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••••••• A•••• M••••••••• L•••
Latest filing Jul 31, 2026
First filing on the tape Mar 29, 2012 · 52 filings
SEC status approved since Feb 21, 2003
RAUM
$30B
reported, Item 5.F
Discretionary
96%
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
193
99 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
70
reported on Schedule D
History
52 filings and snapshots on the tape
RAUM$30B as of Jul 31, 2026
Mar 29, 2012$13B then
HNW client RAUM$0 as of Jul 31, 2026
Mar 30, 2024$0 then
State-registered IARs (5.B.3)0 as of Jul 31, 2026
Mar 27, 20130 then
Employees (5.A)193 as of Jul 31, 2026
Mar 27, 2013127 then
Private funds70 as of Jul 31, 2026
Mar 29, 201241 then
RAUM +26% over the last fiscal year+9.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 31, 2026; every figure names its basis
Archetypes, each a printed rule
- PE backed · a Schedule A entity owner at 25 percent or more whose exact legal name is a PE fund vehicle or a classified PE sponsor on the DFX private equity graph
- 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
- $216MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 96%derivedof RAUM
- Institutional
- 4.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +26%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 vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- $3.4B, 22 clientsreportedItem 9.A
- Ownership
- a PE fund or sponsor is a 25 percent or greater owner 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$27B89%
- Investment companies$1.2B3.8%
- Other investment advisers$1.0B3.4%
- State and municipal entities$569M1.9%
- Insurance companies$534M1.8%
- Charitable organizations$75.7M0.2%
- Pension and profit-sharing plans$70.6M0.2%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 141reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.4B for 22 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.96 institutional_share=0.04 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
132 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••••••• D••••••••• C••••• M••••• F••• | Hedge Fund | $3.1B | 385 | Mar 20, 2020 |
| M••••••• S•••••• P•••••• S••••••••• M••••• F••• I•• A• L••• | Hedge Fund | $1.8B | 398 | Jun 30, 2022 |
| M••••••• C••••• S••••• P••••••••• L• | Hedge Fund | $1.7B | 5 | Jan 30, 2013 |
| M••••••• S•••••• P•••••• S••••••••• M••••• F••• I•• B• L••• | Hedge Fund | $1.2B | 398 | Jun 30, 2022 |
| M••••••• S•••••• P•••••• S••••••••• M••••• F••• I•• C• L••• | Hedge Fund | $1.2B | 368 | Jun 30, 2022 |
| M••••••• S•••••• P•••••• S••••••••• M••••• F••• I• A• L••• | Hedge Fund | $1.2B | 191 | Jun 30, 2020 |
| M••• I•• L• | Hedge Fund | $774M | 86 | Jun 18, 2024 |
| M••••••• L••••• S••••••••• P••••••••• I••••••••• P••••••••• L•no longer reported | Hedge Fund | $740M | 85 | Mar 29, 2012 |
| M••••••• S••••••••• C••••• M••••• F•••• L•• | Hedge Fund | $708M | 20 | Mar 29, 2012 |
| M••••••• S•••••• P•••••• S••••••••• F••• I•• L•••no longer reported | Hedge Fund | $652M | 25 | Jun 26, 2019 |
| M••••••• B••• G•••• C••••• F•••• L• | Hedge Fund | $582M | 2 | Mar 30, 2016 |
| M••••••• C•• X• L••• | Securitized Asset Fund | $497M | 15 | May 15, 2018 |
| M••••••• C•• X•••• L•• | Securitized Asset Fund | $479M | 14 | Sep 25, 2019 |
| T•• C••••• F•••• L• | Hedge Fund | $476M | 3 | Mar 29, 2012 |
| M••••••• S•••••• P•••••• S••••••••• R••• I•• L•• | Hedge Fund | $467M | 0 | Jun 30, 2020 |
