DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

M•••• C•••••• M••••••••• L•

CRD 160188

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:81f5e066-479a-7e96-818a-91b9d210c2a4

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 36
Dated events: 7
On other graphs: 1
Observed: Feb 10, 2012 to Mar 31, 2026
34 observations

Across DFX

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

Private Creditidentity

M•••• C•••••• M••••••••• L•

Private credit manager · 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=true bd_reps=0.0
Regulatory AUM: $24B••• Locked
Discretionary RAUM: $24B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 337

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M•••• M•••• M••••••• F•••• L•••	Hedge Fund	$13B	Feb 14, 2020	105	Feb 10, 2012	dropped	021-41071
M•••• G••••• F•••• I••••• F••• •••••••• L•	Hedge Fund	$13B	Feb 14, 2020

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••• L••••• M••••	DIRECTOR, CHAIRMAN, CHIEF EXECUTIVE OFFICER	Na	yes	03/1989	Feb 10, 2012	Nov 19, 2024
B••••• L••••• M••••	Shareholder	E	yes	11/2002	Feb 10, 2012	Nov 19, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
M•••• A•• F••• G•• L•	n/a	n/a	n/a	Y	yes	n/a
M•••• C•••••• A•••••••• L•••••	n/a	n/a	n/a	Y	yes	n/a
M•••• F•••••••• S•••••••• I•••	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Miami	FL	United States	7	no
WEST PALM BEACH	FL	United States	3	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

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	$24B	n/a	n/a	$40B	-16.1%	337	n/a	2	n/a

Relationships

Advises (22)

→ M•• •••• L••Private fundHedge Fund, IA
Feb 27, 2023 to presentfactForm ADV
→ K•• ••••• L•Private fundHedge Fund, IA
Aug 26, 2016 to presentfactForm ADV
→ M•••• A•••• B••••• M••••• F••• I•• L•Private fundHedge Fund, IA
Aug 26, 2016 to presentfactForm ADV
→ J•• M••••• F•••• L•••Private fund

Dated events

Occurred
Mar 31, 2023
Regulatory AUM changed
M•••• C•••••• M••••••••• L• reported RAUM $40.2B, up 45% from $27.7B (2023-02-27 to 2023-03-31)
Form ADVobserved 7 days ago
$12.5B
Occurred
May 13, 2021
Control person joined
Kevin Paul Mcnamara (Director, Managing Director, Global Head Of Investment Business) appeared on Schedule A of M•••• C•••••• M••••••••• L•
Form ADVobserved 7 days ago
Occurred
May 13, 2021
Control person joined
Bourin Richard Stewart (Director, Chief Operating Officer) appeared on Schedule A of M•••• C•••••• M••••••••• L•
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:81f5e066-479a-7e96-818a-91b9d210c2a4
First observed: Feb 10, 2012
Last observed: Mar 31, 2026 5 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.