DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM under $100M

M•• I••••• C•• M••••••••• L••

CRD 301918

MIAMI, FL

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Search this name across graphsid dfx:ria:9632e7e6-9120-5758-9a63-25c97daf906c

Data as of May 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 2
Observed: Mar 30, 2021 to May 7, 2026
6 observations

Across DFX

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

Private Equityidentity

M•• I••••• C•• M••••••••• L••

Private equity manager · shared crd

Independent Sponsorsidentity

M•• I••••• C•• M••••••••• L••

Capital provider to sponsors · 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: $78.0M••• Locked
Discretionary RAUM: $78.0M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M•• S••••••••• E••••• F••• I• L•••	Private Equity Fund	$46.8M	May 7, 2026	14	Jun 4, 2020	reported	n/a
M•• S••••••••• E••••• F••• I• ••••••••• S•••	Private Equity Fund	$13.3M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
I••••••••• M••••• P••	Member	C	yes	01/2011	Mar 30, 2021	Apr 9, 2024
I••••••••• M••••• P••	COO / CCO	Na	yes	03/2018	Mar 30, 2021	Apr 9, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
M•• I••••• C•• M••••••••• L••••••••• S•• R•••	n/a	n/a	n/a	Y	no	n/a
M•• I••••• C•••••• I• L••	n/a	n/a	n/a	Y	no	n/a
M•• I••••• C•••••• L••	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Medellin	n/a	Colombia	2	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Apr 4, 2025

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$78.0M	$134M	-41.9%	$162M	-21.7%	10	10	1	1

Relationships

Advises (4)

→ M•• S••••••••• E••••• O•••••• P••••••• F••• I• L•••Private fundPrivate Equity Fund, IA
Jun 4, 2020 to presentfactForm ADV
→ M•• S••••••••• E••••• F••• I• L•••Private fundPrivate Equity Fund, IA
Jun 4, 2020 to presentfactForm ADV
→ M•• S••••••••• E••••• F••• I• ••••••••• S•••Private fundPrivate Equity Fund, IA
Jun 4, 2020 to presentfactForm ADV
→ M•• S••••••••• E••••• F••• L•••

Dated events

Occurred
Mar 30, 2021
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9632e7e6-9120-5758-9a63-25c97daf906c
First observed: Mar 30, 2021
Last observed: May 7, 2026 4 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.