DFX Intelligence

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

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RIA / WealthRegistered adviserAsset managerSEC registeredRAUM 100m 1b

M••••• P••• A••••••• L•

CRD 323742

AUSTIN, TX

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Data as of Sep 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 10:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 7
On other graphs: 1
Observed: Jan 30, 2026 to Sep 21, 2026
3 observations

Across DFX

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

Independent Sponsorsidentity

M••••• P••• A••••••• L•

Capital provider to sponsors · same CRD, same SEC file number

Facts

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

Firm class: asset managerderived••• Locked
Regulatory AUM: $179M••• Locked
Discretionary RAUM: $179M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $179Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J•••••• T••• T•••••	n/a	AUSTIN, TX	0	11	n/a	no

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M••••• P••• P••••••• F••• I• L•	Other Private Fund	$96.8M	Sep 11, 2026	47	Oct 3, 2022	reported	021-45661
M••••• P••• P••••••• F••• I• L•	Other Private Fund	$69.3M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M•• G• L••	GENERAL PARTNER	Na	yes	04/2022	Sep 11, 2026	Sep 11, 2026
M•• P••••••• L••	Partner	E	yes	04/2022	Sep 11, 2026	Sep 11, 2026

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 30, 2026	$179M	$179M	2	2	0	4	n/a

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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	$179M	n/a	n/a	n/a	n/a	2	n/a	0	n/a

Relationships

Advises (4)

→ M••••• P••• P••••••• F••• I• L•Private fundOther Private Fund, IA
Sep 11, 2026 to presentfactForm ADV
→ M••••• P••• O••••••••• L•• • S••••• I••••••••• X•••Private fundOther Private Fund, IA
Sep 11, 2026 to presentfactForm ADV
→ M••••• P••• P••••••• F••• I• L•Private fundOther Private Fund, IA
Oct 3, 2022 to presentfactForm ADV
→ M••••• P••• O••••••••• L•• • S••••• O••••••

Dated events

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

Order

Occurred
11 Sep 2026
Private fund first reported3 events
Private fund first reported: 3 on 11 Sep 2026
$4.4M to $69.3M
- ••• Locked$69.3M
- ••• Locked$8.1M
- ••• Locked$4.4M
Occurred
30 Jan 2026
First Form ADV filing
••• Locked
Form ADV

Show 3 bookkeeping events

Occurred
Sep 11, 2026
••• Locked
Occurred
Sep 11, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 30, 2026
Last observed: Sep 21, 2026 3 days 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.