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 Aug 24, 2026
First filing on the tape Feb 14, 2012 · 69 filings
SEC status approved since Mar 30, 2012
RAUM
$21B
reported, Item 5.F
Discretionary
83%
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
498
231 advisory (5.B.1)
Offices
12
beyond the principal office
Private funds
53
reported on Schedule D
History
69 filings and snapshots on the tape
RAUM$21B as of Aug 24, 2026
Feb 27, 2013$6.8B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 24, 2026
Feb 27, 20130 then
Employees (5.A)498 as of Aug 24, 2026
Feb 27, 201355 then
Private funds53 as of Aug 24, 2026
Feb 27, 20136 then
RAUM -12% over the last fiscal year+9.3% a year over threeIARs 0 to 0offices 9 to 12
Practice profile
derived from the filing of Aug 24, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- 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
- $277MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 83%derivedof RAUM
- Institutional
- 1.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived13 offices incl. principal (1.F.5)
- RAUM growth, one year
- -12%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 vehicles, otherreportedItem 5.G
- Custody
- yesreportedItem 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- 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)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$20B99%
- Insurance companies$287M1.4%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 77reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.92 institutional_share=0.01 related_bd=true related_bank=true bd_reps=171.0derived
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
66 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•• H••••••••• P•••••••• L••• | R••• E••••• Fund | $2.4B | 190 | Mar 31, 2023 |
| M•• C••••• O••••••••• M••••• F••• I•• L•••no longer reported | Hedge Fund | $2.3B | 67 | Oct 23, 2014 |
| M•• R••• E••••• C••••• O••••••••• F••• I•• L••• | R••• E••••• Fund | $1.9B | 326 | Mar 31, 2023 |
| M•• P•••••• C••••• O••••••••• M••••• •••• F••• 2• L••• | Hedge Fund | $1.7B | 250 | Feb 23, 2021 |
| M•• C••••• O••••••••• M••••• F•••• L••• | Hedge Fund | $1.4B | 30 | Feb 14, 2012 |
| M•• R••• E••••• C••••• O••••••••• F•••• L••• | R••• E••••• Fund | $1.4B | 303 | Feb 11, 2020 |
| M•• A••• P•••••••• L•• | P•••••• Equity Fund | $973M | 36 | Mar 31, 2022 |
| M•• S•••••• I••••••••• F••• I•• L••• | Hedge Fund | $859M | 232 | Mar 31, 2023 |
| M•• G••••• F•••• L••• | P•••••• Equity Fund | $819M | 78 | Aug 12, 2021 |
| M•• A••• P•••••••• L••no longer reported | P•••••• Equity Fund | $687M | 37 | Sep 29, 2017 |
| M•• B•• C•• I• L•• | Securitized Asset Fund | $604M | 1 | May 3, 2024 |
| M•• S•• H••••••• I•• L••• | Hedge Fund | $526M | 60 | Mar 31, 2023 |
| M•• R•••• • B•• L•• | R••• E••••• Fund | $524M | 1 | Mar 28, 2024 |
| M•• P•••••• C••••• O••••••••• M••••• •••• F•••• L••• | Hedge Fund | $517M | 177 | May 18, 2017 |
| M•• W• P•••••••• L••• | P•••••• Equity Fund | $494M | 13 | Feb 17, 2022 |
