DFX Intelligence
RIA Intelligence
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SEC-registered adviser
M••••• V•••• P•••••••• L••
Latest filing Mar 24, 2026
First filing on the tape Mar 30, 2021 · 9 filings
SEC status approved since Apr 28, 2021
RAUM
$717M
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
7
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$717M as of Mar 24, 2026
Mar 30, 2022$284M then
HNW client RAUM: no history
State-registered IARs (5.B.3)2 as of Mar 24, 2026
Mar 30, 20222 then
Employees (5.A)7 as of Mar 24, 2026
Mar 30, 20225 then
Private funds2 as of Mar 24, 2026
Mar 30, 20221 then
RAUM +40% over the last fiscal year+41% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 24, 2026; every figure names its basis
- RAUM per advisor
- $359MderivedRAUM 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
- $89.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +40%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 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 vehiclesreportedItem 5.G
- Custody
- $429M, 4 clientsreportedItem 9.A
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$717M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $429M for 4 clientsreported
- 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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••••• V•••• M••••• ••••••• L• | Hedge Fund | $214M | 55 | Mar 27, 2024 |
| M••••• V•••• P••••••• I• L••• | Hedge Fund | $171M | 44 | Mar 30, 2021 |
Owners and control persons
Schedule A and B, latest filing
- M•••••• K••••••••• L•• · Managing Partnercontrolsince 09/2010 · owns 75% or more
- R••••••••• A•••••• H••••• · Chief Operating Officer & Ccocontrolsince 01/2022 · owns less than 5%
Related persons
Schedule D 7.A
- M••••• V•••• M••••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 7 to 8Mar 26, 2025 to Mar 24, 2026
- Pooled vehicle clients · 7 to 8Mar 26, 2025 to Mar 24, 2026
- Assets in custody · $361M to $429MMar 26, 2025 to Mar 24, 2026
- Private funds · 1 to 2Mar 26, 2025 to Mar 24, 2026
- Discretionary RAUM · $512M to $717MMar 26, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · $512M to $717MMar 26, 2025 to Mar 24, 2026
- RAUM · $512M to $717MMar 26, 2025 to Mar 24, 2026
- Advisory employees · 1 to 3Mar 27, 2024 to Mar 26, 2025
- Assets in custody · $214M to $361MMar 27, 2024 to Mar 26, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 26, 2025
- Discretionary RAUM · $342M to $512MMar 27, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $342M to $512MMar 27, 2024 to Mar 26, 2025
- RAUM · $342M to $512MMar 27, 2024 to Mar 26, 2025
- Accounts · 4 to 7Mar 24, 2023 to Mar 27, 2024
- Pooled vehicle clients · 4 to 7Mar 24, 2023 to Mar 27, 2024
- Assets in custody · $171M to $214MMar 24, 2023 to Mar 27, 2024
- Employees · 5 to 7Mar 24, 2023 to Mar 27, 2024
- Discretionary RAUM · $258M to $342MMar 24, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $258M to $342MMar 24, 2023 to Mar 27, 2024
- RAUM · $258M to $342MMar 24, 2023 to Mar 27, 2024
- Business name · M••••• S•••• P•••••••• L•• to M••••• V•••• P•••••••• L••Jan 11, 2023 to Mar 24, 2023
- Assets in custody · $165M to $171MJan 11, 2023 to Mar 24, 2023
- Discretionary RAUM · $284M to $258MJan 11, 2023 to Mar 24, 2023
- Pooled vehicle RAUM · $284M to $258MJan 11, 2023 to Mar 24, 2023
- RAUM · $284M to $258MJan 11, 2023 to Mar 24, 2023
- Legal name · M••••• S•••• P•••••••• L•• to M••••• V•••• P•••••••• L••Jan 10, 2023 to Jan 11, 2023
- Pooled vehicle clients · 1 to 4Mar 30, 2021 to Mar 30, 2022
- Assets in custody · $101M to $165MMar 30, 2021 to Mar 30, 2022
- Discretionary RAUM · $204M to $284MMar 30, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $101M to $284MMar 30, 2021 to Mar 30, 2022
- RAUM · $204M to $284MMar 30, 2021 to Mar 30, 2022
Signals
4 dated events
- M••••• V•••• P•••••••• L•• reported RAUM $717.2M, up 40% from $511.6M (2025-03-26 to 2026-03-24)Mar 24, 2026 · RAUM change · derived
- M••••• V•••• P•••••••• L•• reported RAUM $511.6M, up 50% from $341.6M (2024-03-27 to 2025-03-26)Mar 26, 2025 · RAUM change · derived
- Jaiveer Singh (Founding Partner) no longer on Schedule A of M••••• V•••• P•••••••• L•• (listed 2022-03-30, absent 2022-11-01)Nov 1, 2022 · Control person left · inference
- M••••• S•••• P•••••••• L•• filed its initial SEC registration (Form ADV)Mar 30, 2021 · First SEC registration · fact
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
- medinavalue.comreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- (310) 979-6900reportedpublic record, Form ADV, Mar 24, 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