DFX Intelligence

M••••••• R••• E••••• 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 100m 1b

M••••••• R••• E••••• P••••••• L••

CRD 269825

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:605754a8-fc46-caab-b929-a79ea57aed5b

Data as of Apr 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 11
On other graphs: 2
Observed: Oct 9, 2015 to Apr 28, 2026
21 observations

Across DFX

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

Venture Capitalidentity

M••••••• R••• E••••• P••••••• L••

Venture manager · key crd, key sfn adviser, shared crd

Real Estate Fundsidentity

M••••••• R••• E••••• P••••••• L••

R••• estate fund manager · 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=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $792M••• Locked
Discretionary RAUM: $792M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 15

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M••••••• L••• F••• V• L•	R••• E••••• Fund	$403M	Apr 28, 2026	95	Mar 31, 2021	reported	021-380361
M••••••• L••• F••• V•• L•	R••• E••••• Fund	$305M	Apr 28, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••••• D••••• ••••	LIMITED PARTNER	E	yes	01/2019	Oct 9, 2015	Nov 4, 2024
A•••••• D••••• ••••	Principal	Na	yes	01/2010	Oct 9, 2015	Nov 4, 2024

Affiliates (Item 7.A)

••• Locked

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

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	$792M	$684M	15.7%	$488M	17.5%	15	20	0	0

Relationships

Advises (10)

→ M••••••• L••• F••• V• L•Private fundR••• E••••• Fund, IA
Mar 8, 2019 to presentfactForm ADV
→ M••••••• L••• F••• I• L•Private fundR••• E••••• Fund, IA
Apr 28, 2017 to presentfactForm ADV
→ M••••••• L••• F••• V• L•Private fundR••• E••••• Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ M••••••• L••• F••• V• C••••••••• 2• L•

Dated events

Occurred
Apr 28, 2026
Ria private fund assets change
••• Locked
Form ADVobserved today
$318M
Occurred
Apr 28, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$18.7M
Occurred
Apr 28, 2026
Private fund no longer reported
••• Locked
Form ADVobserved today
$369,104
Occurred

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:605754a8-fc46-caab-b929-a79ea57aed5b
First observed: Oct 9, 2015
Last observed: Apr 28, 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.