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
T•• P•••••••• I•••
Latest filing Apr 29, 2026
First filing on the tape Feb 17, 2012 · 38 filings
SEC status approved since Mar 30, 2012
RAUM
$983M
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
1
beyond the principal office
Private funds
6
reported on Schedule D
History
38 filings and snapshots on the tape
RAUM$983M as of Apr 29, 2026
Mar 28, 2013$1.1B then
HNW client RAUM$0 as of Apr 29, 2026
Mar 30, 2018$0 then
State-registered IARs (5.B.3)0 as of Apr 29, 2026
Mar 28, 20130 then
Employees (5.A)18 as of Apr 29, 2026
Mar 28, 201317 then
Private funds6 as of Apr 29, 2026
Mar 28, 20138 then
RAUM -8.6% over the last fiscal year+3.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 29, 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
- $164MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -8.6%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
- $983M, 6 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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$983M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $983M for 6 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
Private funds
16 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•• P••••••• V•••• L• | Private Equity Fund | $432M | 36 | Mar 28, 2019 |
| M•• P••••••• I•• L••• | Private Equity Fund | $399M | 41 | Mar 31, 2023 |
| M•• P••••••• V••• L••• | Private Equity Fund | $223M | 25 | Mar 28, 2014 |
| M•• V•••••• I•••••••• L••no longer reported | Private Equity Fund | $35.5M | 35 | Feb 17, 2012 |
| M•••• C••••••••• P•••••••• L•no longer reported | Private Equity Fund | $17.0M | 70 | Feb 17, 2012 |
| M•• I•••••••• 2•••• L•• | Private Equity Fund | $14.3M | 33 | Mar 28, 2024 |
| M•• I•••••••• 2••• L•• | Private Equity Fund | $12.0M | 28 | Mar 16, 2020 |
| M•••• C••••••••• P••••••• I•• L•no longer reported | Private Equity Fund | $5.5M | 50 | Feb 17, 2012 |
| M•• I•••••••• 2••• L•• | Private Equity Fund | $2.2M | 13 | Mar 27, 2015 |
| M•• V•••••• P••••••• V•• L•no longer reported | Private Equity Fund | $1.7M | 71 | Feb 17, 2012 |
| C••••••• V•••••• P••••••• L•no longer reported | Private Equity Fund | $926,294 | 4 | Feb 17, 2012 |
| M•• V•••••• P••••••• V• L•no longer reported | Private Equity Fund | $917,649 | 69 | Feb 17, 2012 |
| T• I••••••••no longer reported | Private Equity Fund | $517,622 | 32 | Feb 17, 2012 |
| M••• S••••• P•••••••no longer reported | Private Equity Fund | $180,034 | 5 | Feb 17, 2012 |
| M•• I•••••••• L••no longer reported | Private Equity Fund | $145,978 | 36 | Feb 17, 2012 |
| M•• V•••••• P••••••• E••••••••• F••• I• L•no longer reported | Private Equity Fund | $92,626 | 11 | Feb 17, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• G•••••• S••••••• · Executive Officercontrolsince 01/2008 · owns 50% to 75%
- C••••• B••••• M•••••• · Chief Administrative Officer, Executive Officercontrolsince 01/2008 · owns 50% to 75%
- K••••• E•••••• J••••• · Chief Compliance Officer / Chief Financial Officersince 10/2004 · owns less than 5%
Related persons
Schedule D 7.A
- B•••• M• C••••pooled vehicle sponsorn
- D•••• D• C••••pooled vehicle sponsorn
- G••••• S• C••••••pooled vehicle sponsorn
- J•••• F• W•••pooled vehicle sponsorn
- M••• I•• L•••pooled vehicle sponsorn
- M••• I•• L••pooled vehicle sponsorn
- M••• V•• G•• L•••pooled vehicle sponsorn
- M••• V••• L•••pooled vehicle sponsorn
- M••• V••• L••pooled vehicle sponsorn
- M••• V•••• L•••pooled vehicle sponsorn
- M••• V•••• L••pooled vehicle sponsorn
- T••••• A• K•••••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Assets in custody · $983M to $983MMar 27, 2026 to Apr 29, 2026
