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••••• P•••••••
Legal name M••••••• E••••• P•••••••• L•••
Latest filing Mar 27, 2026
First filing on the tape Mar 31, 2014 · 17 filings
SEC status approved since Apr 10, 2014
RAUM
$468M
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
14
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$468M as of Mar 27, 2026
Mar 20, 2015$147M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 20, 20150 then
Employees (5.A)14 as of Mar 27, 2026
Mar 20, 201511 then
Private funds7 as of Mar 27, 2026
Mar 20, 20153 then
RAUM +57% over the last fiscal year+34% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 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
- $66.9MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +57%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $468M, 7 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)
- 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$468M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $468M for 7 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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••••••• I•••••••• I••• L••• | Private Equity Fund | $199M | 52 | Mar 20, 2020 |
| M••••••• I•••••••• I•• L••• | Private Equity Fund | $39.5M | 43 | Mar 31, 2014 |
| M••••••• I•••••••• I•••• L••• | Private Equity Fund | $6.9M | 14 | Mar 31, 2014 |
| M••••••• I••••••••• L•••no longer reported | Private Equity Fund | $6.7M | 38 | Mar 26, 2012 |
Owners and control persons
Schedule A and B, latest filing
- D••••• M•••• A••••• · Limited Partner, Chief Compliance Officercontrolsince 01/2024 · owns 25% to 50%
- O•••• G••••• B•••• · Limited Partnercontrolsince 08/2007 · owns 25% to 50%
- R•••••••• J•••••••• H••••• · Limited Partnercontrolsince 08/2007 · owns 25% to 50%
- V••••••• E•••• C•••••••• · Chief Financial Officercontrolsince 01/2024 · owns less than 5%
- Y••••• E••••• M•••••• · Limited Partnercontrolsince 08/2007 · owns 25% to 50%
- D••••• M•••• A••••• · Shareholdercontrolsince 01/2024 · owns 25% to 50% of M•• M••••••••• I•••
- O•••• G••••• B•••• · Shareholdercontrolsince 08/2007 · owns 25% to 50% of M•• M••••••••• I•••
- R•••••••• J•••••••• H••••• · Shareholdercontrolsince 08/2007 · owns 25% to 50% of M•• M••••••••• I•••
- Y••••• E••••• M•••••• · Shareholdercontrolsince 08/2007 · owns 25% to 50% of M•• M••••••••• I•••
Entity owners
- M•• M••••••••• I••• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- M••••••• A••••••• I•• L••pooled vehicle sponsory
- M••••••• A••••••• I••• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 27, 2026RAUM (Item 5.F) moved from $297,686,106 to $468,101,399 (+57.0%) between the annual amendments of 2025-03-28 and 2026-03-27; the peer median change was +4.0% (1148 comparable advisers, 93.0th percentile of changes)peers: asset managers, $100M to $500M (1,148) · 93% percentile
What changed
consecutive filings, newest first
- Accounts · 6 to 7May 8, 2025 to Mar 27, 2026
- Pooled vehicle clients · 6 to 7May 8, 2025 to Mar 27, 2026
- Assets in custody · $298M to $468MMay 8, 2025 to Mar 27, 2026
- Private funds · 6 to 7May 8, 2025 to Mar 27, 2026
- Discretionary RAUM · $298M to $468MMay 8, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $298M to $468MMay 8, 2025 to Mar 27, 2026
- RAUM · $298M to $468MMay 8, 2025 to Mar 27, 2026
- Financial planning clients · unset to Mar 28, 2025 to May 8, 2025
- Accounts · 3 to 6Aug 23, 2024 to Mar 28, 2025
- Advisory employees · 11 to 10Aug 23, 2024 to Mar 28, 2025
- Pooled vehicle clients · 3 to 6Aug 23, 2024 to Mar 28, 2025
- Assets in custody · $245M to $298MAug 23, 2024 to Mar 28, 2025
- Employees · 15 to 14Aug 23, 2024 to Mar 28, 2025
- Private funds · 3 to 6Aug 23, 2024 to Mar 28, 2025
- Discretionary RAUM · $245M to $298MAug 23, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $245M to $298MAug 23, 2024 to Mar 28, 2025
- RAUM · $245M to $298MAug 23, 2024 to Mar 28, 2025
- Employees · 14 to 15Mar 28, 2024 to Aug 23, 2024
- Assets in custody · $0 to $245MJan 30, 2024 to Mar 28, 2024
- Discretionary RAUM · $193M to $245MJan 30, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $193M to $245MJan 30, 2024 to Mar 28, 2024
- RAUM · $193M to $245MJan 30, 2024 to Mar 28, 2024
- Advisory employees · 12 to 11Mar 31, 2023 to Jan 30, 2024
- Employees · 15 to 14Mar 31, 2023 to Jan 30, 2024
- Employees · 14 to 15Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $232M to $193MMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $232M to $193MMar 31, 2022 to Mar 31, 2023
- RAUM · $232M to $193MMar 31, 2022 to Mar 31, 2023
- Employees · 15 to 14Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $278M to $232MMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $278M to $232MMar 31, 2021 to Mar 31, 2022
- RAUM · $278M to $232MMar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $266M to $278MMar 20, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $266M to $278MMar 20, 2020 to Mar 31, 2021
- RAUM · $266M to $278MMar 20, 2020 to Mar 31, 2021
- Accounts · 2 to 3Jul 15, 2019 to Mar 20, 2020
- Advisory employees · 9 to 12Jul 15, 2019 to Mar 20, 2020
- Pooled vehicle clients · 2 to 3Jul 15, 2019 to Mar 20, 2020
- Employees · 12 to 15Jul 15, 2019 to Mar 20, 2020
- Other offices · 1 to 0Jul 15, 2019 to Mar 20, 2020
Signals
5 dated events
- M••••••• E••••• P••••••• reported RAUM $468.1M, up 57% from $297.7M (2025-05-08 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- C•••••••• E••• V•••••• (Chief Financial Officer) appeared on Schedule A of M••••••• E••••• P•••••••Jan 30, 2024 · Control person joined · fact
- Antony Mark Danzi (Limited Partner, Chief Compliance Officer) appeared on Schedule A of M••••••• E••••• P•••••••Jan 30, 2024 · Control person joined · fact
- M••••••• E••••• P••••••• reported RAUM $265.9M, up 79% from $148.7M (2019-07-15 to 2020-03-20)Mar 20, 2020 · RAUM change · derived
- M••••••• E••••• P••••••• filed its initial SEC registration (Form ADV)Mar 31, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M••••••• E••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- M••••••• E••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/M•••••••-EQUITY-PARTNERSreportedpublic record, Form ADV, Sep 18, 2026
- Website
- M•••••••EQUITY.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 813-868-4500reportedpublic record, Form ADV, Mar 27, 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