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•••••• C•••••• M••••••••• L•••
Latest filing May 7, 2026
First filing on the tape Feb 10, 2012 · 27 filings
SEC status approved since Mar 29, 2012
RAUM
$5.5B
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
77
50 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
18
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$5.5B as of May 7, 2026
Apr 1, 2013$716M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 7, 2026
Apr 1, 20130 then
Employees (5.A)77 as of May 7, 2026
Apr 1, 201318 then
Private funds18 as of May 7, 2026
Apr 1, 20135 then
RAUM -3.7% over the last fiscal year+24% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 7, 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
- $273MderivedRAUM 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
- -3.5%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, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $3.0B, 11 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)
- 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$5.5B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 20reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.0B for 11 clientsreported
- Compensation
- % of AUMreported
- 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•••••• I•• B••• A••• L••• | Private Equity Fund | $700M | 71 | Mar 27, 2020 |
| M•••••• C•••••• P••••••• I•• L••• | Private Equity Fund | $372M | 76 | Mar 30, 2021 |
| M•••••• C•••••• P••••••• I• P•••••••• L••• | Private Equity Fund | $213M | 15 | Mar 30, 2021 |
| M•••••• C••••• O••••••••• F••• I•• L••• | Private Equity Fund | $178M | 22 | Mar 31, 2023 |
| M•••••• C••••• O••••••••• F•••• L••• | Private Equity Fund | $121M | 6 | Mar 27, 2020 |
| M•••••• C•••••• P••••••• A•• I••• L••• | Private Equity Fund | $62.4M | 36 | Mar 30, 2017 |
| M•••••• C•••••• P••••••• I••• L••• | Private Equity Fund | $37.8M | 35 | Mar 31, 2015 |
| M•••••• C•••••• P•••••••• L•••no longer reported | Private Equity Fund | $16.3M | 36 | Feb 10, 2012 |
| M•••••• C•••••• P••••••• I•• L••• | Private Equity Fund | $9.4M | 16 | Feb 10, 2012 |
| M•••••• C•••••• P••••••• A•• I•• L••• | Private Equity Fund | $3.8M | 20 | Mar 30, 2017 |
| M•••••• C•••••• P••••••• I•••• L•• | Private Equity Fund | $3.7M | 4 | Mar 30, 2017 |
| M•••••• E•••••••• C••••••••• F•••• L•••no longer reported | Private Equity Fund | $716,644 | 24 | Feb 10, 2012 |
| M•• S••••••••• F•••• L•••no longer reported | Private Equity Fund | $599,576 | 16 | Feb 10, 2012 |
| M•••••• C•••••• P••••••• I•••• L•• | Private Equity Fund | $516,138 | 4 | Mar 30, 2017 |
| M•• S••••••••• F••• I•• L••• | Private Equity Fund | $432,933 | 11 | Feb 10, 2012 |
| M•••••• C•••••• P••••••• I•••••• L•• | Private Equity Fund | $68,102 | 10 | Mar 29, 2018 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• D•••••• J•• · Limited Partnercontrolsince 01/2005 · owns 25% to 50%
- H••••••••• C••••••••• J••••• · Limited Partnercontrolsince 01/2005 · owns 25% to 50%
- L••••• G••• N•• · Chief Compliance Officer And Chief Financial Officercontrolsince 09/2017 · owns less than 5%
Entity owners
- M•••••• U••••••• G•• L•• · G•••••• Partnerdirect · owns less than 5%
- I••••••••• T••••• A••••••••• P••••••••• L••• · Limited Partnerdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- M•••••• G•••••• P•••••• C• I•• L•••pooled vehicle sponsorn
