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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

M•••••• I••••••••• A••••••• L••

CRD 316137

M••••, FL

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Search this name across graphsid dfx:ria:945338e3-5fee-68ab-0a51-1f747a42c49c

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 2
On other graphs: 1
Observed: Aug 27, 2021 to Mar 31, 2026
7 observations

Across DFX

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

Real Estate Fundsidentity

M•••••• I••••••••• A••••••• 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: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $278MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $278M
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• L••	Real Estate Fund	$120M	Mar 4, 2024	42	Jan 25, 2022	reported	n/a
M•••••• M••••••••• D••••••••• F••• L•••	Real Estate Fund	$40.4M

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
C•••••• I••••••••• L••	Owner	D	yes	06/2021	Aug 27, 2021	Mar 4, 2024
M•••• R••••• A••••••••• L••	Owner	D	yes	06/2021	Aug 27, 2021

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

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

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
2025	$278M	$311M	-10.6%	$239M	5.2%	4	5	0	0

Relationships

Advises (13)

→ M•••••• M•• L••Private fundReal Estate Fund, IA
Jan 25, 2022 to presentfactForm ADV
→ M•• M•••• I••••••••• L••Private fundReal Estate Fund, IA
Jan 25, 2022 to presentfactForm ADV
→ M•••••• M••••••••• D••••••••• F••• L•••Private fundReal Estate Fund, IA
Jan 25, 2022 to presentfactForm ADV
→ 5••• T••••••• I••••••••• L••

Dated events

Occurred
Mar 31, 2023
Regulatory AUM changed
M•••••• I••••••••• A••••••• L•• reported RAUM $239.0M, up 101% from $119.0M (2022-01-25 to 2023-03-31)
Form ADVobserved 6 days ago
$120M
Occurred
Aug 27, 2021
First Form ADV filing
M•••••• I••••••••• A••••••• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:945338e3-5fee-68ab-0a51-1f747a42c49c
First observed: Aug 27, 2021
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.