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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

M••••••• P•••••••

M••••••• MANAGEMENT COMPANY, LLC, CRD 157775

AUSTIN, TX

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Search this name across graphsid dfx:ria:9678a582-7c89-59d0-ca91-aa70f7ec6483

Data as of Sep 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 7
On other graphs: 2
Observed: Feb 14, 2012 to Sep 3, 2026
35 observations

Across DFX

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

Private Equityidentity

M••••••• P•••••••

Private equity manager · shared crd

Independent Sponsorsidentity

M••••••• P•••••••

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: $4.0B••• Locked
Discretionary RAUM: $4.0B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 81

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M••••••• P••••••• V•• L•••	Private Equity Fund	$963M	Apr 8, 2024	108	Mar 30, 2022	reported	021-431617
M••••••• P••••••• V• L•••	Private Equity Fund	$734M	Apr 8, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••••••• L•••• M••••	CHIEF OPERATING OFFICER	Na	yes	02/2020	Feb 3, 2020	Apr 8, 2024
M••••••• M••••••••• C•••••• H•••••••• L••	Manager	E	yes	08/2022	Mar 31, 2023	Apr 8, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
M••••••• 3•• H••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
M••••••• G• I••• L••	n/a	n/a	n/a	N	yes	n/a
M••••••• G• I•• L••	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
SAN FRANCISCO	CA	United States	10	no
MILL VALLEY	CA	United States	2	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	$4.0B	$2.5B	61.2%	$2.3B	19.7%	81	68	2	3

Relationships

Advises (13)

→ M••••••• P••••••• I••• L•••Private fundPrivate Equity Fund, IA
Mar 28, 2013 to presentfactForm ADV
→ M••••••• P••••••• E•••••••• F••• V• L•••Private fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ M••••••• C••••••••• I••• L•••Private fundPrivate Equity Fund, IA
Apr 28, 2016 to presentfactForm ADV
→ M••••••• I•••••••• P••••••• L••

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
M••••••• P••••••• reported RAUM $4.0B, up 61% from $2.5B (2025-04-08 to 2026-03-30)
Form ADVobserved 7 days ago
$1.5B
Occurred
Mar 31, 2023
Regulatory AUM changed
M••••••• P••••••• reported RAUM $2.3B, down 25% from $3.1B (2022-04-28 to 2023-03-31)
Form ADVobserved 7 days ago
$-778M
Occurred
Mar 30, 2022
Regulatory AUM changed
M••••••• P••••••• reported RAUM $3.1B, up 111% from $1.5B (2021-11-01 to 2022-03-30)
Form ADVobserved 7 days ago
$1.6B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9678a582-7c89-59d0-ca91-aa70f7ec6483
First observed: Feb 14, 2012
Last observed: Sep 3, 2026 19 days 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.