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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
M••••• C•••• C•••••• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Mar 30, 2012 · 30 filings
SEC status approved since Jan 26, 2006
RAUM
$1.8B
reported, Item 5.F
Discretionary
78%
of RAUM
Private clients
2.0%
$36.3M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
29
17 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
33
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$1.8B as of Mar 31, 2026
Mar 30, 2012$9.2B then
HNW client RAUM$36.3M as of Mar 31, 2026
Mar 29, 2018$102M then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20130 then
Employees (5.A)29 as of Mar 31, 2026
Mar 28, 201365 then
Private funds33 as of Mar 31, 2026
Mar 30, 201221 then
RAUM +18% over the last fiscal year+4.2% 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
- $2.4MderivedHNW RAUM over HNW clients
- Average account
- $32.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 78%derivedof RAUM
- Institutional
- 14%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%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 vehicles, portfolio management for investment companies, 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)
- 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$1.5B83%
- Charitable organizations$257M14%
- High-net-worth individuals$36.3M2.0%
- Investment companies$3.1M0.2%
- Individual clients
- 0reported
- HNW clients
- 15reported
- Pension plan clients
- 0reported
- Charitable clients
- 2reported
- Accounts
- 55reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.02 fund_share=0.84 institutional_share=0.14 related_bd=false related_bank=true bd_reps=1.0derived
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
55 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••••• C•••• B••••••••• O••••••••• F••• I•• L• | Private Equity Fund | $148M | 34 | Mar 24, 2020 |
| M••••• C•••• P••••••• A•••• L• | Private Equity Fund | $98.1M | 37 | Mar 30, 2012 |
| M••••• C•••• D•••••• F••• I••• L• | Private Equity Fund | $94.7M | 124 | Mar 31, 2022 |
| M••••• C•••• B••••••••• O••••••••• F•••• L• | Private Equity Fund | $93.6M | 53 | Mar 27, 2019 |
| M••••• C•••• P••••••• V•••••• A••••• F•••• L• | Private Equity Fund | $83.7M | 9 | Mar 30, 2012 |
| M••••• C•••• N•• C•••• F•••• L••• | Private Equity Fund | $77.8M | 12 | Mar 29, 2018 |
| M••••• C•••• O••••••••• O••••••• F•••• L•••no longer reported | Hedge Fund | $56.9M | 3 | Mar 30, 2012 |
| M••••• C•••• • E••• S•••• F•••• L• | Hedge Fund | $56.1M | 34 | Mar 31, 2021 |
| M••••• C•••• P••••••• V•• L• | Private Equity Fund | $54.3M | 9 | Mar 31, 2015 |
| M••••• C•••• P••••••• S•• • P••• L•no longer reported | Private Equity Fund | $53.5M | 9 | Mar 30, 2012 |
| M••••• C•••• D•••••• F••• I•• L• | Private Equity Fund | $51.3M | 5 | Mar 29, 2024 |
| M••••• C•••• P•••••• O••••••••• L•• S••••• M• • G••••• | Private Equity Fund | $43.7M | 173 | Mar 31, 2022 |
| M••••• C•••• P••••••• I••• L• | Private Equity Fund | $40.3M | 80 | Mar 30, 2012 |
| M••••• C•••• P••••••• I•• L• | Private Equity Fund | $38.0M | 135 | Mar 30, 2012 |
| M••••• C•••• P••••••• S•• • A•••• L•no longer reported | Private Equity Fund | $35.7M | 48 | Mar 31, 2015 |
| M••••• C•••• P••••••• C••••••••• F••• I•• L• | Private Equity Fund | $35.0M | 95 | Mar 30, 2012 |
