DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

M••••• P•••••••• L••

CRD 161326

BOSTON, MA

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Search this name across graphsid dfx:ria:370b5f25-a9a4-5629-0c07-d9d345144a5c

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 9
On other graphs: 1
Observed: Mar 15, 2012 to Mar 31, 2026
28 observations

Across DFX

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

Real Estate Fundsidentity

M••••• P•••••••• 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: $2.7B••• Locked
Discretionary RAUM: $2.7B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 50

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M••••• C•••••• P••••••• F••• I•• L•••	Real Estate Fund	$932M	Mar 31, 2026	83	Mar 31, 2023	reported	021-214790
M••••• C•••••• P••••••• F••• I••• L•••	Real Estate Fund	$470M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M••••• P••••••• F•••••• C•••••••••	M••••• P••••••• F•••••• C•••••••••	E	yes	03/2023	Mar 28, 2024	Jun 26, 2024
M•••••• P•••• R•••••	President	E	yes	03/2023	Mar 15, 2012	Jun 26, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
M••••• G•• L••	n/a	n/a	n/a	Y	yes	n/a
M•••••• G•• L••	n/a	n/a	n/a	Y	yes	n/a
M••••• G•• L••	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Norwalk	Ct	United States	4	no
Arlington	Va	United States	4	no
Morristown	Nj	United States	1	no

Regulatory AUM by fiscal year

••• Locked

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

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	$2.7B	$1.8B	49.8%	$1.9B	12.8%	50	54	4	3

Relationships

Advises (6)

→ M••••• C•••••• P••••••• F••• I••• L•••Private fundReal Estate Fund, IA
Mar 31, 2020 to presentfactForm ADV
→ M••••• C•••••• P••••••• F••• I•• L•••Private fundReal Estate Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ M••••• C•••••• P••••••• F••• I•• L•••Private fundReal Estate Fund, IA
Nov 20, 2014 to presentfactForm ADV
→ M••••• C•••••• P••••••• F••• I• L•••

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$891M
Occurred
Mar 31, 2026
Ria private fund assets change
••• Locked
Form ADVobserved today
$755M
Occurred
Mar 31, 2026
Private fund gav change
••• Locked
Form ADVobserved today
$639M
Occurred
Mar 31, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:370b5f25-a9a4-5629-0c07-d9d345144a5c
First observed: Mar 15, 2012
Last observed: Mar 31, 2026 5 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.