Private Equity Intelligence
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M••••• C•••• C•••••• M••••••••• L••
Our investment professionals are globally-based, giving M••••• C•••• an advantage by allowing our team to live and work in the same locations as many of our managers. Our Senior Investment Team meets every Monday morning in high-level strategic discussions. Many Senior Investment Team members have been working in the investment business for 20+ years and […]
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 41 of 56 distinct vehicles are sworn Private Equity Funds; 32 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.06bn Private Equity Fund GAV on the Form ADV filed 2024-04-29
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 41 of 56 distinct vehicles are sworn P•••••• Equity Funds; 32 reported gross assets on a filing in 2022 or later
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Apr 29, 2024
- RAUM
- $1.4Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 29
- PE fund GAV, latest filing
- $1.1Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 73%
- Fund type mix
- filed 2024-04-29, latest gav Hedge Fund $51.7M, Private Equity Fund $1.1B, latest counts Hedge Fund 5, Private Equity Fund 29, lifetime distinct Hedge Fund 15, Private Equity Fund 41
- Employees
- 33
- Headquarters
- Chapel Hill, NC
- Office address
- 301 WEST BARBEE CHAPEL ROAD, SUITE 200, Chapel Hill, NC, 27517
- Business phone
- 919-933-4004
- Sectors
- not stated or not yet read
- Geography
- Global
- 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
- As investors, we make active investment decisions to seek to add value within our clients' portfolios and our discretionary funds.
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M••••• C•••• P•••••• O••••••••• L•• S••••• R• • A••• L••• | buyout or unlabelled | 2026 Form D first sale | unknown | no reporting | $13.0M | Fundraising |
| M••••• C•••• P•••••• O••••••••• L•• S••••• Q• • P••••• | buyout or unlabelled | 2026 Form D first sale | unknown | no reporting | $3.5M | Fundraising |
| M••••• C•••• P•••••• O••••••••• L•• S••••• S• • B••••• | buyout or unlabelled | 2026 Form D first sale | unknown | no reporting | $6.4M | Fundraising |
| M••••• C•••• D•••••• F••• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $51.3M as of Apr 29, 2024 | no Form D | Unknown | |
| M••••• C•••• P•••••• O••••••••• L•• S••••• O• • C•••• R••••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $18.0M as of Apr 29, 2024 | no Form D | Unknown | |
| M••••• C•••• P••••••• V•••••• A••••• F••• I•• L• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $10.6M as of Apr 29, 2024 | no Form D | Unknown | |
| M••••• C•••• P•••••• O••••••••• L•• S••••• P• • L••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $5.0M as of Apr 29, 2024 | no Form D | Early deployment | |
| M••••• C•••• D•••••• F••• I••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $94.7M as of Apr 29, 2024 | no Form D | Unknown | |
| M••••• C•••• P•••••• O••••••••• L•• S••••• M• • G••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $43.7M as of Apr 29, 2024 | no Form D | Unknown | |
| M••••• C•••• C••••••• F•••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $17.8M as of Apr 29, 2024 | no Form D | Unknown | |
| M••••• C•••• P•••••• O••••••••• L•• S••••• J• • F••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $16.2M as of Apr 29, 2024 | no Form D | Early deployment | |
| M••••• C•••• P•••••• O••••••••• L•• S••••• H• • B•••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $726,886 as of Mar 31, 2023 | no Form D | Wound down | |
| M••••• C•••• P•••••• O••••••••• L•• S••••• K• • B•••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $268,599 as of Mar 31, 2023 | no Form D | Wound down | |
| M••••• C•••• P•••••• O••••••••• L•• S••••• L• • L••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $133,840 as of Apr 29, 2024 | no Form D | Unknown | |
| M••••• C•••• P•••••• O••••••••• L•• S••••• N• • E••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $5,566 as of Apr 29, 2024 | no Form D | Unknown | |
| M••••• C•••• P•••••• O••••••••• L•• S••••• F• • S••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $28.1M as of Apr 29, 2024 | no Form D | Active deployment | |
| M••••• C•••• P•••••• O••••••••• L•• S••••• E• C•••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $6.7M as of Jul 21, 2021 | no Form D | Wound down | |
| M••••• C•••• P•••••• O••••••••• L•• S••••• G• • A••••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $5.9M as of Jun 22, 2022 | no Form D | Wound down | |
| M••••• C•••• B••••••••• O••••••••• F••• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $148M as of Apr 29, 2024 | no Form D | Mature | |
| M••••• C•••• I••••••••• F•••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $9.6M as of Apr 29, 2024 | no Form D | Active deployment | |
| M••••• C•••• P•••••• O••••••••• L•• S••••• D• • S••••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $3.4M as of Apr 29, 2024 | no Form D | Mature | |
| M••••• C•••• B••••••••• O••••••••• F•••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $93.6M as of Apr 29, 2024 | no Form D | Unknown | |
| M••••• C•••• P•••••• O••••••••• L•• S••••• C• • D••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $3.3M as of Apr 29, 2024 | no Form D | Active deployment | |
| M••••• C•••• N•• C•••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $77.8M as of Apr 29, 2024 | no Form D | Mature | |
| M••••• C•••• P•••••• O••••••••• L•• S••••• a• • C••••••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $30.6M as of Mar 27, 2019 | no Form D | Wound down | |
| M••••• C•••• P•••••• O••••••••• L•• S••••• a• • D••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $10.3M as of Apr 29, 2024 | no Form D | Unknown | |