| M•• R••• P•••••••• L••• | P•••••• Equity Fund | $385M | 42 | Mar 29, 2018 |
| M•• R••• E••••• C••••• O••••••••• F••• ••• L•• | R••• E••••• Fund | $367M | 2 | Mar 31, 2023 |
| M•• P•••• • B•• L•• | Hedge Fund | $361M | 1 | Mar 28, 2024 |
| M•• S••••• F•••• L••• | Hedge Fund | $325M | 2 | Nov 5, 2020 |
| M•• S••••• C•••• O••••••••• F•••• L••no longer reported | Hedge Fund | $320M | 12 | May 24, 2021 |
| M•• E••••• F•••• L••• | Hedge Fund | $314M | 2 | Mar 28, 2024 |
| M•• H••• S••••• L••• E••••• F•••• L••no longer reported | Hedge Fund | $314M | 8 | May 24, 2021 |
| M•• A••••• C••••• O••••••••• F•••• L•••no longer reported | Hedge Fund | $312M | 42 | Aug 17, 2020 |
| M•• W•• C••••••••• L••no longer reported | Other P•••••• Fund | $311M | 4 | May 24, 2017 |
| M•• R•••• • P••• L•• | R••• E••••• Fund | $279M | 1 | Mar 28, 2024 |
| M•• R•••• • B••• L•• | R••• E••••• Fund | $268M | 1 | Mar 28, 2024 |
| M•• S•••••• I••••••••• F•••• L••• | Hedge Fund | $247M | 146 | Aug 17, 2020 |
| M•• P•••• • P•• L•• | Hedge Fund | $242M | 1 | Mar 28, 2024 |
| M•• I•••• F•••• L•••no longer reported | Hedge Fund | $218M | 26 | Mar 30, 2016 |
| M•• G•• P•••••••• L••• | P•••••• Equity Fund | $200M | 4 | Aug 24, 2021 |
| M•• B••• P•••••••• L••• | P•••••• Equity Fund | $181M | 31 | Feb 11, 2019 |
| M•• V••••• I••••••••• L••no longer reported | P•••••• Equity Fund | $166M | 2 | Aug 25, 2018 |
| M•• M••••••••• P•••••••• L••• | P•••••• Equity Fund | $161M | 2 | Feb 17, 2022 |
| G•• I••••••••• M•••••• L••no longer reported | Other P•••••• Fund | $158M | 3 | Nov 15, 2016 |
| G•• I••••••••• O••••• L••no longer reported | Other P•••••• Fund | $145M | 3 | Feb 21, 2019 |
| M•• P•••• • B••• L•• | Hedge Fund | $140M | 1 | Mar 28, 2024 |
| M•• R••• E••••• C••••• O••••••••• F••• I• ••• L••• | R••• E••••• Fund | $139M | 1 | Mar 28, 2024 |
| M•• P•••• • B••• L•• | Hedge Fund | $134M | 1 | Mar 28, 2024 |
| M•• P•••••• C••••• O••••••••• M••••• F••• I•• L•••no longer reported | Other P•••••• Fund | $131M | 8 | May 18, 2017 |
| M•• P•••••• C••••• O••••••••• M••••• •••• F••• I•• L••• | Hedge Fund | $129M | 22 | May 18, 2017 |
Owners and control persons
Schedule A and B, latest filing
- B••••• M••••••• E•••• · Partner & Chief Financial Officercontrolsince 01/2023 · owns less than 5%
- J•••••• D••• H••••• · Presidentcontrolsince 01/2023 · owns less than 5%
- L•••••• G••••• R••••• · Co-Chief Executive Officercontrolsince 02/2021 · owns less than 5%
- O••• S••• W•••••••• · Presidentcontrolsince 01/2023 · owns less than 5%
- R••••• S••••••• C••••••••• · Chief Compliance Officercontrolsince 01/2024 · owns less than 5%
- R•••••• B••••••• P••••••• · Partner & Chief Operating Officercontrolsince 10/2014 · owns less than 5%
- S••••••• R•••••• K•••••• · Partner & General Counselcontrolsince 02/2015 · owns less than 5%
- T•••• M••• A•• · Partner & Chief Legal Officercontrolsince 01/2023 · owns less than 5%
- T••••• B••••• D•••• · Chairman & Co-Chief Executive Officercontrolsince 01/2023 · owns less than 5%
