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•••• E•••••••
Legal name M•••• E••••••• V• L••
Latest filing May 12, 2026
First filing on the tape Mar 12, 2012 · 27 filings
SEC status approved since Mar 26, 2012
RAUM
$4.7B
reported, Item 5.F
Discretionary
64%
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
52
16 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
6
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$4.7B as of May 12, 2026
Apr 1, 2013$428M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 12, 2026
Apr 1, 20130 then
Employees (5.A)52 as of May 12, 2026
Apr 1, 201321 then
Private funds6 as of May 12, 2026
Apr 1, 20132 then
RAUM +4.5% over the last fiscal year+15% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 12, 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
- $522MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 64%derivedof RAUM
- Institutional
- 0.0%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
- +4.5%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, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $859M, 2 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
- buys or sells securities as principal to or from clients (8.A.2)
- 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$3.0B64%
- Corporations and businesses$1.7B36%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $859M for 2 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.64 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
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•••• E••••••• A••••••• R••••• H••••••• L• | Hedge Fund | $1.7B | 526 | Aug 19, 2016 |
| M•••• A••••••••• P••••••• L••no longer reported | Real Estate Fund | $276M | 2 | Mar 12, 2012 |
| M•••• R••••• P••••••• V• L• | Real Estate Fund | $250M | 121 | Mar 31, 2014 |
| M•••• R••••• P••••••• V• L• | Real Estate Fund | $192M | 163 | Mar 31, 2022 |
| M•••• R••••• P••••••• I• L••no longer reported | Real Estate Fund | $44.7M | 2 | Mar 12, 2012 |
| M•••• R••••• P••••••• I•• L•no longer reported | Real Estate Fund | $36.3M | 2 | Mar 12, 2012 |
| M•••• R••••• P••••••• L••no longer reported | Real Estate Fund | $34.8M | 2 | Mar 12, 2012 |
| M•••• R••••• P••••••• I• L• | Real Estate Fund | $25.8M | 105 | Mar 12, 2012 |
| M•• I• I••••••••• C••••••••• F••• L• | Real Estate Fund | $12.2M | 3 | Mar 12, 2012 |
| M•••• E••••••• A••••••• R••••• F••• L• | Hedge Fund | $5.2M | 278 | Aug 19, 2016 |
Owners and control persons
Schedule A and B, latest filing
- G••••••• M••••••• J••••• · Chief Financial Officercontrolsince 01/2019 · owns less than 5%
- H••••••••• R••••••• J•••• · Managing Principalcontrolsince 03/1999 · owns less than 5%
- K•••••••• K••••• S•••• · Chief Operating Officercontrolsince 11/2011 · owns less than 5%
- B••••••• B•••••••• D••• · Trusteecontrolsince 02/2020 · owns F of H•••• D• B•••••• A••••••••• T••••
- H••••••••• R••••••• J•••• · Ownercontrolsince 07/2008 · owns 75% or more of D•••••• I••••••••• L••
Entity owners
- D•••••• I••••••••• L•• · Member And Co-Ownerdirect · owns 25% to 50%
- M•••• L••••• H•••••••• L••• · Co-Ownerdirect · owns 50% to 75%
- H•••• D• B•••••• A••••••••• T•••• · Ownerindirect · owns 75% or more of M•••• L••••• H•••••••• L•••
- M•••• C•••••• H••••••• I• L•• · General Partnerindirect · owns F of M•••• L••••• H•••••••• L•••
- M•••• L••••• H••••••• 2••• R•••••••• T•••• · Memberindirect · owns 75% or more of M•••• L••••• H•••••••• L•••
Related persons
Schedule D 7.A
- 4••• S•••• C•••• T••••••••• P•••••••investment adviserpooled vehicle sponsory
- 4••• S•••• C•••• T••••••••• P•••••••investment adviserpooled vehicle sponsory
- 5•• B••••• S••••• P••••••• L••investment adviserpooled vehicle sponsory
- A•••••• T••••••••• P••••••• L••investment adviserpooled vehicle sponsory
- B•••••••• T••••••••• P•••••••investment adviserpooled vehicle sponsory
- B••••••• T••••••••• P••••••• I• L••investment adviserpooled vehicle sponsory
- B•••••• I••••• P••••••• L••investment adviserpooled vehicle sponsory
- B•••••• I••••• P••••••• L••investment adviserpooled vehicle sponsory
- C•••••• P••• I••••• P••••••• H•••••• C•••••• L••investment adviserpooled vehicle sponsory
- C••••••• I••••• P••••••• L••investment adviserpooled vehicle sponsory
- C•••••••• O••••• P••••••• H•••••• C••••••investment adviserpooled vehicle sponsory
- C•••••••• O••••• P••••••• H••••• L••investment adviserpooled vehicle sponsory
- D•••• S•••••• T••••••••• P•••••••investment adviserpooled vehicle sponsory
- D••••••• A•••••• O••••• P••••••• L••investment adviserpooled vehicle sponsory
- E••• S•••• O••••• P•••••••investment adviserpooled vehicle sponsory
- E•••••• I••••• H•••••investment adviserpooled vehicle sponsory
- E•••••• V•••• H•••••investment adviserpooled vehicle sponsory
- F••••• T••••••••• P•••••••investment adviserpooled vehicle sponsory
- F•••• C••••• O••••• P••••••• L••investment adviserpooled vehicle sponsory
- F••••••• T••••••••• P•••••••investment adviserpooled vehicle sponsory
- G••••••••• I••••• P••••••• L••investment adviserpooled vehicle sponsory
