Family office profile

M•••••• C•••••• L••

The office, people and counterparty names on this page are hidden. Create a free account to reveal 5 records a month, or get Family Office Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Miami, FLCandidateidentity confidence 45%m••••••.capital

Why this class: registered adviser whose Item 5.D reads as one family: few HNW clients, no other client type, at least $50M R••• (unconfirmed shape).

Not yet hand-verified
Last observed Sep 21, 2026 · 58 observations · 4 sources
3 people · 0 investments · 64 public positions · 6 events
This entity is a candidate. One public signal put it on the graph (registered adviser whose Item 5.D reads as one family: few HNW clients, no other client type, at least $50M R••• (unconfirmed shape)); it is not counted as a confirmed family office and nothing below should be read as saying it is one.

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
show
Profile completeness 50% (medium value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Candidate
Description
unknown
Headquarters
Miami, FL
Office address
••• Locked
Business phone
••• Locked
Website
m••••••.capital
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $113M. Regulatory AUM $297M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$297M as of Mar 19, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Feb 24, 2025 · 3 employeesFact
Client mix (Form ADV 5.D)
High net worth individuals: 10 ($297M)Fact
Form 13F
$113M across 63 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Candidate 45%registered adviser whose Item 5.D reads as one family: few HNW clients, no other client type, at least $50M R••• (unconfirmed shape)Inference
  • Sep 12, 2026Single family office (probable) 55%registered adviser whose Item 5.D reads as one family: few HNW clients, no other client type, at least $50M R•••Inference
Family and wealth origin
show
Family served
unknown
Source of wealth
unknown
Operating company origin
unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team
3 peopleshow
PersonTitleResponsibilityBusiness contactSource
R•••••• a• P••••Chief Investment Officer and Chief Compliance OfficerChief investment officer · investment decisions
email: r•••••@m••••••.capital (verified by provider, Sep 12, 2026)
A•••••••• A•••••Executive ChairmanLeadership
email: a••••••@m••••••.capital (verified by provider, Sep 12, 2026)
R•••••• P••••Chief Compliance OfficerOperations and finance
phone: (305) 528-3701 (published by the subject, May 12, 2026)
sec.gov Fact
Office contact points
Business phone: (305) 528-3701 (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) sec.gov
Office address: ••• Locked (published by the subject) adviserinfo.sec.gov
W••••••: m••••••.capital (published by the subject) m••••••.capital
Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$113M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 63 for the quarter ended Mar 31, 2026; $103M shown of $113M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
I•••••• T•RUS TP200 GR ETF$7.9M31,6857.0%
I•••••• T•CORE MSCI EAFE$5.6M61,4084.9%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$5.3M8,0964.7%
I•••••• T•RUS TP200 VL ETF$4.8M52,2034.3%
B•••••• M•• C•••COM SHS$4.2M103,4613.7%
N••••• C•••••••••COM$4.2M23,9643.7%
T••••• S••••••••• M••••••SPONSORED ADS$4.1M12,2753.7%
I•••••• T•HDG MSCI EAFE$4.1M96,2713.6%
A••••••• I••CAP STK CL A$3.8M13,0903.3%
A••• H••• N•N Y REGISTRY SHS$3.5M2,6863.1%
A••••••• M•••• D•••••• I••COM$3.3M16,0942.9%
I•••••• E••••••• T••••• F• T•S&P MDCP MOMNTUM$2.8M19,4972.5%
M•••••••• C•••COM$2.5M6,8722.3%
A••••• C•• I••COM$2.5M11,9622.2%
I•••••• I••CORE MSCI EMKT$2.5M35,5852.2%
I•••••• T•RUS MDCP VAL ETF$2.3M15,7462.0%
I•••••• T•0-3 MNTH TREASRY$2.2M21,9952.0%
E•• L•••• • C•COM$2.2M2,3741.9%
J• P• M••••• E••••••• T••••• F•US QUALTY FCTR$2.1M34,5921.9%
M••• P•••••••• I••CL A$2.1M3,6451.8%
H•• H••••••••• I••COM$2.1M4,4011.8%
I•••••• E••• T••••• F• T• I•S&P500 LOW VOL$2.1M28,3711.8%
A••••• L•••••••••COM$1.9M18,8721.7%
B•••••••• H••••••• I•• D••CL B NEW$1.9M4,0331.7%
N•••••• I•••COM$1.9M20,0301.7%
I•••••• T•NATIONAL MUN ETF$1.9M17,6801.7%
O••••• C•••COM$1.9M12,7481.7%
A••••••• C•••COM$1.8M8,6541.6%
C••••••••• E••••• C•••COM$1.8M6,2841.6%
U••• T••••••••• I••COM$1.7M23,8351.5%
P••••••••• C•••COM$1.6M8,2941.5%
E••••• T••••••• L• P•COM UT LTD PTN$1.5M80,2711.4%
T••••••• U• I••COM$1.5M7,1311.3%
A•••• I••COM$1.2M5,0181.1%
V••••••• I•••• F••S&P 500 ETF SHS$1.2M1,9531.0%
V••••••• S••••••••• F••VNG RUS2000IDX$1.2M11,5951.0%
I•••••• T•CORE US AGGBD ET$1.1M11,4291.0%
I•••••• T•RUS MD CP GR ETF$1.1M8,7931.0%
I•••••• B•••••• T•••• E••SHS BEN INT$1.0M26,6730.9%
S••••••••• I••COM$849,3484,5500.8%
Changes between the last two quarters
  • Mar 31, 2026 M•••••• C•••••• L•• exited Invesco Qqq Tr (was $8,982,534, 14,622 shares) sec.gov
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
1show
Signals and timeline
3show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.

