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•••••••

Asset manager (funds and pooled vehicles)Austin, TexasCRD 157775SEC 801-73647website IAPD

Legal name M••••••• M••••••••• C••••••• L••

Latest filing Sep 3, 2026

First filing on the tape Feb 14, 2012 · 35 filings

SEC status approved since Mar 30, 2012

RAUM

$4.0B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

28 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

35 filings and snapshots on the tape

RAUM$4.0B as of Apr 6, 2026

Mar 28, 2013$380M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Apr 6, 2026

Mar 28, 20130 then

Employees (5.A)81 as of Apr 6, 2026

Mar 28, 201317 then

Private funds14 as of Apr 6, 2026

Mar 28, 20133 then

RAUM +61% over the last fiscal year+20% a year over threeIARs 0 to 0offices 3 to 2

Practice profile

derived from the filing of Sep 3, 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: $285MderivedRAUM 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: unknownderived3 offices incl. principal (1.F.5)
RAUM growth, one year: +61%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: $4.0B, 14 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

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)
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$4.0B100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 14reported
Financial planning clients: n/areported
Wrap fee programs: noreported
Custody of client assets: $4.0B for 14 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

Every departure Every arrival

Private funds

13 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
M••••••• P••••••• V•• L•••	Private Equity Fund	$963M	108	Mar 30, 2022
M••••••• P••••••• V• L•••	Private Equity Fund	$734M	94	Mar 30, 2020
M••••••• P••••••• I•• L•••	Private Equity Fund	$246M	78	Mar 30, 2016
M••••••• P••••••• I••• L•••	Private Equity Fund	$135M	65	Mar 28, 2013
M••••••• 3•• H•••••••• L•••	Private Equity Fund	$132M	55	Mar 30, 2022
M••••••• G• S••• L•••	Private Equity Fund	$48.5M	27	Mar 29, 2024
M••••••• P••••••• E•••••••• F••• V•• L•••	Private Equity Fund	$40.5M	94	Mar 31, 2023
M••••••• P••••••• E•••••••• F••• V• L•••	Private Equity Fund	$27.2M	73	Mar 30, 2020
M••••••• P••••••• I•• L•••no longer reported	Private Equity Fund	$11.5M	56	Feb 14, 2012
M••••••• C••••••••• I••• L•••	Private Equity Fund	$3.0M	55	Apr 28, 2016
M••••••• P•••••••• L•••no longer reported	Private Equity Fund	$2.5M	20	Feb 14, 2012
M••••••• I•••••••• P••••••• L••	Private Equity Fund	$2.4M	39	Mar 29, 2019
E••••••••• C••••••••• L•no longer reported	Private Equity Fund	$1,170	9	Apr 28, 2016

Owners and control persons

Schedule A and B, latest filing

A•••••••• L•••• M•••• · Chief Operating Officercontrol
since 02/2020 · owns less than 5%
S••••••••• W••••••• R•••••• · Chief Compliance Officer, Chief Financial Officer And Operating Partnercontrol
since 07/2016 · owns less than 5%
T•••••• G••••• M••••••• · Managing Director, Managing Membercontrol
since 08/2004 · owns less than 5%
T•••••• G••••• M••••••• · Managing Membercontrol
since 07/2022 · owns 75% or more of M••••••• M••••••••• C•••••• H•••••••• L••

Entity owners

M••••••• M••••••••• C•••••• H•••••••• L•• · Manager
direct · owns 75% or more

Related persons

Schedule D 7.A

M••••••• 3•• H••••••• G•• L••
pooled vehicle sponsorn
M••••••• G• I••• L••
pooled vehicle sponsorn
M••••••• G• I•• L••
pooled vehicle sponsorn
M••••••• G• V• L••
pooled vehicle sponsorn
M••••••• G• V•• L••
pooled vehicle sponsorn
M••••••• G• G•• L••
pooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

