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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

M•• C•••••• M••••••••• L••

CRD 304299

NEW YORK, NY

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Search this name across graphsid dfx:ria:c9219925-d547-7c83-8b6b-3074c6beead1

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 3
On other graphs: 2
Observed: Oct 25, 2021 to Apr 30, 2026
12 observations

Across DFX

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

Private Equityidentity

M•• C•••••• M••••••••• L••

Private equity manager · shared crd

Independent Sponsorsidentity

M•• 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: $507MItem 5.F on the latest filing (2026-04-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $507M
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•••••• H••••••• I••• L•••	Private Equity Fund	$160M	May 2, 2024	2	Mar 30, 2022	reported	n/a
M• M•••• A•• I• I••• L••	Private Equity Fund	$99.2M

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
K••••••• A•••••• M•	Member	E	yes	02/2019	Oct 25, 2021	May 2, 2024
M•••••••• K•••••	CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS AND PORTFOLIO MANAGEMENT	Na	no	10/2021	Oct 25, 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•• C•••••• G•• L••	n/a	n/a	n/a	N	yes	NY
M•• C•••••• I• G•• L••	n/a	n/a	n/a	N	yes	NY
M•• C•••••• I•• G•• L••	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; showing 5 of 6

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	$507M	$424M	19.7%	$351M	13.1%	7	7	0	0

Relationships

Advises (17)

→ M•••••• H•••••••• L••Private fundPrivate Equity Fund, IA
Oct 25, 2021 to presentfactForm ADV
→ M•• C•••••• I•• L•••Private fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ M• M•••• O••••••••• L••Private fundPrivate Equity Fund, IA
Mar 29, 2021 to presentfactForm ADV
→ M••••• L••Private fund

Dated events

Occurred
Mar 29, 2023
Regulatory AUM changed
M•• C•••••• M••••••••• L•• reported RAUM $351.0M, up 58% from $222.8M (2022-06-27 to 2023-03-29)
Form ADVobserved 6 days ago
$128M
Occurred
Mar 30, 2022
Regulatory AUM changed
M•• C•••••• M••••••••• L•• reported RAUM $222.8M, up 82% from $122.5M (2021-10-25 to 2022-03-30)
Form ADVobserved 6 days ago
$100M
Occurred
Oct 25, 2021
First Form ADV filing
M•• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c9219925-d547-7c83-8b6b-3074c6beead1
First observed: Oct 25, 2021
Last observed: Apr 30, 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.