| M••••••• C•• 2•••••• L•• | Securitized Asset Fund | $423M | 7 | Mar 29, 2022 |
| M••••••• C•••••••• F•••• L• • S••••• A• | Hedge Fund | $420M | 3 | Oct 24, 2014 |
| M••••••• C•• V••• L••• | Securitized Asset Fund | $415M | 4 | Mar 27, 2015 |
| M••••••• C•• X•• L••• | Securitized Asset Fund | $413M | 14 | Mar 28, 2019 |
| M••••••• E••••••• M•••••• B••• F••• I•• L•• | Hedge Fund | $407M | 18 | Mar 28, 2018 |
| B••••• P••• F•••••• 2•••••• L••• | Securitized Asset Fund | $405M | 0 | Nov 14, 2024 |
| B••••• P••• F•••••• 2•••••• L••• | Securitized Asset Fund | $401M | 7 | Aug 14, 2023 |
| B••••• P••• F•••••• 2•••••• L•• | Securitized Asset Fund | $400M | 20 | Aug 14, 2023 |
| B••••• P••• F•••••• 2•••••• L••• | Securitized Asset Fund | $400M | 0 | Nov 14, 2024 |
| M••••••• C•• 2•••••• L•• | Securitized Asset Fund | $399M | 12 | Jun 21, 2021 |
| M••••••• C•• 2•••••• L•• | Securitized Asset Fund | $397M | 13 | Mar 25, 2021 |
| M••••••• H••••• C••• F•••••• F•••• L•• | Hedge Fund | $397M | 164 | Dec 1, 2021 |
| M••••••• E••••••• M•••••• B••• M••••• F•••• L••• | Hedge Fund | $395M | 29 | Mar 27, 2015 |
| M••••••• C•• 1• L•• | Securitized Asset Fund | $386M | 19 | Mar 20, 2020 |
| M••••••• S••••• C•• 2•••••• L•• | Securitized Asset Fund | $362M | 20 | Nov 23, 2022 |
| M••••••• E•• I• S•• S••••••••• | Hedge Fund | $353M | 15 | Mar 25, 2021 |
| M••••••• E••••••• C••••• O••••••••• M••••• F••• I••• L• | Hedge Fund | $333M | 87 | Mar 30, 2016 |
| M••••••• C•• X• L••• | Securitized Asset Fund | $327M | 15 | Sep 28, 2017 |
| M••••••• C•• I• L••• | Securitized Asset Fund | $302M | 10 | Mar 30, 2016 |
| M••••••• A••••••• F•••• L• | Hedge Fund | $294M | 16 | Sep 26, 2018 |
| M••••••• S•• I• F•••• L••• | Hedge Fund | $287M | 1 | Mar 29, 2022 |
| M••• I• •••• S••• | Hedge Fund | $279M | 23 | Jun 18, 2024 |
| M••••••• C•• 2••••••• I•••••• L••no longer reported | Securitized Asset Fund | $273M | 1 | 2•••••2-21 |
| M••••••• S•••••••• O••••••••• P••••••• L• | Hedge Fund | $265M | 1 | Mar 27, 2015 |
| M••••••• S•••••••• M••••• F••• L• | Hedge Fund | $264M | 1 | Mar 25, 2021 |
Owners and control persons
Schedule A and B, latest filing
- B••••• J•••• C••••••••• · Chief Compliance Officercontrolsince 08/2022 · owns less than 5%
- C••••••••• C•••••••• · Chief Legal Officercontrolsince 09/2010 · owns less than 5%
- H••••••• L••••• T••• · Founder, Managing Partner, Chief Investment Officercontrolsince 01/1998 · owns 25% to 50%
- P•••••••• S•••• M•••••• · Chief Financial Officercontrolsince 05/2013 · owns less than 5%
- R••••• J••••• B••••••• · Chief Operating Officercontrolsince 08/2021 · owns less than 5%
- R•••••••• B••••• J•••••• · Founder, Managing Partner, Chief Executive Officercontrolsince 01/1998 · owns 25% to 50%
- H••••••• L••••• T••• · Class A Membercontrolsince 06/2018 · owns 50% to 75% of M••••••• A•••• M••••••••• G•• L•••••
- R•••••••• B••••• J•••••• · Class A Membercontrolsince 06/2018 · owns 50% to 75% of M••••••• A•••• M••••••••• G•• L•••••
Entity owners
- M••••••• A•••• M••••••••• G•• L••••• · General Partnerdirect · owns less than 5%
- A•• P•••••• L••• · L•••••• Partnerindirect · owns 25% to 50% of B••••••••• S•••••••• C•••••• H••••••• L•••
- B••••••••• S•••••••• C•••••• A••••••••• L••••• · General Partnerindirect · owns F of B••••••••• S•••••••• C•••••• H••••••• L•••
- B••••••••• S•••••••• C•••••• A••••••••• L••••• · General Partnerindirect · owns F of B••••••••• S•••••••• C•••••• H••••••• ••••••• L•••