  • Sep 13, 2026Classification changedM•••••• C•••••• L••: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (registered adviser whose Item 5.D reads as one family: few HNW clients, no other client type, at least $50M R••• (unconfirmed shape))c•••••••••Inferenceno URL
  • Feb 24, 2025Registered as SEC adviserM•••••• C•••••• L•• became an SEC RIA with $296,786,932 R•••OrganisationFactadviserinfo.sec.gov
  • Sep 11, 2026Office discoveredM•••••• C•••••• L•• found on the SEC adviser roster (sfo_shape)DiscoveryInferenceadviserinfo.sec.gov
Sources and evidence
58show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 58 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+30 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• e••••• (2)
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
Research priority
+12 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($296,786,932)
+3 c••••••••• i••••••• u•••••••••
+0 r••• (1384)
Mandate confidence
no components; scored 0
Identity confidence
+45 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalsfo_shapeMar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalsfo_shapeMar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-19Mar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)financial_planning,portfolio_management_individuals,selection_of_other_advisersMar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2025-02-24Mar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedMar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients10Mar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D){"high_net_worth_individuals":{"clients":10,"raum_usd":296786932,"fewer_than_5":false}}Mar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HR,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Employees3Mar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address••• LockedMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions63Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions65Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$113MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$122MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami, FLMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami, FLMar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersMiami, FLDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyMar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedMar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds advised0Mar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Mar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• accounts60Mar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• hnw usd$297MMar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• usd$297MMar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows3Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Site mentionsdirect_investments,private_credit,real_estateSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) m••••••.capitalFact
Site mentionsdirect_investments,private_credit,real_estateSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) m••••••.capitalFact
Site mentionsdirect_investments,private_credit,real_estateSep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) m••••••.capitalFact
Websitem••••••.capitalMar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) m••••••.capitalFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) m••••••.capitalFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) m••••••.capitalFact
Website readsite-fo-3Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) m••••••.capitalFact
Website readsite-fo-3Sep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) m••••••.capitalFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) m••••••.capitalFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) m••••••.capitalFact
Website titleM•••••• C•••••• | Wealth ManagementSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) m••••••.capitalFact
Website titleM•••••• C•••••• | Wealth ManagementSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) m••••••.capitalFact
Website titleM•••••• C•••••• | Wealth ManagementSep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) m••••••.capitalFact