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.
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Firms / M•••••• C•••••• A•••••••
M•••••• C•••••• A•••••••
Independent, fee-based fiduciary wealth management firm in Miami, Florida. Founded 2005. Advising families and business owners in Pinecrest, Palmetto Bay, Cutler Bay, Kendall and greater Miami on investments, retirement plans, estate planning and business exits.
Classification
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 1 of 3 distinct vehicles; hedge, securitized or liquidity vehicles 2
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 1 of 3 distinct vehicles; hedge, securitized or liquidity vehicles 2
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Mar 29, 2012 to Nov 7, 2014
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $610,000reported gross assets (Form ADV), not fund size
- All private fund GAV
- $3.9Mevery 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
- 33%
- Fund type mix
- filed 2014-11-07, latest gav Hedge Fund $3.3M, Private Equity Fund $610,000, latest counts Hedge Fund 1, Private Equity Fund 1, lifetime distinct Hedge Fund 2, Private Equity Fund 1
- Employees
- unknown
- Headquarters
- Miami, FL
- Office address
- 7700 NORTH KENDALL DRIVE, SUITE 506, Miami, FL, 33156
- Business phone
- 305-648-6459
Stated criteria beside observed behaviour
27 observed deals
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
- Inspired by legendary macro investor Stanley Druckenmiller, we make decisions based on top-down macroeconomic perspectives combined with bottom-up fundamental analysis.
Observed from deals on record
- roles
- unknown 27
- period
- to unknown, from unknown, undated holdings 27, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 27
- companies
- 27
- geography
- investments
- 27
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 3
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.074, value financial services, examples Wealth management, Concierge Service, count 1, share 0.037, value education, examples Daniel Fernandez
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.074, value financial services, examples Wealth management, Concierge Service, count 1, share 0.037, value education, examples Daniel Fernandez
27 companies on the graph (0 transactions); most in financial services (2); no dated observations
Funds
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| Z••• F••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $610,000 as of Nov 7, 2014 | no Form D | Early deployment |
Team
4 current, 0 former
Managing partner (2)
- M•••••• Z••• · President And Chief Compliance 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)
- M•••••• Z••• · President / Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (1)
- P•••••• S••••• · Investment Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (1)
- M••••• d• l• M••• · Financial Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
27 relationships, 0 platforms, 0 add-ons
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 163145 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Mar 29, 2012M•••••• C•••••• A••••••• first filed Form ADV in the extract (ERA)
Across the graphs
M•••••• C•••••• A••••••• 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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