- B••••••••• S•••••••• C•••••• A••••••••• L••••• · General Partnerindirect · owns F of B••• A• I••••••••• L•••
- B••••••••• S•••••••• C•••••• A••••••••• L••••• · General Partnerindirect · owns F of B••• M••••• I• L•••
- B••••••••• S•••••••• C•••••• A••••••••• L••••• · General Partnerindirect · owns F of B••• M••••• I• S•• •••••••• L•••
- B••••••••• S•••••••• C•••••• H••••••• ••••••• L••• · Sole Memberindirect · owns 75% or more of B••• A• •••••••• L•••••
- B••••••••• S•••••••• C•••••• H••••••• L••• · L•••••• Partnerindirect · owns 25% to 50% of B••• M••••• I• L•••
- B••• A• •••••••• L••••• · L•••••• Partnerindirect · owns 75% or more of B••• A• I••••••••• L•••
- B••• A• I••••••••• L••• · L•••••• Partnerindirect · owns 50% to 75% of B••• M••••• I• L•••
- B••• M••••• I• L••• · L•••••• Partnerindirect · owns 75% or more of B••• M••••• I• S•• •••••••• L•••
- B••• M••••• I• S•• •••••••• L••• · L•••••• Partnerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- M•• 2•• W• 3••• S••••• H••••• G•• L••investment adviserpooled vehicle sponsorn
- M•• K••••••••• I••••••••• G•• L••investment adviserpooled vehicle sponsorn
- M••••••• A••••••• F•••• G•• L••investment adviserpooled vehicle sponsorn
- M••••••• A••••••• O••••••• F••• G•• L••investment adviserpooled vehicle sponsorn
- M••••••• B••• G•••• C••••• F••• G•• L••investment adviserpooled vehicle sponsorn
- M••••••• C••••• S••••• P••••••••• G•• L••investment adviserbankpooled vehicle sponsorn
- M••••••• C•• E••••• F••• G•• L••investment adviserpooled vehicle sponsorn
- M••••••• C•••• S••••• G•• L••investment adviserpooled vehicle sponsorn
- M••••••• C••••• D••••••••• F••• G•• L••investment adviserbankpooled vehicle sponsorn
- M••••••• C•••••••• F••• G•• L••investment adviserpooled vehicle sponsorn
- M••••••• D••••••••• C••••• F••• G•• L••investment adviserpooled vehicle sponsorn
- M••••••• E•• I• G• S••••••investment adviserpooled vehicle sponsorn
- M••••••• E•• I• O•••••• G•• L••investment adviserpooled vehicle sponsorn
- M••••••• E••••••• M•••••• B••• F••• G•• L••investment adviserpooled vehicle sponsorn
- M••••••• E••••••• M•••••• B••• F••• I• G•• L••investment adviserpooled vehicle sponsorn
- M••••••• E••••••• C•• O••••••••• F••• G•• L••investment adviserpooled vehicle sponsorn
- M••••••• E••••••• C••••• O••••••••• F••• I• G•• L••investment adviserpooled vehicle sponsorn
- M••••••• E••••••• C••••• O••••••••• F••• I•• G•• L••investment adviserpooled vehicle sponsorn
- M••••••• G••••••• F••• G•• L••investment adviserpooled vehicle sponsorn
- M••••••• H••••••••• F•••••• F••• G•• L••investment adviserpooled vehicle sponsorn
- M••••••• L••• O••••••••• G•• L••investment adviserpooled vehicle sponsorn
- M••••••• M•••• F••• G•• L••investment adviserpooled vehicle sponsorn
- M••••••• M••••••••• F••• G•• L••investment adviserpooled vehicle sponsorn
- M••••••• P••••••••• H••••••••• F••• G•• L••pooled vehicle sponsorn
- M••••••• R••• E••••• D••• F••• G•• L••investment adviserpooled vehicle sponsorn
- M••••••• R••• R•••••••• G•• L••investment adviserpooled vehicle sponsorn
- M••••••• S•••••• I••••• F••• G•• L••investment adviserpooled vehicle sponsorn
- M••••••• S•••••• P•••••• S••••••••• F••• I• G•• L••investment adviserpooled vehicle sponsorn
- M••••••• S•••••• P•••••• S••••••••• F••• I•• G•• L••investment adviserpooled vehicle sponsorn
- M••••••• S••••••••• C••••• F••• G•• L••investment adviserpooled vehicle sponsorn
Advisers that list M••••••• A•••• M••••••••• L••• as a related person
- 332429 y
Offices
Schedule D 1.F, the 25 largest
