DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

M•• C•••••• M••••••••• U• L••

CRD 316617

LONDON

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Search this name across graphsid dfx:ria:377b0c89-cbcc-fb80-036d-227a71551d1c

Data as of Jul 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 39
Dated events: 0
On other graphs: 3
Observed: Dec 15, 2025 to Jul 15, 2026
3 observations

Across DFX

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

Private Equityidentity

M•• C•••••• M••••••••• U• L••

Private equity manager · shared crd

Venture Capitalidentity

M•• C•••••• M••••••••• U• L••

Venture manager · shared crd

Private Creditidentity

M•• C•••••• M••••••••• U• L••

Private credit 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=0.67 institutional_share=0.33 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $37B••• Locked
Discretionary RAUM: $37B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 236

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M• A••••••••• S•••••••• M••••• F•••• L•	Other Private Fund	$3.2B	Mar 29, 2024	5	Mar 29, 2024	reported	021-490879
M• P•••••• E••••• V••••••• F•••• L•	Private Equity Fund	$2.5B

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••• K•••••• A•••• A••• M••••	CHIEF FINANCIAL OFFICER	Na	yes	04/2021	Jul 15, 2026	Jul 15, 2026
B•••••••• H•••• A••••	CEO, MANAGING DIRECTOR	Na	yes	03/2019	Jul 15, 2026	Jul 15, 2026

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$36B	$36B	236	85	0	34	n/a

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	$37B	n/a	n/a	n/a	n/a	236	n/a	0	n/a

Relationships

Controls (9)

← M•• C•••••• P••••••• U• M•••••OwnerM•••••, ownership code E, foreign entity
Jul 15, 2026 to presentfactForm ADV
← K••••• B••••• A•••••OwnerGENERAL COUNSEL (E•••••), ownership code NA, individual
Jul 15, 2026 to presentfactForm ADV
← A•••• K•••••• A•••• A••• M••••OwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Jul 15, 2026 to presentfactForm ADV
← F•••••••• O••••• P••••OwnerPRESIDENT AND CHIEF INVESTMENT OFFICER, P•••••• EQUITY, ownership code NA, individual
Jul 15, 2026 to present

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:377b0c89-cbcc-fb80-036d-227a71551d1c
First observed: Dec 15, 2025
Last observed: Jul 15, 2026 2 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.