| A•••• G••••• S••••• F•••• L• | Hedge Fund | $31.1M | 30 | Mar 27, 2019 |
| M••••• C•••• P••••••• V• L• | Private Equity Fund | $30.9M | 15 | Mar 30, 2012 |
| M••••• C•••• P•••••• O••••••••• L•• S••••• B• • C•••••••••no longer reported | Private Equity Fund | $30.6M | 80 | Mar 29, 2018 |
| M••••• C•••• P•••••• O••••••••• L•• S••••• F• • S••••• | Private Equity Fund | $28.1M | 73 | Mar 31, 2021 |
| M••••• C•••• P••••••• I•• L• | Private Equity Fund | $23.0M | 36 | Mar 30, 2012 |
| M••••• C•••• P••••••• S•• • A•••• L•no longer reported | Private Equity Fund | $19.1M | 30 | Mar 31, 2015 |
| M••••• C•••• O••••••••• F•••• L•no longer reported | Hedge Fund | $18.2M | 14 | Mar 30, 2012 |
| M••••• C•••• P•••••• O••••••••• L•• S••••• O• • C•••• R••••••• | Private Equity Fund | $18.0M | 44 | Mar 31, 2023 |
| M••••• C•••• C••••••• O••••••••• F•••• L• | Private Equity Fund | $17.8M | 21 | Mar 31, 2022 |
| M••••• C•••• P•••••• O••••••••• L•• S••••• J• • F••••• | Private Equity Fund | $16.2M | 95 | Mar 31, 2022 |
| M••••• C•••• • E••• R••••••••• B•••••• F•••• L• | Hedge Fund | $12.5M | 21 | Mar 31, 2021 |
| M••••• C•••• P••••••• C••••••••• F••• I••• L• | Private Equity Fund | $10.8M | 7 | Mar 31, 2015 |
| M••••• C•••• P••••••• V•••••• A••••• F••• I•• L• | Private Equity Fund | $10.6M | 14 | Mar 31, 2023 |
| M••••• C•••• P•••••• O••••••••• L•• S••••• A• • D••• | Private Equity Fund | $10.3M | 15 | Mar 29, 2018 |
| M••••• C•••• P••••••• I• L• | Private Equity Fund | $10.2M | 46 | Mar 30, 2012 |
| M••••• C•••• I••••••••• F•••• L• | Private Equity Fund | $9.6M | 15 | Mar 24, 2020 |
| M••••• C•••• P••••••• C••••••••• F••• I• L• | Private Equity Fund | $7.6M | 62 | Mar 30, 2012 |
| T•• M••••• C•••• F•••• L•••no longer reported | Hedge Fund | $7.5M | 6 | Mar 30, 2012 |
| M••••• C•••• A••••••• R••••• M••••• F••• L•••no longer reported | Hedge Fund | $6.8M | 53 | Mar 30, 2012 |
| M••••• C•••• P•••••• O••••••••• L•• S••••• E• C••••••no longer reported | Private Equity Fund | $6.7M | 31 | Mar 31, 2021 |
| M••••• C•••• P•••••• O••••••••• L•• S••••• G• • A•••••••no longer reported | Private Equity Fund | $5.9M | 34 | Mar 31, 2021 |
| M••••• C•••• B••• P••• M••••• F•••• L•••no longer reported | Hedge Fund | $5.1M | 11 | Mar 30, 2012 |
| M••••• C•••• P•••••• O••••••••• L•• S••••• P• • L••••• | Private Equity Fund | $5.0M | 57 | Mar 31, 2023 |
| M••• 2••• F•••• L• | Hedge Fund | $4.1M | 62 | Mar 28, 2014 |
Owners and control persons
Schedule A and B, latest filing
- Y••••• M•••• W•••••• · Chief Executive Officer & Chief Investment Officercontrolsince 03/2004 · owns less than 5%
- Y••••• M•••• W•••••• · Presidentcontrolsince 01/2012 · owns 75% or more of M••• G••••• L••
- B••••• W••••••• M••••• · Chief Compliance Officersince 07/2021 · owns less than 5%
- T•••••• N•••••••• P•••• H•••••• · Chief Financial Officer & Chief Operating Officersince 11/2014 · owns less than 5%
Entity owners
- M••• G••••• L•• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- M•• V• G•• L••pooled vehicle sponsorn
- M••••• C•••• C•••••• P••••••• A•••• L••bankpooled vehicle sponsorn
- M••••• C•••• C•••••• P•••••••• L••bankpooled vehicle sponsorn
- M••••• C•••• D•••••• A•••••• L••pooled vehicle sponsorn
- M••••• C•••• D••••••• L••pooled vehicle sponsorn
- M••••• C•••• E••• G•• L••pooled vehicle sponsorn
- M••••• C•••• F••• M••••••••• L••bankpooled vehicle sponsorn
