DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

M••••••••• C••••••

M••••••••• MANAGEMENT, LP, CRD 297235

LEXINGTON, KY

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Search this name across graphsid dfx:ria:37cdb8a9-30ee-01f0-f6af-d7b4e9678576

Data as of May 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 31
Dated events: 7
On other graphs: 2
Observed: May 14, 2018 to May 21, 2026
19 observations

Across DFX

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

Private Equityidentity

M••••••••• C••••••

Private equity manager · shared crd

Independent Sponsorsidentity

M••••••••• C••••••

Capital provider to sponsors · 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: $3.9B••• Locked
Discretionary RAUM: $3.9B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 111

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M••••••••• P••••••• I•• L•	Private Equity Fund	$821M	Jun 6, 2024	69	Mar 29, 2022	reported	021-396868
M••••••••• P••••••• I• L•••	Private Equity Fund	$520M	Jun 6, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
D•••••• S•••• D••••	Member	C	yes	01/2023	May 14, 2018	Jun 6, 2024
D•••••• S•••• D••••	LIMITED PARTNER, CHIEF OPERATING OFFICER	B	yes	10/2017	May 14, 2018	Jun 6, 2024

Affiliates (Item 7.A)

••• Locked

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

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	12	no
Amsterdam	n/a	Netherlands	10	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

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	$3.9B	$4.1B	-5.3%	$2.9B	10.8%	111	116	2	2

Relationships

Advises (21)

→ M••••••••• C•••••• C•••••••• P•••••••• L•Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ M••••••••• P••••• C••••••••• L•Private fundPrivate Equity Fund, IA
Mar 30, 2021 to presentfactForm ADV
→ M••••••••• A••• C•••••••• P•••••••• L•Private fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ M••••••••• P••••••• I• L•••

Dated events

Occurred
Mar 29, 2024
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$901M
Occurred
Mar 31, 2023
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$1.0B
Occurred
Mar 29, 2022
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$1.1B
Occurred
Mar 30, 2021
Regulatory AUM changed

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:37cdb8a9-30ee-01f0-f6af-d7b4e9678576
First observed: May 14, 2018
Last observed: May 21, 2026 4 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.