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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

M••• H••• C•••••• L••

CRD 269882

NEW YORK, NY

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Search this name across graphsid dfx:ria:628c1d0b-8446-3959-37e9-51bd1b4d8388

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 10
On other graphs: 1
Observed: Nov 2, 2016 to Mar 26, 2026
17 observations

Across DFX

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

Private Creditidentity

M••• H••• C•••••• L••

Private credit manager · 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: $757MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $757M
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
M••• H••• C••••• C••••• F••• L•	Hedge Fund	$778M	May 15, 2024	30	Oct 2, 2020	reported	021-426835
M••• H••• C••••• O••••••••• M••••• F••• L•	Hedge Fund	$158M

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
B•••• A•••••• E•••	COO/CFO/CCO	Na	yes	03/2021	Mar 29, 2021	May 15, 2024
C••••• H••••••	Cro	Na	yes	09/2015	Nov 2, 2016

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•••••• L••	n/a	n/a	n/a	Y	yes	n/a
M••• H••• C•••••• P••••••• L•	n/a	n/a	n/a	Y	yes	n/a
M••• H••• C••• L••

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	$757M	$945M	-19.9%	$712M	2.1%	6	7	0	0

Relationships

Advises (4)

→ M••• H••• C••••• O••••••••• M••••• F••• L•Private fundHedge Fund, IA
Mar 13, 2017 to presentfactForm ADV
→ M••• H••• S••••••••• C••••• O••••••••• F••• L•Private fundHedge Fund, IA
Mar 27, 2024 to presentfactForm ADV
→ M••• H••• C••••• C••••• F••• L•Private fundHedge Fund, IA
Oct 2, 2020 to presentfactForm ADV
→ T•••• M••• L••

Dated events

Occurred
Mar 27, 2024
Control person joined
Yen Ling Silene Lim (Head Of Business Development And Investor Relations) appeared on Schedule A of M••• H••• C•••••• L••
Form ADVobserved 7 days ago
Occurred
Mar 27, 2024
Control person left
R Nicholas Pepe (Coo/Head Of Business Development And Investor Relations) no longer on Schedule A of M••• H••• C•••••• L•• (listed 2023-03-30, absent 2024-03-27)
Form ADVobserved 7 days ago
Occurred
Mar 30, 2023
Regulatory AUM changed
M••• H••• C•••••• L•• reported RAUM $711.5M, up 62% from $438.4M (2022-03-31 to 2023-03-30)
Form ADVobserved 7 days ago
$273M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:628c1d0b-8446-3959-37e9-51bd1b4d8388
First observed: Nov 2, 2016
Last observed: Mar 26, 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.