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 Mar 31, 2026
First filing on the tape Feb 14, 2012 · 18 filings
SEC status approved since Mar 5, 2012
RAUM
$6.0B
reported, Item 5.F
Discretionary
68%
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
17
16 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
15
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$6.0B as of Mar 31, 2026
Mar 18, 2013$523M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 18, 20130 then
Employees (5.A)17 as of Mar 31, 2026
Mar 18, 201312 then
Private funds15 as of Mar 31, 2026
Mar 18, 20134 then
RAUM +20% over the last fiscal year+8.7% 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
- $398MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 68%derivedof RAUM
- Institutional
- 34%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
- +20%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
- $5.4B, 15 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)
- a related person has custody of client cash (9.B.1.a)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.0B66%
- Pension and profit-sharing plans$2.0B34%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 3reported
- Charitable clients
- n/areported
- Accounts
- 15reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $5.4B for 15 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.66 institutional_share=0.34 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
20 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••••• R••• E••••• F••• V• L• | Real Estate Fund | $860M | 13 | Mar 31, 2020 |
| G••••• O••••• R••••• P••••••••• L•• | Real Estate Fund | $810M | 2 | Mar 31, 2021 |
| M••••• R••••••• F••• L• | Real Estate Fund | $748M | 14 | Apr 4, 2022 |
| M••••• R••• E••••• F••• I• L• | Real Estate Fund | $662M | 12 | Mar 28, 2017 |
| M••••• S••••••• C••••••••• L• | Real Estate Fund | $287M | 6 | Apr 4, 2022 |
| M••••• R••• E••••• F••• I•• L• | Real Estate Fund | $269M | 15 | Mar 30, 2015 |
| M••••• L••••• C•••••••• F••• L• | Real Estate Fund | $242M | 2 | Mar 30, 2015 |
| M••••• E•••••••• L• | Real Estate Fund | $127M | 3 | Apr 4, 2022 |
| M••••• R••• E••••• F••• V• L• | Real Estate Fund | $46.6M | 7 | Mar 29, 2023 |
| M••••• F••• V• Q••••• C••••••••• L• | Real Estate Fund | $43.6M | 2 | Apr 4, 2022 |
| M••••• A•••• C•••••••• L•no longer reported | Real Estate Fund | $43.0M | 1 | Feb 14, 2012 |
| M••••• M•••••••• I•••••••• L•• | Real Estate Fund | $12.2M | 3 | Mar 28, 2024 |
| M••••• R••• E••••• F••• I• L• | Real Estate Fund | $10.2M | 11 | Mar 18, 2013 |
| M••••• F••• I• C••••••••• L•no longer reported | Real Estate Fund | $5.7M | 2 | Mar 30, 2015 |
| M••••• F••• I•• C••••••••• L• | Real Estate Fund | $4.6M | 2 | Mar 28, 2017 |
| M••••• F••• I• U• C••••••••• L•no longer reported | Real Estate Fund | $3.0M | 2 | Mar 30, 2015 |
| M••••• F••• I•• B••••••• C••••••••• L• | Real Estate Fund | $2.7M | 2 | Mar 28, 2017 |
| M••••• 8•• U• P•••• C••••••••• L•no longer reported | Real Estate Fund | $969,000 | 3 | Mar 30, 2015 |
| M••••• R••• E••••• F••• I•• L•no longer reported | Real Estate Fund | $277,051 | 4 | Feb 14, 2012 |
| M••••• R••• E••••• F••• I• L•no longer reported | Real Estate Fund | $168,017 | 4 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- K•••••• J••••••• M•••••• · Managing Partnercontrolsince 07/2009 · owns less than 5%
- M•••••••• J•• A••••• · Partnercontrolsince 07/2009 · owns less than 5%
- M•••••••• A•••• C• · Chief Financial Officer And Chief Compliance Officercontrolsince 01/2012 · owns less than 5%
- Y••••• T••••••• P• · Partnercontrolsince 07/2009 · owns less than 5%
- K•••••• J••••••• M•••••• · Managing Membercontrolsince 06/2009 · owns 75% or more of J•• H•••••••• L••
- M•••••••• J•• A••••• · Membercontrolsince 06/2009 · owns 75% or more of N•••••• H••••••• L••
- M•••••••• J•• A••••• · General Partnercontrolsince 06/2009 · owns 75% or more of N•••••• H••••••• L•
- Y••••• T••••••• P• · Membercontrolsince 06/2009 · owns 75% or more of T•• A••••••• T•••• L••
Entity owners
- M••••• C•••••• M••••••••• L• · Memberdirect · owns 75% or more
- J•• H•••••••• L•• · Limited Partnerindirect · owns 25% to 50% of M••••• C•••••• M••••••••• L•
- M••••• C•••••• M••••••••• G• L•• · General Partnerindirect · owns F of M••••• C•••••• M••••••••• L•
