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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SEC-registered adviser
M••••••• C•••••• L••
Latest filing Aug 24, 2026
First filing on the tape Mar 30, 2012 · 42 filings
SEC status approved since Sep 30, 1994
RAUM
$16B
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
98
33 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
18
reported on Schedule D
History
42 filings and snapshots on the tape
RAUM$16B as of Aug 24, 2026
Mar 30, 2012$15B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 24, 2026
Apr 1, 20130 then
Employees (5.A)98 as of Aug 24, 2026
Apr 1, 201380 then
Private funds18 as of Aug 24, 2026
Mar 30, 201212 then
RAUM +54% over the last fiscal year+29% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 24, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM 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
- $834MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- +54%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $15B, 16 clientsreportedItem 9.A
- 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)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$16B99%
- Other investment advisers$196M1.2%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 19reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $15B for 16 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
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
none on the tape
Joined, latest
none on the tape
Private funds
36 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••••••• F••• U••• L••• | Hedge Fund | $2.5B | 2 | Mar 30, 2012 |
| M••••••• F•••• L•••••no longer reported | Hedge Fund | $2.2B | 111 | Mar 30, 2012 |
| M••••••• U••• L••• | Hedge Fund | $1.2B | 144 | Mar 30, 2021 |
| M••••••• H••••••• C• L••• | Hedge Fund | $1.1B | 203 | Mar 29, 2019 |
| M••••••• F••• I•• L••• | Hedge Fund | $1.0B | 122 | Mar 30, 2012 |
| M••••••• H•• L••• | Hedge Fund | $913M | 2 | Jul 14, 2023 |
| M••••••• C• F•••• L••• | Hedge Fund | $622M | 71 | Mar 30, 2021 |
| M••••••• L••• F•••• L••• | Hedge Fund | $552M | 48 | Mar 30, 2012 |
| M••••••• A••••••• F•••• L••• | Other Private Fund | $541M | 32 | Mar 31, 2015 |
| M••••••• L••• E••••••• F•••• L••• | Hedge Fund | $429M | 43 | Mar 30, 2012 |
| M••••••• S•• F•••• L••• | Hedge Fund | $422M | 2 | Mar 31, 2022 |
| M••••••• S••••• F•••• L•••no longer reported | Hedge Fund | $230M | 26 | Nov 28, 2012 |
| M••••••• G••••• F•••• L••• | Private Equity Fund | $172M | 34 | Nov 22, 2021 |
| M••••••• Q• N•••••• F•••• L•••no longer reported | Hedge Fund | $143M | 2 | May 28, 2021 |
| M••••••• S••• M••••• F•••• L••• | Hedge Fund | $134M | 4 | Mar 30, 2012 |
| M••••••• C•••••••• I•• L••• | Hedge Fund | $102M | 7 | Jul 14, 2023 |
| M••••••• S••••• P•••••••• L••• • L• | Hedge Fund | $100M | 38 | Mar 30, 2012 |
| M••••••• V••••••• C•••• 4• S••••• F•••• L••• | Venture Capital Fund | $91.0M | 34 | Jul 19, 2024 |
| M••••••• V••••••• I••••••••• F•••• L••• | Venture Capital Fund | $91.0M | 34 | Mar 31, 2015 |
| M••••••• Q•• F•••• L•••no longer reported | Hedge Fund | $81.5M | 26 | Mar 31, 2015 |
| M••••••• S••••• F•••• L••• • L• | Hedge Fund | $74.3M | 14 | Mar 30, 2012 |
| M••••••• S•••••• F•••• L••• | Private Equity Fund | $68.9M | 2 | Nov 8, 2024 |
| M••••••• F••••••••• Q•••• N•••••• F•••• L•••no longer reported | Hedge Fund | $63.5M | 3 | Mar 31, 2017 |
| M••••••• Q•• L••• F•••• L•••no longer reported | Other Private Fund | $36.6M | 2 | Mar 31, 2015 |
