DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / M••• • C••• L••
M••• • C••• L••
Uncommon insight, exceptional capabilities and innovative thinking.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.03bn Private Equity Fund GAV on the Form ADV filed 2024-03-26
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Mar 31, 2023 to Mar 26, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $28.5Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $28.5Mevery private fund type, latest filing
- 2024 PE fund GAV
- $28.5Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-26, latest gav Private Equity Fund $28.5M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
- Employees
- unknown
- Business phone
- 646-831-8794
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- Texas
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- We focus on quality over quantity of relationships in partnering with the best family offices, managers, portfolio companies and operators.
Observed from deals on record
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T• M••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $14.3M as of Mar 26, 2024 | no Form D | Unknown | |
| U•• M•••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $8.2M as of Mar 26, 2024 | no Form D | Unknown | |
| S••••••• M••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $6.1M as of Mar 26, 2024 | no Form D | Unknown |
Team
7 current, 0 former
Managing partner (3)
- R•••••• Z••• · CEO and Managing Member, M&Co. Securities LLC · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• M••• · Chief Executive Officer and Managing Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• M••• · Chief Executive Officer; Manager · since Mar 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- P•••••• D••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (1)
- E•••••• J••••• · Special Projects and Administrative Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (1)
- M••••••••• W••••••••• · Financial Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (1)
- C•••••• H••••• · Chief Technology Officer and Chief Information Security Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
2 most recent
- Sep 1, 2026Adviser CRD 318590 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Mar 31, 2023M••• • C••• L•• first filed Form ADV in the extract (ERA)