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••• R••• E••••• C••••• S••••••••• L•••
Latest filing Mar 30, 2026
First filing on the tape May 1, 2013 · 21 filings
SEC status approved since May 10, 2013
RAUM
$1.0B
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
70
30 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
11
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$1.0B as of Mar 30, 2026
Mar 31, 2014$527M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 31, 20140 then
Employees (5.A)70 as of Mar 30, 2026
Mar 31, 20146 then
Private funds11 as of Mar 30, 2026
Mar 31, 20141 then
RAUM -26% over the last fiscal year-10% a year over threeIARs 0 to 0offices 3 to 2
Practice profile
derived from the filing of Mar 30, 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
- $74.9MderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- -26%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
- $1.0B, 14 clientsreportedItem 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)
- 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$1.0B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 14reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.0B for 14 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=true 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
12 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••• R••• E••••• F••••••• L••• | Real Estate Fund | $381M | 11 | Mar 29, 2019 |
| M•••• K••• C•••••• L•• | Real Estate Fund | $260M | 2 | Mar 28, 2024 |
| M••• G• F••• I• L• | Real Estate Fund | $190M | 2 | Mar 31, 2022 |
| M••• R••• E••••• F••••••••• L••• | Real Estate Fund | $157M | 3 | Mar 30, 2018 |
| M••• Q•••••••• O••••••••• Z••• F••• L•• | Real Estate Fund | $129M | 66 | Mar 30, 2020 |
| M••• R••• E••••• P••••••• L••• | Real Estate Fund | $121M | 48 | Mar 29, 2016 |
| M••• R••• E••••• F••••••••• L••• | Real Estate Fund | $118M | 9 | Mar 29, 2019 |
| M••• B•••••• C••••••••• I• L•• | Real Estate Fund | $39.2M | 22 | Mar 29, 2021 |
| M••••• Q•• L•• | Real Estate Fund | $16.2M | 36 | Mar 31, 2023 |
| C••••• R••• E••••• S••••••••• F•••• L•••no longer reported | Hedge Fund | $9.3M | 55 | Jan 12, 2012 |
| M••• D••• V••••• S•• C••••••••• L•• | Real Estate Fund | $7.8M | 3 | Mar 31, 2022 |
| M••• B•••••• C••••••••• L•• | Real Estate Fund | $2.6M | 2 | Mar 29, 2021 |
Owners and control persons
Schedule A and B, latest filing
- F••••••••• R•••••• S•••• · Managing Partnercontrolsince 11/2014 · owns less than 5%
- M•••• R••••••• J•• · Chief Executive Officer And Managing Partnercontrolsince 11/2014 · owns less than 5%
- M•••••••• J•••• M•••••• · Presidentcontrolsince 04/2021 · owns less than 5%
- R••••••••• D••••• · Chief Financial Officercontrolsince 05/2023 · owns less than 5%
- S•••••• J••••••• D•••• · G•••••• Counsel & Chief Operating Officercontrolsince 10/2015 · owns less than 5%
- Y••••• K•••••••• A•• · Chief Compliance Officercontrolsince 03/2022 · owns less than 5%
- F••••••••• R•••••• S•••• · Membercontrolsince 10/2006 · owns 25% to 50% of S•••• M••• P•••••••• L••
- M•••• R••••••• J•• · Membercontrolsince 04/2015 · owns 25% to 50% of M••• M•••• H•••••• L••
- M•••• S••••••• F•••••• · Membercontrolsince 10/2006 · owns 25% to 50% of S•••• M••• P•••••••• L••
Entity owners
- M•••• G• L•• · G•••••• Partnerdirect · owns less than 5%
- M•••• H••••••• L•• · Limited Partnerdirect · owns 75% or more
- M••• M•••• H•••••• L•• · Memberindirect · owns 75% or more of M•••• G• L••
- M••• M•••• H•••••• L•• · Memberindirect · owns 75% or more of M•••• H••••••• L••
- S•••• M••• P•••••••• L•• · Memberindirect · owns 25% to 50% of M••• M•••• H•••••• L••
Related persons
Schedule D 7.A
- C••••• R••• M••••••••• L•investment adviserbanknRAUM $4.8B