| M••••••• S••••• P•••••••• L••• • S•no longer reported | Hedge Fund | $34.9M | 22 | Mar 30, 2012 |
| M••••••• S••••••••• N•••••• F•••• L•••no longer reported | Hedge Fund | $21.8M | 1 | Nov 23, 2020 |
| M••••••• F••••••••• Q•••• N•••••• F•••• L•••no longer reported | Hedge Fund | $19.4M | 3 | Mar 29, 2018 |
| M••••••• S••••• F•••• L••• • S•no longer reported | Hedge Fund | $15.5M | 4 | Mar 30, 2012 |
| M••••••• S••••••••• L••• F•••• L•••no longer reported | Hedge Fund | $14.9M | 1 | Nov 23, 2020 |
| M••••••• C•••••••• I• L••• | Private Equity Fund | $2.0M | 5 | Feb 28, 2022 |
| M••••••• N•••••• L•••••• F•••• L•••no longer reported | Hedge Fund | $1.8M | 4 | Mar 30, 2012 |
| M••••••• N•••••• F•••• L•••no longer reported | Hedge Fund | $771,000 | 0 | Mar 30, 2012 |
| M••••••• F••••••••• Q•••• F•••• L•••no longer reported | Hedge Fund | $493,702 | 1 | Mar 29, 2018 |
| M••••••• Q• N•••••• F•••• L•••no longer reported | Hedge Fund | $356,000 | 3 | Nov 28, 2018 |
| M••••••• Q•• F•••• L•••no longer reported | Hedge Fund | $261,000 | 1 | Mar 30, 2016 |
| M••••••• V••••••• L•••••••• F••• I• L•••no longer reported | Other Private Fund | $30,000 | 1 | May 28, 2021 |
Owners and control persons
Schedule A and B, latest filing
- A••••••• L•• · Managing Partnercontrolsince 08/1993 · owns less than 5%
- G••••••• S••••••• K••••• · Chief Financial Officercontrolsince 01/2021 · owns less than 5%
- L••••• A•••••• F• · Chief Operating Officercontrolsince 04/2022 · owns less than 5%
- W••••••••• T•••••• S• · General Counsel & Chief Compliance Officercontrolsince 03/2018 · owns less than 5%
- A••••••• E••••••••• M•••••• · Limited Partner And General Partnercontrolsince 12/1998 · owns 25% to 50% of C•••••••• L•••
- A••••••• L•• · Limited Partner And General Partnercontrolsince 12/1998 · owns 50% to 75% of C•••••••• L•••
- A••••••• L•• · M•••••• And Membercontrolsince 01/1997 · owns 75% or more of M••••••• C•••••• M•••••••••
Entity owners
- C•••••••• L••• · Limited Partnerdirect · owns 75% or more
- M••••••• C•••••• M••••••••• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- M••••••• C• G•• L••pooled vehicle sponsorn
- M••••••• C•••••• A•••••••• L•••bankpooled vehicle sponsorn
- M••••••• G••••• A•••••••• L••pooled vehicle sponsorn
- M••••••• H• A•••••••• L•••pooled vehicle sponsorn
- M••••••• L• M••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY22 employees
- San Francisco, CA5 employees
- Coconut Grove, FL2 employees
- Santa Clara, CA1 employees
- West Palm Beach, FL1 employees
What changed
consecutive filings, newest first
- Private funds · 16 to 18Mar 31, 2026 to Aug 24, 2026
- Accounts · 16 to 19Feb 23, 2026 to Mar 31, 2026
- Advisory employees · 32 to 33Feb 23, 2026 to Mar 31, 2026
- Advisory activities · 1 to 2Feb 23, 2026 to Mar 31, 2026
- Pooled vehicle clients · 16 to 18Feb 23, 2026 to Mar 31, 2026
- Assets in custody · $9.8B to $15BFeb 23, 2026 to Mar 31, 2026
- Employees · 97 to 98Feb 23, 2026 to Mar 31, 2026
- Discretionary RAUM · $10B to $16BFeb 23, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $10B to $16BFeb 23, 2026 to Mar 31, 2026
- RAUM · $10B to $16BFeb 23, 2026 to Mar 31, 2026
- Private funds · 15 to 16Mar 31, 2025 to Feb 23, 2026
- Accounts · 17 to 16Nov 8, 2024 to Mar 31, 2025
- Pooled vehicle clients · 17 to 16Nov 8, 2024 to Mar 31, 2025
- Assets in custody · $8.8B to $9.8BNov 8, 2024 to Mar 31, 2025
- Employees · 96 to 97Nov 8, 2024 to Mar 31, 2025
