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.

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Firms / M•••• L•••• M••••••••• L•

M•••• L•••• M••••••••• L•

Hybrid manager · probableunsizedNewtown, PAm••••••.comSEC registered investment adviser

Since 1986, M•••• L•••• M••••••••• L• has provided innovative alternative investment strategies to institutional and high-net-worth investors that enhance and diversify traditional investments. We offer a number of distinct alternative investment strategies for clients who are seeking diversification, liquidity, and rigorous risk management.

Classification
Class
Hybrid managerprobable, confidence 65%
Basis
R4: Private Equity Funds are 1 of 6 distinct vehicles; hedge, securitized or liquidity vehicles 4
Size band
unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
  1. Sep 13, 2026
    Hybrid manager (probable, 65%, cls-pe-1)
    R4: Private Equity Funds are 1 of 6 distinct vehicles; hedge, securitized or liquidity vehicles 4
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 29, 2012 to Mar 19, 2024
RAUM
$1.1Bregulatory 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
$233Mevery 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
17%
Fund type mix
filed 2024-03-19, latest gav Hedge Fund $233M, latest counts Hedge Fund 1, lifetime distinct Hedge Fund 4, Other Private Fund 1, Private Equity Fund 1
Employees
14
Headquarters
Newtown, PA
Office address
405 SOUTH STATE STREET, Newtown, PA, 18940
Business phone
267-759-3500
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
not stated or not yet read
Geography
not stated or not yet read
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
not stated or not yet read
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
1 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
M•• M•••• C•• F••• L•
ADV: Private Equity Fund
buyout or unlabelled2015
first reported on Form ADV
$2.6M
as of May 25, 2017
no Form DUnknown
Team
15 current, 3 former
Managing partner (2)
Partner (6)
Platform (4)
3 former (kept with end dates)
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
1 most recent
  1. Mar 29, 2012
    M•••• L•••• M••••••••• L• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

M•••• L•••• M••••••••• L• is the same institution as 1 record in RIA and Wealth.

RIA and Wealth1

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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