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M•••••• A•••• M••••••••• L••••••: 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•••••• A•••• M••••••••• L••••••

L•••••••• PORTFOLIO MANAGEMENT L••••••, CRD 284796

LONDON

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Search this name across graphsid dfx:ria:206a533e-cf06-30e2-010f-3ff73699da79

Data as of Apr 19, 2022 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 6
On other graphs: 0
Observed: Nov 5, 2020 to Apr 19, 2022
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

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: $1.7BItem 5.F on the latest filing (2022-04-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.7B
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

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M•••••• A•••• M••••••••• T••••••• F•••	Other Private Fund	$571M	Nov 5, 2020	104	Dec 20, 2017	dropped	n/a
L• M•••••• G••••• F•••• F•••	Other Private Fund	$319M

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
E•••••• C•••••	HEAD OF RISK	Na	yes	04/2022	Apr 8, 2022	Apr 19, 2022
L•••••••• A•••• M••••••••• P••	Owner	E	yes	04/2022	Apr 8, 2022

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Nov 25, 2021	$7.8B	$7.8B	55	25	0	3	$426M

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
2021	$1.7B	n/a	n/a	n/a	n/a	50	n/a	0	n/a

Relationships

Owns (1)

← M•••••• K••••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 8, 2022 to presentfactForm ADV

Controls (2)

← E•••••• C•••••OwnerHEAD OF RISK, ownership code NA, individual
Apr 8, 2022 to presentfactForm ADV
← L•••••••• A•••• M••••••••• P••OwnerOWNER, ownership code E, foreign entity
Apr 8, 2022 to presentfactForm ADV

Advises (6)

→ L• M•••••• G••••• E••••• F•••

Dated events

Occurred
Apr 8, 2022
Regulatory AUM changed
M•••••• A•••• M••••••••• L•••••• reported RAUM $1.7B, down 78% from $7.8B (2021-11-25 to 2022-04-08)
Form ADVobserved 7 days ago
$-6.1B
Occurred
Apr 8, 2022
Control person left
Nmn Rob Harris (Chief Executive Officer) no longer on Schedule A of M•••••• A•••• M••••••••• L•••••• (listed 2021-11-25, absent 2022-04-08)
Form ADVobserved 7 days ago
Occurred
Apr 8, 2022
Control person left
I Chris Simmons (Chief Financial Officer) no longer on Schedule A of M•••••• A•••• M••••••••• L•••••• (listed 2021-11-25, absent 2022-04-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:206a533e-cf06-30e2-010f-3ff73699da79
First observed: Nov 5, 2020
Last observed: Apr 19, 2022 53 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.