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•••••• P•••••••
Legal name M•••••• P•••••••• L••
Latest filing May 7, 2026
First filing on the tape Nov 17, 2011 · 41 filings
SEC status approved since Nov 17, 2011
RAUM
$30.8M
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
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
41 filings and snapshots on the tape
RAUM$30.8M as of May 7, 2026
Mar 22, 2012$643M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 7, 2026
Mar 22, 20120 then
Employees (5.A)2 as of May 7, 2026
Mar 28, 201315 then
Private funds2 as of May 7, 2026
Mar 22, 20121 then
RAUM -94% over the last fiscal year-40% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 7, 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
- $15.4MderivedRAUM 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
- -94%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, otherreportedItem 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
- 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)
- 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$30.8M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- 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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•••••• G••••• O••••••••• 1• L• | Private Equity Fund | $108M | 39 | Mar 31, 2019 |
| M•••••• M••••• F•••• L•no longer reported | Hedge Fund | $28.0M | 561 | Mar 22, 2012 |
| M•••••• M••••• F•••• L•no longer reported | Hedge Fund | $9.0M | 47 | Feb 5, 2016 |
| M•••••• G••••• O••••••••• 2• L• | Private Equity Fund | $5.8M | 11 | Mar 30, 2021 |
| M•••••• M••••• N•••••• F•••• L•no longer reported | Hedge Fund | $1.6M | 17 | Feb 26, 2020 |
| M•••••• G••••• O••••••••• 3• L• | Private Equity Fund | $1.0M | 2 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- F•••••••• S••••• D•••••• · Managing Partner, Chief Investment Officercontrolsince 08/2008 · owns less than 5%
- S••••••• S•••• · Chief Compliance Officer, Chief Legal Officercontrolsince 10/2020 · owns less than 5%
- F•••••••• S••••• D•••••• · Limited Partnercontrolsince 01/2013 · owns 50% to 75% of M•••••• P••••••• H••••••• L•
- S••••••• S•••• · Limited Partnercontrolsince 06/2021 · owns 25% to 50% of M•••••• P••••••• H••••••• L•
Entity owners
- M•••••• P••••••• H••••••• L• · Sole Ownerdirect · owns 75% or more
- M•••••• H••••••• G• L•• · General Partnerindirect · owns F of M•••••• P••••••• H••••••• L•
Related persons
Schedule D 7.A
- M•••••• G••••• O••••••••• 1• G•• L••bankpooled vehicle sponsorn
- M•••••• G••••• O••••••••• 4• G•• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 50 %Change between filings · filing Mar 30, 2026RAUM (Item 5.F) moved from $501,769,198 to $30,754,003 (-94.0%) between the annual amendments of 2025-03-28 and 2026-03-30; the peer median change was -12.0% (97 comparable advisers, 5.0th percentile of changes)peers: asset managers, under $100M (97) · 5.2% percentile
What changed
consecutive filings, newest first
- Non-discretionary RAUM · $277M to $0Oct 24, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $132M to $30.8MOct 24, 2025 to Mar 30, 2026
- RAUM · $409M to $30.8MOct 24, 2025 to Mar 30, 2026
- Accounts · 3 to 2Oct 24, 2025 to Mar 30, 2026
- Advisory activities · 2 to 1Oct 24, 2025 to Mar 30, 2026
- Corporate clients · 1.0 to unsetOct 24, 2025 to Mar 30, 2026
- Employees · 3 to 2Oct 24, 2025 to Mar 30, 2026
- Discretionary RAUM · $132M to $30.8MOct 24, 2025 to Mar 30, 2026
- Advisory employees · 3 to 1Jul 1, 2025 to Oct 24, 2025
- Assets in custody · 0.0 to unsetJul 1, 2025 to Oct 24, 2025
- Custody of client assets · true to falseJul 1, 2025 to Oct 24, 2025
- Employees · 4 to 3Jul 1, 2025 to Oct 24, 2025
- Discretionary RAUM · $225M to $132MJul 1, 2025 to Oct 24, 2025
- Pooled vehicle RAUM · $225M to $132MJul 1, 2025 to Oct 24, 2025
- RAUM · $502M to $409MJul 1, 2025 to Oct 24, 2025
- Financial planning clients · unset to May 15, 2025 to Jul 1, 2025
- Accounts · 4 to 3Jul 2, 2024 to Mar 28, 2025
- Pooled vehicle clients · 3 to 2Jul 2, 2024 to Mar 28, 2025
- Private funds · 3 to 2Jul 2, 2024 to Mar 28, 2025
- Discretionary RAUM · $108M to $225MJul 2, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $295M to $277MJul 2, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $108M to $225MJul 2, 2024 to Mar 28, 2025
- RAUM · $403M to $502MJul 2, 2024 to Mar 28, 2025
- Advisory employees · 2 to 3Dec 8, 2023 to Mar 29, 2024
- Corporate clients · unset to 1.0Dec 8, 2023 to Mar 29, 2024
- Pension plan clients · 1.0 to unsetDec 8, 2023 to Mar 29, 2024
- Assets in custody · $26.7M to $0Dec 8, 2023 to Mar 29, 2024
- Employees · 3 to 4Dec 8, 2023 to Mar 29, 2024
- Discretionary RAUM · $140M to $108MDec 8, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $0 to $295MDec 8, 2023 to Mar 29, 2024
- Pension RAUM · 26667830.0 to unsetDec 8, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $113M to $108MDec 8, 2023 to Mar 29, 2024
- RAUM · $140M to $403MDec 8, 2023 to Mar 29, 2024
- Assets in custody · $27.0M to $26.7MJul 7, 2022 to Mar 31, 2023
- Discretionary RAUM · $142M to $140MJul 7, 2022 to Mar 31, 2023
- Pension RAUM · $27.0M to $26.7MJul 7, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $115M to $113MJul 7, 2022 to Mar 31, 2023
- RAUM · $142M to $140MJul 7, 2022 to Mar 31, 2023
- Accounts · 3 to 4Mar 30, 2021 to Mar 31, 2022
- Pension plan clients · unset to 1.0Mar 30, 2021 to Mar 31, 2022
Signals
7 dated events
- M•••••• P••••••• reported RAUM $30.8M, down 92% from $408.6M (2025-10-24 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- M•••••• P••••••• reported RAUM $403.0M, up 188% from $140.2M (2023-12-08 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Salah Saabneh (Chief Compliance Officer, Chief Legal Officer) appeared on Schedule A of M•••••• P•••••••Nov 5, 2020 · Control person joined · fact
- Sean Mcduffy (Chief Operating Officer) no longer on Schedule A of M•••••• P••••••• (listed 2020-07-16, absent 2020-11-05)Nov 5, 2020 · Control person left · inference
- Neil David Drinkwater (Chief Financial Officer / Chief Compliance Officer) no longer on Schedule A of M•••••• P••••••• (listed 2020-07-16, absent 2020-11-05)Nov 5, 2020 · Control person left · inference
- Xenophon Steve Paridis (President) no longer on Schedule A of M•••••• P••••••• (listed 2020-07-16, absent 2020-11-05)Nov 5, 2020 · Control person left · inference
- M•••••• P••••••• reported RAUM $125.2M, down 95% from $2.4B (2020-02-26 to 2020-05-14)May 14, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- M•••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- M•••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- M••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-457-1980reportedpublic record, Form ADV, May 7, 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