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SEC-registered adviser
M• G••••• A•••••••• L••
Latest filing Mar 27, 2026
First filing on the tape Mar 14, 2013 · 17 filings
SEC status approved since Mar 21, 2013
RAUM
$562M
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
8
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$562M as of Mar 27, 2026
Mar 31, 2014$379M then
HNW client RAUM$0 as of Mar 27, 2026
Mar 27, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 31, 20140 then
Employees (5.A)8 as of Mar 27, 2026
Mar 31, 20148 then
Private funds2 as of Mar 27, 2026
Mar 31, 20141 then
RAUM -4.6% over the last fiscal year-4.2% 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
- $141MderivedRAUM 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
- -4.6%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
- 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)
- 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$562M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 4reported
- 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=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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M• S•••••• O••••••••• F••• I•• L• | Private Equity Fund | $589M | 75 | Mar 30, 2020 |
| M• S•••••• O••••••••• F••• L• | Private Equity Fund | $28.1M | 25 | Mar 14, 2013 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• M•••• · Chief Investment Officercontrolsince 11/2011 · owns less than 5%
- L•••••• J•••••••• D•••• · Chief Financial Officer & Chief Compliance Officercontrolsince 11/2011 · owns less than 5%
- B••••••• M•••• · Membercontrolsince 11/2011 · owns 75% or more of M• G••••• P••••••• L••
Entity owners
- M• G••••• P••••••• L•• · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- M• S•••••• O••••••••• F••• G•• L••pooled vehicle sponsorn
- M• S•••••• O••••••••• 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
- Discretionary RAUM · $590M to $562MMar 26, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $590M to $562MMar 26, 2025 to Mar 27, 2026
- RAUM · $590M to $562MMar 26, 2025 to Mar 27, 2026
- Accounts · 5 to 4Mar 25, 2024 to Mar 26, 2025
- Pooled vehicle clients · 5 to 4Mar 25, 2024 to Mar 26, 2025
- Financial planning clients · unset to Mar 25, 2024 to Mar 26, 2025
- Discretionary RAUM · $626M to $590MMar 25, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $626M to $590MMar 25, 2024 to Mar 26, 2025
- RAUM · $626M to $590MMar 25, 2024 to Mar 26, 2025
- Discretionary RAUM · $640M to $626MSep 1, 2023 to Mar 25, 2024
- Pooled vehicle RAUM · $640M to $626MSep 1, 2023 to Mar 25, 2024
- RAUM · $640M to $626MSep 1, 2023 to Mar 25, 2024
- HQ city · unset to NEW YORKMar 30, 2022 to Mar 30, 2023
- HQ state · unset to NYMar 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $657M to $640MMar 30, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $657M to $640MMar 30, 2022 to Mar 30, 2023
- RAUM · $657M to $640MMar 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $591M to $657MMar 25, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $591M to $657MMar 25, 2021 to Mar 30, 2022
- RAUM · $591M to $657MMar 25, 2021 to Mar 30, 2022
- HQ city · NEW YORK to unsetMar 30, 2020 to Mar 25, 2021
- HQ state · NY to unsetMar 30, 2020 to Mar 25, 2021
- Discretionary RAUM · $514M to $591MMar 30, 2020 to Mar 25, 2021
- Pooled vehicle RAUM · $514M to $591MMar 30, 2020 to Mar 25, 2021
- RAUM · $514M to $591MMar 30, 2020 to Mar 25, 2021
- Accounts · 3 to 5Mar 26, 2019 to Mar 30, 2020
- Advisory activities · 2 to 1Mar 26, 2019 to Mar 30, 2020
- Pooled vehicle clients · 3 to 5Mar 26, 2019 to Mar 30, 2020
- Private funds · 1 to 2Mar 26, 2019 to Mar 30, 2020
- Discretionary RAUM · $184M to $514MMar 26, 2019 to Mar 30, 2020
- Pooled vehicle RAUM · $184M to $514MMar 26, 2019 to Mar 30, 2020
- RAUM · $184M to $514MMar 26, 2019 to Mar 30, 2020
- Corporate clients · unset to 0.0Mar 27, 2018 to Mar 26, 2019
- Discretionary RAUM · $204M to $184MMar 27, 2018 to Mar 26, 2019
- Pooled vehicle RAUM · $204M to $184MMar 27, 2018 to Mar 26, 2019
- RAUM · $204M to $184MMar 27, 2018 to Mar 26, 2019
- Accounts · 4 to 3Mar 30, 2017 to Mar 27, 2018
- Charity clients · unset to 0.0Mar 30, 2017 to Mar 27, 2018
- HNW clients · unset to 0.0Mar 30, 2017 to Mar 27, 2018
- Individual clients · unset to 0.0Mar 30, 2017 to Mar 27, 2018
Signals
4 dated events
- Lyle Claudio Phillips (Managing Principal) no longer on Schedule A of M• G••••• A•••••••• L•• (listed 2022-03-30, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- M• G••••• A•••••••• L•• reported RAUM $514.1M, up 180% from $183.8M (2019-03-26 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- M• G••••• A•••••••• L•• reported RAUM $203.5M, down 52% from $424.6M (2017-03-30 to 2018-03-27)Mar 27, 2018 · RAUM change · derived
- M• G••••• A•••••••• L•• filed its initial SEC registration (Form ADV)Mar 14, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M• G••••• A•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- M• G••••• A•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- MBGLOBALPARTNERS.COMreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 212-887-1194reportedpublic 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