DFX Intelligence

M•••• G••••• 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•••• G••••• P•••••••• L••

CRD 167276

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:4179b57a-4eb5-3962-f7ff-2aa550691bc6

Data as of May 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 13
On other graphs: 1
Observed: Apr 6, 2015 to May 13, 2026
32 observations

Across DFX

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

Independent Sponsorsidentity

M•••• G••••• P•••••••• L••

Capital provider to sponsors · key crd, key sfn adviser, 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=0.77 institutional_share=0.23 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $5.7B••• Locked
Discretionary RAUM: $5.7B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M•••• E••••• T••••• M•••• R••• A•••• I•••• P••••••••	Other Private Fund	$1.5B	May 13, 2026	37	Feb 23, 2024	reported	021-479486
M•••• E••••• T••••• M•••• G••••• E••••• I•••• P••••••••	Other Private Fund	$524M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••••• M•••••• L••	MANAGING MEMBER, CHIEF INVESTMENT OFFICER	E	yes	02/2013	Apr 6, 2015	Dec 16, 2024
B•••••• W•••••••• H•••••••• L•••	LIMITED PARTNER	E	yes	10/2004	Apr 6, 2015	Dec 16, 2024

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	$5.7B	$4.7B	20.0%	$2.1B	39.5%	11	10	0	0

Relationships

Advises (13)

→ M•••• E••••• T••••• M•••• U• E••••• I•••• P••••••••Private fundOther Private Fund, IA
Mar 29, 2021 to presentfactForm ADV
→ M•••• E••••• T••••• M•••• R••• A•••• I•••• P••••••••Private fundOther Private Fund, IA
Feb 23, 2024 to presentfactForm ADV
→ M•••• E••••• T••••• M•••• E••••••• M•••••• E••••• P••••••••Private fundOther Private Fund, IA
Apr 6, 2015 to presentfactForm ADV
→ M•••• E••••• T•••• • M•••• E••••••• M•••••• S•••• C•• P••••••••

Dated events

Occurred
May 13, 2026
Ria private fund assets change
••• Locked
Form ADVobserved today
$2.0B
Occurred
May 13, 2026
Ria indirect owner change
••• Locked
Form ADVobserved today
Occurred
May 13, 2026
Private fund gav change
••• Locked
Form ADVobserved today
$141M
Occurred
May 13, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4179b57a-4eb5-3962-f7ff-2aa550691bc6
First observed: Apr 6, 2015
Last observed: May 13, 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.