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••••• E••••• P•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Feb 13, 2012 · 17 filings
SEC status approved since Mar 30, 2012
RAUM
$1.0B
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
18
13 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$1.0B as of Mar 31, 2026
Mar 7, 2013$813M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 7, 20130 then
Employees (5.A)18 as of Mar 31, 2026
Mar 7, 20139 then
Private funds2 as of Mar 31, 2026
Mar 7, 20133 then
RAUM -16% over the last fiscal year-10% 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
- $502MderivedRAUM 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
- -16%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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.0B100%
- 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 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••••• E••••• P••••••• I•• L• | Private Equity Fund | $1.3B | 103 | Mar 30, 2019 |
| M••••• E••••• P••••••• I••• L• | Private Equity Fund | $151M | 68 | Mar 30, 2016 |
| M••••• E••••• P•••••••• L•no longer reported | Private Equity Fund | $65.8M | 26 | Feb 13, 2012 |
| M••••• E••••• P••••••• I• ••••• L•no longer reported | Private Equity Fund | $1.5M | 42 | Mar 7, 2013 |
| M••••• E••••• P••••••• I•• L• | Private Equity Fund | $1.3M | 44 | Feb 13, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B•••• J•• D••••• F• · Principalcontrolsince 04/2020 · owns less than 5%
- B•••••••• B••••• L•• · Principalcontrolsince 05/2012 · owns less than 5%
- C•••••••• D•••••• E••••• · Principalcontrolsince 07/2018 · owns less than 5%
- F••••••• M•••• L••••••• · Principalcontrolsince 04/2008 · owns less than 5%
- H•••••• A••••••• M• · Principalcontrolsince 06/2019 · owns less than 5%
- L•••• M••••••• D•••• · Principalcontrolsince 04/2008 · owns less than 5%
- M•••••• W••••• R•••• · Chief Financial Officercontrolsince 07/2008 · owns less than 5%
- P•••••• P••••• S• · Principalcontrolsince 04/2008 · owns less than 5%
- S•••••• C••••••• J•••• · Principalcontrolsince 09/2015 · owns less than 5%
- B•••• J•• D••••• F• · Managercontrolsince 05/2019 · owns F of M••••• G•••• G•• L••
- B•••••••• B••••• L•• · Managercontrolsince 05/2019 · owns F of M••••• G•••• G•• L••
- C•••••••• D•••••• E••••• · Managercontrolsince 05/2019 · owns F of M••••• G•••• G•• L••
- F••••••• M•••• L••••••• · Managercontrolsince 05/2019 · owns F of M••••• G•••• G•• L••
- L•••• M••••••• D•••• · Managercontrolsince 05/2019 · owns F of M••••• G•••• G•• L••
- P•••••• P••••• S• · Managercontrolsince 05/2019 · owns F of M••••• G•••• G•• L••
- S•••••• C••••••• J•••• · Managercontrolsince 05/2019 · owns F of M••••• G•••• G•• L••
- C•••••••• D•••• V••••••••• · Chief Compliance Officersince 03/2024 · owns less than 5%
Entity owners
- M••••• M••••••••• H•••••••• L••• · Managing Memberdirect · owns 75% or more
- M••••• G•••• G•• L•• · General Partnerindirect · owns F of M••••• S•••• T••••• L•••
- M••••• G•••• G•• L•• · General Partnerindirect · owns F of M••••• M••••••••• H•••••••• L•••
- M••••• S•••• T••••• L••• · Limited Partnerindirect · owns 75% or more of M••••• M••••••••• H•••••••• L•••
Related persons
Schedule D 7.A
- M••••• E••••• P••••••• I• G•• L••pooled vehicle sponsory
- M••••• E••••• P••••••• I•• G•• L••pooled vehicle sponsory
- M••••• E••••• P••••••• I• G•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 14 to 13Mar 31, 2025 to Mar 31, 2026
- Employees · 19 to 18Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.2B to $1.0BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.2B to $1.0BMar 31, 2025 to Mar 31, 2026
- RAUM · $1.2B to $1.0BMar 31, 2025 to Mar 31, 2026
