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••••• P•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Mar 15, 2012 · 28 filings
SEC status approved since Mar 29, 2012
RAUM
$2.7B
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
50
30 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
4
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$2.7B as of Mar 31, 2026
Mar 25, 2013$115M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 25, 20130 then
Employees (5.A)50 as of Mar 31, 2026
Mar 25, 201324 then
Private funds4 as of Mar 31, 2026
Mar 25, 20131 then
RAUM +50% over the last fiscal year+13% a year over threeIARs 0 to 0offices 3 to 4
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
- $670MderivedRAUM 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
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +50%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
- $23.2M, 4 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 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$2.7B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $23.2M for 4 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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••••• C•••••• P••••••• F••• I••• L••• | Real Estate Fund | $379M | 82 | Mar 31, 2020 |
| M••••• C•••••• P••••••• F••• I•• L••• | Real Estate Fund | $292M | 83 | Mar 31, 2023 |
| M••••• C•••••• P••••••• F••• I•• L••• | Real Estate Fund | $139M | 76 | Nov 20, 2014 |
| M••••• B• I•••••••• I•• L••no longer reported | Real Estate Fund | $9.5M | 11 | Mar 15, 2012 |
| W•••••••• H•••••••• L••no longer reported | Real Estate Fund | $1.2M | 14 | Mar 15, 2012 |
| M••••• C•••••• P••••••• F••• I• L•••no longer reported | Real Estate Fund | $0 | 80 | Mar 15, 2012 |
Owners and control persons
Schedule A and B, latest filing
- M•••••• P•••• R••••• · Presidentcontrolsince 03/2023 · owns 75% or more of M••••• P••••••• F•••••• C•••••••••
- B•••••• J•••• A•••••••• · Principalsince 05/2022 · owns less than 5%
- B••••• J•••• K•••• · Principalsince 03/2008 · owns less than 5%
- C••••••• P••••• J•• · Principalsince 03/2023 · owns less than 5%
- D•••••••• A•••••• J••••• · Principalsince 03/2023 · owns less than 5%
- F••••• D••••• P••• · Principalsince 03/2008 · owns less than 5%
- L••••••• G•••• A•• · Principal, Chief Financial Officer, Chief Compliance Officersince 09/2023 · owns less than 5%
- M•••••• P•••• R••••• · Chief Executive Officersince 03/2008 · owns less than 5%
- M•••••• W••••••• M•••• · Principal, Co-Chief Investment Officersince 03/2008 · owns less than 5%
- M••••••••• R•••• T••• · Principal, Co-Chief Investment Officersince 04/2021 · owns less than 5%
- R•••••• L•••• R•••• · Principalsince 03/2023 · owns less than 5%
- S••••• P••••••• D•••• · Principal, Chief Operating Officersince 09/2023 · owns less than 5%
Entity owners
- M••••• P••••••• F•••••• C••••••••• · M••••• P••••••• F•••••• C•••••••••direct · owns 75% or more
Related persons
Schedule D 7.A
- M••••• G•• L••pooled vehicle sponsory
- M•••••• G•• L••pooled vehicle sponsory
- M••••• G•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Arlington, VA4 employees
- Norwalk, CT4 employees
- Morristown, NJ1 employees
What changed
consecutive filings, newest first
- Accounts · 3 to 4Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 29 to 30Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 3 to 4Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $21.3M to $23.2MMar 31, 2025 to Mar 31, 2026
- Employees · 54 to 50Mar 31, 2025 to Mar 31, 2026
- Other offices · 3 to 4Mar 31, 2025 to Mar 31, 2026
- Private funds · 3 to 4Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.8B to $2.7BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.8B to $2.7BMar 31, 2025 to Mar 31, 2026
- RAUM · $1.8B to $2.7BMar 31, 2025 to Mar 31, 2026
- Advisory employees · 28 to 29Jun 26, 2024 to Mar 31, 2025
- Assets in custody · $23.2M to $21.3MJun 26, 2024 to Mar 31, 2025
- Employees · 53 to 54Jun 26, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jun 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.6B to $1.8BJun 26, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.6B to $1.8BJun 26, 2024 to Mar 31, 2025
- RAUM · $1.6B to $1.8BJun 26, 2024 to Mar 31, 2025
- Advisory employees · 32 to 28Oct 6, 2023 to Mar 28, 2024
- Assets in custody · $24.8M to $23.2MOct 6, 2023 to Mar 28, 2024
- Employees · 59 to 53Oct 6, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.9B to $1.6BOct 6, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.9B to $1.6BOct 6, 2023 to Mar 28, 2024
- RAUM · $1.9B to $1.6BOct 6, 2023 to Mar 28, 2024
- Organization form · Corporation to Limited Liability CompanyMar 31, 2023 to Apr 26, 2023
- Discretionary RAUM · $1.9B to $1.9BMar 31, 2023 to Apr 26, 2023
- Pooled vehicle RAUM · $1.9B to $1.9BMar 31, 2023 to Apr 26, 2023
- RAUM · $1.9B to $1.9BMar 31, 2023 to Apr 26, 2023
- Succession · false to trueMar 31, 2023 to Apr 26, 2023
- Business name · M••••• P•••••••• I••• to M••••• P•••••••• L••Apr 26, 2023 to Apr 26, 2023
- Legal name · M••••• P•••••••• I••• to M••••• P•••••••• L••Apr 26, 2023 to Apr 26, 2023
- Succession · true to falseApr 26, 2023 to Apr 26, 2023
- Accounts · 2 to 3Mar 30, 2022 to Mar 31, 2023
- Advisory employees · 29 to 32Mar 30, 2022 to Mar 31, 2023
- Pooled vehicle clients · 2 to 3Mar 30, 2022 to Mar 31, 2023
- Assets in custody · $16.4M to $24.8MMar 30, 2022 to Mar 31, 2023
- Employees · 53 to 59Mar 30, 2022 to Mar 31, 2023
- Other offices · 2 to 3Mar 30, 2022 to Mar 31, 2023
- Private funds · 2 to 3Mar 30, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.1B to $1.9BMar 30, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.1B to $1.9BMar 30, 2022 to Mar 31, 2023
Signals
6 dated events
- M••••• P•••••••• L•• reported RAUM $2.7B, up 50% from $1.8B (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- M••••• P•••••••• I••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Apr 26, 2023 · Succession (Item 4) · fact
- M••••• P•••••••• L•• reported RAUM $1.9B, up 72% from $1.1B (2022-03-30 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- M••••• P•••••••• L•• reported RAUM $1.1B, up 28% from $849.5M (2021-03-30 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- M••••• P•••••••• L•• reported RAUM $828.0M, up 69% from $490.6M (2019-03-26 to 2020-03-31)Mar 31, 2020 · RAUM change · derived
- M••••• P•••••••• L•• reported RAUM $490.6M, up 46% from $335.4M (2018-10-24 to 2019-03-26)Mar 26, 2019 · 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 18, 2026
- Principal office phone
- 617-556-5200reportedpublic 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••••• P•••••••• 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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