- N•••••• H••••••• L•• · Limited Partnerindirect · owns 25% to 50% of M••••• C•••••• M••••••••• L•
- N•••••• H••••••• L• · General Partnerindirect · owns F of N•••••• H••••••• L••
- T•• A••••••• T•••• L•• · Limited Partnerindirect · owns 25% to 50% of M••••• C•••••• M••••••••• L•
- L•• M••••• L•• · Limited Partnerindirect · owns 25% to 50% of M••••• C•••••• M••••••••• L•
Related persons
Schedule D 7.A
- M••••• E•••••••• G• L••pooled vehicle sponsorn
- M••••• G••••• M• L•pooled vehicle sponsorn
- M••••• L••••• C•••••••• F••• G• L•pooled vehicle sponsorn
- M••••• M•••••••• I•••••••• M• L•pooled vehicle sponsorn
- M••••• R••• E••••• F••• I• G• L•pooled vehicle sponsorn
- M••••• R••• E••••• F••• I•• G• L•pooled vehicle sponsorn
- M••••• R••• E••••• F••• I• G• L•pooled vehicle sponsorn
- M••••• R••• E••••• F••• V• G• L•pooled vehicle sponsorn
- M••••• R••• E••••• F••• V• G• L•pooled vehicle sponsorn
- M••••• R••••••• F••• G• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- L•••••, United Kingdom7 employees
- Raleigh, NC1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- high institutional concentrationStatic outlier · filing Mar 31, 2026institutional share of RAUM of 34% against a peer median of 0% (684 comparable advisers, 98.0th percentile, 11.4 robust deviations)peers: asset managers, $5B to $20B (684) · 98% percentile
What changed
consecutive filings, newest first
- Assets in custody · $37.9M to $5.4BJun 6, 2025 to Mar 31, 2026
- Discretionary RAUM · $3.7B to $4.1BJun 6, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $1.3B to $1.9BJun 6, 2025 to Mar 31, 2026
- Pension RAUM · $1.3B to $2.0BJun 6, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $3.6B to $4.0BJun 6, 2025 to Mar 31, 2026
- RAUM · $5.0B to $6.0BJun 6, 2025 to Mar 31, 2026
- Financial planning clients · unset to Apr 17, 2025 to Jun 6, 2025
- Accounts · 14 to 15Mar 28, 2024 to Apr 17, 2025
- Advisory employees · 28 to 16Mar 28, 2024 to Apr 17, 2025
- Pension plan clients · 2 to 3Mar 28, 2024 to Apr 17, 2025
- Assets in custody · $4.1B to $37.9MMar 28, 2024 to Apr 17, 2025
- Employees · 28 to 17Mar 28, 2024 to Apr 17, 2025
- Private funds · 14 to 15Mar 28, 2024 to Apr 17, 2025
- Discretionary RAUM · $3.6B to $3.7BMar 28, 2024 to Apr 17, 2025
- Non-discretionary RAUM · $979M to $1.3BMar 28, 2024 to Apr 17, 2025
- Pension RAUM · $1.1B to $1.3BMar 28, 2024 to Apr 17, 2025
- Pooled vehicle RAUM · $3.5B to $3.6BMar 28, 2024 to Apr 17, 2025
- RAUM · $4.6B to $5.0BMar 28, 2024 to Apr 17, 2025
- Accounts · 13 to 14Mar 29, 2023 to Mar 28, 2024
- Pooled vehicle clients · 11 to 12Mar 29, 2023 to Mar 28, 2024
- Assets in custody · $38.1M to $4.1BMar 29, 2023 to Mar 28, 2024
- Private funds · 13 to 14Mar 29, 2023 to Mar 28, 2024
- Discretionary RAUM · $4.6B to $3.6BMar 29, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $0 to $979MMar 29, 2023 to Mar 28, 2024
- Pension RAUM · $1.4B to $1.1BMar 29, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $3.3B to $3.5BMar 29, 2023 to Mar 28, 2024
- RAUM · $4.6B to $4.6BMar 29, 2023 to Mar 28, 2024
- Accounts · 12 to 13Dec 8, 2022 to Mar 29, 2023
- Advisory employees · 22 to 28Dec 8, 2022 to Mar 29, 2023
- Pooled vehicle clients · 10 to 11Dec 8, 2022 to Mar 29, 2023
- Assets in custody · unset to 38094129.0Dec 8, 2022 to Mar 29, 2023
- Custody of client assets · false to trueDec 8, 2022 to Mar 29, 2023
- Employees · 22 to 28Dec 8, 2022 to Mar 29, 2023
- Private funds · 12 to 13Dec 8, 2022 to Mar 29, 2023
- Discretionary RAUM · $3.5B to $4.6BDec 8, 2022 to Mar 29, 2023
- Pension RAUM · $779M to $1.4BDec 8, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $2.7B to $3.3BDec 8, 2022 to Mar 29, 2023
- RAUM · $3.5B to $4.6BDec 8, 2022 to Mar 29, 2023
- Accounts · 9 to 12Mar 31, 2021 to Apr 4, 2022
- Pension plan clients · unset to 2.0Mar 31, 2021 to Apr 4, 2022
Signals
1 dated events
- M••••• C•••••• M••••••••• L•• reported RAUM $4.6B, up 34% from $3.5B (2022-12-08 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- M•••••PARTNERS.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-317-1214reportedpublic 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
Across the graphs
M••••• C•••••• M••••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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