- Accounts · 3 to 2Jun 14, 2024 to Mar 31, 2025
- Advisory employees · 15 to 14Jun 14, 2024 to Mar 31, 2025
- Pooled vehicle clients · 3 to 2Jun 14, 2024 to Mar 31, 2025
- Employees · 20 to 19Jun 14, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jun 14, 2024 to Mar 31, 2025
- Private funds · 3 to 2Jun 14, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.6B to $1.2BJun 14, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.6B to $1.2BJun 14, 2024 to Mar 31, 2025
- RAUM · $1.6B to $1.2BJun 14, 2024 to Mar 31, 2025
- Advisory employees · 16 to 15Dec 19, 2023 to Mar 28, 2024
- Custody of client assets · true to falseDec 19, 2023 to Mar 28, 2024
- Employees · 22 to 20Dec 19, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.4B to $1.6BDec 19, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.4B to $1.6BDec 19, 2023 to Mar 28, 2024
- RAUM · $1.4B to $1.6BDec 19, 2023 to Mar 28, 2024
- Other offices · 1 to 0Mar 31, 2023 to Dec 19, 2023
- Employees · 23 to 22Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.2B to $1.4BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.2B to $1.4BMar 31, 2022 to Mar 31, 2023
- RAUM · $1.2B to $1.4BMar 31, 2022 to Mar 31, 2023
- Accounts · 4 to 3Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 15 to 16Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 4 to 3Mar 31, 2021 to Mar 31, 2022
- Employees · 19 to 23Mar 31, 2021 to Mar 31, 2022
- Private funds · 4 to 3Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.4B to $1.2BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $1.4B to $1.2BMar 31, 2021 to Mar 31, 2022
- RAUM · $1.4B to $1.2BMar 31, 2021 to Mar 31, 2022
- Accounts · 5 to 4Mar 27, 2020 to Mar 31, 2021
- Advisory employees · 14 to 15Mar 27, 2020 to Mar 31, 2021
- Pooled vehicle clients · 5 to 4Mar 27, 2020 to Mar 31, 2021
- Other offices · 0 to 1Mar 27, 2020 to Mar 31, 2021
- Private funds · 5 to 4Mar 27, 2020 to Mar 31, 2021
- Discretionary RAUM · $2.0B to $1.4BMar 27, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $2.0B to $1.4BMar 27, 2020 to Mar 31, 2021
Signals
9 dated events
- Ann Marie Swanson (Chief Compliance Officer) no longer on Schedule A of M••••• E••••• P•••••••• L•• (listed 2023-12-19, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Victorovna Dina Clements (Chief Compliance Officer) appeared on Schedule A of M••••• E••••• P•••••••• L••Mar 28, 2024 · Control person joined · fact
- Ann Marie Swanson (Chief Compliance Officer) appeared on Schedule A of M••••• E••••• P•••••••• L••Dec 19, 2023 · Control person joined · fact
- F. David Bacon Jr (Principal) appeared on Schedule A of M••••• E••••• P•••••••• L••Mar 31, 2021 · Control person joined · fact
- M••••• E••••• P•••••••• L•• reported RAUM $1.4B, down 28% from $2.0B (2020-03-27 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Alexander Bart Mclean (Manager/Member/Principal) no longer on Schedule A of M••••• E••••• P•••••••• L•• (listed 2019-03-30, absent 2020-03-27)Mar 27, 2020 · Control person left · inference
- M A•••••• H••••• (Principal) appeared on Schedule A of M••••• E••••• P•••••••• L••Mar 27, 2020 · Control person joined · fact
- M••••• E••••• P•••••••• L•• reported RAUM $2.1B, up 92% from $1.1B (2018-03-28 to 2019-03-30)Mar 30, 2019 · RAUM change · derived
- Emmett Daniel Campbell (Manager/Member/Principal) appeared on Schedule A of M••••• E••••• P•••••••• L••Mar 30, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- M••••• E••••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- M••••• E••••• P•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- H••••://WWW.M•••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 404-816-3255reportedpublic 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