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•••••••• M••••••••• I• L••
Latest filing Mar 31, 2026
First filing on the tape Mar 30, 2012 · 17 filings
SEC status approved since Jan 3, 2005
RAUM
$2.5B
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
18
14 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
24
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$2.5B as of Mar 31, 2026
Mar 30, 2012$1.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20120 then
Employees (5.A)18 as of Mar 31, 2026
Mar 28, 201340 then
Private funds24 as of Mar 31, 2026
Mar 30, 20127 then
RAUM +0.6% over the last fiscal year-0.3% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $104MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +0.6%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 pooled vehiclesreportedItem 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)
- 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$2.5B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 24reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false 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
33 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•••••••• F••• C••••••••• V••••••• L••• | Private Equity Fund | $437M | 62 | Mar 31, 2022 |
| M•••••••• C•••••• P••••••• ••••• I•• L••• | Private Equity Fund | $372M | 3 | Dec 24, 2013 |
| M•• ••••• I• A••• L••• | Private Equity Fund | $282M | 3 | Mar 31, 2015 |
| M•••••••• C•••••• P••••••• I•• L••• | Private Equity Fund | $271M | 50 | Dec 24, 2013 |
| M•••••••• C•••••• P•••••••• L•••no longer reported | Private Equity Fund | $236M | 93 | Mar 30, 2012 |
| M•• I••••••• H••••••• 1• L•no longer reported | Private Equity Fund | $220M | 3 | Mar 31, 2017 |
| M••••• I••••••••• L•no longer reported | Private Equity Fund | $192M | 2 | Mar 29, 2019 |
| M•••••••• C•••••• P••••••• C••••• I•• L••• | Private Equity Fund | $173M | 24 | Dec 24, 2013 |
| M•••••••• C•••••• P••••••• I• C••••••••• L••• | Private Equity Fund | $118M | 28 | Dec 24, 2013 |
| M•••••••• C•••••• P••••••• T• I•• L••• | Private Equity Fund | $109M | 22 | Dec 24, 2013 |
| M•• I• ••••••• A••• L••• | Private Equity Fund | $108M | 24 | Dec 24, 2013 |
| S•••••• I••••••••• L• | Private Equity Fund | $97.7M | 2 | Mar 29, 2019 |
| M•••••••• C•••••• P••••••• C••••• F•••• L•••no longer reported | Private Equity Fund | $93.6M | 43 | Mar 30, 2012 |
| M•••••••• W• C••••••••• L••• | Private Equity Fund | $83.7M | 26 | Mar 31, 2023 |
| M•• I• ••• A••• L••• | Private Equity Fund | $75.0M | 22 | Dec 24, 2013 |
| W• C••••••••• B• L•no longer reported | Private Equity Fund | $58.7M | 15 | Mar 31, 2017 |
| M•••••••• N•• H••••••• L•• | Private Equity Fund | $42.0M | 2 | Dec 24, 2013 |
| M•••••••• C•••••• P••••••• I••• L• | Private Equity Fund | $38.8M | 7 | Mar 29, 2019 |
| M•• ••••• I• A•• O•••••••• L••• | Private Equity Fund | $31.0M | 3 | Mar 31, 2015 |
| M•••••••• C•••••• P••••••• I•• L••••••••• L••• | Private Equity Fund | $25.8M | 7 | Mar 30, 2020 |
| M•••••••• C•••••• P••••••• I• E•••••••• F•••• L••• | Private Equity Fund | $25.7M | 55 | Dec 24, 2013 |
| M•••••••• M•••• H••••••• L••no longer reported | Private Equity Fund | $17.6M | 5 | Mar 30, 2012 |
| M•• I• ••••••••• L••• | Private Equity Fund | $12.9M | 50 | Dec 24, 2013 |
| M••••• I••••••••• L• | Private Equity Fund | $10.3M | 3 | Mar 29, 2019 |
| M•• T• I• ••••••••• L••• | Private Equity Fund | $9.5M | 22 | Dec 24, 2013 |
| M•••••••• C•••••• P••••••• E•••••••• F•••• L•••no longer reported | Private Equity Fund | $9.5M | 30 | Mar 30, 2012 |
| M•••••••• C•••••• P••••••• C••••• I••• L••• | Private Equity Fund | $8.9M | 4 | Mar 30, 2020 |
| M•• I•• ••••••• A••• L• | Private Equity Fund | $5.4M | 4 | Mar 30, 2020 |
| H•• I••••••••• S••• L••no longer reported | Private Equity Fund | $4.4M | 8 | Mar 30, 2012 |
| M•••••••• C•••••• P••••••• M• F•••• L•••no longer reported | Private Equity Fund | $2.1M | 2 | Mar 30, 2012 |
| M•••••••• M•• H•••••••• L• | Private Equity Fund | $1.3M | 3 | Mar 31, 2017 |
| T•••••• I••••••• H••••••• L••no longer reported | Private Equity Fund | $178,000 | 13 | Mar 30, 2012 |
| M•• I• ••••••• L••••••••• L•••no longer reported | Private Equity Fund | $0 | 24 | Mar 29, 2018 |
Owners and control persons
Schedule A and B, latest filing
- C•••••••• K••••••• F•••••• · Partner, Cfo, And Ccocontrolsince 12/2013 · owns less than 5%
- H•••••• H•••••• I•• · Chairman And Ceocontrolsince 12/2013 · owns less than 5%
