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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

C•••••••• L•••

MSJC, LP, CRD 146904

COPPELL, TX

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Search this name across graphsid dfx:ria:680f9f8d-93d3-debc-371e-04d7204b38e4

Data as of Jul 14, 2016 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 1
On other graphs: 2
Observed: Sep 17, 2012 to Jul 14, 2016
23 observations

Across DFX

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

RIA / Wealth Managementidentity

C•••••••

Registered adviser · shared crd

Private Equityidentity

C•••••••• L•••

Intermediary · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $433MItem 5.F on the latest filing (2016-07-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $224M
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

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
C•••••••• L••	Owner	E	yes	12/2012	Mar 27, 2015	Jul 14, 2016
C•••••••• B••••• M••••••	VICE PRESIDENT	C	yes	12/2015	Sep 17, 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
B•••• M•••••• C•••••••	n/a	n/a	n/a	Y	no	n/a
L••• G•••• M••••••••	n/a	n/a	n/a	Y	no	n/a
L••• I•• L••

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Pittsburgh	Pa	United States	n/a	no

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
2015

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
2015	$433M	$420M	3.2%	$229M	23.7%	14	12	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
C•••••••	5	Mar 21, 2017	Mar 29, 2017	COPPELL, TX	Firm absorbed	Other	83.3%

Relationships

Controls (4)

← C•••••••• B••••• M••••••OwnerVICE PRESIDENT, ownership code D, individual
Sep 17, 2012 to presentfactForm ADV
← M• M••••••• L•••• G••••OwnerPRESIDENT, ownership code D, individual
Sep 17, 2012 to presentfactForm ADV
← M••••••••• L•••• G••••OwnerPRESIDENT, ownership code C, individual
Sep 17, 2012 to presentfactForm ADV
← C•••••••• L••OwnerOWNER, ownership code E, domestic entity
Mar 27, 2015 to presentfact

Dated events

Occurred
Sep 17, 2012
First Form ADV filing
C•••••••• L••• filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:680f9f8d-93d3-debc-371e-04d7204b38e4
First observed: Sep 17, 2012
Last observed: Jul 14, 2016 124 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.