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•••••• M••••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Feb 13, 2012 · 32 filings
SEC status approved since Mar 30, 2012
RAUM
$911M
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
23
14 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
5
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$911M as of Mar 31, 2026
Mar 25, 2013$2.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 25, 20130 then
Employees (5.A)23 as of Mar 31, 2026
Mar 25, 201352 then
Private funds5 as of Mar 31, 2026
Mar 25, 20132 then
RAUM +20% over the last fiscal year+5.2% 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
- unknownderivedHNW RAUM over HNW clients
- Average account
- $57.0MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%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
- Custody
- $911M, 16 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$911M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 16reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $911M for 16 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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••• C•••••• P••••••• M••••• F••• L••• | Hedge Fund | $657M | 26 | Feb 13, 2012 |
| M••• C•••••• O••••••••• M••••• F••• L••• | Hedge Fund | $123M | 21 | Aug 26, 2021 |
| M••• C•••••• M••••• F••• L••• | Hedge Fund | $36.2M | 167 | Feb 13, 2012 |
| M••• C•••••• P••••••••• P••• M••••• F••• L••• | Hedge Fund | $17.3M | 5 | Feb 25, 2019 |
Owners and control persons
Schedule A and B, latest filing
- K•••• C••••••• S• · Chief Financial Officer And Chief Compliance Officercontrolsince 09/2024 · owns less than 5%
- M•••• J•••• W••••• · Chief Executive Officer, Founder, Portfolio Manager, Limited Partner; Owner And Managing Member Of M••• C•••••• A••••••• L••controlsince 12/2004 · owns 75% or more
- M•••• J•••• W••••• · Managing Membercontrolsince 12/2004 · owns 75% or more of J•• C•••••• L••
Entity owners
- J•• C•••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- M••• C•••••• A••••••• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Singapore, Singapore5 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- affiliate changedChange between filings · filing Mar 31, 2026bank affiliate (Item 7.A.6): yes on the filing of 2025-03-27, no on the filing of 2026-03-31peers: asset managers, $500M to $1B (784)
What changed
consecutive filings, newest first
- Assets in custody · $758M to $911MMar 27, 2025 to Mar 31, 2026
- Employees · 22 to 23Mar 27, 2025 to Mar 31, 2026
- Discretionary RAUM · $758M to $911MMar 27, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $758M to $911MMar 27, 2025 to Mar 31, 2026
- RAUM · $758M to $911MMar 27, 2025 to Mar 31, 2026
- Related bank · true to falseMar 27, 2025 to Mar 31, 2026
- Accounts · 15 to 16Feb 25, 2025 to Mar 27, 2025
- Pooled vehicle clients · 15 to 16Feb 25, 2025 to Mar 27, 2025
- Assets in custody · $837M to $758MFeb 25, 2025 to Mar 27, 2025
- Employees · 25 to 22Feb 25, 2025 to Mar 27, 2025
- Financial planning clients · unset to Feb 25, 2025 to Mar 27, 2025
- Private funds · 4 to 5Feb 25, 2025 to Mar 27, 2025
- Discretionary RAUM · $837M to $758MFeb 25, 2025 to Mar 27, 2025
- Pooled vehicle RAUM · $837M to $758MFeb 25, 2025 to Mar 27, 2025
- RAUM · $837M to $758MFeb 25, 2025 to Mar 27, 2025
- Accounts · 12 to 15Feb 15, 2024 to Mar 21, 2024
- Pooled vehicle clients · 12 to 15Feb 15, 2024 to Mar 21, 2024
- Assets in custody · $783M to $837MFeb 15, 2024 to Mar 21, 2024
- Discretionary RAUM · $783M to $837MFeb 15, 2024 to Mar 21, 2024
- Pooled vehicle RAUM · $783M to $837MFeb 15, 2024 to Mar 21, 2024
- RAUM · $783M to $837MFeb 15, 2024 to Mar 21, 2024
- Advisory employees · 16 to 14Jul 22, 2022 to Mar 31, 2023
- Assets in custody · $867M to $783MJul 22, 2022 to Mar 31, 2023
- Employees · 30 to 25Jul 22, 2022 to Mar 31, 2023
- Discretionary RAUM · $867M to $783MJul 22, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $867M to $783MJul 22, 2022 to Mar 31, 2023
- RAUM · $867M to $783MJul 22, 2022 to Mar 31, 2023
- Accounts · 9 to 12Aug 26, 2021 to Mar 31, 2022
- Advisory employees · 22 to 16Aug 26, 2021 to Mar 31, 2022
- Pooled vehicle clients · 9 to 12Aug 26, 2021 to Mar 31, 2022
- Assets in custody · $1.0B to $867MAug 26, 2021 to Mar 31, 2022
- Employees · 36 to 30Aug 26, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.0B to $867MAug 26, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $1.0B to $867MAug 26, 2021 to Mar 31, 2022
- RAUM · $1.0B to $867MAug 26, 2021 to Mar 31, 2022
- Private funds · 3 to 4Apr 23, 2021 to Aug 26, 2021
- Advisory employees · 21 to 22Apr 20, 2020 to Mar 29, 2021
- Assets in custody · $1.3B to $1.0BApr 20, 2020 to Mar 29, 2021
- Employees · 39 to 36Apr 20, 2020 to Mar 29, 2021
- Discretionary RAUM · $1.3B to $1.0BApr 20, 2020 to Mar 29, 2021
Signals
7 dated events
- James Roger Insley (Chief Financial Officer) no longer on Schedule A of M••• C•••••• M••••••••• L• (listed 2024-04-25, absent 2024-09-17)Sep 17, 2024 · Control person left · inference
- Boylston Reid Adams (General Counsel And Chief Compliance Officer) no longer on Schedule A of M••• C•••••• M••••••••• L• (listed 2024-04-25, absent 2024-09-17)Sep 17, 2024 · Control person left · inference
- S Charles Kwon (Chief Financial Officer And Chief Compliance Officer) appeared on Schedule A of M••• C•••••• M••••••••• L•Sep 17, 2024 · Control person joined · fact
- Boylston Reid Adams (General Counsel And Chief Compliance Officer) appeared on Schedule A of M••• C•••••• M••••••••• L•Feb 15, 2024 · Control person joined · fact
- David Sobol (Chief Operating Officer And Chief Compliance Officer) no longer on Schedule A of M••• C•••••• M••••••••• L• (listed 2022-03-31, absent 2022-07-22)Jul 22, 2022 · Control person left · inference
- Ellis Ian Lindsay (Chief Operating Officer) no longer on Schedule A of M••• C•••••• M••••••••• L• (listed 2021-08-26, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- M••• C•••••• M••••••••• L• reported RAUM $1.4B, down 29% from $2.0B (2018-03-23 to 2019-02-25)Feb 25, 2019 · 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.
How to reach
public business contact points only, each with its source
- Website
- M•••CAPITAL.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-652-4500reportedpublic 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