- M•••••• G•••••• P•••••• C• L•••investment adviserpooled vehicle sponsorn
- M•••••• G•••••• P•••••• I•• L•••investment adviserpooled vehicle sponsorn
- M•••••• G•••••• P•••••• I••• L•••investment adviserpooled vehicle sponsorn
- M•••••• G•••••• P•••••• I•• L•••investment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY21 employees
What changed
consecutive filings, newest first
- Discretionary RAUM · $5.5B to $5.5BMar 30, 2026 to May 7, 2026
- Pooled vehicle RAUM · $5.5B to $5.5BMar 30, 2026 to May 7, 2026
- RAUM · $5.5B to $5.5BMar 30, 2026 to May 7, 2026
- Accounts · 19 to 20Jun 11, 2025 to Mar 30, 2026
- Pooled vehicle clients · 19 to 20Jun 11, 2025 to Mar 30, 2026
- Employees · 73 to 77Jun 11, 2025 to Mar 30, 2026
- Private funds · 17 to 18Jun 11, 2025 to Mar 30, 2026
- Discretionary RAUM · $5.7B to $5.5BJun 11, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $5.7B to $5.5BJun 11, 2025 to Mar 30, 2026
- RAUM · $5.7B to $5.5BJun 11, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jun 11, 2025
- Accounts · 11 to 19Jan 31, 2025 to Mar 28, 2025
- Advisory employees · 44 to 50Jan 31, 2025 to Mar 28, 2025
- Pooled vehicle clients · 11 to 19Jan 31, 2025 to Mar 28, 2025
- Employees · 65 to 73Jan 31, 2025 to Mar 28, 2025
- Private funds · 10 to 17Jan 31, 2025 to Mar 28, 2025
- Discretionary RAUM · $3.0B to $5.7BJan 31, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $3.0B to $5.7BJan 31, 2025 to Mar 28, 2025
- RAUM · $3.0B to $5.7BJan 31, 2025 to Mar 28, 2025
- Accounts · 13 to 11May 15, 2023 to Mar 28, 2024
- Advisory employees · 40 to 44May 15, 2023 to Mar 28, 2024
- Pooled vehicle clients · 13 to 11May 15, 2023 to Mar 28, 2024
- Assets in custody · $2.9B to $3.0BMay 15, 2023 to Mar 28, 2024
- Employees · 56 to 65May 15, 2023 to Mar 28, 2024
- Other offices · 2 to 1May 15, 2023 to Mar 28, 2024
- Private funds · 13 to 10May 15, 2023 to Mar 28, 2024
- Discretionary RAUM · $2.9B to $3.0BMay 15, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $2.9B to $3.0BMay 15, 2023 to Mar 28, 2024
- RAUM · $2.9B to $3.0BMay 15, 2023 to Mar 28, 2024
- Accounts · 12 to 13Sep 14, 2022 to Mar 31, 2023
- Advisory employees · 35 to 40Sep 14, 2022 to Mar 31, 2023
- Pooled vehicle clients · 12 to 13Sep 14, 2022 to Mar 31, 2023
- Assets in custody · $0 to $2.9BSep 14, 2022 to Mar 31, 2023
- Employees · 49 to 56Sep 14, 2022 to Mar 31, 2023
- Private funds · 12 to 13Sep 14, 2022 to Mar 31, 2023
- Discretionary RAUM · $2.9B to $2.9BSep 14, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $2.9B to $2.9BSep 14, 2022 to Mar 31, 2023
- RAUM · $2.9B to $2.9BSep 14, 2022 to Mar 31, 2023
- Accounts · 15 to 12Jul 13, 2021 to Mar 30, 2022
- Advisory employees · 33 to 35Jul 13, 2021 to Mar 30, 2022
Signals
2 dated events
- M•••••• C•••••• M••••••••• L••• reported RAUM $5.7B, up 90% from $3.0B (2025-01-31 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- M•••••• C•••••• M••••••••• L••• reported RAUM $2.4B, up 91% from $1.2B (2021-02-01 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- M•••••• C•••••• M••••••••• L••• · Independent Sponsorsshared crd · capital_provider
- M•••••• C•••••• M••••••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- MCPFUNDS.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-225-9370reportedpublic record, Form ADV, May 7, 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