DFX Intelligence

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

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RIA / WealthRegistered adviserInstitutional managerSEC registeredRAUM 1b 10b

M•••••• I••••••••• P•••••••

M•••••• I••••••••• P••••••• LP, CRD 335487

NEW YORK, NY

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Data as of May 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 1
Observed: Mar 31, 2025 to May 15, 2026
4 observations

Across DFX

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

Private Equityidentity

M•••••• I••••••••• P•••••••

Private equity manager · key_crd, shared_crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.04 institutional_share=0.96 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.1B••• Locked
Discretionary RAUM: $543M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M•• G••••••• L•	Private Equity Fund	$40.4M	May 15, 2026	0	May 15, 2026	reported	n/a

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C•••• J••••• N••	CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER	Na	yes	03/2025	May 15, 2026	May 15, 2026
M• P••••••• L••	GENERAL PARTNER	Na	yes	01/2025	May 15, 2026	May 15, 2026

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026

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	$1.1B	$0	n/a	n/a	n/a	6	5	0	0

Relationships

Advises (1)

→ M•• G••••••• L•Private fundPrivate Equity Fund, IA
May 15, 2026 to presentfactForm ADV

Controls (4)

← M• P••••••• L••OwnerGENERAL PARTNER, ownership code NA, domestic entity
May 15, 2026 to presentfactForm ADV
← R••••• W••••••• T•••••OwnerMANAGING PARTNER, ownership code C, individual
May 15, 2026 to presentfactForm ADV
← S••••••• S••••• A••••OwnerMANAGING PARTNER, ownership code D, individual

Dated events

Order

Occurred
15 May 2026
Private fund first reported
••• Locked
Form ADV
$40.4M
Occurred
15 May 2026
Regulatory AUM changed
••• Locked
Form ADV
$576M

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 31, 2025
Last observed: May 15, 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.