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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

M••••••• C•••••• M••••••••• L••

CRD 299692

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:3646dc8c-94eb-16b0-3347-de9b038b6cff

Data as of Mar 29, 2022 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 1
Observed: Nov 5, 2019 to Mar 29, 2022
5 observations

Across DFX

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

Venture Capitalidentity

M••••••• C•••••• M••••••••• L••

Venture manager · 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: $3.9MItem 5.F on the latest filing (2022-03-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.9M
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•••••• F••• I• L• • O•••••• V••••••• I•• 2••• S••••• P•••	Venture Capital Fund	$775,000	Mar 29, 2022	10	Mar 30, 2020	reported	n/a

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
M••••••• C••••••• L••	Member	E	yes	09/2018	Nov 5, 2019	Mar 29, 2022
M••••••• H•••••••• L••	Member	E	yes	09/2018	Nov 5, 2019

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••••••• T•• L••	n/a	Independent wealth	$238M	N	yes	n/a
M••••••• C•••••• F••• I• G•• L••	n/a	n/a	n/a	N	yes	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

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
2021	$3.9M	$3.8M	1.5%	n/a	n/a	1	4	0	0

Relationships

Affiliated with (1)

→ M••••••• T•• L••Registered adviserother investment adviser, common control
factForm ADV

Advises (1)

→ M••••••• C•••••• F••• I• L• • O•••••• V••••••• I•• 2••• S••••• P•••Private fundVenture Capital Fund, IA
Mar 30, 2020 to presentfactForm ADV

Controls (3)

← R••••• H••••• Z•••••OwnerMEMBER, ownership code E, individual
Nov 5, 2019 to presentfactForm ADV

Dated events

Occurred
Nov 5, 2019
First Form ADV filing
M••••••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3646dc8c-94eb-16b0-3347-de9b038b6cff
First observed: Nov 5, 2019
Last observed: Mar 29, 2022 54 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.