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•••••••
Legal name M••••••• P••••••• I•• L••
Latest filing Mar 31, 2026
First filing on the tape May 10, 2013 · 21 filings
SEC status approved since May 20, 2013
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
19
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$2.7B as of Mar 31, 2026
Mar 28, 2014$563M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20140 then
Employees (5.A)19 as of Mar 31, 2026
Mar 28, 20149 then
Private funds1 as of Mar 31, 2026
Mar 28, 20141 then
RAUM +30% over the last fiscal year+9.9% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Bank affiliated · Item 7.A.6 or 7.A.7 (bank or trust company affiliate) and a bank, bancorp or trust company as a 50 percent or greater owner on Schedule A
- 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
- $676MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.1%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
- +30%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
- $155M, 2 clientsreportedItem 9.A
- Ownership
- a bank, bancorp or trust company is a 50 percent or greater ownerderived
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.7B99%
- Insurance companies$29.0M1.1%
- 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
- $155M for 2 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.99 institutional_share=0.01 related_bd=false related_bank=true 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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•• M••••••• P••••••• M••••• F•••• L••• | Hedge Fund | $2.4B | 197 | Mar 28, 2013 |
| T•• M••••••• P••••••• F•••• L•••no longer reported | Hedge Fund | $135M | 32 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- A•••••• N••••••••• H••• · Presidentcontrolsince 04/2010 · owns less than 5%
- D•••••••• W•••• T••••• · Chief Operating Officer, Chief Compliance Officercontrolsince 01/2012 · owns less than 5%
Entity owners
- M••••••• H••••••• I••• · Sole Memberdirect · owns 75% or more
- M••••••• R••••••••• S•••••• P••• · Ownerindirect · owns 75% or more of M••••••• H••••••• I•••
Related persons
Schedule D 7.A
- M••••••• C•••••• G•• L••investment adviserbankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Coral Gables, FL1 employees
What changed
consecutive filings, newest first
- Accounts · 6 to 4Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 4 to 3Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $223M to $155MMar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.1B to $2.7BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.0B to $2.7BMar 31, 2025 to Mar 31, 2026
- RAUM · $2.1B to $2.7BMar 31, 2025 to Mar 31, 2026
- Advisory employees · 8 to 10Jan 17, 2025 to Mar 31, 2025
- Pooled vehicle clients · 3 to 4Jan 17, 2025 to Mar 31, 2025
- Assets in custody · $476M to $223MJan 17, 2025 to Mar 31, 2025
- Employees · 16 to 19Jan 17, 2025 to Mar 31, 2025
- Financial planning clients · 0 to Jan 17, 2025 to Mar 31, 2025
- Discretionary RAUM · $2.4B to $2.1BJan 17, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $2.4B to $2.0BJan 17, 2025 to Mar 31, 2025
- RAUM · $2.4B to $2.1BJan 17, 2025 to Mar 31, 2025
- Accounts · 7 to 6Mar 18, 2024 to Mar 28, 2024
- Pooled vehicle clients · 4 to 3Mar 18, 2024 to Mar 28, 2024
- Assets in custody · $372M to $476MMar 18, 2024 to Mar 28, 2024
- Employees · 14 to 16Mar 18, 2024 to Mar 28, 2024
- Legal name · M••••••• P••••••• to M••••••• P••••••• I•• L••Mar 18, 2024 to Mar 28, 2024
- Discretionary RAUM · $2.0B to $2.4BMar 18, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $2.0B to $2.4BMar 18, 2024 to Mar 28, 2024
- RAUM · $2.0B to $2.4BMar 18, 2024 to Mar 28, 2024
- Succession · true to falseMar 18, 2024 to Mar 28, 2024
- Organization form · Other (specify) to Limited Liability CompanyNov 14, 2023 to Mar 18, 2024
- Succession · false to trueNov 14, 2023 to Mar 18, 2024
- HQ city · NEW YORK to GREENWICHMar 30, 2023 to Sep 22, 2023
- HQ state · NY to CTMar 30, 2023 to Sep 22, 2023
- Accounts · 8 to 7Jun 30, 2022 to Mar 30, 2023
- Pooled vehicle clients · 5 to 4Jun 30, 2022 to Mar 30, 2023
- Assets in custody · $298M to $372MJun 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $2.0B to $2.0BJun 30, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.9B to $2.0BJun 30, 2022 to Mar 30, 2023
- RAUM · $2.0B to $2.0BJun 30, 2022 to Mar 30, 2023
- Advisory employees · 5 to 8Mar 31, 2022 to Jun 30, 2022
- Employees · 11 to 14Mar 31, 2022 to Jun 30, 2022
- Other offices · 0 to 1Mar 31, 2022 to Jun 30, 2022
- Accounts · 9 to 8Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 6 to 5Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 6 to 5Mar 31, 2021 to Mar 31, 2022
- Assets in custody · $196M to $298MMar 31, 2021 to Mar 31, 2022
Signals
5 dated events
- M••••••• P••••••• reported RAUM $2.7B, up 30% from $2.1B (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- M••••••• P••••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Mar 18, 2024 · Succession (Item 4) · fact
- M••••••• P••••••• reported RAUM $2.0B, up 27% from $1.5B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- L••••••••• K••••••• P••••• (Chief Financial Officer) no longer on Schedule A of M••••••• P••••••• (listed 2020-03-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- M••••••• P••••••• filed its initial SEC registration (Form ADV)May 10, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M••••••• P••••••• · Venture Capitalshared crd · organization
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
- 212-897-9535reportedpublic 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