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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

M•••••• E• B••••••

C••••••• M••••••••• I••••••••• A•••••••• L••asset managerBoston, Ma dual registrantIAPD 5548234

Feed of 09/15/2026

Also filed as Matthew Belniak

At current firm

4 y

since Jan 28, 2022

In the industry

15 y

since Dec 4, 2010 (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

C••••••• M••••••••• I••••••••• A•••••••• L•• asset manager current
since Jan 28, 2022 · Boston, Ma
B•• A•••• M••••••••• C•••• other
Feb 19, 2021 to Feb 4, 2022 · Chicago, Il
B•• A•••• M••••••••• C•••• other
Nov 2, 2015 to Dec 31, 2020 · Chicago, Il
C•••••• A••••••• L•• asset manager
Jan 15, 2013 to Feb 11, 2015 · Naperville, Il
W•••••• • R••• former
Dec 6, 2010 to Dec 7, 2012 · Elgin, Il

Moves

a registration end followed by a registration begin elsewhere

B•• A•••• M••••••••• C•••• to C••••••• M••••••••• I••••••••• A•••••••• L••
left Feb 4, 2022, registered Jan 28, 2022 (-7 days) · Other
C•••••• A••••••• L•• to B•• A•••• M••••••••• C••••
left Feb 11, 2015, registered Nov 2, 2015 (264 days) · Other
W•••••• • R••• to C•••••• A••••••• L••
left Dec 7, 2012, registered Jan 15, 2013 (39 days) · Other

Signals

M•••••• E• B•••••• left B•• A•••• M••••••••• C•••• for C••••••• M••••••••• I••••••••• A•••••••• L•• (registered 2022-01-28)
Feb 4, 2022 · Advisor changed firm · fact

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: Asset manager (funds and pooled vehicles)derived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address