DFX Intelligence

Data Factory

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

M•• P•••••••• L•••

CRD 161664

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3d7bb7f8-0f79-0266-7245-a253e164051f

Data as of Aug 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 84
Dated events: 31
On other graphs: 4
Observed: Feb 14, 2012 to Aug 24, 2026
69 observations

Across DFX

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

Private Equityidentity

M•• P•••••••• L•••

Private equity manager · shared crd

Independent Sponsorsidentity

M•• P•••••••• L•••

Capital provider to sponsors · shared crd

Private Creditidentity

M•• P•••••••• L•••

Private credit manager · shared crd

Real Estate Fundsidentity

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=0.92 institutional_share=0.01 related_bd=true related_bank=true bd_reps=171.0
Regulatory AUM: $21B••• Locked
Discretionary RAUM: $18B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 498

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M•• H••••••••• P•••••••• L•••	Real Estate Fund	$2.4B	Nov 21, 2024	190	Mar 31, 2023	reported	021-456029
M•• C••••• O••••••••• M••••• F••• I•• L•••	Hedge Fund	$2.3B

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•• • M•• H•••••••• L•••	LIMITED PARTNER	E	yes	01/2023	Jan 31, 2023	Nov 21, 2024
B••• G•• L••	MANAGING MEMBER	E	yes	01/2023	Jan 31, 2023	Nov 21, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B•• C•••••• P•••••••• L••	n/a	Asset manager	$52B	N	yes	n/a
B•• • M•• ••• • P••• C•••••••• B• L••	n/a	n/a	n/a	N	yes	n/a
B•• • M•• P••••••• E••••• G•••

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Chicago	IL	United States	54	yes
NEW YORK	NY	United States	35	yes
SANTA MONICA	CA	United States	13	yes
PALM BEACH	FL	United States	7	yes
London	n/a	United Kingdom

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	$21B	$24B	-11.7%	$16B	9.3%	498	421	12	9

Relationships

showing 80 of 84

Affiliated with (3)

→ B•• C•••••• P•••••••Registered adviserother investment adviser, bank, common control
factForm ADV
← B•• C•••••• P•••••••Registered adviserother investment adviser, bank, common control
factForm ADV
← BDT & MSD BDC MANAGEMENT, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV

Advises (62)

→ MSD BOLT PARTNERS, L.P.

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 28, 2024
Regulatory AUM changed
M•• P•••••••• L••• reported RAUM $24.1B, up 48% from $16.3B (2023-06-15 to 2024-03-28)
Form ADVobserved 7 days ago
$7.8B
Occurred
Mar 28, 2024
Control person joined
C••••••••• S•••••• R•••• (Chief Compliance Officer) appeared on Schedule A of M•• P•••••••• L•••
Form ADVobserved 7 days ago
Occurred
Mar 31, 2023
Control person joined
M••• Ann T••• (Partner & General Counsel) appeared on Schedule A of M•• P•••••••• L•••
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3d7bb7f8-0f79-0266-7245-a253e164051f
First observed: Feb 14, 2012
Last observed: Aug 24, 2026 29 days 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.