- M••••• C•••• I••••••••• C••••••••• ••••••••• C•••••• L••••••investment advisern
- M••••• C•••• P••••••• V••••••• L••pooled vehicle sponsorn
- W•••• R•••• V•••• A•••••••• L••investment advisern
Advisers that list M••••• C•••• C•••••• M••••••••• L•• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 41 to 55Sep 12, 2025 to Mar 31, 2026
- Charity clients · unset to 2.0Sep 12, 2025 to Mar 31, 2026
- HNW clients · unset to 15.0Sep 12, 2025 to Mar 31, 2026
- Pooled vehicle clients · 36 to 37Sep 12, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.2B to $1.4BSep 12, 2025 to Mar 31, 2026
- HNW RAUM · $17.3M to $36.3MSep 12, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $310M to $393MSep 12, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.2B to $1.5BSep 12, 2025 to Mar 31, 2026
- RAUM · $1.5B to $1.8BSep 12, 2025 to Mar 31, 2026
- Accounts · 42 to 41Apr 29, 2024 to Mar 31, 2025
- Advisory employees · 19 to 17Apr 29, 2024 to Mar 31, 2025
- BD registered reps · 3 to 1Apr 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 37 to 36Apr 29, 2024 to Mar 31, 2025
- Employees · 33 to 29Apr 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Apr 29, 2024 to Mar 31, 2025
- Other offices · 0 to 1Apr 29, 2024 to Mar 31, 2025
- Private funds · 34 to 33Apr 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.1B to $1.2BApr 29, 2024 to Mar 31, 2025
- HNW RAUM · $16.8M to $17.3MApr 29, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $313M to $310MApr 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.2B to $1.2BApr 29, 2024 to Mar 31, 2025
- RAUM · $1.4B to $1.5BApr 29, 2024 to Mar 31, 2025
- Accounts · 47 to 42Mar 31, 2023 to Mar 29, 2024
- Pooled vehicle clients · 40 to 37Mar 31, 2023 to Mar 29, 2024
- Employees · 36 to 33Mar 31, 2023 to Mar 29, 2024
- Private funds · 36 to 34Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.3B to $1.1BMar 31, 2023 to Mar 29, 2024
- HNW RAUM · $16.5M to $16.8MMar 31, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $301M to $313MMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.3B to $1.2BMar 31, 2023 to Mar 29, 2024
- RAUM · $1.6B to $1.4BMar 31, 2023 to Mar 29, 2024
- Accounts · 45 to 47Jun 22, 2022 to Mar 31, 2023
- Advisory employees · 17 to 19Jun 22, 2022 to Mar 31, 2023
- BD registered reps · 7 to 3Jun 22, 2022 to Mar 31, 2023
- Pooled vehicle clients · 38 to 40Jun 22, 2022 to Mar 31, 2023
- Assets in custody · 44742378.0 to unsetJun 22, 2022 to Mar 31, 2023
- Custody of client assets · true to falseJun 22, 2022 to Mar 31, 2023
- Employees · 39 to 36Jun 22, 2022 to Mar 31, 2023
- Private funds · 34 to 36Jun 22, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.9B to $1.3BJun 22, 2022 to Mar 31, 2023
Signals
2 dated events
- M••••• C•••• C•••••• M••••••••• L•• reported RAUM $1.6B, down 26% from $2.1B (2022-06-22 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- M••••• C•••• C•••••• M••••••••• L•• reported RAUM $1.8B, down 33% from $2.7B (2017-03-31 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- M••••• C•••• C•••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- M••••• C•••• C•••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/morgan-creek-capital-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 919-933-4004reportedpublic 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