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.

Former SEC-registered adviser

The Mde Group, Inc.

Former SEC-registered adviserMorristown, New JerseyCRD 107718SEC 801-52142IAPD
Latest filing Mar 31, 2015
First filing on the tape Mar 21, 2012 · 6 filings
RAUM
$1.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
14
7 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$1.3B as of Mar 31, 2015
Mar 21, 2012$1.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)14 as of Mar 31, 2015
Apr 1, 20137 then
Employees (5.A)14 as of Mar 31, 2015
Apr 1, 201313 then
Private funds: no history
RAUM -16% over the last fiscal year-1.2% a year over threeIARs 14 to 14
Practice profile
derived from the filing of Mar 31, 2015; every figure names its basis
RAUM per advisor
$89.6MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$745,847derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
7.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year
-16%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisers, otherreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1,682reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Robert Emil Coscarelli · Chief Compliance Officercontrol
      since 01/2008 · owns less than 5%
    • Dennis Mitchell Eichen · Strategic Advisorcontrol
      since 08/1987 · owns 75% or more
    • Alan Glenn Myers · Presidentcontrol
      since 10/1991 · owns less than 5%
    Related persons
    Schedule D 7.A
    • Beacon Trust
      investment adviserpooled vehicle sponsornRAUM $473M
    Offices
    Schedule D 1.F, the 25 largest
    • New York, NY
    What changed
    consecutive filings, newest first
    • Accounts · 1,272 to 1,682
      Mar 28, 2014 to Mar 31, 2015
    • Advisory employees · 14 to 7
      Mar 28, 2014 to Mar 31, 2015
    • Financial planning clients · 251-500 to 1-10
      Mar 28, 2014 to Mar 31, 2015
    • Discretionary RAUM · $1.5B to $1.3B
      Mar 28, 2014 to Mar 31, 2015
    • RAUM · $1.5B to $1.3B
      Mar 28, 2014 to Mar 31, 2015
    • Accounts · 1,155 to 1,272
      Apr 22, 2013 to Mar 28, 2014
    • Advisory employees · 7 to 14
      Apr 22, 2013 to Mar 28, 2014
    • Employees · 13 to 14
      Apr 22, 2013 to Mar 28, 2014
    • Insurance-licensed employees · 0 to 6
      Apr 22, 2013 to Mar 28, 2014
    • Financial planning clients · 101-250 to 251-500
      Apr 22, 2013 to Mar 28, 2014
    • State-registered IARs · 7 to 14
      Apr 22, 2013 to Mar 28, 2014
    • Discretionary RAUM · $1.4B to $1.5B
      Apr 22, 2013 to Mar 28, 2014
    • RAUM · $1.4B to $1.5B
      Apr 22, 2013 to Mar 28, 2014
    • Accounts · 1,178 to 1,155
      Sep 27, 2012 to Apr 1, 2013
    • Advisory employees · unset to 7.0
      Sep 27, 2012 to Apr 1, 2013
    • Employees · unset to 13.0
      Sep 27, 2012 to Apr 1, 2013
    • State-registered IARs · unset to 7.0
      Sep 27, 2012 to Apr 1, 2013
    • Discretionary RAUM · $1.3B to $1.4B
      Sep 27, 2012 to Apr 1, 2013
    • RAUM · $1.3B to $1.4B
      Sep 27, 2012 to Apr 1, 2013
    Signals
    No event on the tape.
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026