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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

M••••••• W••••••••• V•••••••• • C••••••• I•••

CRD 108692

NEW YORK, NY

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Search this name across graphsid dfx:ria:438c1001-2ba6-abb6-33b3-e93a122f3d1f

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 27, 2012 to Mar 17, 2026
26 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: 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: $194MItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $194M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

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
P•••••• P•••••••• L•••	Hedge Fund	$178M	Apr 20, 2022	31	Mar 27, 2012	dropped	021-128345
M•••••• W•••••••• M••••• F••• •••• L••••••	Hedge Fund	$166M

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
M•••••••• M••••••• N•••••••••	CFO/CHIEF COMPLIANCE OFFICER	Na	yes	11/2002	Mar 27, 2012	Mar 25, 2024
M••••••• E••••• H••••••	CHAIRMAN /DIRECTOR	E	yes	04/1975	Mar 27, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

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

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

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
2025	$194M	$180M	7.5%	$137M	12.1%	9	8	0	0

Relationships

Advises (3)

→ M•••••• W•••••••• M••••• F••• •••• L••••••Private fundHedge Fund, IA
Mar 22, 2023 to presentfactForm ADV
→ P•••••• P•••••••• L•••Private fundHedge Fund, IA, no longer reported
Mar 27, 2012 to Apr 20, 2022factForm ADV
→ P•••••• I••••••••• •••• L••••••Private fundHedge Fund, IA, no longer reported
Mar 27, 2012 to Apr 20, 2022factForm ADV

Controls (3)

Dated events

Occurred
Jan 8, 2020
Control person joined
Allen Scott Storkamp (Chief Investment Officer) appeared on Schedule A of M••••••• W••••••••• V•••••••• • C••••••• I•••
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:438c1001-2ba6-abb6-33b3-e93a122f3d1f
First observed: Mar 27, 2012
Last observed: Mar 17, 2026 6 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.

2025	Mar 17, 2026	$194M	$194M	9	4	0	1	n/a
2024	Mar 27, 2025	$180M	$180M	8	4	0	1	n/a
2023	Mar 25, 2024	$166M	$166M	8	4	0	1	$166M
2022	Mar 22, 2023	$137M	$137M	8	4	0	1	$137M
2021	Mar 30, 2022	$220M	$220M	9	4	0	2	$220M
2020	Mar 29, 2021	$213M	$213M	9	4	0	2	$213M
2019	Mar 9, 2020	$138M	$138M	9	4	0	2	$131M
2018	Feb 27, 2019	$114M	$114M	9	4	0	2	$107M
2017	Mar 27, 2018	$119M	$119M	10	4	0	2	$105M
2016	Mar 29, 2017	$107M	$107M	10	5	n/a	2	$98.5M
2015	Mar 17, 2016	$142M	$142M	10	5	n/a	2	$132M
2014	Mar 25, 2015	$174M	$174M	10	5	n/a	2	$165M
2013	Mar 24, 2014	$188M	$188M	10	5	n/a	2	$179M
2012	Mar 15, 2013	$164M	$164M	10	5	n/a	2	$154M
2011	Mar 27, 2012	$173M	$173M	n/a	n/a	n/a	2	$159M