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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

M•••• V• L•••••

CRD 133373

NEW YORK, NY

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Search this name across graphsid dfx:ria:7cb1db60-980c-0ba9-1583-98caf48731ab

Data as of Mar 30, 2023 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 58
Dated events: 5
On other graphs: 1
Observed: Mar 30, 2012 to Mar 30, 2023
21 observations

Across DFX

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

Real Estate Fundsidentity

M•••• 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: $57.5MItem 5.F on the latest filing (2023-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $57.5M
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

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M••••• S•••••• R••• E••••• F••• V• U•••• L•••	Real Estate Fund	$36.8M	Dec 15, 2017	59	Mar 30, 2012	dropped	021-88151
N•••• H•••• R••• E••••• F••• V• I••••••••• L•••	Real Estate Fund	$24.3M

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
B••••• T•••	CHIEF INVESTMENT OFFICER OF M••••• S•••••• R••• E••••• INVESTING	Na	yes	03/2022	Mar 30, 2022	Mar 30, 2023
D• P••••••••• O••••••	CHAIRMAN OF M••••• S•••••• R••• E••••• INVESTING	Na	yes	03/2022	Mar 30, 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; showing 40 of 103

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
M••••• S•••••• I••••••••• M••••••••• I•••	n/a	ASSET_M••••••	$702B	N	yes	n/a
P••••••••• P•••••••• A••••••••• L••	n/a	Bd affiliated wealth	$685B	N

Offices

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

City	State	Country	Employees	Also broker-dealer
Tokyo	n/a	Japan	26	no
London	n/a	United Kingdom	19	no
SAN FRANCISCO	CA	United States	14	no
Shanghai	n/a	China	10	no
LOS ANGELES

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

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
2022	$57.5M	$198M	-70.9%	$207M	-34.7%	347	265	17	18

Relationships

Affiliated with (28)

→ M••••• S•••••• I••••••••• M••••••••• L••••••Registered adviserother investment adviser, common control
factForm ADV
→ M••••• S•••••• I••••••••• M••••••••• I•••Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ P••••••••• P•••••••• A•••••••••Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ M••••• S•••••• R••• E••••• A••••••• I•••

Dated events

Occurred
Mar 30, 2023
Regulatory AUM changed
M•••• V• L••••• reported RAUM $57.5M, down 71% from $197.6M (2022-10-07 to 2023-03-30)
Form ADVobserved 7 days ago
$-140M
Occurred
Mar 30, 2022
Control person joined
Hochfelder Lauren Silverman (Co-Chief Executive Officer Of M••••• S•••••• Real Estate Investing) appeared on Schedule A of M•••• V• L•••••
Form ADVobserved 7 days ago
Occurred
Mar 30, 2022
Control person joined
Perry Brian Niles (Co-Chief Executive Officer Of M••••• S•••••• Real Estate Investing) appeared on Schedule A of M•••• V• L•••••
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7cb1db60-980c-0ba9-1583-98caf48731ab
First observed: Mar 30, 2012
Last observed: Mar 30, 2023 42 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.