- Los Angeles, CA2 employees
- Miami, FL2 employees
What changed
consecutive filings, newest first
- Private funds · 68 to 70Mar 31, 2026 to Jul 31, 2026
- Accounts · 124 to 141Nov 25, 2025 to Mar 31, 2026
- Advisory employees · 115 to 99Nov 25, 2025 to Mar 31, 2026
- Pooled vehicle clients · 98 to 111Nov 25, 2025 to Mar 31, 2026
- Assets in custody · $7.4B to $3.4BNov 25, 2025 to Mar 31, 2026
- Employees · 194 to 193Nov 25, 2025 to Mar 31, 2026
- Private funds · 66 to 68Nov 25, 2025 to Mar 31, 2026
- Discretionary RAUM · $23B to $29BNov 25, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $1.1B to $1.1BNov 25, 2025 to Mar 31, 2026
- Pension RAUM · $155M to $70.6MNov 25, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $20B to $27BNov 25, 2025 to Mar 31, 2026
- RAUM · $24B to $30BNov 25, 2025 to Mar 31, 2026
- Private funds · 62 to 66Jul 24, 2025 to Nov 25, 2025
- Financial planning clients · unset to Mar 31, 2025 to Jul 24, 2025
- Accounts · 135 to 124Nov 14, 2024 to Mar 31, 2025
- Advisory employees · 92 to 115Nov 14, 2024 to Mar 31, 2025
- Pooled vehicle clients · 106 to 98Nov 14, 2024 to Mar 31, 2025
- Employees · 156 to 194Nov 14, 2024 to Mar 31, 2025
- Private funds · 73 to 62Nov 14, 2024 to Mar 31, 2025
- Discretionary RAUM · $24B to $23BNov 14, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $982M to $1.1BNov 14, 2024 to Mar 31, 2025
- Pension RAUM · $338M to $155MNov 14, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $21B to $20BNov 14, 2024 to Mar 31, 2025
- RAUM · $25B to $24BNov 14, 2024 to Mar 31, 2025
- Private funds · 70 to 73Oct 30, 2024 to Nov 14, 2024
- Private funds · 69 to 70Jun 18, 2024 to Oct 30, 2024
- Private funds · 65 to 69Mar 30, 2024 to Jun 18, 2024
- Discretionary RAUM · $22B to $24BAug 14, 2023 to Mar 30, 2024
- HNW RAUM · unset to 0.0Aug 14, 2023 to Mar 30, 2024
- Individual RAUM · unset to 0.0Aug 14, 2023 to Mar 30, 2024
- Non-discretionary RAUM · $903M to $982MAug 14, 2023 to Mar 30, 2024
- Pension RAUM · $522M to $338MAug 14, 2023 to Mar 30, 2024
- Pooled vehicle RAUM · $19B to $21BAug 14, 2023 to Mar 30, 2024
- RAUM · $23B to $25BAug 14, 2023 to Mar 30, 2024
- Accounts · 155 to 135Aug 14, 2023 to Mar 30, 2024
- Advisory employees · 90 to 92Aug 14, 2023 to Mar 30, 2024
- Pension plan clients · 3.0 to unsetAug 14, 2023 to Mar 30, 2024
- Pooled vehicle clients · 123 to 106Aug 14, 2023 to Mar 30, 2024
- Assets in custody · $6.7B to $7.4BAug 14, 2023 to Mar 30, 2024
- Employees · 174 to 156Aug 14, 2023 to Mar 30, 2024
Signals
3 dated events
- M••••••• A•••• M••••••••• L••• reported RAUM $30.5B, up 26% from $24.2B (2025-11-25 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Christopher John Brown (Chief Compliance Officer) appeared on Schedule A of M••••••• A•••• M••••••••• L•••Aug 12, 2022 · Control person joined · fact
- Benjamin James Raboy (Chief Operating Officer) appeared on Schedule A of M••••••• A•••• M••••••••• L•••Sep 17, 2021 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- M••••••• A•••• M••••••••• L••• · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Website
- M•••••••FUND.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-500-3000reportedpublic record, Form ADV, Jul 31, 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
Across the graphs
M••••••• A•••• M••••••••• L••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
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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