirsten Nicole Frosch left M•••••• F•••••••• I••••••••• M••••••••• I••• for Assetmark, Inc. (registered 2026-07-09)
Form ADVobserved 7 days ago
Occurred
Dec 17, 2025
Advisor changed firm
P•••••• Coffey left M•••••• F•••••••• I••••••••• M••••••••• I••• for Calamos Advisors Llc (registered 2025-12-22)
Form ADVobserved 7 days ago
Occurred
Mar 18, 2025
Advisor changed firm
Kevin Crouch left M•••••• F•••••••• I••••••••• M••••••••• I••• for Morgan Stanley (registered 2024-12-13)
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0c53827d-3419-501b-bf41-b9d195dd880a
First observed: Nov 11, 2011
Last observed: Jul 7, 2026 2 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 1, 2026	$43B	$42B	197	99	11	8	n/a
2024	Mar 31, 2025	$45B	$44B	185	99	10	8	n/a
2023	Jun 27, 2023	$46B	$45B	197	103	14	9	$3.5B
2022	Jun 27, 2022	$43B	$42B	197	100	13	9	$3.5B
2021	Jun 25, 2021	$41B	$40B	202	80	7	9	$3.4B
2020	Jun 25, 2020	$27B	$26B	189	93	9	9	$2.7B
2019	Jun 26, 2019	$26B	$25B	193	99	8	9	$2.5B
2018	Jun 28, 2018	$24B	$23B	179	98	8	6	$2.6B
2017	Jun 23, 2017	$19B	$18B	177	68	n/a	n/a	n/a
2016	Jun 22, 2016	$17B	$16B	187	83	n/a	5	$16.5M
2015	Jun 29, 2015	$52B	$15B	160	91	n/a	5	$19.3M
2014	Jun 24, 2014	$12B	$11B	160	91	n/a	5	$19.9M
2013	Jun 27, 2013	$11B	$9.7B	146	102	n/a	11	$533M
2012	Jun 27, 2012	$8.7B	$7.4B	n/a	n/a	n/a	13	$857M