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••••••• I••••••••• M••••••••• L••
Latest filing Feb 27, 2026
First filing on the tape Jun 11, 2014 · 26 filings
SEC status approved since Jun 20, 2014
RAUM
$1.9B
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
13
8 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
1
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$1.9B as of Feb 27, 2026
Mar 27, 2015$361M then
HNW client RAUM$0 as of Oct 23, 2025
Jan 30, 2018$0 then
State-registered IARs (5.B.3)0 as of Feb 27, 2026
Mar 27, 20150 then
Employees (5.A)13 as of Feb 27, 2026
Mar 27, 20157 then
Private funds1 as of Feb 27, 2026
Mar 27, 20152 then
RAUM -3.5% over the last fiscal year-2.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Feb 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
- $155MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 59%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
- -3.5%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, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$689M37%
- Pension and profit-sharing plans$647M35%
- Charitable organizations$440M24%
- Corporations and businesses$80.0M4.3%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 12reported
- 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=0.37 institutional_share=0.59 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••••••• C•••••• P••••••• L•no longer reported | Hedge Fund | $70.6M | 5 | Apr 4, 2012 |
| M••••••• P••• A•••• C•••••• P••••••• L•no longer reported | Hedge Fund | $27.2M | 4 | Mar 31, 2014 |
| M••••••• C•••••• M••••• F••• L• | Hedge Fund | $2.8M | 9 | Mar 27, 2015 |
| M••••••• P••• A•••• C•••••• M••••• F••• L•no longer reported | Hedge Fund | $0 | 0 | Jan 30, 2018 |
Owners and control persons
Schedule A and B, latest filing
- M•••••• J•••••• T••••• · Chief Compliance Officer, Head Of Operationscontrolsince 05/2014 · owns less than 5%
- W•••• T•••••• J••••• · Managing Partnercontrolsince 12/2011 · owns less than 5%
- W•••• T•••••• J••••• · L•••••• Partnercontrolsince 10/2019 · owns 75% or more of F•••• R••• L•••••• P•••••••••
- B••••••• D•••••• J•••• · Chief Financial Officersince 03/2020 · owns less than 5%
Entity owners
- M••••••• H••••••• L•• · Managing Memberdirect · owns 75% or more
- F•••• R••• L•••••• P••••••••• · Memberindirect · owns 25% to 50% of M••••••• H••••••• L••
- M••••••• L•• · General Partnerindirect · owns F of F•••• R••• L•••••• P•••••••••
- J•••••••• F•••••••• G•••• L•• · Memberindirect · owns 75% or more of L••••••• A•••• M••••••••• H••••••• L•• · public reporting company
- L••••••• A•••• M••••••••• H••••••• L•• · Memberindirect · owns 25% to 50% of M••••••• H••••••• L••
Related persons
Schedule D 7.A
- M••••••• C•••••• G• I• L••pooled vehicle sponsorn
- M••••••• C•••••• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY2 employees
- London, United Kingdom1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- institutional asset share shiftChange between filings · filing Feb 27, 2026institutional share of RAUM moved from 36.0% to 63.0% between the annual amendments of 2025-02-26 and 2026-02-27peers: other advisers, $1B to $5B (247)
What changed
consecutive filings, newest first
- HNW clients · 0.0 to unsetOct 23, 2025 to Feb 27, 2026
- Individual clients · 0.0 to unsetOct 23, 2025 to Feb 27, 2026
- Accounts · 17 to 12Oct 23, 2025 to Feb 27, 2026
