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••• R••• C••••••
Legal name M••• R••• C•••••• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Feb 14, 2012 · 27 filings
SEC status approved since Mar 5, 2012
RAUM
$754M
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
12
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$754M as of Mar 31, 2026
Apr 1, 2013$517M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 1, 20130 then
Employees (5.A)12 as of Mar 31, 2026
Apr 1, 201312 then
Private funds5 as of Mar 31, 2026
Apr 1, 20132 then
RAUM -2.3% over the last fiscal year-3.3% 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
- $151MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -2.3%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
- 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$754M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••• R••• C•••••• I•• L••• | Hedge Fund | $376M | 75 | Apr 1, 2013 |
| M••• R••• C•••••• I••• L••• | Hedge Fund | $344M | 52 | Mar 29, 2019 |
| M•• I•• A••• L••• | Other Private Fund | $54.9M | 11 | Mar 31, 2022 |
| M••• R••• C••••••• L••• | Hedge Fund | $42.0M | 56 | Feb 14, 2012 |
| M•• I•• O••••••• A••• L••• | Other Private Fund | $10.0M | 40 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- L••••• T•••••• E••••• · Managing Member, Management Committee Director And Chairman, Tax Matters Personcontrolsince 10/2004 · owns 25% to 50%
- M•••••••• L•••• M•••• · Chief Compliance Officer, Chief Financial Officer, Managing Directorcontrolsince 09/2017 · owns less than 5%
- P•••••• D••••• H••••••• · Managing Member, Management Committee Directorcontrolsince 11/2022 · owns 25% to 50%
- Y•••••• E•••• T•••• · Managing Member, Management Committee Directorcontrolsince 04/2018 · owns 10% to 25%
Related persons
Schedule D 7.A
- M••• R••• C•••••• G• L••pooled vehicle sponsorn
- M••• R••• C•••••• I• G• L••pooled vehicle sponsorn
- M••• R••• C•••••• I•• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $771M to $754MApr 30, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $771M to $754MApr 30, 2025 to Mar 31, 2026
- RAUM · $771M to $754MApr 30, 2025 to Mar 31, 2026
- Employees · 13 to 12Mar 29, 2024 to Apr 30, 2025
- Financial planning clients · unset to Mar 29, 2024 to Apr 30, 2025
- Discretionary RAUM · $827M to $771MMar 29, 2024 to Apr 30, 2025
- Pooled vehicle RAUM · $827M to $771MMar 29, 2024 to Apr 30, 2025
- RAUM · $827M to $771MMar 29, 2024 to Apr 30, 2025
- Advisory employees · 9 to 6Mar 5, 2024 to Mar 29, 2024
- Employees · 15 to 13Mar 5, 2024 to Mar 29, 2024
- Other offices · 2 to 0Mar 5, 2024 to Mar 29, 2024
- Discretionary RAUM · $835M to $827MMar 5, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $835M to $827MMar 5, 2024 to Mar 29, 2024
- RAUM · $835M to $827MMar 5, 2024 to Mar 29, 2024
- Advisory employees · 8 to 9Mar 31, 2022 to Mar 31, 2023
- Employees · 13 to 15Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.0B to $835MMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.0B to $835MMar 31, 2022 to Mar 31, 2023
- RAUM · $1.0B to $835MMar 31, 2022 to Mar 31, 2023
- Accounts · 3 to 5Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 11 to 8Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 3 to 5Mar 31, 2021 to Mar 31, 2022
- Employees · 16 to 13Mar 31, 2021 to Mar 31, 2022
- Other offices · 1 to 2Mar 31, 2021 to Mar 31, 2022
- Private funds · 3 to 5Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.0B to $1.0BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $1.0B to $1.0BMar 31, 2021 to Mar 31, 2022
- RAUM · $1.0B to $1.0BMar 31, 2021 to Mar 31, 2022
- Related adviser · true to falseMar 31, 2021 to Mar 31, 2022
- Advisory employees · 10 to 11Mar 30, 2020 to Mar 31, 2021
- Employees · 15 to 16Mar 30, 2020 to Mar 31, 2021
- Discretionary RAUM · $819M to $1.0BMar 30, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $819M to $1.0BMar 30, 2020 to Mar 31, 2021
- RAUM · $819M to $1.0BMar 30, 2020 to Mar 31, 2021
- Advisory employees · 12 to 10Oct 25, 2019 to Mar 30, 2020
- Employees · 17 to 15Oct 25, 2019 to Mar 30, 2020
- Discretionary RAUM · $843M to $819MOct 25, 2019 to Mar 30, 2020
- Pooled vehicle RAUM · $843M to $819MOct 25, 2019 to Mar 30, 2020
- RAUM · $843M to $819MOct 25, 2019 to Mar 30, 2020
- Accounts · 2 to 3Apr 27, 2018 to Mar 29, 2019
Signals
4 dated events
- Cadwallader Justin Jacobs (Managing Member, Management Committee Director) no longer on Schedule A of M••• R••• C•••••• (listed 2023-04-28, absent 2024-03-05)Mar 5, 2024 · Control person left · inference
- Hardwick Deven Petito (Managing Member, Management Committee Director) appeared on Schedule A of M••• R••• C••••••Mar 31, 2023 · Control person joined · fact
- M••• R••• C•••••• reported RAUM $1.0B, up 26% from $819.3M (2020-03-30 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Philip Scott Scharfman (Managing Member, Management Committee Director) no longer on Schedule A of M••• R••• C•••••• (listed 2019-03-29, absent 2019-10-25)Oct 25, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- M••• R••• C•••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/M•••-R•••-CAPITALreportedpublic record, Form ADV, Sep 19, 2026
- Website
- M•••R•••CAPITAL.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 203-987-3500reportedpublic 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