DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

M•• M•••••• L••

CRD 282143

NEW YORK, NY

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Search this name across graphsid dfx:ria:74d27415-f0d3-b208-ac80-7890cc3cbbc2

Data as of Jul 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 187
Dated events: 5
On other graphs: 2
Observed: Sep 5, 2019 to Jul 28, 2026
16 observations

Across DFX

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

Private Equityidentity

M•• M•••••• L••

Private equity manager · shared crd

Independent Sponsorsidentity

M•• M•••••• L••

Capital provider to sponsors · 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=true related_bank=false bd_reps=1.0
Regulatory AUM: $2.8B••• Locked
Discretionary RAUM: $0
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $2.8Bderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
E••• L•••• B••••••••	n/a	NEW YORK, NY	0	33	n/a	yes

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M•• A••••••• F••• I• L• A• I•	Private Equity Fund	$128M	Feb 29, 2024	331	Mar 31, 2022	reported	021-231724
M•• O••••••••• F••• V• L•• M•• V• S••••• V••••••	Private Equity Fund	$80.0M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••••• E•••• L••••	M••••••	F	yes	08/2014	Sep 5, 2019	Feb 29, 2024
B••••••••• E•••• L••••	MANAGING MEMBER AND CHIEF OPERATING OFFICER, CCO	Na	yes	09/2014	Sep 5, 2019	Feb 29, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
V••• S••••••••• 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	Apr 10, 2026

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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	$2.8B	$1.1B	145.5%	$814M	51.1%	1	1	0	0

Relationships

showing 80 of 187

Registered with (1)

← E••• L•••• B••••••••Advisorregistration: current employment
Apr 27, 2026 to presentfactForm ADV

Advises (79)

→ M•• O••••••••• F••• L•• MVP V•••••••• V••••Private fundPrivate Equity Fund, IA
Apr 7, 2020 to presentfactForm ADV
→ M•• O••••••••• F••• VI LLC MVP VI S••••• 22JPrivate fundPrivate Equity Fund, IA
Feb 29, 2024 to presentfactForm ADV

Dated events

Occurred
Apr 10, 2026
Regulatory AUM changed
M•• M•••••• L•• reported RAUM $2.8B, up 145% from $1.1B (2025-05-14 to 2026-04-10)
Form ADVobserved 7 days ago
$1.7B
Occurred
Apr 1, 2025
Regulatory AUM changed
M•• M•••••• L•• reported RAUM $1.1B, up 84% from $620.9M (2024-02-29 to 2025-04-01)
Form ADVobserved 7 days ago
$524M
Occurred
Mar 31, 2022
Regulatory AUM changed
M•• M•••••• L•• reported RAUM $1.0B, up 108% from $504.1M (2021-06-15 to 2022-03-31)
Form ADVobserved 7 days ago
$544M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:74d27415-f0d3-b208-ac80-7890cc3cbbc2
First observed: Sep 5, 2019
Last observed: Jul 28, 2026 56 days 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.