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•••••• A•••••••• L••
Latest filing Mar 26, 2026
First filing on the tape Mar 27, 2012 · 20 filings
SEC status approved since May 18, 2010
RAUM
$23B
reported, Item 5.F
Discretionary
0.4%
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
9
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$23B as of Mar 26, 2026
Mar 27, 2012$648M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Mar 27, 20120 then
Employees (5.A)9 as of Mar 26, 2026
Mar 25, 20132 then
Private funds: no history
RAUM +12% over the last fiscal year+20% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- 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
- $684MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.4%derivedof RAUM
- Institutional
- 96%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
- +12%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, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, pension consulting, 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Charitable organizations$13B56%
- Pension and profit-sharing plans$9.1B40%
- Corporations and businesses$801M3.5%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 10reported
- Charitable clients
- 19reported
- Accounts
- 33reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=0.96 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- W••••• F••••••••• W•••••• · Managing Member/Chief Compliance Officercontrolsince 03/2010 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 34 to 33Mar 31, 2025 to Mar 26, 2026
- Charity clients · 20 to 19Mar 31, 2025 to Mar 26, 2026
- Employees · 8 to 9Mar 31, 2025 to Mar 26, 2026
- Discretionary RAUM · $9.3M to $92.1MMar 31, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $20B to $22BMar 31, 2025 to Mar 26, 2026
- Pension RAUM · $8.2B to $9.1BMar 31, 2025 to Mar 26, 2026
- RAUM · $20B to $23BMar 31, 2025 to Mar 26, 2026
- Accounts · 32 to 34Mar 27, 2024 to Mar 31, 2025
- Advisory activities · 3 to 4Mar 27, 2024 to Mar 31, 2025
- Charity clients · 19 to 20Mar 27, 2024 to Mar 31, 2025
- Pension plan clients · 9 to 10Mar 27, 2024 to Mar 31, 2025
- Employees · 7 to 8Mar 27, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 31, 2025
- Discretionary RAUM · $0 to $9.3MMar 27, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $15B to $20BMar 27, 2024 to Mar 31, 2025
- Pension RAUM · $4.4B to $8.2BMar 27, 2024 to Mar 31, 2025
- RAUM · $15B to $20BMar 27, 2024 to Mar 31, 2025
- Accounts · 33 to 32Mar 28, 2023 to Mar 27, 2024
- Pension plan clients · 10 to 9Mar 28, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $13B to $15BMar 28, 2023 to Mar 27, 2024
- Pension RAUM · $4.0B to $4.4BMar 28, 2023 to Mar 27, 2024
- RAUM · $13B to $15BMar 28, 2023 to Mar 27, 2024
- Accounts · 34 to 33Jun 15, 2022 to Mar 28, 2023
- Advisory employees · 5 to 6Jun 15, 2022 to Mar 28, 2023
- Charity clients · 18 to 19Jun 15, 2022 to Mar 28, 2023
- Corporate clients · 3 to 4Jun 15, 2022 to Mar 28, 2023
- Pension plan clients · 13 to 10Jun 15, 2022 to Mar 28, 2023
- Employees · 5 to 7Jun 15, 2022 to Mar 28, 2023
- Non-discretionary RAUM · $16B to $13BJun 15, 2022 to Mar 28, 2023
- Pension RAUM · $5.3B to $4.0BJun 15, 2022 to Mar 28, 2023
- RAUM · $16B to $13BJun 15, 2022 to Mar 28, 2023
- Accounts · 33 to 34Mar 29, 2022 to Jun 15, 2022
- Advisory employees · 6 to 5Mar 29, 2022 to Jun 15, 2022
- Corporate clients · unset to 3.0Mar 29, 2022 to Jun 15, 2022
- Pension plan clients · 11 to 13Mar 29, 2022 to Jun 15, 2022
- Employees · 6 to 5Mar 29, 2022 to Jun 15, 2022
- Other offices · 1 to 0Mar 29, 2022 to Jun 15, 2022
- Non-discretionary RAUM · $16B to $16BMar 29, 2022 to Jun 15, 2022
- Pension RAUM · $4.8B to $5.3BMar 29, 2022 to Jun 15, 2022
- RAUM · $16B to $16BMar 29, 2022 to Jun 15, 2022
Signals
2 dated events
- M•• C•••••• A•••••••• L•• reported RAUM $20.2B, up 31% from $15.4B (2024-03-27 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- John David Deluccia (Managing Member) no longer on Schedule A of M•• C•••••• A•••••••• L•• (listed 2022-03-29, absent 2022-06-15)Jun 15, 2022 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- w••.m•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-683-6922reportedpublic record, Form ADV, Mar 26, 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
- Institutional managerderiveda 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