DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

M•••••• P•••••••

M•••••• MANAGEMENT, LLC, CRD 163142

SALT LAKE CITY, UT

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Search this name across graphsid dfx:ria:cf6b1e03-93a2-12d1-94e4-1388020e9e79

Data as of Jul 26, 2023 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 2
On other graphs: 1
Observed: Jan 11, 2021 to Jul 26, 2023
6 observations

Across DFX

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

Venture Capitalidentity

M•••••• P•••••••

Venture manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.3B••• Locked
Discretionary RAUM: $1.3B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 38
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M•••••• P••••••• G••••• I••• L•••	Venture Capital Fund	$489M	Mar 29, 2024	55	Mar 31, 2016	reported	021-235471
M•••••• P••••••• T••••••• I• Q•• L•••	Venture Capital Fund	$216M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
W••••••• G••••••• H•••••	M••••••• M•••••• M•••••• M••••••••• L••	E	yes	10/2007	Jan 11, 2021	Jul 26, 2023
P•••••• R•••• K••••••	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	Na	no	06/2017	Jan 11, 2021	Jul 26, 2023

Affiliates (Item 7.A)

••• Locked

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

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 30, 2023

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$1.3B	$1.5B	-7.8%	n/a	n/a	38	35	0	0

Relationships

Advises (15)

→ M•••••• P••••••• T••••••• I•• L•••Private fundVenture Capital Fund, ERA
Mar 31, 2022 to presentfactForm ADV
→ M•••••• P••••••• G••••• I••• L•••Private fundVenture Capital Fund, ERA
Mar 31, 2016 to presentfactForm ADV
→ M•••••• P••••••• T••••••• I• Q•• L•••Private fundVenture Capital Fund, ERA
Mar 31, 2022 to presentfactForm ADV
→ M•••••• P••••••• S••••• I• L•

Dated events

Occurred
Mar 31, 2022
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$698M
Occurred
Jan 11, 2021
First Form ADV filing
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cf6b1e03-93a2-12d1-94e4-1388020e9e79
First observed: Jan 11, 2021
Last observed: Jul 26, 2023 38 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.