- H•••••• T••••••••• P••••••• L••investment adviserpooled vehicle sponsory
- H••••• T••••••••• P•••••••investment adviserpooled vehicle sponsory
- K••••• M••• O••••• P••••••• H••••• L••investment adviserpooled vehicle sponsory
- L••• F••••• I••••• P••••••• H••••• L••investment adviserpooled vehicle sponsory
- M••••••••• O••••• P••••••• L••investment adviserpooled vehicle sponsory
- M••••••• T••••••••• P•••••••investment adviserpooled vehicle sponsory
- M•••••• D•••• H••••• L••investment adviserpooled vehicle sponsory
- M••••••••• T••••••••• P••••••• L••investment adviserpooled vehicle sponsory
- M••••••• O••••• P••••••• H•••••• C•••••• L••investment adviserpooled vehicle sponsory
Advisers that list M•••• E••••••• as a related person
Offices
Schedule D 1.F, the 25 largest
- Newport Beach, CA3 employees
- A•••••, TX2 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- i••••••••• asset share shiftChange between filings · filing Mar 31, 2026institutional share of RAUM moved from 9.0% to 36.0% between the annual amendments of 2025-04-10 and 2026-03-31peers: asset managers, $1B to $5B (1,506)
What changed
consecutive filings, newest first
- Accounts · 10 to 9Apr 10, 2025 to Mar 31, 2026
- Advisory employees · 17 to 16Apr 10, 2025 to Mar 31, 2026
- Corporate clients · 5 to 3Apr 10, 2025 to Mar 31, 2026
- Pooled vehicle clients · 5 to 9Apr 10, 2025 to Mar 31, 2026
- Assets in custody · $74.1M to $859MApr 10, 2025 to Mar 31, 2026
- Employees · 42 to 52Apr 10, 2025 to Mar 31, 2026
- Private funds · 5 to 6Apr 10, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.7B to $3.0BApr 10, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $1.8B to $1.7BApr 10, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $4.1B to $3.0BApr 10, 2025 to Mar 31, 2026
- RAUM · $4.5B to $4.7BApr 10, 2025 to Mar 31, 2026
- Advisory employees · 16 to 17Mar 26, 2024 to Apr 10, 2025
- Business name · M•••• E••••••• L•• to M•••• E•••••••Mar 26, 2024 to Apr 10, 2025
- Assets in custody · $205M to $74.1MMar 26, 2024 to Apr 10, 2025
- Employees · 41 to 42Mar 26, 2024 to Apr 10, 2025
- Financial planning clients · unset to Mar 26, 2024 to Apr 10, 2025
- Discretionary RAUM · $2.5B to $2.7BMar 26, 2024 to Apr 10, 2025
- Non-discretionary RAUM · $735M to $1.8BMar 26, 2024 to Apr 10, 2025
- Pooled vehicle RAUM · $2.8B to $4.1BMar 26, 2024 to Apr 10, 2025
- RAUM · $3.2B to $4.5BMar 26, 2024 to Apr 10, 2025
- Accounts · 11 to 10May 2, 2023 to Mar 26, 2024
- Advisory employees · 14 to 16May 2, 2023 to Mar 26, 2024
- Pooled vehicle clients · 6 to 5May 2, 2023 to Mar 26, 2024
- Assets in custody · $899M to $205MMay 2, 2023 to Mar 26, 2024
- Employees · 30 to 41May 2, 2023 to Mar 26, 2024
- Private funds · 6 to 5May 2, 2023 to Mar 26, 2024
- Discretionary RAUM · $2.4B to $2.5BMay 2, 2023 to Mar 26, 2024
- Non-discretionary RAUM · $659M to $735MMay 2, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $2.8B to $2.8BMay 2, 2023 to Mar 26, 2024
- RAUM · $3.1B to $3.2BMay 2, 2023 to Mar 26, 2024
- Legal name · M•••• E••••••• L•• to M•••• E••••••• V• L••Mar 31, 2023 to May 2, 2023
- Succession · true to falseMar 31, 2023 to May 2, 2023
- Advisory employees · 13 to 14Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $3.0B to $899MMar 31, 2022 to Mar 31, 2023
- Employees · 27 to 30Mar 31, 2022 to Mar 31, 2023
- Other offices · 0 to 2Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $3.0B to $2.4BMar 31, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $0 to $659MMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $2.1B to $2.8BMar 31, 2022 to Mar 31, 2023
- RAUM · $3.0B to $3.1BMar 31, 2022 to Mar 31, 2023
Signals
8 dated events
- M•••• E••••••• reported RAUM $4.5B, up 40% from $3.2B (2024-03-26 to 2025-04-10)Apr 10, 2025 · RAUM change · derived
- M•••• E••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)Mar 31, 2023 · Succession (Item 4) · fact
- D Benjamin Bullock (Trustee) appeared on Schedule A of M•••• E•••••••Mar 30, 2020 · Control person joined · fact
- Ham R••••• Eng (Trustee) no longer on Schedule A of M•••• E••••••• (listed 2019-08-08, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Henry Bullock (Managing Principal) no longer on Schedule A of M•••• E••••••• (listed 2019-04-15, absent 2019-08-08)Aug 8, 2019 · Control person left · inference
- Ham R••••• Eng (Trustee) appeared on Schedule A of M•••• E•••••••Aug 8, 2019 · Control person joined · fact
- Michael Griffin (Chief Financial Officer) appeared on Schedule A of M•••• E•••••••Apr 15, 2019 · Control person joined · fact
- M•••• E••••••• reported RAUM $1.8B, down 30% from $2.5B (2017-12-15 to 2018-03-31)Mar 31, 2018 · 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
- Firm profile
- LINKEDIN.COM/COMPANY/M••••-E•••••••reportedpublic record, Form ADV, Sep 18, 2026
- Website
- M••••E•••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 650-326-9300reportedpublic record, Form ADV, May 12, 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•••• E••••••• 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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