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•••••• A•••••••• L••
Latest filing Apr 1, 2026
First filing on the tape Mar 30, 2012 · 25 filings
SEC status approved since Aug 12, 2011
RAUM
$681M
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
20 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
15
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$681M as of Apr 1, 2026
Mar 30, 2012$62.0M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 1, 2026
Mar 30, 20120 then
Employees (5.A)21 as of Apr 1, 2026
Mar 27, 20136 then
Private funds15 as of Apr 1, 2026
Mar 29, 20189 then
RAUM +79% over the last fiscal year+30% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 1, 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
- $42.6MderivedRAUM 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
- +79%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, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $681M, 16 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$681M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 16reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $681M for 16 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=8.0derived
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
18 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•••••• C•••••• F••• I•• L• | Private Equity Fund | $124M | 45 | Mar 22, 2021 |
| M•••••• C•••••• M•••••••• F•••• L•••no longer reported | Private Equity Fund | $41.6M | 33 | Mar 29, 2018 |
| M•••••• C•••••• M•••••••• F••• I•• L•••no longer reported | Private Equity Fund | $40.6M | 43 | Mar 29, 2018 |
| M•••••• C•••••• • N•• Q•• I• S••• L•• | Private Equity Fund | $28.0M | 40 | Mar 31, 2020 |
| M•••••• C•••••• • D•••••••• C•••••••• S••• L•• | Private Equity Fund | $25.3M | 38 | Mar 29, 2018 |
| M•••••• C•••••• • R••••••••• S••• L•• | Private Equity Fund | $23.0M | 41 | Mar 31, 2020 |
| M•••••• C•••••• • S••••• S••• L•• | Private Equity Fund | $21.5M | 35 | Mar 28, 2019 |
| M•••••• C•••••• • I•• S••• L•• | Private Equity Fund | $18.7M | 28 | Mar 29, 2018 |
| M•••••• C•••••• • G•••••• S••• L••no longer reported | Private Equity Fund | $17.3M | 26 | Mar 29, 2018 |
| M•••••• C•••••• • O•••• C••••••••• L•• | Private Equity Fund | $17.1M | 23 | Mar 30, 2022 |
| M•••••• C•••••• • A•• S••• L•• | Private Equity Fund | $14.0M | 12 | Mar 29, 2018 |
| M•••••• C•••••• • A••••••• S••• L•• | Private Equity Fund | $12.7M | 25 | Mar 31, 2020 |
| M•••••• C•••••• • N•• Q•• I• S••• L•• | Private Equity Fund | $12.3M | 43 | Mar 31, 2020 |
| M•••••• C•••••• • X•••••••• C••••••••• L•• | Private Equity Fund | $11.1M | 23 | Mar 30, 2024 |
| M•••••• C•••••• • E••••• S••• L••no longer reported | Private Equity Fund | $9.3M | 18 | Mar 29, 2018 |
| M•••••• C•••••• F••• I•••• L• | Private Equity Fund | $6.5M | 3 | Mar 22, 2021 |
| M•••••• C•••••• • J•• S••• L•• | Private Equity Fund | $5.7M | 20 | Mar 29, 2018 |
| M•••••• C•••••• • H•••••• S••• L••no longer reported | Private Equity Fund | $576,000 | 17 | Mar 29, 2018 |
Owners and control persons
Schedule A and B, latest filing
- G•••••• B••••• M•••••• · Chief Compliance Officer, Chief Financial Officercontrolsince 03/2020 · owns less than 5%
- M••••••• W•••• S• · Managing Partnercontrolsince 04/2008 · owns less than 5%
- R•••••• L••••• W•••••• · Managing Partnercontrolsince 01/2024 · owns less than 5%
- M••••••• W•••• S• · Managing Partnercontrolsince 04/2008 · owns 25% to 50% of M•••••• C••••••• L••
Entity owners
- M•••••• C••••••• L•• · Managing Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- M•••••• C•••••• F••• I• G•• L•pooled vehicle sponsorn
- M•••••• C•••••• S••••••••• L••broker-dealern
