DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC adviserNot on rosterRAUM 1b 10b

M••••••• W••• A••• L••••••

CRD 157501

CENTRAL

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Search this name across graphs

Data as of May 27, 2016 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 12:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 35
Dated events: 9
On other graphs: 1
Observed: Mar 30, 2012 to May 27, 2016
13 observations

Across DFX

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

Real Estate Fundsidentity

M••••••• W••• A••• L••••••

Real estate fund manager · key_crd, 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: $8.3B••• Locked
Discretionary RAUM: $8.3B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 31
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M••••••• W••• I••••••••• S••••••••• • G••••• F••••••••• E••••••• G••••• F•••	Hedge Fund	$480M	Jun 24, 2014	3	Mar 30, 2012	dropped	n/a
M••••••• W••• I••••••••• S••••••••• • A••• T••• F•••	Hedge Fund	$385M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••••••• D••••••• J•••	CHIEF EXECUTIVE OFFICER, RESPONSIBLE OFFICER	Na	yes	05/2008	Mar 30, 2012	May 27, 2016
M• G•••• ••• L••	Shareholder	F	yes	10/2015	Nov 30, 2015	May 27, 2016

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
M••••••• W••• N•••• A•••••• L•••	n/a	Asset manager	$59B	N	yes	n/a
M• E•••••••• A••••••• L••	n/a	Former SEC adviser	$1.0B	N	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Istanbul	n/a	Turkey	n/a	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	May 27, 2016

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$8.3B	$13B	-33.4%	$4.5B	23.1%	31	27	n/a	n/a

Relationships

Affiliated with (3)

← M••••••• W••• N•••• A•••••• L•••Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ M••••••• W••• N•••• A•••••• L•••Registered adviserother investment adviser, bank, common control
factForm ADV
→ P••••• S••••• C•••••• ••• L••Registered adviserother investment adviser, bank, common control
factForm ADV

Advises (27)

→ M••••••• W••• F•••• P•• • M• J•••• M••••• N•••••• F•••

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Order

Occurred
29 May 2026
Ria private fund assets change
••• Locked
Form ADV
down $7.5B
Occurred
29 May 2026
Private fund no longer reported4 events
Private fund no longer reported: 4 on 29 May 2026
$36.0M to $311M
- ••• Locked$311M
- ••• Locked$210M
- ••• Locked$42.2M
Occurred
29 May 2026
Ria principal change
••• Locked
Form ADV
Occurred
11 May 2017
Ria registration change
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 30, 2012
Last observed: May 27, 2016 125 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.

All 25 rows

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M••••••• W••• I••••••••• S••••••••• • J•••• M••••• N•••••• F•••	Hedge Fund	$114M	May 29, 2026	7	Mar 30, 2012	reported	021-181353
M••••••• W••• I••••••••• S••••••••• • G••••• F••••••••• M••••• N•••••• L•••••••• F•••	Hedge Fund	$107M	May 17, 2012	2	Mar 30, 2012	dropped	n/a
M••••••• W••• M•••••• A••••••• P•• • M• G••••• O••••••••• S•• F•••	Hedge Fund	$107M	May 17, 2018	4	May 27, 2016	reported	n/a
M••••••• W••• I••••••••• S••••••••• • I•••• L•••••••• F•••	Other Private Fund	$105M	May 17, 2018	1	May 11, 2017	reported	n/a
M••••••• W••• L••• S••••••••• I••• • M• I•••• L•••••••• F•••	Other Private Fund	$98.9M	May 17, 2018	23	May 11, 2017	reported	n/a
M••••••• W••• F•••• P•• • M• J•••• M••••• N•••••• F•••	Hedge Fund	$93.9M	May 29, 2026	7	Mar 30, 2012	reported	021-152267
H••••••• L•••••• • S••••••••• A•••••• H••••••• L••••••••• E••••• 3•	Other Private Fund	$93.5M	Jun 4, 2013	1	Mar 30, 2012	dropped	n/a
M••••••• W••• M•••••• A••••••• P•• • M• G••••• F••••••••• M••••• N•••••• L•••••••• F•••	Hedge Fund	$54.0M	May 17, 2012	8	Mar 30, 2012	dropped	n/a
M••••••• W••• I••••••••• S••••••••• • G••••• O••••••••• L•••••••• F•••	Hedge Fund	$42.2M	Jun 27, 2024	12	May 27, 2016	dropped	n/a
M••••••• W••• F•••• P•• • M• J•••• M••••• N•••••• E•••• F•••	Hedge Fund	$41.6M	Jul 21, 2023	1	Mar 30, 2012	reported	021-164591
M••••••• W••• L••• S••••••••• I••• • M• G••••• O••••••••• L•••••••• F•••	Hedge Fund	$36.0M	Jun 27, 2024	12	May 27, 2016	dropped	021-275963
M••••••• W••• I••••••••• S••••••••• • J•••• T••• F•••	Hedge Fund	$31.8M	May 17, 2012	11	Mar 30, 2012	dropped	n/a
M••••••• W••• F•••• P•• • M• G••••• F••••••••• M••••• N•••••• E•••• F•••	Hedge Fund	$20.1M	Jun 24, 2014	1	Mar 30, 2012	dropped	021-181315
M••••••• W••• F•••• P•• • M• A••• T••• F•••	Hedge Fund	$15.3M	May 17, 2012	19	Mar 30, 2012	dropped	n/a
M••••••• W••• F•••• P•• • M• J•••• T••• F•••	Hedge Fund	$10.8M	May 17, 2012	9	Mar 30, 2012	dropped	n/a