- T••••• B••••• D•••• · Limited Partnercontrolsince 09/2011 · owns 25% to 50% of B•• • M•• H•••••••• L•••
- T••••• B••••• D•••• · M•••••controlsince 04/2009 · owns 75% or more of B••• G•• L••
Entity owners
- B•• • M•• H•••••••• L••• · Limited Partnerdirect · owns 75% or more
- M•• P••••••• •••• L•• · General Partnerdirect · owns less than 5%
- B••• G•• L•• · General Partnerindirect · owns F of B•• • M•• H•••••••• L•••
- B••• G•• L•• · Managing M•••••indirect · owns 75% or more of M•• P••••••• •••• L••
Related persons
Schedule D 7.A
- B•• • M•• ••• • P••• C•••••••• B• L••bankpooled vehicle sponsorn
- B•• • M•• P••••••• E••••• G•••broker-dealern
- B•• • M•• P••••••• I••••••••• L••broker-dealern
- B•• • M•• P•••••••• L••broker-dealern
- B•• C•••••• P•••••••investment adviserbanknRAUM $52B
- M•• P••••••• ••• • B•••• L••bankpooled vehicle sponsorn
- M•• P••••••• ••• • C•••••• L••bankpooled vehicle sponsorn
- M•• P••••••• ••• • G•••••• L••bankpooled vehicle sponsorn
- M•• P••••••• ••• • H••••••••• L••pooled vehicle sponsorn
- M•• P••••••• ••• • L•••••• L••bankpooled vehicle sponsorn
- M•• P••••••• ••• • P••• L••bankpooled vehicle sponsorn
- M•• P••••••• ••• • P••• 2• L••bankpooled vehicle sponsorn
- M•• P••••••• ••• • P••• C•••••••• A• L••bankpooled vehicle sponsorn
- M•• P••••••• ••• • R•••• L••bankpooled vehicle sponsorn
- M•• P••••••• ••• • S••• L••bankpooled vehicle sponsorn
- M•• R••• E••••• M••••••••• L••bankpooled vehicle sponsorn
- M••• M•••• •••• L••pooled vehicle sponsorn
Advisers that list M•• P•••••••• L••• as a related person
Offices
Schedule D 1.F, the 25 largest
- Chicago, IL54 employees
- New York, NY35 employees
- Santa Monica, CA13 employees
- Palm Beach, FL7 employees
- London, United Kingdom6 employees
- Rye, NY5 employees
- Denver, CO4 employees
- San Francisco, CA4 employees
- Dallas, TX2 employees
What changed
consecutive filings, newest first
- p•••••• fund count · 52 to 53May 26, 2026 to Aug 24, 2026
- p•••••• fund count · 50 to 52Apr 22, 2026 to May 26, 2026
- Accounts · 71 to 77Feb 24, 2026 to Mar 30, 2026
- Advisory employees · 208 to 231Feb 24, 2026 to Mar 30, 2026
- Advisory activities · 3 to 2Feb 24, 2026 to Mar 30, 2026
- BD registered reps · 150 to 171Feb 24, 2026 to Mar 30, 2026
- Pooled vehicle clients · 67 to 74Feb 24, 2026 to Mar 30, 2026
- Employees · 456 to 498Feb 24, 2026 to Mar 30, 2026
- Other offices · 11 to 12Feb 24, 2026 to Mar 30, 2026
- p•••••• fund count · 53 to 50Feb 24, 2026 to Mar 30, 2026
- Discretionary RAUM · $20B to $18BFeb 24, 2026 to Mar 30, 2026
- Non-discretionary RAUM · $3.0B to $3.6BFeb 24, 2026 to Mar 30, 2026
- Pooled vehicle RAUM · $16B to $20BFeb 24, 2026 to Mar 30, 2026
- RAUM · $23B to $21BFeb 24, 2026 to Mar 30, 2026
- p•••••• fund count · 52 to 53Nov 25, 2025 to Feb 24, 2026
- p•••••• fund count · 50 to 52Jun 27, 2025 to Nov 25, 2025
- Financial planning clients · unset to May 28, 2025 to Jun 27, 2025
- p•••••• fund count · 48 to 50May 1, 2025 to May 28, 2025
- Accounts · 65 to 71Feb 27, 2025 to May 1, 2025
- Advisory employees · 189 to 208Feb 27, 2025 to May 1, 2025
