DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

M•• P••••••• M••••••••• L•

CRD 291755

BOSTON, MA

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Search this name across graphsid dfx:ria:6e222b6e-ade1-09f1-2220-4a7932c69d92

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 8
On other graphs: 0
Observed: Jan 12, 2018 to Mar 25, 2026
13 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: $12B••• Locked
Discretionary RAUM: $12B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 17

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M•• P•••••••• L•	Hedge Fund	$7.1B	Mar 27, 2024	98	Mar 26, 2018	reported	021-307778

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
D••••••••• M••••••• F••••	Founder	C	yes	11/2016	Jan 12, 2018	Mar 27, 2024
D••••••••• M••••••• F••••	Member	D	yes	11/2016	Jan 12, 2018	Mar 27, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
M•• P••••••• G•• L••	n/a	n/a	n/a	N	yes	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	$12B	$9.1B	36.5%	$4.0B	46.5%	17	17	0	0

Relationships

Advises (1)

→ M•• P•••••••• L•Private fundHedge Fund, IA
Mar 26, 2018 to presentfactForm ADV

Controls (6)

← D••••••••• M••••••• F••••OwnerMEMBER, ownership code D, individual
Jan 12, 2018 to Mar 27, 2024factForm ADV
← R••••• M••••••• M•••••OwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Sep 15, 2023 to Mar 27, 2024factForm ADV
← R••••••• J•••••••• P•••OwnerCHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, ownership code NA, individual

Dated events

Occurred
Mar 25, 2026
Regulatory AUM changed
M•• P••••••• M••••••••• L• reported RAUM $12.4B, up 36% from $9.1B (2025-03-26 to 2026-03-25)
Form ADVobserved 7 days ago
$3.3B
Occurred
Mar 26, 2025
Regulatory AUM changed
M•• P••••••• M••••••••• L• reported RAUM $9.1B, up 29% from $7.1B (2024-03-27 to 2025-03-26)
Form ADVobserved 7 days ago
$2.0B
Occurred
Mar 27, 2024
Regulatory AUM changed
M•• P••••••• M••••••••• L• reported RAUM $7.1B, up 79% from $4.0B (2023-09-15 to 2024-03-27)
Form ADVobserved 7 days ago
$3.1B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6e222b6e-ade1-09f1-2220-4a7932c69d92
First observed: Jan 12, 2018
Last observed: Mar 25, 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.