DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Registered advisor

M••• G•••••••••

F•••••••• I••••••••• C•••••••••institutionalPittsburgh, Pa dual registrantIAPD 5248455

Feed of 09/15/2026

Also filed as M••• G•••••••••

At current firm

8 y

since Apr 3, 2018

In the industry

19 y

since Sep 7, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

F•••••••• S••••••••• C•••• no RAUM current
since Apr 3, 2018 · Pittsburgh, Pa
F•••••••• G••••• I••••••••• M••••••••• C•••• asset manager current
since Apr 3, 2018 · New Y•••, Ny
M•• A•••••••• A• D••••••• O• F•••••••• M••• L•• asset manager current
since Apr 3, 2018 · Brooklyn, Ny
F•••••••• I••••••••• C••••••••• institutional current
since Apr 3, 2018 · Pittsburgh, Pa
N•• Y••• L••• I••••••••• M••••••••• L•• asset manager
May 24, 2011 to Mar 14, 2018 · New Y•••, Ny
E•••• S••••••••• L•• BD affiliated
Dec 20, 2010 to May 24, 2011 · New Y•••, Ny
D••••••• B••• S••••••••• I••• no RAUM
Apr 23, 2008 to Nov 12, 2010 · New Y•••, Ny
C•••••••• G••••• M•••••• I••• BD affiliated
Sep 10, 2007 to Feb 29, 2008 · New Y•••, Ny

Moves

a registration end followed by a registration begin elsewhere

N•• Y••• L••• I••••••••• M••••••••• L•• to M•• A•••••••• A• D••••••• O• F•••••••• M••• L••
left Mar 14, 2018, registered Apr 3, 2018 (20 days) · Other
E•••• S••••••••• L•• to N•• Y••• L••• I••••••••• M••••••••• L••
left May 24, 2011, registered May 24, 2011 (0 days) · Other
D••••••• B••• S••••••••• I••• to E•••• S••••••••• L••
left Nov 12, 2010, registered Dec 20, 2010 (38 days) · Other
C•••••••• G••••• M•••••• I••• to D••••••• B••• S••••••••• I•••
left Feb 29, 2008, registered Apr 23, 2008 (54 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Institutional managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address