DFX Intelligence

M•••• E••••••• V• 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

M•••• E••••••• V• L•

CRD 284048

M•••• P•••, CA

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Search this name across graphsid dfx:ria:7bbe647b-eb1c-90a7-0bae-424add097a28

Data as of Aug 23, 2017 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 1
On other graphs: 1
Observed: Aug 19, 2016 to Aug 23, 2017
5 observations

Across DFX

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

Real Estate Fundsidentity

M•••• E••••••• V• L•

Real estate fund manager · 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: $618M••• Locked
Discretionary RAUM: $618M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 0
Advisory employees

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••• H••••	Trustee	F	yes	02/2016	Aug 19, 2016	Aug 23, 2017
B••••••• H••••	MANAGING PRINCIPAL	Na	yes	02/2016	Aug 19, 2016	Aug 23, 2017

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
M•••• E••••••• L••	n/a	Asset manager	$4.7B	Y	yes	n/a
M•••• E••••••• V• L••	n/a	Former SEC adviser	$1.5B	Y	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
FOOTHILL RANCH	CA	United States	n/a	no
NEWPORT BEACH	CA	United States	n/a	no
SAN DIEGO	CA	United States	n/a	no
SANTA CLARA	CA	United States	n/a	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Mar 31, 2017	$618M	$618M	0	0	n/a	2	$618M

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	$618M	n/a	n/a	n/a	n/a	0	n/a	n/a	n/a

Relationships

Affiliated with (2)

→ M•••• E•••••••Registered adviserother investment adviser, pooled vehicle sponsor, control, common control
factForm ADV
→ M•••• E••••••• V• L••Registered adviserother investment adviser, pooled vehicle sponsor, control, common control
factForm ADV

Controls (9)

← B••••••• H••••OwnerTRUSTEE, ownership code F, individual
Aug 19, 2016 to presentfactForm ADV
← H••••••••• R••••••Owner

Dated events

Occurred
Aug 19, 2016
First Form ADV filing
M•••• E••••••• V• L• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7bbe647b-eb1c-90a7-0bae-424add097a28
First observed: Aug 19, 2016
Last observed: Aug 23, 2017 110 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.