- BD registered reps · 138 to 150Feb 27, 2025 to May 1, 2025
- Pooled vehicle clients · 63 to 67Feb 27, 2025 to May 1, 2025
- Employees · 421 to 456Feb 27, 2025 to May 1, 2025
- Other offices · 9 to 11Feb 27, 2025 to May 1, 2025
- Discretionary RAUM · $20B to $20BFeb 27, 2025 to May 1, 2025
- Non-discretionary RAUM · $3.9B to $3.0BFeb 27, 2025 to May 1, 2025
- Pooled vehicle RAUM · $18B to $16BFeb 27, 2025 to May 1, 2025
- RAUM · $24B to $23BFeb 27, 2025 to May 1, 2025
- p•••••• fund count · 45 to 48Nov 21, 2024 to Feb 27, 2025
- p•••••• fund count · 44 to 45Sep 16, 2024 to Nov 21, 2024
- Accounts · 64 to 65Mar 28, 2024 to May 3, 2024
- Pooled vehicle clients · 62 to 63Mar 28, 2024 to May 3, 2024
- p•••••• fund count · 43 to 44Mar 28, 2024 to May 3, 2024
- Accounts · 61 to 64Jun 15, 2023 to Mar 28, 2024
- Advisory employees · 175 to 189Jun 15, 2023 to Mar 28, 2024
- BD registered reps · 123 to 138Jun 15, 2023 to Mar 28, 2024
- Pooled vehicle clients · 51 to 62Jun 15, 2023 to Mar 28, 2024
- Employees · 393 to 421Jun 15, 2023 to Mar 28, 2024
- p•••••• fund count · 31 to 43Jun 15, 2023 to Mar 28, 2024
- Discretionary RAUM · $16B to $20BJun 15, 2023 to Mar 28, 2024
Signals
31 dated events
- M•• P•••••••• L••• reported RAUM $24.1B, up 48% from $16.3B (2023-06-15 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- C••••••••• S•••••• R•••• (Chief Compliance Officer) appeared on Schedule A of M•• P•••••••• L•••Mar 28, 2024 · Control person joined · fact
- M•• P•••••••• L••• reported 9 offices beyond its principal office, up from 3 (2023-01-31 to 2023-03-31)Mar 31, 2023 · Office count change · derived
- M••• Ann T••• (Partner & General Counsel) appeared on Schedule A of M•• P•••••••• L•••Mar 31, 2023 · Control person joined · fact
- R•••••• M••• L••••• (Partner & Chief Legal Officer) no l•••er on Schedule A of M•• P•••••••• L••• (listed 2022-11-08, absent 2023-01-31)Jan 31, 2023 · Control person left · inference
- M•••••• R••••• P••••• (Partner) no l•••er on Schedule A of M•• P•••••••• L••• (listed 2022-11-08, absent 2023-01-31)Jan 31, 2023 · Control person left · inference
- J••• C••••• P•••••• (Partner) no l•••er on Schedule A of M•• P•••••••• L••• (listed 2022-11-08, absent 2023-01-31)Jan 31, 2023 · Control person left · inference
- M••••••• L•••••• (Partner) no l•••er on Schedule A of M•• P•••••••• L••• (listed 2022-11-08, absent 2023-01-31)Jan 31, 2023 · Control person left · inference
- J••• C•••••• (Chief Financial Officer) no l•••er on Schedule A of M•• P•••••••• L••• (listed 2022-11-08, absent 2023-01-31)Jan 31, 2023 · Control person left · inference
- M•••••• K•••• S•••• (Partner) no l•••er on Schedule A of M•• P•••••••• L••• (listed 2022-11-08, absent 2023-01-31)Jan 31, 2023 · Control person left · inference
- K•••• B•••• (Partner) no l•••er on Schedule A of M•• P•••••••• L••• (listed 2022-11-08, absent 2023-01-31)Jan 31, 2023 · Control person left · inference
- M J••••• H••• (Partner) no l•••er on Schedule A of M•• P•••••••• L••• (listed 2022-11-08, absent 2023-01-31)Jan 31, 2023 · Control person left · inference
