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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Former SEC-registered adviser
M•••• A•••• C•••••• M••••••••• L•
Latest filing May 15, 2014
First filing on the tape Jan 16, 2013 · 5 filings
RAUM
$535M
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
9
6 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
1
$535M gross assets
History
5 filings and snapshots on the tape
RAUM$535M as of May 15, 2014
Jan 16, 2013$10.0M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 15, 2014
Jan 16, 20130 then
Employees (5.A)9 as of May 15, 2014
Jan 16, 20137 then
Private funds1 as of May 15, 2014
Jan 16, 20132 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of May 15, 2014; 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
- $178MderivedRAUM 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
- unknownderivedbetween 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
- $535M, 3 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
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
- 3reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $535M for 3 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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•••• A•••• F••• L• | Hedge Fund | $38.6M | 72 | Jan 16, 2013 |
| M•••• A•••• M••••• F••• L• | Hedge Fund | $33.1M | 5 | Jan 16, 2013 |
| M•••• A•••• E•••••••• F••• L• | Hedge Fund | $1.9M | 4 | Mar 21, 2023 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• J••••••• A••••••• · Chief Financial Officer/Chief Compliance Officercontrolsince 08/2012 · owns less than 5%
- S•••• N•••• A••• · Founder/Sole Limited Partnercontrolsince 12/2011 · owns 75% or more
- S•••• N•••• A••• · Managing Membercontrolsince 12/2011 · owns 75% or more of M•••• A•••• G• L••
Entity owners
- M•••• A•••• G• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- M•••• A•••• C•••••• G• L••investment adviserbankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $422M to $535MJul 26, 2013 to Mar 31, 2014
- Discretionary RAUM · $422M to $535MJul 26, 2013 to Mar 31, 2014
- RAUM · $422M to $535MJul 26, 2013 to Mar 31, 2014
- Accounts · 2 to 3Feb 19, 2013 to Jul 26, 2013
- Advisory employees · 4 to 6Feb 19, 2013 to Jul 26, 2013
- Assets in custody · $10.0M to $422MFeb 19, 2013 to Jul 26, 2013
- Employees · 7 to 9Feb 19, 2013 to Jul 26, 2013
- Private funds · 2 to 1Feb 19, 2013 to Jul 26, 2013
- Discretionary RAUM · $10.0M to $422MFeb 19, 2013 to Jul 26, 2013
- RAUM · $10.0M to $422MFeb 19, 2013 to Jul 26, 2013
Signals
1 dated events
- M•••• A•••• C•••••• M••••••••• L• filed its initial SEC registration (Form ADV)Jan 16, 2013 · 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
- Firm profile
- linkedin.com/company/march-altus-capital-management-lp/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- M••••A••••.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