- Discretionary RAUM · $983M to $983MMar 27, 2026 to Apr 29, 2026
- Pooled vehicle RAUM · $983M to $983MMar 27, 2026 to Apr 29, 2026
- RAUM · $983M to $983MMar 27, 2026 to Apr 29, 2026
- Assets in custody · $1.1B to $983MApr 30, 2025 to Mar 27, 2026
- Discretionary RAUM · $1.1B to $983MApr 30, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $1.1B to $983MApr 30, 2025 to Mar 27, 2026
- RAUM · $1.1B to $983MApr 30, 2025 to Mar 27, 2026
- Advisory employees · 11 to 13Apr 30, 2024 to Apr 30, 2025
- Assets in custody · $1.1B to $1.1BApr 30, 2024 to Apr 30, 2025
- Employees · 16 to 18Apr 30, 2024 to Apr 30, 2025
- Financial planning clients · unset to Apr 30, 2024 to Apr 30, 2025
- Discretionary RAUM · $1.1B to $1.1BApr 30, 2024 to Apr 30, 2025
- Pooled vehicle RAUM · $1.1B to $1.1BApr 30, 2024 to Apr 30, 2025
- RAUM · $1.1B to $1.1BApr 30, 2024 to Apr 30, 2025
- Discretionary RAUM · $1.1B to $1.1BMar 28, 2024 to Apr 30, 2024
- Pooled vehicle RAUM · $1.1B to $1.1BMar 28, 2024 to Apr 30, 2024
- RAUM · $1.1B to $1.1BMar 28, 2024 to Apr 30, 2024
- Accounts · 5 to 6Apr 28, 2023 to Mar 28, 2024
- Pooled vehicle clients · 5 to 6Apr 28, 2023 to Mar 28, 2024
- Assets in custody · $898M to $1.1BApr 28, 2023 to Mar 28, 2024
- Private funds · 5 to 6Apr 28, 2023 to Mar 28, 2024
- Discretionary RAUM · $898M to $1.1BApr 28, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $898M to $1.1BApr 28, 2023 to Mar 28, 2024
- RAUM · $898M to $1.1BApr 28, 2023 to Mar 28, 2024
- Assets in custody · $898M to $898MMar 31, 2023 to Apr 28, 2023
- Discretionary RAUM · $898M to $898MMar 31, 2023 to Apr 28, 2023
- Pooled vehicle RAUM · $898M to $898MMar 31, 2023 to Apr 28, 2023
- RAUM · $898M to $898MMar 31, 2023 to Apr 28, 2023
- Accounts · 4 to 5Jan 9, 2023 to Mar 31, 2023
- Pooled vehicle clients · 4 to 5Jan 9, 2023 to Mar 31, 2023
- Assets in custody · $821M to $898MJan 9, 2023 to Mar 31, 2023
- Other offices · 0 to 1Jan 9, 2023 to Mar 31, 2023
- Private funds · 4 to 5Jan 9, 2023 to Mar 31, 2023
- Discretionary RAUM · $821M to $898MJan 9, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $821M to $898MJan 9, 2023 to Mar 31, 2023
- RAUM · $821M to $898MJan 9, 2023 to Mar 31, 2023
- Assets in custody · $894M to $821MMay 4, 2021 to Mar 30, 2022
- Employees · 17 to 16May 4, 2021 to Mar 30, 2022
- Discretionary RAUM · $894M to $821MMay 4, 2021 to Mar 30, 2022
Signals
5 dated events
- Dunbar David Croll (Director) no longer on Schedule A of T•• P•••••••• I••• (listed 2022-05-02, absent 2023-01-09)Jan 9, 2023 · Control person left · inference
- Francis James Wade (Director) no longer on Schedule A of T•• P•••••••• I••• (listed 2022-05-02, absent 2023-01-09)Jan 9, 2023 · Control person left · inference
- Winslow John Watkins (Executive Officer) no longer on Schedule A of T•• P•••••••• I••• (listed 2019-05-06, absent 2020-03-16)Mar 16, 2020 · Control person left · inference
- T•• P•••••••• I••• reported RAUM $611.0M, up 55% from $394.9M (2018-05-03 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- T•• P•••••••• I••• reported RAUM $394.9M, up 75% from $225.7M (2017-08-08 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- T•• P•••••••• I••• · Independent Sponsorsshared crd · capital_provider
- T•• P•••••••• I••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/M-C-PARTNERS/ABOUTreportedpublic record, Form ADV, Sep 18, 2026
- Website
- w••.m•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (617) 345-7200reportedpublic record, Form ADV, Apr 29, 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