- Financial planning clients · unset to Nov 8, 2024 to Mar 31, 2025
- Private funds · 19 to 15Nov 8, 2024 to Mar 31, 2025
- Discretionary RAUM · $8.8B to $10BNov 8, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $8.8B to $10BNov 8, 2024 to Mar 31, 2025
- RAUM · $8.8B to $10BNov 8, 2024 to Mar 31, 2025
- Private funds · 18 to 19Oct 11, 2024 to Nov 8, 2024
- Private funds · 17 to 18Mar 29, 2024 to Jul 19, 2024
- Accounts · 19 to 17Jul 14, 2023 to Mar 29, 2024
- Advisory employees · 33 to 32Jul 14, 2023 to Mar 29, 2024
- Pooled vehicle clients · 19 to 17Jul 14, 2023 to Mar 29, 2024
- Assets in custody · $7.4B to $8.8BJul 14, 2023 to Mar 29, 2024
- Employees · 107 to 96Jul 14, 2023 to Mar 29, 2024
- Private funds · 19 to 17Jul 14, 2023 to Mar 29, 2024
- Discretionary RAUM · $7.4B to $8.8BJul 14, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $7.4B to $8.8BJul 14, 2023 to Mar 29, 2024
- RAUM · $7.4B to $8.8BJul 14, 2023 to Mar 29, 2024
- Private funds · 17 to 19Jun 5, 2023 to Jul 14, 2023
- Other offices · 6 to 5Apr 24, 2023 to Jun 5, 2023
- Private funds · 19 to 17Apr 24, 2023 to Jun 5, 2023
- Advisory employees · 39 to 33Sep 22, 2022 to Mar 31, 2023
- Advisory activities · 2 to 1Sep 22, 2022 to Mar 31, 2023
- Assets in custody · $13B to $7.4BSep 22, 2022 to Mar 31, 2023
- Employees · 129 to 107Sep 22, 2022 to Mar 31, 2023
- Other offices · 5 to 6Sep 22, 2022 to Mar 31, 2023
- Private funds · 20 to 19Sep 22, 2022 to Mar 31, 2023
Signals
9 dated events
- M••••••• C•••••• L•• reported RAUM $15.8B, up 54% from $10.3B (2026-02-23 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Acton Evan Wyly (General Partner And Limited Partner) no longer on Schedule A of M••••••• C•••••• L•• (listed 2023-03-31, absent 2023-04-21)Apr 21, 2023 · Control person left · inference
- M••••••• C•••••• L•• reported RAUM $7.4B, down 41% from $12.5B (2022-09-22 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Mark Gurevich (Chief Compliance Officer) no longer on Schedule A of M••••••• C•••••• L•• (listed 2022-09-22, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Russell Adam Stauffer (Chief Operating Officer) no longer on Schedule A of M••••••• C•••••• L•• (listed 2022-03-31, absent 2022-05-05)May 5, 2022 · Control person left · inference
- F Andrew Lentz (Chief Operating Officer) appeared on Schedule A of M••••••• C•••••• L••May 5, 2022 · Control person joined · fact
- H. Andrew Warford (Managing Partner) no longer on Schedule A of M••••••• C•••••• L•• (listed 2021-11-22, absent 2022-01-31)Jan 31, 2022 · Control person left · inference
- Keith William Hennington (Trustee) no longer on Schedule A of M••••••• C•••••• L•• (listed 2021-11-22, absent 2022-01-31)Jan 31, 2022 · Control person left · inference
- K••••• S•••••• G•••••• (Chief Financial Officer) appeared on Schedule A of M••••••• C•••••• L••Feb 10, 2021 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- M••••••• C•••••• L•• · Independent Sponsorsshared crd · capital_provider
- M••••••• C•••••• L•• · Private Equityshared crd · organization
- M••••••• C•••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/maverick-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- M•••••••CAP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 214-880-4000reportedpublic record, Form ADV, Aug 24, 2026
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
- Asset manager (funds and pooled vehicles)deriveda 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