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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

M••••• C•••••• L•

CRD 285940

HOUSTON, TX

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Search this name across graphsid dfx:ria:acabf526-6ae4-4809-a099-862a1c676803

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 6
On other graphs: 3
Observed: Jun 27, 2019 to Mar 31, 2026
13 observations

Across DFX

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

Private Equityidentity

M••••• C•••••• L•

Private equity manager · shared crd

Venture Capitalidentity

M••••• C•••••• L•

Venture manager · shared crd

Real Estate Fundsidentity

M••••• C•••••• 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: $3.3BItem 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: $3.3B
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••••• C•••••• F••• I••• L•••	Real Estate Fund	$907M	Mar 28, 2024	835	Nov 12, 2020	reported	021-375495
M••••• C•••••• F••• I•• L•••	Real Estate Fund	$660M

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••••• W••••••• A•••	LIMITED PARTNER	C	yes	05/2022	Jun 27, 2019	Mar 28, 2024
A••••• W••••••• A•••	M•••••• AND MEMBER	C	yes	05/2016	Jun 27, 2019

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••••• C•••••• F••• I•• G•• L•	n/a	n/a	n/a	N	yes	n/a
M••••• C•••••• F••• I••• G•• L•	n/a	n/a	n/a	N	yes	n/a
M••••• C•••••• F••• I• G•• 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	$3.3B	$2.8B	17.7%	$1.7B	24.5%	38	35	0	0

Relationships

Advises (16)

→ M••••• C••••••••• I•• L•••Private fundReal Estate Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ M••••• F••••• I•• L•Private fundReal Estate Fund, IA
Mar 29, 2023 to presentfactForm ADV
→ M••••• C••••••••• I••• L•••Private fundReal Estate Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ M••••• C•••••• F••• I•• L•••

Dated events

Occurred
Mar 28, 2024
Regulatory AUM changed
M••••• C•••••• L• reported RAUM $2.4B, up 37% from $1.7B (2023-04-27 to 2024-03-28)
Form ADVobserved 7 days ago
$648M
Occurred
Mar 29, 2023
Regulatory AUM changed
M••••• C•••••• L• reported RAUM $1.7B, up 57% from $1.1B (2022-05-27 to 2023-03-29)
Form ADVobserved 7 days ago
$628M
Occurred
Mar 31, 2022
Regulatory AUM changed
M••••• C•••••• L• reported RAUM $1.1B, up 60% from $692.6M (2021-05-10 to 2022-03-31)
Form ADVobserved 7 days ago
$415M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:acabf526-6ae4-4809-a099-862a1c676803
First observed: Jun 27, 2019
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.