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• N••• C••••••
Legal name M•••••••• P••••••• M••••••••• C••• L•••
Latest filing Mar 31, 2026
First filing on the tape Feb 14, 2012 · 26 filings
SEC status approved since Mar 30, 2012
RAUM
$591M
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
13
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
13
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$591M as of Mar 31, 2026
Apr 1, 2013$570M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 1, 20130 then
Employees (5.A)13 as of Mar 31, 2026
Apr 1, 201317 then
Private funds13 as of Mar 31, 2026
Apr 1, 20136 then
RAUM +30% over the last fiscal year+7.3% 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
- $45.4MderivedRAUM 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
- +30%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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$591M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 13reported
- 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
17 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•••••••• F• D•••• L• | Private Equity Fund | $101M | 6 | Mar 31, 2023 |
| M•••••••• F• I••••• L• | Private Equity Fund | $65.3M | 6 | Mar 31, 2021 |
| M•••••••• P••••••• F• L• | Private Equity Fund | $58.0M | 100 | Mar 30, 2020 |
| D•••• A•••••••• I•••••••• L• | Private Equity Fund | $50.7M | 6 | Mar 31, 2023 |
| M•••••••• P••••••• I•• L••• | Private Equity Fund | $41.1M | 93 | Feb 14, 2012 |
| M•••••••• P••••••• I••• L••• | Private Equity Fund | $23.8M | 68 | Feb 14, 2012 |
| M•••••••• P••••••• F• 2• L• | Private Equity Fund | $22.3M | 9 | Mar 30, 2020 |
| M•••••••• P••••••• I•• L••• 2• | Private Equity Fund | $15.7M | 2 | Feb 14, 2012 |
| P•••••• H•••••••• L••••• | Private Equity Fund | $14.8M | 15 | Mar 28, 2024 |
| M•••••••• P••••••• I••• L••• 2• | Private Equity Fund | $8.9M | 2 | Feb 14, 2012 |
| M•••••••• P••••••• I•• L••• 3• | Private Equity Fund | $354,264 | 21 | Mar 31, 2014 |
| M•••••••• P••••••• F• 3• B•••• L• | Private Equity Fund | $337,733 | 7 | Mar 30, 2020 |
| M•••••••• P••••••• F• 3• L• | Private Equity Fund | $114,161 | 9 | Mar 30, 2020 |
| M•••••••• P••••••• F• 3• L• | Private Equity Fund | $49,333 | 12 | Mar 30, 2020 |
| M•••••••• P••••••• F• A•• 3• L• | Private Equity Fund | $0 | 4 | Mar 30, 2020 |
| M•••••••• P••••••• I•• L•••no longer reported | Private Equity Fund | $0 | 72 | Feb 14, 2012 |
| M•••••••• P••••••• I•• L••• 2•no longer reported | Private Equity Fund | $0 | 2 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• J••••• C•••••• · Chief Compliance Officercontrolsince 03/2024 · owns less than 5%
- C•••••• E••••• J••••• · Chief Financial Officercontrolsince 09/2024 · owns less than 5%
- S••••••••• J•••• P• · Managing Partnercontrolsince 01/2002 · owns 25% to 50%
- W•••••• W••••••• S•••• · Managing Partnercontrolsince 01/1995 · owns 25% to 50%
Related persons
Schedule D 7.A
- F• I••••• G• L•pooled vehicle sponsorn
- G••••••• G• L•pooled vehicle sponsorn
- H••••••• I••••••••• G•••••• P•••••• L•••pooled vehicle sponsorn
- M•••••••• F• D•••• G• L•pooled vehicle sponsorn
- M•••••••• P••••••• F• G• L•pooled vehicle sponsorn
- M•••••••• P••••••• F• P•••••• G• L•pooled vehicle sponsorn
- M•••••••• P••••••• I•• G•• L•••pooled vehicle sponsorn
- M•••••••• P••••••• I• G•• L•••pooled vehicle sponsorn
- P••••••••• P••••••• I• G•• L•pooled vehicle sponsorn
- P••••••••• P••••••• M••••••••• C••• L•••••investment advisernRAUM $485M
Advisers that list M• N••• C•••••• as a related person
- 281131 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 7 to 8Feb 2, 2026 to Mar 31, 2026
- Employees · 12 to 13Feb 2, 2026 to Mar 31, 2026
- Discretionary RAUM · $456M to $591MFeb 2, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $456M to $591MFeb 2, 2026 to Mar 31, 2026