- Advisory employees · 9 to 8Oct 23, 2025 to Feb 27, 2026
- Advisory activities · 3 to 2Oct 23, 2025 to Feb 27, 2026
- Charity clients · 0.0 to unsetOct 23, 2025 to Feb 27, 2026
- Corporate clients · 0.0 to unsetOct 23, 2025 to Feb 27, 2026
- Pension plan clients · 3.0 to unsetOct 23, 2025 to Feb 27, 2026
- Employees · 15 to 13Oct 23, 2025 to Feb 27, 2026
- Discretionary RAUM · $1.9B to $1.9BOct 23, 2025 to Feb 27, 2026
- HNW RAUM · 0.0 to unsetOct 23, 2025 to Feb 27, 2026
- Individual RAUM · 0.0 to unsetOct 23, 2025 to Feb 27, 2026
- Pension RAUM · $493M to $647MOct 23, 2025 to Feb 27, 2026
- Pooled vehicle RAUM · $568M to $689MOct 23, 2025 to Feb 27, 2026
- RAUM · $1.9B to $1.9BOct 23, 2025 to Feb 27, 2026
- Financial planning clients · unset to Feb 26, 2025 to May 2, 2025
- Accounts · 14 to 17Feb 28, 2024 to Feb 26, 2025
- Advisory employees · 11 to 9Feb 28, 2024 to Feb 26, 2025
- Corporate clients · 1 to 0Feb 28, 2024 to Feb 26, 2025
- Pension plan clients · 4 to 3Feb 28, 2024 to Feb 26, 2025
- Pooled vehicle clients · 2 to 5Feb 28, 2024 to Feb 26, 2025
- Employees · 17 to 15Feb 28, 2024 to Feb 26, 2025
- Private funds · unset to 1Feb 28, 2024 to Feb 26, 2025
- Discretionary RAUM · $2.3B to $1.9BFeb 28, 2024 to Feb 26, 2025
- Pension RAUM · $1.1B to $493MFeb 28, 2024 to Feb 26, 2025
- Pooled vehicle RAUM · $550M to $568MFeb 28, 2024 to Feb 26, 2025
- RAUM · $2.3B to $1.9BFeb 28, 2024 to Feb 26, 2025
- Accounts · 9 to 14Dec 21, 2023 to Feb 28, 2024
- Advisory activities · 2 to 3Dec 21, 2023 to Feb 28, 2024
- Corporate clients · 2 to 1Dec 21, 2023 to Feb 28, 2024
- Pooled vehicle clients · 3 to 2Dec 21, 2023 to Feb 28, 2024
- Other offices · 1 to 2Dec 21, 2023 to Feb 28, 2024
- Private funds · 1 to unsetDec 21, 2023 to Feb 28, 2024
- Discretionary RAUM · $2.0B to $2.3BDec 21, 2023 to Feb 28, 2024
- Pension RAUM · $1.6B to $1.1BDec 21, 2023 to Feb 28, 2024
- Pooled vehicle RAUM · $253M to $550MDec 21, 2023 to Feb 28, 2024
- RAUM · $2.0B to $2.3BDec 21, 2023 to Feb 28, 2024
- Accounts · 11 to 9Jun 6, 2022 to Feb 28, 2023
- Advisory employees · 15 to 11Jun 6, 2022 to Feb 28, 2023
- Corporate clients · 1 to 2Jun 6, 2022 to Feb 28, 2023
Signals
6 dated events
- Eman Gerald Coughlan (Managing Partner) no longer on Schedule A of M••••••• I••••••••• M••••••••• L•• (listed 2023-02-28, absent 2023-12-21)Dec 21, 2023 · Control person left · inference
- M••••••• I••••••••• M••••••••• L•• reported RAUM $2.7B, up 26% from $2.1B (2021-12-22 to 2022-02-24)Feb 24, 2022 · RAUM change · derived
- M••••••• I••••••••• M••••••••• L•• reported RAUM $2.1B, up 97% from $1.1B (2021-01-19 to 2021-02-26)Feb 26, 2021 · RAUM change · derived
- M••••••• I••••••••• M••••••••• L•• reported RAUM $1.3B, up 118% from $614.8M (2018-01-30 to 2018-05-23)May 23, 2018 · RAUM change · derived
- M••••••• I••••••••• M••••••••• L•• reported RAUM $614.8M, up 30% from $473.3M (2017-08-10 to 2018-01-30)Jan 30, 2018 · RAUM change · derived
- M••••••• I••••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 11, 2014 · First SEC registration · fact
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
- Website
- M•••••••CAP.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 617-671-0048reportedpublic record, Form ADV, Feb 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
- Other 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