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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Former SEC-registered adviser
M•••••• P•••••••
Legal name M•••••• M••••••••• L••
Latest filing Jul 26, 2023
First filing on the tape Jan 11, 2021 · 6 filings
RAUM
$1.3B
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
38
21 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
13
$1.3B gross assets
History
6 filings and snapshots on the tape
RAUM$1.3B as of Mar 30, 2023
Mar 31, 2021$762M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2023
Mar 31, 20212 then
Employees (5.A)38 as of Mar 30, 2023
Mar 31, 202126 then
Private funds13 as of Mar 30, 2023
Mar 31, 20218 then
RAUM -7.8% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jul 26, 2023; 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
- $58.5MderivedRAUM 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
- -7.8%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
- $1.3B, 23 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 23reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.3B for 23 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- absent from the latest SEC rosterderived
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
15 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•••••• P••••••• G••••• I••• L••• | Venture Capital Fund | $489M | 55 | Mar 31, 2016 |
| M•••••• P••••••• T••••••• I• Q•• L••• | Venture Capital Fund | $216M | 112 | Mar 31, 2022 |
| M•••••• P••••••• S••••• I• L• | Venture Capital Fund | $171M | 85 | Mar 30, 2020 |
| M•••••• P••••••• S••••• I• Q•• L••• | Venture Capital Fund | $76.1M | 10 | Mar 30, 2020 |
| M•••••• P••••••• S••••• I• Q•• L• | Venture Capital Fund | $47.4M | 63 | Mar 31, 2022 |
| P•••••• F••• I•• L••• | Venture Capital Fund | $41.1M | 79 | Jan 11, 2021 |
| M•••••• P••••••• G••••• A• I••• L••• | Venture Capital Fund | $18.3M | 30 | Mar 31, 2016 |
| M•••••• P••••••• T••••••• I•• L••• | Venture Capital Fund | $17.1M | 44 | Mar 31, 2022 |
| M•••••• P••••••• S••••• I•• L• | Venture Capital Fund | $11.0M | 50 | Mar 31, 2022 |
| M•••••• P••••••• G••••• I•• L••• | Venture Capital Fund | $10.3M | 55 | Apr 2, 2012 |
| M•••••• P•••••••• L•••no longer reported | Venture Capital Fund | $7.1M | 37 | Apr 2, 2012 |
| M•••••• P••••••• T••••••• A••••••••• I•• L••• | Venture Capital Fund | $6.1M | 40 | Mar 30, 2023 |
| M•••••• P••••••• Q•• L•••no longer reported | Venture Capital Fund | $3.9M | 5 | Apr 2, 2012 |
| M•••••• P••••••• G••••• A• I•• L••• | Venture Capital Fund | $864,860 | 25 | Apr 2, 2012 |
| M•••••• P••••••• G••••• A••••••••• I•• L••• | Venture Capital Fund | $475,198 | 15 | Apr 1, 2013 |
Owners and control persons
Schedule A and B, latest filing
- W••••••• G••••••• H••••• · Managing Member, M•••••• Management, LLCcontrolsince 10/2007 · owns 75% or more
- P•••••• R•••• K•••••• · Chief Financial Officer/Chief Compliance Officersince 06/2017 · owns less than 5%
Related persons
Schedule D 7.A
- M•••••• P••••••• G••••• I• G•• L••pooled vehicle sponsorn
- M•••••• P••••••• G••••• I•• G•• L••pooled vehicle sponsorn
- M•••••• P••••••• S••••• I• G•• L••pooled vehicle sponsorn
- M•••••• P••••••• S••••• I• G•• L••pooled vehicle sponsorn
- M•••••• P••••••• T••••••• I• G•• L••pooled vehicle sponsorn
- P•••••• F••• I• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 19 to 23May 5, 2022 to Mar 30, 2023
- Pooled vehicle clients · 19 to 23May 5, 2022 to Mar 30, 2023
- Assets in custody · $1.5B to $1.3BMay 5, 2022 to Mar 30, 2023
- Employees · 35 to 38May 5, 2022 to Mar 30, 2023
- Private funds · 12 to 13May 5, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.5B to $1.3BMay 5, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.5B to $1.3BMay 5, 2022 to Mar 30, 2023
- RAUM · $1.5B to $1.3BMay 5, 2022 to Mar 30, 2023
- Accounts · 8 to 19Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 14 to 21Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 8 to 19Mar 31, 2021 to Mar 31, 2022
- Assets in custody · $674M to $1.5BMar 31, 2021 to Mar 31, 2022
- Employees · 26 to 35Mar 31, 2021 to Mar 31, 2022
- Insurance-licensed employees · 2 to 0Mar 31, 2021 to Mar 31, 2022
- Financial planning clients · 0 to unsetMar 31, 2021 to Mar 31, 2022
- State-registered IARs · 2 to 0Mar 31, 2021 to Mar 31, 2022
- Private funds · 8 to 12Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $762M to $1.5BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $762M to $1.5BMar 31, 2021 to Mar 31, 2022
- RAUM · $762M to $1.5BMar 31, 2021 to Mar 31, 2022
- Accounts · 10 to 8Jan 11, 2021 to Mar 31, 2021
- Pooled vehicle clients · 10 to 8Jan 11, 2021 to Mar 31, 2021
- Assets in custody · $523M to $674MJan 11, 2021 to Mar 31, 2021
- Private funds · 20 to 8Jan 11, 2021 to Mar 31, 2021
- Discretionary RAUM · $613M to $762MJan 11, 2021 to Mar 31, 2021
- Pooled vehicle RAUM · $613M to $762MJan 11, 2021 to Mar 31, 2021
- RAUM · $613M to $762MJan 11, 2021 to Mar 31, 2021
- Related adviser · true to falseJan 11, 2021 to Mar 31, 2021
Signals
2 dated events
- M•••••• P••••••• reported RAUM $1.5B, up 92% from $761.9M (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- M•••••• P••••••• filed its initial SEC registration (Form ADV)Jan 11, 2021 · 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
- Firm profile
- linkedin.com/company/mercato-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- M••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 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
- Former SEC-registered adviserderiveda 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