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 adviserformer SEC adviserNot on rosterRAUM 100m 1b

M••••••• C•••••• M••••••••• L••

CRD 314339

CHICAGO, IL

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 graphs

Data as of Jun 28, 2023 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 2
On other graphs: 2
Observed: Jun 28, 2023 to Jun 28, 2023
1 observations

Across DFX

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

Private Equityidentity

M••••••• C•••••• M••••••••• L••

Private equity manager · key_crd, key_sfn_adviser, shared_crd

Venture Capitalidentity

M••••••• C•••••• M••••••••• L••

Venture manager · key_crd, key_sfn_adviser, 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: $183M••• Locked
Discretionary RAUM: $183M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M••••••• V••••••• Q• F••• I•• L•	Venture Capital Fund	$116M	Mar 12, 2026	114	Mar 31, 2023	reported	021-440440
M••••••• V••••••• Q• F••• I• L•	Venture Capital Fund	$47.4M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
D•••••• L•••••• P•••••	Member	D	yes	06/2019	Jun 28, 2023	Jun 28, 2023
W••••••• D••••	MEMBER, CHIEF COMPLIANCE OFFICER	D	yes	06/2019	Jun 28, 2023	Jun 28, 2023

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
M••••••• V••••••• G• I• L••	n/a	n/a	n/a	N	yes	n/a

Relationships

Advises (15)

→ M•• M•••••• D••• S•••••• L••Private fundVenture Capital Fund, ERA
Mar 31, 2023 to presentfactForm ADV
→ M•• B•••••Private fundVenture Capital Fund, ERA
Mar 31, 2023 to presentfactForm ADV
→ M••••••• V••••••• A• F••• I•• L•Private fundVenture Capital Fund, ERA
Mar 31, 2023 to presentfactForm ADV
→ M••••••• V••••••• F••• I• L•

Dated events

Order

Occurred
12 Mar 2026
Private fund first reported
••• Locked
Form ADV
$5.0M
Occurred
28 Jun 2023
First Form ADV filing
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 28, 2023
Last observed: Jun 28, 2023 39 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 15 rows

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M•• K••••• S•••••	Venture Capital Fund	$3.2M	Mar 12, 2026	3	Mar 31, 2023	reported	021-412208
M•• S•••••• S••••• S••	Venture Capital Fund	$1.5M	Mar 12, 2026	3	Mar 31, 2023	reported	021-410544
M•• B•••••	Venture Capital Fund	$1.3M	Mar 12, 2026	3	Mar 31, 2023	reported	021-435175
M•• M•••••• D••• S•••••• L••	Venture Capital Fund	$406,500	Mar 12, 2026	10	Mar 31, 2023	reported	021-363059
M•• F•••••••• S•••••	Venture Capital Fund	$0	Mar 12, 2026	3	Mar 31, 2023	reported	021-394022