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

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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 1b 10b

M•••• L•••• M••••••••• L•

CRD 108255

NEWTOWN, PA

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Search this name across graphsid dfx:ria:9735cc21-14b9-620e-5601-3fef6e807c21

Data as of Jun 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 1
On other graphs: 1
Observed: Mar 29, 2012 to Jun 10, 2026
23 observations

Across DFX

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

Private Equityidentity

M•••• L•••• M••••••••• L•

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.28 institutional_share=0.71 related_bd=false related_bank=true bd_reps=2.0
Regulatory AUM: $1.3BItem 5.F on the latest filing (2026-06-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.3B
Private client RAUM: $2.6MderivedItem 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
P••• O••••••• M••••• F••• L••	Hedge Fund	$342M	Jun 30, 2020	2	Mar 29, 2012	dropped	021-63071
P••• P••••••• L•	Hedge Fund	$233M

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
A•••••• R••••• E••••	DIRECTOR OF GENERAL PARTNER; LIMITED PARTNER	B	yes	01/2011	Mar 29, 2012	Mar 19, 2024
C••• G••••••• J•••	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER; LIMITED PARTNER	A	yes	12/2017	Jan 30, 2018

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•••• L•••• I•••• A••••••• L••	n/a	Asset manager	$170M	Y	yes	n/a

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	$1.3B	$1.1B	16.3%	$1.2B	2.3%	15	15	0	0

Relationships

Affiliated with (1)

→ M•••• L•••• I•••• A••••••• L••Registered adviserother investment adviser, control, common control
factForm ADV

Advises (6)

→ P••• P••••••• L•Private fundHedge Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ M• G••••• M••••••••• F••• L•Private fundHedge Fund, IA, no longer reported
Mar 19, 2021 to Aug 10, 2022factForm ADV
→

Dated events

Occurred
Aug 10, 2022
Control person left
Robert John Oberkofler (Vice President) no longer on Schedule A of M•••• L•••• M••••••••• L• (listed 2022-03-31, absent 2022-08-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9735cc21-14b9-620e-5601-3fef6e807c21
First observed: Mar 29, 2012
Last observed: Jun 10, 2026 3 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.

2025	Mar 30, 2026	$1.3B	$1.3B	15	5	0	1	n/a
2024	Mar 21, 2025	$1.1B	$1.1B	15	5	0	1	n/a
2023	Mar 18, 2024	$1.1B	$1.1B	14	5	0	1	$233M
2022	Mar 23, 2023	$1.2B	$1.2B	14	5	0	1	$223M
2021	Mar 31, 2022	$1.3B	$1.3B	15	5	0	2	$398M
2020	Mar 19, 2021	$1.3B	$1.3B	16	5	0	3	$365M
2019	Mar 31, 2020	$1.1B	$1.1B	18	5	0	2	$347M
2018	Mar 29, 2019	$1.3B	$1.3B	18	5	0	3	$484M
2017	Jan 30, 2018	$1.3B	$1.3B	18	5	0	3	$275M
2016	Feb 28, 2017	$1.5B	$1.5B	20	5	n/a	4	$380M
2015	Mar 31, 2016	$1.7B	$1.7B	21	5	n/a	5	$457M
2014	Apr 1, 2015	$1.6B	$1.6B	20	5	n/a	5	$469M
2013	Feb 5, 2014	$1.4B	$1.4B	20	5	n/a	4	$497M
2012	Mar 8, 2013	$1.4B	$1.4B	25	7	n/a	4	$418M
2011	Mar 29, 2012	$1.5B	$1.5B	n/a	n/a	n/a	3	$614M