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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

M•••••••• I••••••••• P•••••••• L••

CRD 314794

NEW YORK, NY

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Search this name across graphsid dfx:ria:20e05cb3-d912-8e9c-1286-357682f7eea1

Data as of Jun 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 3
Observed: Jun 4, 2021 to Jun 10, 2026
11 observations

Across DFX

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

Private Equityidentity

M•••••••• A•••• M••••••••• L••

Private equity manager · shared crd

Independent Sponsorsidentity

M•••••••• I••••••••• P•••••••• L••

Capital provider to sponsors · shared crd

Real Estate Fundsidentity

M•••••••• A•••• M••••••••• 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=0.0
Regulatory AUM: $608MItem 5.F on the latest filing (2026-06-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $608M
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•••••••• C•••••• 2•••••••• L•	Real Estate Fund	$456M	Mar 18, 2024	2	Nov 3, 2021	reported	n/a
M•••••••• H••••••••• F••• I• L•	Private Equity Fund	$381M

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
G•••••• E•••• A•	AUTHORIZED SIGNATORY	Na	yes	12/2020	Jun 4, 2021	Mar 18, 2024
M•••••••• B••••••	Owner	E	yes	12/2020	Jun 4, 2021

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
F••••••••• B••• O• I•••••••	n/a	n/a	n/a	N	yes	n/a
H••••••••• F••• I• G•• L••	n/a	n/a	n/a	N	yes	n/a
M•••••••• B••••••

Offices

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

City	State	Country	Employees	Also broker-dealer
Carmel	In	United States	3	no

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 5 of 6

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	$608M	$711M	-14.5%	$955M	-14.0%	11	8	1	1

Relationships

Advises (3)

→ M•••••••• H••••••••• F••• I• L•Private fundPrivate Equity Fund, IA
Mar 28, 2022 to presentfactForm ADV
→ M•••••••• C•••••• 2•••••••• L•Private fundReal Estate Fund, IA
Nov 3, 2021 to presentfactForm ADV
→ M•••••••• H••••••••• F••• I• O•••••••• L•Private fundPrivate Equity Fund, IA
Mar 18, 2024 to presentfactForm ADV

Controls (4)

Dated events

Occurred
Mar 20, 2023
Regulatory AUM changed
M•••••••• I••••••••• P•••••••• L•• reported RAUM $954.6M, up 171% from $352.4M (2022-06-15 to 2023-03-20)
Form ADVobserved 7 days ago
$602M
Occurred
Jun 15, 2022
Regulatory AUM changed
M•••••••• I••••••••• P•••••••• L•• reported RAUM $352.4M, up 42% from $247.7M (2022-05-20 to 2022-06-15)
Form ADVobserved 7 days ago
$105M
Occurred
Jun 4, 2021
First Form ADV filing
M•••••••• A•••• M••••••••• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:20e05cb3-d912-8e9c-1286-357682f7eea1
First observed: Jun 4, 2021
Last observed: Jun 10, 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.