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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Former SEC-registered adviser
M•••• V• L•••••
Latest filing Mar 30, 2023
First filing on the tape Mar 30, 2012 · 21 filings
RAUM
$57.5M
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
347
171 advisory (5.B.1)
Offices
17
beyond the principal office
Private funds
3
$53.0M gross assets
History
21 filings and snapshots on the tape
RAUM$57.5M as of Mar 30, 2023
May 8, 2012$4.9B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2023
May 8, 20120 then
Employees (5.A)347 as of Mar 30, 2023
Mar 28, 2013245 then
Private funds3 as of Mar 30, 2023
May 8, 201217 then
RAUM -71% over the last fiscal year-35% a year over threeIARs 0 to 0offices 18 to 17
Practice profile
derived from the filing of Mar 30, 2023; 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
- $14.4MderivedRAUM 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
- unknownderived18 offices incl. principal (1.F.5)
- RAUM growth, one year
- -71%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)
- 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$57.5M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- 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
none on the tape
Joined, latest
none on the tape
Private funds
17 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••••• S•••••• R••• E••••• F••• V• U•••• L•••no longer reported | Real Estate Fund | $36.8M | 59 | Mar 30, 2012 |
| N•••• H•••• R••• E••••• F••• V• I••••••••• L••• | Real Estate Fund | $24.3M | 52 | Mar 30, 2012 |
| N•••• H•••• R••• E••••• F••• V• I••••••••• L••• | Real Estate Fund | $21.2M | 30 | Mar 30, 2012 |
| M•••• V• U••• C••••• C••••••••• P••••••••• L•••no longer reported | Real Estate Fund | $10.0M | 1 | Mar 30, 2012 |
| M••••• S•••••• R••• E••••• F••• V• S•••••• U•••• L•••no longer reported | Real Estate Fund | $9.8M | 3 | Mar 30, 2012 |
| N•••• H•••• R••• E••••• F••• V• S•••••• I••••••••• L••• | Real Estate Fund | $7.4M | 10 | Mar 30, 2012 |
| M•••• V• U••• C••••• C••••••••• P••••••••• L•••no longer reported | Real Estate Fund | $7.4M | 1 | Mar 30, 2012 |
| M•••• V• G•••• C••••••••• P••••••••• L•••no longer reported | Real Estate Fund | $5.2M | 3 | Mar 30, 2012 |
| M•• R••• E••••• F••• V• L•••no longer reported | Real Estate Fund | $4.7M | 8 | Mar 30, 2012 |
| M•••• V• U••• C••••• C••••••••• P••••••••• L•••no longer reported | Real Estate Fund | $3.1M | 1 | Mar 30, 2012 |
| M•••• V• G•••• C••••••••• P••••••••• L•••no longer reported | Real Estate Fund | $2.6M | 1 | Mar 30, 2012 |
| M•• C••••••••• P••••••••• V• L•••no longer reported | Real Estate Fund | $1.7M | 4 | Mar 30, 2012 |
| M•••• V• G•••• C••••••••• P••••••••• L•••no longer reported | Real Estate Fund | $508,123 | 1 | Mar 30, 2012 |
| M•• C••••••••• P••••••••• V••• L•••no longer reported | Real Estate Fund | $0 | 2 | Mar 30, 2012 |
| M••••• S•••••• R••• E••••• F••• V• O••••••• I•••••••• I••••••••• L•••no longer reported | Real Estate Fund | $0 | 106 | Mar 30, 2012 |
| M••••• S•••••• R••• E••••• F••• V• P•••••• I•••••••• I••••••••• L•••no longer reported | Real Estate Fund | $0 | 195 | Mar 30, 2012 |
| M••••• S•••••• R••• E••••• F••• V• P•••••• I•••••••• U•••• L•••no longer reported | Real Estate Fund | $0 | 28 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B••••• T••• · Chief Investment Officer Of M••••• S•••••• R••• E••••• Investingcontrolsince 03/2022 · owns less than 5%
- D• P••••••••• O•••••• · Chairman Of M••••• S•••••• R••• E••••• Investingcontrolsince 03/2022 · owns less than 5%