- M•••••• S•••• S•••• (Partner) no l•••er on Schedule A of M•• P•••••••• L••• (listed 2022-11-08, absent 2023-01-31)Jan 31, 2023 · Control person left · inference
- D•••• B•••• T•••• (Chairman & Co-Chief Executive Officer) appeared on Schedule A of M•• P•••••••• L•••Jan 31, 2023 · Control person joined · fact
- W•••••••• San Orr (President) appeared on Schedule A of M•• P•••••••• L•••Jan 31, 2023 · Control person joined · fact
- H••••• Dan J••••• (President) appeared on Schedule A of M•• P•••••••• L•••Jan 31, 2023 · Control person joined · fact
- E•••• M•••••• B•••• (Partner & Chief Financial Officer) appeared on Schedule A of M•• P•••••••• L•••Jan 31, 2023 · Control person joined · fact
- M•••••• K•••• S•••• (Partner) appeared on Schedule A of M•• P•••••••• L•••Jul 6, 2022 · Control person joined · fact
- K•••• B•••• (Partner) appeared on Schedule A of M•• P•••••••• L•••Jul 6, 2022 · Control person joined · fact
- M J••••• H••• (Partner) appeared on Schedule A of M•• P•••••••• L•••Jul 6, 2022 · Control person joined · fact
- M•••••• S•••• S•••• (Partner) appeared on Schedule A of M•• P•••••••• L•••Jul 6, 2022 · Control person joined · fact
- C••••••••• J••• P••••• (M••••• Of The General Partner) no l•••er on Schedule A of M•• P•••••••• L••• (listed 2022-03-31, absent 2022-07-06)Jul 6, 2022 · Control person left · inference
- A••• B•••• S••••• (Partner) no l•••er on Schedule A of M•• P•••••••• L••• (listed 2022-03-31, absent 2022-07-06)Jul 6, 2022 · Control person left · inference
- F••• D•••••• L••••• (Partner) no l•••er on Schedule A of M•• P•••••••• L••• (listed 2022-03-31, absent 2022-07-06)Jul 6, 2022 · Control person left · inference
- M••• H••••• B••• (Partner) no l•••er on Schedule A of M•• P•••••••• L••• (listed 2022-03-31, absent 2022-07-06)Jul 6, 2022 · Control person left · inference
- M•• P•••••••• L••• reported RAUM $13.1B, up 46% from $9.0B (2022-02-17 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- M•• P•••••••• L••• reported RAUM $9.0B, up 39% from $6.5B (2021-02-23 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- R••••• G•••• L••••• (Partner & Chief Executive Officer) appeared on Schedule A of M•• P•••••••• L•••Feb 23, 2021 · Control person joined · fact
- C•••••••• T••••• W•••••• (Partner (M•• P•••••••• L•••)) no l•••er on Schedule A of M•• P•••••••• L••• (listed 2019-06-27, absent 2020-01-07)Jan 7, 2020 · Control person left · inference
- J••••••• E•••••• (Partner (M•• P•••••••• L•••)) no l•••er on Schedule A of M•• P•••••••• L••• (listed 2019-02-21, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- M•• P•••••••• L••• · Independent Sponsorsshared crd · capital_provider
- M•• P•••••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bdtmsd-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- bdtmsd.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-303-1650reportedpublic record, Form ADV, Aug 24, 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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