| M••••• C•••• P••••••• V•• L• ADV: P•••••• Equity Fund | Fund of funds | 2015 first reported on Form ADV | $54.3M as of Apr 29, 2024 | no Form D | Mature | |
| M••••• C•••• P••••••• S•• • A•••• L• ADV: P•••••• Equity Fund | Fund of funds | 2015 first reported on Form ADV | $35.7M as of Jul 21, 2021 | no Form D | Wound down | |
| M••••• C•••• P••••••• S•• • A•••• L• ADV: P•••••• Equity Fund | Fund of funds | 2015 first reported on Form ADV | $19.1M as of Mar 31, 2015 | no Form D | Wound down | |
| M••••• C•••• P••••••• C••••••••• F••• I••• L• ADV: P•••••• Equity Fund | Fund of funds | 2015 first reported on Form ADV | $10.8M as of Apr 29, 2024 | no Form D | Mature | |
| M••••• C•••• P••••••• A••• I•• L• ADV: P•••••• Equity Fund | Fund of funds | 2013 first reported on Form ADV | $0 as of Oct 11, 2013 | no Form D | Unknown | |
| M• D••••• F•••• L• ADV: P•••••• Equity Fund | Fund of funds | 2013 first reported on Form ADV | $0 as of Oct 11, 2013 | no Form D | Unknown | |
| M••••• C•••• P••••••• A•••• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $98.1M as of Apr 29, 2024 | no Form D | Harvest | |
| E•• P•••••• R••• E••••• E••••••• M•••••• I• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $91.5M as of Dec 15, 2014 | no Form D | Wound down | |
| M••••• C•••• P••••••• V•••••• A••••• F•••• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $83.7M as of Apr 29, 2024 | no Form D | Unknown | |
| M••••• C•••• P••••••• S•• • P••• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $53.5M as of Mar 27, 2019 | no Form D | Wound down | |
| M••••• C•••• P••••••• I••• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $40.3M as of Apr 29, 2024 | no Form D | Harvest | |
| M••••• C•••• P••••••• I•• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $38.0M as of Apr 29, 2024 | no Form D | Harvest | |
| M••••• C•••• P••••••• C••••••••• F••• I•• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $35.0M as of Apr 29, 2024 | no Form D | Harvest | |
| M••••• C•••• P••••••• V• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $30.9M as of Apr 29, 2024 | no Form D | Harvest | |
| M••••• C•••• P••••••• I•• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $23.0M as of Apr 29, 2024 | no Form D | Harvest | |
| M••••• C•••• P••••••• I• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $10.2M as of Apr 29, 2024 | no Form D | Harvest | |
| M••••• C•••• P••••••• C••••••••• F••• I• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $7.6M as of Apr 29, 2024 | no Form D | Harvest | |
| M••••• C•••• D••••••••• M••••• F•••• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $2.5M as of Mar 31, 2015 | no Form D | Wound down |
- M••• W• Y•••• · President · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• W• Y•••• · CEO & Chief Investment Officer, M••••• C••••; Managing Partner, M••••• C•••• D•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• L••••• · Managing Director (Public Assets) · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• J• K•••••••• C•• · Managing Director Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• B••••• · Partner, M••••• C•••• D•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• H••••••• · Managing Director Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••••• A• L••• C••• · Managing Director (Shanghai) · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- X••••• A• S••••• · General Partner, M••••• C•••• D•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••• T•••••• C••• · Director (P•••••• Assets) · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• N•••••• C••• · Principal (P•••••• Assets) · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• L• · Director (P•••••• Assets) · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• F•••• C•• · Senior Associate, M••••• C•••• D•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• A••••••• · Senior Associate, M••••• C•••• D•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••••• P•••• H•••••• T••••• · Chief Financial Officer & Chief Operating Officer · since Nov 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••••• M••••• B•••• · Chief Compliance Officer · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••••• S••••••• · Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- R•••• H• B••••• · Chief Compliance Officer · May 1, 2011 to Jul 21, 2021 Inference
- M••••• C•••• C•••••• D••••••••• L•• 16 shared · very strong · last Jan 1, 2022
- F••••••• S••••••••• L•• 10 shared · very strong · last Jan 1, 2022
- P••••••• C•••••• P•••••••• L•• 4 shared · strong · last Jun 2, 2026
- F••••••• S••••••••• L•• 4 shared · strong · last Jan 1, 2024
- S•••••• C•••••• L••• 4 shared · strong · last Jan 1, 2014
- T•••••• I••••••••• B••••••• L•• 3 shared · strong · last Jan 1, 2012
- O•••••••• C•••••• L•• 2 shared · recurring · last Jan 1, 2013
- H••••••• C•••••• 2 shared · recurring · last Jan 1, 2012
- T•••••••• I••• 2 shared · recurring · last Jan 1, 2022
- C•••••• S••••• • C••• I••• 1 shared · one time · last Jan 1, 2012
- B•••• L•• 1 shared · one time · last Jan 1, 2022
- F••• P••••• C•••••• P••••••• L•• 1 shared · one time · last Jan 1, 2022
- F••• P••••• C•••••• P••••••• L•• 1 shared · one time · last Jan 1, 2023
- T•••••••• R••••••••• S••••• o• t•• S•••• o• I••••••• in M••••• C•••• P••••••• A•••• L• amount not disclosed trsil.org
- Mar 31, 2026M••••• C•••• C•••••• M••••••••• L••: P•••••• Equity Funds on Form ADV 29 (2024 extract) -> 28 (roster 2026-09-01)
- Mar 30, 2012M••••• C•••• C•••••• M••••••••• L•• first filed Form ADV in the extract (IA)
M••••• C•••• C•••••• M••••••••• L•• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Allocators and Private Credit.
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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