- K••••• J••• · Head Of R••• Assets And President And Director Of M•••• V• I•••controlsince 09/2010 · owns less than 5%
- N••••• B••••• P•••• · Co-Chief Executive Officer Of M••••• S•••••• R••• E••••• Investingcontrolsince 03/2022 · owns less than 5%
- S••••••••• L•••••• H••••••••• · Co-Chief Executive Officer Of M••••• S•••••• R••• E••••• Investingcontrolsince 03/2022 · owns less than 5%
- S••••••••• D•••••• A•••• · Head Of M••••• S•••••• Investment Managementcontrolsince 10/2015 · owns less than 5%
- H•••••• P••••• C••••• · Chief Financial Officer Of M••••• S•••••• R••• Assets Investing And Director Of M•••• V• I•••since 03/2014 · owns less than 5%
- M•••••• A•••••• A• · Chief Compliance Officersince 10/2022 · owns less than 5%
- P•••• C••••••• · Chief Operating Officer Of M••••• S•••••• R••• Assets Investingsince 03/2014 · owns less than 5%
- S••••••••• M•••••• · Chief Legal Officersince 12/2016 · owns less than 5%
- Z•••••• K•••••• A• · Director Of M•••• V• I•••since 05/2019 · owns less than 5%
Entity owners
- M•••• V• I••• · Managing M•••••direct · owns less than 5%
- M••••• S•••••• · Sole Shareholderindirect · owns 75% or more of M•••• V• I••• · public reporting company
Related persons
Schedule D 7.A
- C• I••••••••• I•• S•• L•pooled vehicle sponsorn
- C• I••••••••• I• S•• L•pooled vehicle sponsorn
- M••• W••• C••••••investment adviserpooled vehicle sponsornRAUM $8.7B
- M••• W••• C••• L•••••• F••• G•• L••pooled vehicle sponsorn
- M••• W••• D••• L••investment advisern
- M••• W••• L• S• G•• L••pooled vehicle sponsorn
- M••• W••• R••• E••••• I••••• F••• I• G•• L••pooled vehicle sponsorn
- M••• W••• R••• E••••• I••••• F••• V• G•• L•••••pooled vehicle sponsorn
- M••••• S•••••• • C• I••••••••• P••broker-dealerCPO or CTAn
- M••••• S•••••• • C•• L••broker-dealertrust companyn
- M••••• S•••••• A••• ••••••••• P••broker-dealerinvestment advisern
- M••••• S•••••• C•••••• K••investment advisern
- M••••• S•••••• C•••••• P••••••• V• G• I•••pooled vehicle sponsorn
- M••••• S•••••• C•••••• P••••••• V•• G• I•••pooled vehicle sponsorn
- M••••• S•••••• I••••••••• G• L•bankpooled vehicle sponsorn
- M••••• S•••••• I••••••••• H••••••• I•••bankpooled vehicle sponsorn
- M••••• S•••••• I••••••••• I• G• L•bankpooled vehicle sponsorn
- M••••• S•••••• I••••••••• I• I•••investment advisern
- M••••• S•••••• I••••••••• I•• G• L•••bankpooled vehicle sponsorn
- M••••• S•••••• I••••••••• I•• I•••pooled vehicle sponsorn
- M••••• S•••••• I••••••••• I•• I•••••••• G• S•• R•••bankpooled vehicle sponsorn
- M••••• S•••••• I••••••••• I•••investment adviserbanknRAUM $16B
- M••••• S•••••• I••••••••• I• G• L•bankpooled vehicle sponsorn
- M••••• S•••••• I••••••••• I• I•••pooled vehicle sponsorn
- M••••• S•••••• I••••••••• I• I•••••••• G• S•• R•••bankpooled vehicle sponsorn
- M••••• S•••••• I••••••••• P••••••• I• I•••••••• C• G•pooled vehicle sponsorn
- M••••• S•••••• I••••••••• M••••••••• I•••investment adviserbankpooled vehicle sponsornRAUM $702B
- M••••• S•••••• I••••••••• M••••••••• L••••••investment advisernRAUM $175B
- M••••• S•••••• N••• L•••• F••• G•• L••pooled vehicle sponsorn
- M••••• S•••••• P•••••• E••••• A••• I••• I•••investment adviserpooled vehicle sponsornRAUM $1.6B
Advisers that list M•••• V• L••••• as a related person
Offices
Schedule D 1.F, the 25 largest
- Tokyo, Japan26 employees
- London, United Kingdom19 employees
- San Francisco, CA14 employees
- Shanghai, China10 employees
- Frankfurt, Germany9 employees
- Los Angeles, CA9 employees
- Sydney, Australia6 employees
- Atlanta, GA5 employees
- Paris, France5 employees
- Mumbai, India3 employees
- Madrid, Spain3 employees
- S••••••••, Singapore3 employees