- H••••••• M••••••• C•••• · Partnercontrolsince 12/2013 · owns less than 5%
- M••••• G••••••• D•••• · Partnercontrolsince 12/2013 · owns less than 5%
- H•••••• H•••••• I•• · Managing Membercontrolsince 12/2013 · owns 25% to 50% of M•••••••• C•••••• I• L••
Entity owners
- M•••••••• C•••••• I• L• · Managing Memberdirect · owns 75% or more
- M•••••••• C•••••• I• L•• · Managing Memberindirect · owns 75% or more of M•••••••• M••••••••• I• G• L••
- M•••••••• M••••••••• I• G• L•• · General Partnerindirect · owns 75% or more of M•••••••• C•••••• I• L•
Related persons
Schedule D 7.A
- M•••••••• A•••••••• H••••••••• H••••••• L••investment adviserpooled vehicle sponsorn
- M•••••••• C•••••• P••••••• I• G•• L•••investment adviserpooled vehicle sponsorn
- M•••••••• C•••••• P••••••• I•• G•• L•••investment adviserpooled vehicle sponsorn
- M•••••••• F••• C• G•• L•••investment adviserpooled vehicle sponsorn
Advisers that list M•••••••• M••••••••• I• L•• as a related person
- 131497 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 22 to 24Apr 29, 2025 to Mar 31, 2026
- Advisory employees · 13 to 14Apr 29, 2025 to Mar 31, 2026
- Pooled vehicle clients · 22 to 24Apr 29, 2025 to Mar 31, 2026
- Employees · 17 to 18Apr 29, 2025 to Mar 31, 2026
- Private funds · 22 to 24Apr 29, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.5B to $2.5BApr 29, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.5B to $2.5BApr 29, 2025 to Mar 31, 2026
- RAUM · $2.5B to $2.5BApr 29, 2025 to Mar 31, 2026
- Accounts · 21 to 22Mar 28, 2024 to Apr 29, 2025
- Pooled vehicle clients · 21 to 22Mar 28, 2024 to Apr 29, 2025
- Financial planning clients · unset to Mar 28, 2024 to Apr 29, 2025
- Private funds · 21 to 22Mar 28, 2024 to Apr 29, 2025
- Discretionary RAUM · $2.3B to $2.5BMar 28, 2024 to Apr 29, 2025
- Pooled vehicle RAUM · $2.3B to $2.5BMar 28, 2024 to Apr 29, 2025
- RAUM · $2.3B to $2.5BMar 28, 2024 to Apr 29, 2025
- Accounts · 22 to 21Apr 28, 2023 to Mar 28, 2024
- Pooled vehicle clients · 22 to 21Apr 28, 2023 to Mar 28, 2024
- Private funds · 22 to 21Apr 28, 2023 to Mar 28, 2024
- Discretionary RAUM · $2.5B to $2.3BApr 28, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $2.5B to $2.3BApr 28, 2023 to Mar 28, 2024
- RAUM · $2.5B to $2.3BApr 28, 2023 to Mar 28, 2024
- Business name · M•••••••• M••••••••• L•• to M•••••••• M••••••••• I• L••Mar 31, 2023 to Apr 28, 2023
- Legal name · M•••••••• M••••••••• L•• to M•••••••• M••••••••• I• L••Mar 31, 2023 to Apr 28, 2023
- Succession · true to falseMar 31, 2023 to Apr 28, 2023
- Accounts · 28 to 22Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 28 to 22Mar 31, 2022 to Mar 31, 2023
- Private funds · 26 to 22Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $3.3B to $2.5BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $3.3B to $2.5BMar 31, 2022 to Mar 31, 2023
- RAUM · $3.3B to $2.5BMar 31, 2022 to Mar 31, 2023
- Succession · false to trueMar 31, 2022 to Mar 31, 2023
- Advisory employees · 15 to 13Mar 30, 2021 to Mar 31, 2022
- Pooled vehicle clients · 30 to 28Mar 30, 2021 to Mar 31, 2022
- Employees · 20 to 17Mar 30, 2021 to Mar 31, 2022
- Discretionary RAUM · $2.3B to $3.3BMar 30, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $2.3B to $3.3BMar 30, 2021 to Mar 31, 2022
- RAUM · $2.3B to $3.3BMar 30, 2021 to Mar 31, 2022
- Accounts · 30 to 28Mar 30, 2020 to Mar 30, 2021
- Advisory employees · 16 to 15Mar 30, 2020 to Mar 30, 2021
- Assets in custody · 5586000.0 to unsetMar 30, 2020 to Mar 30, 2021
Signals
4 dated events
- M•••••••• M••••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)Mar 31, 2023 · Succession (Item 4) · fact
- M•••••••• M••••••••• I• L•• reported RAUM $3.3B, up 41% from $2.3B (2021-03-30 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Jonathan Leigh Abramson (Partner) no longer on Schedule A of M•••••••• M••••••••• I• L•• (listed 2019-03-29, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Marc Jeffrey Siegal (Partner) no longer on Schedule A of M•••••••• M••••••••• I• L•• (listed 2018-03-29, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- M•••••••• M••••••••• I• L•• · Independent Sponsorsshared crd · capital_provider
- M•••••••• M••••••••• I• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/metalmark-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- M••••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-823-1900reportedpublic record, Form ADV, Mar 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