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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

M•••• I••••••••• P•••••••

M•••• I••••••••• P••••••• LLC, CRD 315569

GREENSBORO, NC

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Search this name across graphsid dfx:ria:380f27a7-150d-ef76-a9b6-accc30ace447

Data as of Jul 14, 2022 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 23, 2021 to Jul 14, 2022
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

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
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Individual clients: 0
High net worth clients: 0

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•••• A•• W•••••• F•••	Hedge Fund	$0	Jul 14, 2022	0	Jun 23, 2021	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
A••••••••• K••••• R••••••	Member	C	no	06/2021	Jun 23, 2021	Jul 14, 2022
L••••••• B••••••• S••••	MEMBER & CCO	C	no	06/2021	Jun 23, 2021

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
2021	Apr 4, 2022	n/a	n/a	4	2	0	1	$0

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	n/a	n/a	n/a	n/a	n/a	4	n/a	0	n/a

Relationships

Advises (1)

→ M•••• A•• W•••••• F•••Private fundHedge Fund, IA
Jun 23, 2021 to presentfactForm ADV

Owns (3)

← R•••••••• J•••••••• D••••OwnerMEMBER, ownership code C, individual
Jun 23, 2021 to presentfactForm ADV
← A••••••••• K••••• R••••••OwnerMEMBER, ownership code C, individual
Jun 23, 2021 to presentfactForm ADV
← L••••••• B••••••• S••••OwnerMEMBER & CCO, ownership code C, individual

Dated events

Occurred
Jun 23, 2021
First Form ADV filing
M•••• I••••••••• P••••••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:380f27a7-150d-ef76-a9b6-accc30ace447
First observed: Jun 23, 2021
Last observed: Jul 14, 2022 51 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.