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•• F••• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Feb 14, 2012 · 20 filings
SEC status approved since Mar 30, 2012
RAUM
$5.3B
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
21
13 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
10
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$5.3B as of Mar 31, 2026
Mar 28, 2013$5.2B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20130 then
Employees (5.A)21 as of Mar 31, 2026
Mar 28, 201323 then
Private funds10 as of Mar 31, 2026
Mar 28, 20139 then
RAUM +2.1% over the last fiscal year-0.4% 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
- $404MderivedRAUM 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
- +2.1%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 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
- 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)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$5.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 13reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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=true 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
12 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•• I••••••••• P••••••• I• L• | Private Equity Fund | $3.5B | 120 | Mar 31, 2014 |
| M•• I••••••••• P••••••• I•• L• | Private Equity Fund | $714M | 197 | Feb 14, 2012 |
| M•• C•••••• P••••••• M••••• A•••••• L• | Hedge Fund | $496M | 56 | Feb 14, 2012 |
| M•• L•••••••• P••••••• L• | Private Equity Fund | $344M | 2 | Mar 30, 2020 |
| M•• I••••••••• P••••••• I•• L• | Private Equity Fund | $144M | 50 | Feb 14, 2012 |
| M•• C•••••• P••••••• •••• L• | Hedge Fund | $65.3M | 15 | Feb 14, 2012 |
| M•• I••••••••• P••••••• I• L• | Private Equity Fund | $57.3M | 77 | Feb 14, 2012 |
| M•• I••••••••• P••••••• L• | Private Equity Fund | $25.6M | 34 | Feb 14, 2012 |
| M•• C•••••• P••••••• M••••• A•••••• I• L•no longer reported | Hedge Fund | $16.5M | 56 | Mar 28, 2013 |
| M•• C•••••• P••••••• M••••• A•••••• I•• L•no longer reported | Hedge Fund | $13.8M | 2 | Mar 30, 2020 |
| M••• L• | Private Equity Fund | $3.5M | 2 | Feb 14, 2012 |
| M••• L• | Private Equity Fund | $2.3M | 2 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- J••••••• R•••••• M•••••• · Chief Financial Officercontrolsince 05/2003 · owns less than 5%
- K•••• N•••••• D••• · Chief Compliance Officercontrolsince 02/2021 · owns less than 5%
- R•••••••• M•••• H••••• · President & Chief Investment Officercontrolsince 06/1996 · owns less than 5%
- R••••••••• M•••• H••••• · Chief Operating Officercontrolsince 05/2012 · owns less than 5%
- R•••••••• M•••• H••••• · Managing Membercontrolsince 02/2012 · owns 75% or more of M•• H••••••• L••
Entity owners
- M•• H••••••• L•• · Sole Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- M•• A••••••• L••bankpooled vehicle sponsorn
- M•• I••••••••• A••••••• I• L••bankpooled vehicle sponsorn
- M•• I••••••••• A••••••• I•• L••bankpooled vehicle sponsorn
- M•• I••••••••• A••••••• I• L••bankpooled vehicle sponsorn
- M•• I••••••••• A••••••• L••bankpooled vehicle sponsorn
- M•• L•••••••• A••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Employees · 22 to 21Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $5.2B to $5.3BMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $5.2B to $5.3BMar 28, 2025 to Mar 31, 2026
- RAUM · $5.2B to $5.3BMar 28, 2025 to Mar 31, 2026
- Financial planning clients · unset to Nov 27, 2024 to Mar 28, 2025
- Discretionary RAUM · $5.3B to $5.2BNov 27, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $5.3B to $5.2BNov 27, 2024 to Mar 28, 2025
- RAUM · $5.3B to $5.2BNov 27, 2024 to Mar 28, 2025
- Advisory employees · 14 to 13Mar 31, 2023 to Mar 28, 2024
- Employees · 23 to 22Mar 31, 2023 to Mar 28, 2024
- Private funds · 11 to 10Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $5.3B to $5.3BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $5.3B to $5.3BMar 31, 2023 to Mar 28, 2024
- RAUM · $5.3B to $5.3BMar 31, 2023 to Mar 28, 2024
- Advisory employees · 16 to 14Mar 31, 2022 to Mar 31, 2023
- Employees · 24 to 23Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $5.6B to $5.3BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $5.6B to $5.3BMar 31, 2022 to Mar 31, 2023
- RAUM · $5.6B to $5.3BMar 31, 2022 to Mar 31, 2023
- Accounts · 14 to 13Nov 4, 2021 to Mar 31, 2022
- Advisory employees · 14 to 16Nov 4, 2021 to Mar 31, 2022
- Pooled vehicle clients · 14 to 13Nov 4, 2021 to Mar 31, 2022
- Private funds · 12 to 11Nov 4, 2021 to Mar 31, 2022
- Discretionary RAUM · $5.6B to $5.6BNov 4, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $5.6B to $5.6BNov 4, 2021 to Mar 31, 2022
- RAUM · $5.6B to $5.6BNov 4, 2021 to Mar 31, 2022
- Advisory employees · 16 to 14Mar 30, 2020 to Mar 31, 2021
- Employees · 26 to 24Mar 30, 2020 to Mar 31, 2021
- Discretionary RAUM · $4.9B to $5.6BMar 30, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $4.9B to $5.6BMar 30, 2020 to Mar 31, 2021
- RAUM · $4.9B to $5.6BMar 30, 2020 to Mar 31, 2021
- Accounts · 12 to 14Mar 29, 2019 to Mar 30, 2020
- Advisory employees · 14 to 16Mar 29, 2019 to Mar 30, 2020
- Pooled vehicle clients · 12 to 14Mar 29, 2019 to Mar 30, 2020
- Employees · 23 to 26Mar 29, 2019 to Mar 30, 2020
- Private funds · 10 to 12Mar 29, 2019 to Mar 30, 2020
- Discretionary RAUM · $4.5B to $4.9BMar 29, 2019 to Mar 30, 2020
- Pooled vehicle RAUM · $4.5B to $4.9BMar 29, 2019 to Mar 30, 2020
- RAUM · $4.5B to $4.9BMar 29, 2019 to Mar 30, 2020
- Advisory employees · 17 to 14Mar 31, 2018 to Mar 29, 2019
Signals
2 dated events
- Janet Yeung (General Counsel & Chief Compliance Officer) no longer on Schedule A of M•• F••• M••••••••• L•• (listed 2020-03-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Dean Nathan Kiel (Chief Compliance Officer) appeared on Schedule A of M•• F••• M••••••••• L••Mar 31, 2021 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- M•• F••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- M•• F••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/mhr-fund-management-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-262-0005reportedpublic 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