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Apr 1, 2026RAUM (Item 5.F) moved from $379,787,022 to $680,921,960 (+79.0%) between the annual amendments of 2025-03-28 and 2026-04-01; the peer median change was +8.0% (673 comparable advisers, 92.0th percentile of changes)peers: asset managers, $500M to $1B (673) · 92% percentile
What changed
consecutive filings, newest first
- Accounts · 12 to 16Mar 28, 2025 to Mar 31, 2026
- Advisory employees · 19 to 20Mar 28, 2025 to Mar 31, 2026
- BD registered reps · 7 to 8Mar 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 12 to 16Mar 28, 2025 to Mar 31, 2026
- Assets in custody · $0 to $681MMar 28, 2025 to Mar 31, 2026
- Employees · 19 to 21Mar 28, 2025 to Mar 31, 2026
- Private funds · 12 to 15Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $380M to $681MMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $380M to $681MMar 28, 2025 to Mar 31, 2026
- RAUM · $380M to $681MMar 28, 2025 to Mar 31, 2026
- Accounts · 13 to 12Aug 20, 2024 to Mar 28, 2025
- Advisory employees · 14 to 19Aug 20, 2024 to Mar 28, 2025
- BD registered reps · 6 to 7Aug 20, 2024 to Mar 28, 2025
- Pooled vehicle clients · 13 to 12Aug 20, 2024 to Mar 28, 2025
- Assets in custody · unset to 0.0Aug 20, 2024 to Mar 28, 2025
- Custody of client assets · false to trueAug 20, 2024 to Mar 28, 2025
- Employees · 14 to 19Aug 20, 2024 to Mar 28, 2025
- Financial planning clients · unset to Aug 20, 2024 to Mar 28, 2025
- Private funds · 13 to 12Aug 20, 2024 to Mar 28, 2025
- Discretionary RAUM · $319M to $380MAug 20, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $319M to $380MAug 20, 2024 to Mar 28, 2025
- RAUM · $319M to $380MAug 20, 2024 to Mar 28, 2025
- Accounts · 12 to 13Mar 28, 2023 to Mar 30, 2024
- Advisory employees · 12 to 14Mar 28, 2023 to Mar 30, 2024
- BD registered reps · 7 to 6Mar 28, 2023 to Mar 30, 2024
- Pooled vehicle clients · 12 to 13Mar 28, 2023 to Mar 30, 2024
- Employees · 13 to 14Mar 28, 2023 to Mar 30, 2024
- Private funds · 12 to 13Mar 28, 2023 to Mar 30, 2024
- Discretionary RAUM · $308M to $319MMar 28, 2023 to Mar 30, 2024
- Pooled vehicle RAUM · $308M to $319MMar 28, 2023 to Mar 30, 2024
- RAUM · $308M to $319MMar 28, 2023 to Mar 30, 2024
- Advisory employees · 13 to 12Mar 30, 2022 to Mar 28, 2023
- BD registered reps · 5 to 7Mar 30, 2022 to Mar 28, 2023
- Employees · 14 to 13Mar 30, 2022 to Mar 28, 2023
- Discretionary RAUM · $263M to $308MMar 30, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $263M to $308MMar 30, 2022 to Mar 28, 2023
- RAUM · $263M to $308MMar 30, 2022 to Mar 28, 2023
- Accounts · 13 to 12Mar 22, 2021 to Mar 30, 2022
- Advisory employees · 8 to 13Mar 22, 2021 to Mar 30, 2022
- BD registered reps · 6 to 5Mar 22, 2021 to Mar 30, 2022
Signals
4 dated events
- M•••••• A•••••••• L•• reported RAUM $680.9M, up 79% from $379.8M (2025-03-28 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- W•••••• L•••• R••••• (Managing Partner) appeared on Schedule A of M•••••• A•••••••• L••Mar 30, 2024 · Control person joined · fact
- Augustus Frank Mcgrew (Managing Director) no longer on Schedule A of M•••••• A•••••••• L•• (listed 2019-03-28, absent 2020-03-31)Mar 31, 2020 · Control person left · inference
- M•••••• B•••• G••••• (Chief Financial Officer) appeared on Schedule A of M•••••• A•••••••• L••Mar 31, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- M•••••• A•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- M•••••• A•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/mcnally-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 312-357-3710reportedpublic record, Form ADV, Apr 1, 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