DFX Intelligence
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M• R••• L••
Candidate, based in Denver, CO.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $113M
- PE fund assets
- Not established
- PE funds
- 0
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Geography United States,Global
- Graphs 2
- RAUM $113M
Classification
How this organization is classified, and on what basisCandidate · 1 in historyShowHide
- Class
- Candidatecandidate, confidence 40%
- Basis
- R7: admitted on 0 Private Equity Fund(s) among 7 vehicles; no rule fired
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 0 Private Equity Fund(s) among 7 vehicles; no rule fired
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Dec 21, 2011 to May 17, 2024
- RAUM
- $113Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $113Mevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 0%
- Fund type mix
- filed 2024-05-17, latest gav Real Estate Fund $113M, latest counts Real Estate Fund 3, lifetime distinct Real Estate Fund 7
- Employees
- 22
- Headquarters
- Denver, CO
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- United States, 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
- ••• Locked
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 |
|---|---|---|---|---|---|---|
| M••••• G••••• F••• I•• L•• ADV: Real Estate Fund | buyout or unlabelled | unknown | $50.7M as of Sep 22, 2015 | no Form D | Wound down | |
| M••••• G••••• F••• V• L•• ADV: Real Estate Fund | buyout or unlabelled | unknown | $10.6M as of Mar 30, 2020 | no Form D | Wound down | |
| M••••• G••••• F••• V•• L•• ADV: Real Estate Fund | buyout or unlabelled | unknown | $0 as of Oct 6, 2023 | no Form D | Harvest |
Team
15 current, 14 former
Managing partner (4)
- J•••• H• M••••• · President And Chief Executive Officer · since Jan 1, 1994 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• M••••• · President & Chief Executive Officer - Investment Committee · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• M• M••••• · Chairman Emeritus · since Jan 1, 1994 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••• M• M••••• · Chairman Emeritus - Investment Committee · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (3)
- J•••• K•••• · Executive Vice President, Acquisitions & Asset Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• X••••• · Executive Vice President, Chief of Staff · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• M••••• · Senior Vice President, Investments & Asset Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (8)
- A••• B•• P•••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• B•• P•••• · Chief Financial Officer · since Mar 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• K•••• N•••••••• · Chief Development Officer · 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)
- E••• O•••••• · Senior Vice President, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• N•••••••• · Chief Development Officer - Investment Committee · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• G•••••• C•••• · Chief Operating Officer & General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• G•••••• C•••• · Chief Operating Officer · since Feb 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••••• A••••• F••••• · Chief Compliance Officer · since Oct 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
14 former (kept with end dates)
- M•••• M• M••••• · Chairman · Jan 1, 1994 to Jul 27, 2023 Inference
- D•••• T• J•••••••• · Managing Principal And Chief Investment Officer · Aug 1, 1998 to Sep 22, 2015 Inference
- G••••• K•••••• · Chief Investment Officer · Oct 1, 2022 to Jul 27, 2023 Inference
- P••• B• H•••• · Chief Portfolio Manager · Dec 1, 1994 to Mar 23, 2023 Inference
- P•••• W• S••••• · Chief Investment Officer · Mar 1, 2005 to Mar 31, 2021 Inference
- E•••• R• A••• · Chief Financial Officer · Oct 1, 1998 to Nov 15, 2018 Inference
- G••• a• R•••• · Managing Principal And Chief Operating Officer · Feb 1, 2007 to Sep 22, 2017 Inference
- L••• M••••• · Chief Compliance Officer · Feb 1, 2022 to Oct 6, 2023 Inference
- M••••••• L••••••• S••• · Chief Financial Officer · Nov 1, 2018 to Mar 28, 2024 Inference
- R•••• L••• M••••• · Chief Compliance Officer And Controller · Sep 1, 2013 to Aug 27, 2018 Inference
- T•••• L• H••••••• · Senior Vice President And Chief Compliance Officer · Jan 1, 1994 to Feb 6, 2014 Inference
- T••••• D••••• C••••••• · Chief Compliance Officer And Vp Of Finance · Aug 1, 2018 to Mar 7, 2022 Inference
- W•••••• L••••• L••••••• · Chief Operating Officer · Apr 1, 2012 to Jul 30, 2021 Inference
- J••••• M•••••• H•••• · Executive Vice President, Acquisitions · Sep 1, 2017 to Mar 7, 2022 Inference
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, 2026••• Locked
- Dec 21, 2011••• Locked
Across the graphs
M• R••• L•• is the same institution as 2 records in RIA and Wealth and Real Estate Funds.
RIA and Wealth1Real Estate Funds1
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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