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••••••• B••••• H••••••••• L••

STATE REGISTEREDDallas, TexasCRD 164383SEC 802-76919websiteIAPD
Latest filing Apr 1, 2026
First filing on the tape Apr 1, 2026 · 1 filings
RAUM
n/a
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
n/a
n/a advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Apr 1, 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
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, 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
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
unknownreportedItem 5.E
Advisory activities
unknownreportedItem 5.G
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
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
n/areported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
n/areported
Class basis
on the IAPD state feed, not SEC-registeredderived
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
      Every departureEvery arrival
      Private funds
      29 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      M•• P••• V•••••• L•••no longer reportedReal Estate Fund$25.0M33Mar 29, 2016
      M•• H• 5•• L•no longer reportedReal Estate Fund$14.1M49Mar 25, 2020
      M•• L••••• C•••••• L•••no longer reportedReal Estate Fund$10.6M43Mar 30, 2015
      M•• T••••••••• I••• L•no longer reportedReal Estate Fund$9.0M66Jul 11, 2012
      M•• N•••••••• M••••••• L•Real Estate Fund$6.0M35Apr 1, 2024
      M•• D••••••••• 2•••• L•no longer reportedReal Estate Fund$6.0M50Jul 11, 2012
      M•• P••••••••• L•no longer reportedReal Estate Fund$5.5M31Mar 29, 2016
      M•• M•••••• C•••••• L•••no longer reportedReal Estate Fund$5.5M32Mar 30, 2015
      M•• L••• L•no longer reportedReal Estate Fund$5.0M45Jun 25, 2013
      M•• T••••••••• O••••••••• F••• I• L•no longer reportedReal Estate Fund$5.0M52Jul 11, 2012
      M•• T••••••••• I•• L•no longer reportedReal Estate Fund$5.0M37Mar 7, 2013
      M•• U••• D••••• L•••Real Estate Fund$4.5M31Mar 28, 2018
      M•• T••• H•••• L•••no longer reportedReal Estate Fund$4.5M35Mar 30, 2015
      M•• S••••• L••••••••• L•no longer reportedReal Estate Fund$4.3M37Mar 30, 2015
      M•• A•••••• S••••• L•no longer reportedReal Estate Fund$4.2M29Mar 29, 2016
      M•• M••••••• C•••• L•Real Estate Fund$4.2M30Mar 21, 2022
      M•• O••••••• L•Real Estate Fund$4.2M20Mar 29, 2021
      M•• D•••••• L•no longer reportedReal Estate Fund$4.2M29Mar 29, 2017
      M•• S•••• M••••• T•••• L•Real Estate Fund$4.2M24Mar 29, 2017
      M•• F••• W•••• B•••• R••••• L•Real Estate Fund$3.9M21Apr 1, 2024
      M•• K••••••••• L•Real Estate Fund$3.1M24Mar 21, 2022
      M•• S•••• C•••••••• L•Real Estate Fund$3.1M21Mar 21, 2022
      M•• S••••• L••••• I• L•no longer reportedReal Estate Fund$3.0M31Jun 25, 2013
      M•• U• S•••••• H••••••• L•no longer reportedReal Estate Fund$2.9M35Jul 11, 2012
      M•• P••• O•• T•••• A••• L•••no longer reportedReal Estate Fund$2.1M30Mar 29, 2016
      M•• P••••••••• T••••••••• L•no longer reportedReal Estate Fund$1.6M35Jul 11, 2012
      M•• P••••••• P••••••••• L••no longer reportedReal Estate Fund$925,0004Mar 29, 2016
      M•• T••••••••• I•• L•no longer reportedReal Estate Fund$866,00051Jul 11, 2012
      M•• N•••• T•••• S•••••• H••••••• L•no longer reportedReal Estate Fund$10,00035Jul 11, 2012
      Owners and control persons
      Schedule A and B, latest filing
      No Schedule A on the extract for this adviser.
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      One filing, no change to show.
      Signals
      No event on the tape.
      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•••••.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      214-445-6000reportedpublic record, Form ADV, Apr 1, 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
      STATE REGISTEREDderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 15, 2026
      Across the graphs

      M••••••• B••••• H••••••••• L•• 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.

      Checking your plan…