- Hong Kong, Hong Kong2 employees
- Milan, Italy1 employees
- Chicago, IL1 employees
- Amsterdam, Netherlands1 employees
- Seoul, Korea, South1 employees
What changed
consecutive filings, newest first
- Advisory employees · 165 to 171Oct 7, 2022 to Mar 30, 2023
- Employees · 265 to 347Oct 7, 2022 to Mar 30, 2023
- Other offices · 18 to 17Oct 7, 2022 to Mar 30, 2023
- Discretionary RAUM · $198M to $57.5MOct 7, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $198M to $57.5MOct 7, 2022 to Mar 30, 2023
- RAUM · $198M to $57.5MOct 7, 2022 to Mar 30, 2023
- Advisory employees · 153 to 165Mar 31, 2021 to Mar 30, 2022
- BD registered reps · 35 to 27Mar 31, 2021 to Mar 30, 2022
- Employees · 258 to 265Mar 31, 2021 to Mar 30, 2022
- Discretionary RAUM · $220M to $198MMar 31, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $220M to $198MMar 31, 2021 to Mar 30, 2022
- RAUM · $220M to $198MMar 31, 2021 to Mar 30, 2022
- Advisory employees · 150 to 153Mar 31, 2020 to Mar 31, 2021
- BD registered reps · 36 to 35Mar 31, 2020 to Mar 31, 2021
- Employees · 247 to 258Mar 31, 2020 to Mar 31, 2021
- Discretionary RAUM · $207M to $220MMar 31, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $207M to $220MMar 31, 2020 to Mar 31, 2021
- RAUM · $207M to $220MMar 31, 2020 to Mar 31, 2021
- Advisory employees · 142 to 150Aug 15, 2019 to Mar 27, 2020
- BD registered reps · 33 to 36Aug 15, 2019 to Mar 27, 2020
- Employees · 243 to 247Aug 15, 2019 to Mar 27, 2020
- Discretionary RAUM · $210M to $207MAug 15, 2019 to Mar 27, 2020
- Pooled vehicle RAUM · $210M to $207MAug 15, 2019 to Mar 27, 2020
- RAUM · $210M to $207MAug 15, 2019 to Mar 27, 2020
- Advisory employees · 151 to 142Aug 24, 2018 to Mar 29, 2019
- BD registered reps · 59 to 33Aug 24, 2018 to Mar 29, 2019
- Employees · 249 to 243Aug 24, 2018 to Mar 29, 2019
- Discretionary RAUM · $244M to $210MAug 24, 2018 to Mar 29, 2019
- Pooled vehicle RAUM · $244M to $210MAug 24, 2018 to Mar 29, 2019
- RAUM · $244M to $210MAug 24, 2018 to Mar 29, 2019
- Accounts · 13 to 4Dec 15, 2017 to Mar 28, 2018
- Advisory employees · 153 to 151Dec 15, 2017 to Mar 28, 2018
- BD registered reps · 44 to 59Dec 15, 2017 to Mar 28, 2018
- Pooled vehicle clients · unset to 4.0Dec 15, 2017 to Mar 28, 2018
- Employees · 174 to 249Dec 15, 2017 to Mar 28, 2018
- Private funds · 11 to 3Dec 15, 2017 to Mar 28, 2018
- Discretionary RAUM · $372M to $244MDec 15, 2017 to Mar 28, 2018
- Pooled vehicle RAUM · unset to 243678821.0Dec 15, 2017 to Mar 28, 2018
- RAUM · $372M to $244MDec 15, 2017 to Mar 28, 2018
- Other offices · unset to 18.0Mar 29, 2017 to Dec 15, 2017
Signals
5 dated events
- M•••• V• L••••• reported RAUM $57.5M, down 71% from $197.6M (2022-10-07 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Hochfelder Lauren Silverman (Co-Chief Executive Officer Of M••••• S•••••• Real Estate Investing) appeared on Schedule A of M•••• V• L•••••Mar 30, 2022 · Control person joined · fact
- Perry Brian Niles (Co-Chief Executive Officer Of M••••• S•••••• Real Estate Investing) appeared on Schedule A of M•••• V• L•••••Mar 30, 2022 · Control person joined · fact
- Toru Bando (Chief Investment Officer Of M••••• S•••••• Real Estate Investing) appeared on Schedule A of M•••• V• L•••••Mar 30, 2022 · Control person joined · fact
- M•••• V• L••••• reported RAUM $243.7M, down 34% from $371.9M (2017-12-15 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
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
Across the graphs
M•••• V• 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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