- RAUM · $456M to $591MFeb 2, 2026 to Mar 31, 2026
- Business name · M•••••••• P••••••• to M• N••• C••••••Sep 9, 2025 to Feb 2, 2026
- Accounts · 16 to 13Sep 27, 2024 to Mar 31, 2025
- Pooled vehicle clients · 16 to 13Sep 27, 2024 to Mar 31, 2025
- Financial planning clients · unset to Sep 27, 2024 to Mar 31, 2025
- Private funds · 15 to 13Sep 27, 2024 to Mar 31, 2025
- Discretionary RAUM · $403M to $456MSep 27, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $403M to $456MSep 27, 2024 to Mar 31, 2025
- RAUM · $403M to $456MSep 27, 2024 to Mar 31, 2025
- Discretionary RAUM · $406M to $403MMar 28, 2024 to Apr 29, 2024
- Pooled vehicle RAUM · $406M to $403MMar 28, 2024 to Apr 29, 2024
- RAUM · $406M to $403MMar 28, 2024 to Apr 29, 2024
- Accounts · 14 to 16Jun 26, 2023 to Mar 28, 2024
- Advisory employees · 10 to 7Jun 26, 2023 to Mar 28, 2024
- Pooled vehicle clients · 14 to 16Jun 26, 2023 to Mar 28, 2024
- Employees · 14 to 12Jun 26, 2023 to Mar 28, 2024
- Private funds · 14 to 15Jun 26, 2023 to Mar 28, 2024
- Discretionary RAUM · $478M to $406MJun 26, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $478M to $406MJun 26, 2023 to Mar 28, 2024
- RAUM · $478M to $406MJun 26, 2023 to Mar 28, 2024
- Accounts · 12 to 14Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 11 to 10Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 12 to 14Mar 31, 2022 to Mar 31, 2023
- Employees · 13 to 14Mar 31, 2022 to Mar 31, 2023
- HQ city · RADNOR to VILLANOVAMar 31, 2022 to Mar 31, 2023
- Private funds · 12 to 14Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $455M to $478MMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $455M to $478MMar 31, 2022 to Mar 31, 2023
- RAUM · $455M to $478MMar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $579M to $455MMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $579M to $455MMar 31, 2021 to Mar 31, 2022
- RAUM · $579M to $455MMar 31, 2021 to Mar 31, 2022
- Accounts · 11 to 12Sep 4, 2020 to Mar 31, 2021
- Advisory employees · 15 to 11Sep 4, 2020 to Mar 31, 2021
- Pooled vehicle clients · 11 to 12Sep 4, 2020 to Mar 31, 2021
- Assets in custody · 0.0 to unsetSep 4, 2020 to Mar 31, 2021
Signals
9 dated events
- M• N••• C•••••• reported RAUM $590.7M, up 30% from $455.9M (2026-02-02 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Anthony Michael Todd (Chief Financial Officer) no longer on Schedule A of M• N••• C•••••• (listed 2024-04-29, absent 2024-09-27)Sep 27, 2024 · Control person left · inference
- J••••• E•••• C••••• (Chief Financial Officer) appeared on Schedule A of M• N••• C••••••Sep 27, 2024 · Control person joined · fact
- Cameron James Billmyer (Chief Compliance Officer) appeared on Schedule A of M• N••• C••••••Mar 28, 2024 · Control person joined · fact
- Anthony Michael Todd (Cfo & Cco) appeared on Schedule A of M• N••• C••••••Mar 31, 2022 · Control person joined · fact
- Jay John Nowaczyk (Cfo & Cco, Partner) no longer on Schedule A of M• N••• C•••••• (listed 2021-03-31, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Jay John Nowaczyk (Cfo & Cco, Partner) appeared on Schedule A of M• N••• C••••••Sep 4, 2020 · Control person joined · fact
- Peter John Lloyd (Cfo & Cco) no longer on Schedule A of M• N••• C•••••• (listed 2020-03-30, absent 2020-09-04)Sep 4, 2020 · Control person left · inference
- Christian Eric Andersen (Partner) no longer on Schedule A of M• N••• C•••••• (listed 2018-03-29, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- M• N••• C•••••• · Independent Sponsorsshared crd · capital_provider
- M•••••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/mp-next-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- mpnextcapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 610-526-2700reportedpublic 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