San Francisco, CA10 employees
Mill Valley, CA2 employees

What changed

consecutive filings, newest first

Financial planning clients · to unset
Apr 6, 2026 to Sep 3, 2026
Private funds · 14 to unset
Apr 6, 2026 to Sep 3, 2026
Succession · false to unset
Apr 6, 2026 to Sep 3, 2026
Accounts · 12 to 14
Apr 8, 2025 to Mar 30, 2026
Advisory employees · 29 to 28
Apr 8, 2025 to Mar 30, 2026
Pooled vehicle clients · 12 to 14
Apr 8, 2025 to Mar 30, 2026
Assets in custody · $2.5B to $4.0B
Apr 8, 2025 to Mar 30, 2026
Employees · 68 to 81
Apr 8, 2025 to Mar 30, 2026
Other offices · 3 to 2
Apr 8, 2025 to Mar 30, 2026
Private funds · 12 to 14
Apr 8, 2025 to Mar 30, 2026
Discretionary RAUM · $2.5B to $4.0B
Apr 8, 2025 to Mar 30, 2026
Pooled vehicle RAUM · $2.5B to $4.0B
Apr 8, 2025 to Mar 30, 2026
RAUM · $2.5B to $4.0B
Apr 8, 2025 to Mar 30, 2026
Accounts · 10 to 12
Apr 8, 2024 to Apr 8, 2025
Advisory employees · 25 to 29
Apr 8, 2024 to Apr 8, 2025
Pooled vehicle clients · 10 to 12
Apr 8, 2024 to Apr 8, 2025
Assets in custody · $2.3B to $2.5B
Apr 8, 2024 to Apr 8, 2025
Employees · 58 to 68
Apr 8, 2024 to Apr 8, 2025
Financial planning clients · unset to
Apr 8, 2024 to Apr 8, 2025
Other offices · 2 to 3
Apr 8, 2024 to Apr 8, 2025
Private funds · 10 to 12
Apr 8, 2024 to Apr 8, 2025
Discretionary RAUM · $2.3B to $2.5B
Apr 8, 2024 to Apr 8, 2025
Pooled vehicle RAUM · $2.3B to $2.5B
Apr 8, 2024 to Apr 8, 2025
RAUM · $2.3B to $2.5B
Apr 8, 2024 to Apr 8, 2025
Accounts · 9 to 10
Jul 25, 2023 to Mar 29, 2024
Advisory employees · 22 to 25
Jul 25, 2023 to Mar 29, 2024
Pooled vehicle clients · 9 to 10
Jul 25, 2023 to Mar 29, 2024
Assets in custody · $2.3B to $2.3B
Jul 25, 2023 to Mar 29, 2024
Private funds · 9 to 10
Jul 25, 2023 to Mar 29, 2024
Discretionary RAUM · $2.3B to $2.3B
Jul 25, 2023 to Mar 29, 2024
Pooled vehicle RAUM · $2.3B to $2.3B
Jul 25, 2023 to Mar 29, 2024
RAUM · $2.3B to $2.3B
Jul 25, 2023 to Mar 29, 2024
Advisory employees · 19 to 22
Apr 28, 2022 to Mar 31, 2023
Assets in custody · $3.1B to $2.3B
Apr 28, 2022 to Mar 31, 2023
Employees · 49 to 58
Apr 28, 2022 to Mar 31, 2023
Discretionary RAUM · $3.1B to $2.3B
Apr 28, 2022 to Mar 31, 2023
Pooled vehicle RAUM · $3.1B to $2.3B
Apr 28, 2022 to Mar 31, 2023
RAUM · $3.1B to $2.3B
Apr 28, 2022 to Mar 31, 2023
Accounts · 8 to 9
Nov 1, 2021 to Mar 30, 2022
Advisory employees · 17 to 19
Nov 1, 2021 to Mar 30, 2022

Signals

7 dated events

M••••••• P••••••• reported RAUM $4.0B, up 61% from $2.5B (2025-04-08 to 2026-03-30)
Mar 30, 2026 · RAUM change · derived
M••••••• P••••••• reported RAUM $2.3B, down 25% from $3.1B (2022-04-28 to 2023-03-31)
Mar 31, 2023 · RAUM change · derived
M••••••• P••••••• reported RAUM $3.1B, up 111% from $1.5B (2021-11-01 to 2022-03-30)
Mar 30, 2022 · RAUM change · derived
M••••••• P••••••• reported RAUM $1.3B, up 95% from $647.3M (2020-02-03 to 2020-03-30)
Mar 30, 2020 · RAUM change · derived
Marie Lynn Atkinson (Chief Operating Officer) appeared on Schedule A of M••••••• P•••••••
Feb 3, 2020 · Control person joined · fact
Jason Christopher Payne (Managing Director, Trustee, Managing Member) no longer on Schedule A of M••••••• P••••••• (listed 2019-03-29, absent 2019-05-30)
May 30, 2019 · Control person left · inference
Morrison Cherity Payne (Trustee) no longer on Schedule A of M••••••• P••••••• (listed 2019-03-29, absent 2019-05-30)
May 30, 2019 · Control person left · inference

Across DFX

shared identifiers only, never a name match

M••••••• P••••••• · Independent Sponsors
shared crd · capital_provider
M••••••• P••••••• · Private Equity
shared crd · organization

How to reach

public business contact points only, each with its source

Website: M•••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 512-772-2260reportedpublic record, Form ADV, Sep 3, 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