- M•••• I••••••••• L••bankpooled vehicle sponsorn
- M•••• K••• M••••••• L••pooled vehicle sponsorn
- M••• D••• V••••• S•• H••••• M•••••• L••pooled vehicle sponsorn
- M••• D• B• M• L••pooled vehicle sponsorn
- M••• G•• G•••••• P••••••• L••bankpooled vehicle sponsorn
- M••• I••••••••• L•••pooled vehicle sponsorn
- M••• P•••• H••••• M•••••• L••pooled vehicle sponsorn
- M••• Q•• M•••••• L••pooled vehicle sponsorn
Advisers that list M••• R••• E••••• C••••• S••••••••• L••• as a related person
- 292430 n
Offices
Schedule D 1.F, the 25 largest
- Los Angeles, CA4 employees
- Miami, FL2 employees
- Greenwich, CT1 employees
- Phoenix, AZ1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 25 %Change between filings · filing Mar 30, 2026RAUM (Item 5.F) moved from $1,419,140,922 to $1,048,754,256 (-26.0%) between the annual amendments of 2025-03-27 and 2026-03-30; the peer median change was +11.0% (1368 comparable advisers, 4.0th percentile of changes)peers: ASSET_M••••••, $1B to $5B (1,368) · 4.2% percentile
What changed
consecutive filings, newest first
- Advisory employees · 34 to 30Jun 16, 2025 to Mar 30, 2026
- Assets in custody · $1.4B to $1.0BJun 16, 2025 to Mar 30, 2026
- Employees · 78 to 70Jun 16, 2025 to Mar 30, 2026
- Other offices · 3 to 2Jun 16, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.4B to $1.0BJun 16, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.4B to $1.0BJun 16, 2025 to Mar 30, 2026
- RAUM · $1.4B to $1.0BJun 16, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 27, 2025 to Jun 16, 2025
- Accounts · 15 to 14Mar 28, 2024 to Mar 27, 2025
- Advisory employees · 39 to 34Mar 28, 2024 to Mar 27, 2025
- Advisory activities · 2 to 1Mar 28, 2024 to Mar 27, 2025
- Corporate clients · 1 to 0Mar 28, 2024 to Mar 27, 2025
- Assets in custody · $1.5B to $1.4BMar 28, 2024 to Mar 27, 2025
- Employees · 90 to 78Mar 28, 2024 to Mar 27, 2025
- Other offices · 4 to 3Mar 28, 2024 to Mar 27, 2025
- Discretionary RAUM · $1.5B to $1.4BMar 28, 2024 to Mar 27, 2025
- Non-discretionary RAUM · $851,725 to $0Mar 28, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $1.5B to $1.4BMar 28, 2024 to Mar 27, 2025
- RAUM · $1.5B to $1.4BMar 28, 2024 to Mar 27, 2025
- Accounts · 14 to 15Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 13 to 14Mar 31, 2023 to Mar 28, 2024
- Assets in custody · $1.5B to $1.5BMar 31, 2023 to Mar 28, 2024
- Employees · 102 to 90Mar 31, 2023 to Mar 28, 2024
- Other offices · 3 to 4Mar 31, 2023 to Mar 28, 2024
- Private funds · 10 to 11Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.5B to $1.5BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.5B to $1.5BMar 31, 2023 to Mar 28, 2024
- RAUM · $1.5B to $1.5BMar 31, 2023 to Mar 28, 2024
- Accounts · 12 to 14Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 27 to 39Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 11 to 13Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $1.4B to $1.5BMar 31, 2022 to Mar 31, 2023
- Employees · 74 to 102Mar 31, 2022 to Mar 31, 2023
- Private funds · 9 to 10Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.4B to $1.5BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.4B to $1.5BMar 31, 2022 to Mar 31, 2023
- RAUM · $1.4B to $1.5BMar 31, 2022 to Mar 31, 2023
- Accounts · 9 to 12Mar 29, 2021 to Mar 31, 2022
- Advisory employees · 22 to 27Mar 29, 2021 to Mar 31, 2022
- Pooled vehicle clients · 7 to 11Mar 29, 2021 to Mar 31, 2022
Signals
12 dated events
- M••• R••• E••••• C••••• S••••••••• L••• reported RAUM $1.0B, down 26% from $1.4B (2025-06-16 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- Jai Agarwal (Chief Financial Officer) no longer on Schedule A of M••• R••• E••••• C••••• S••••••••• L••• (listed 2023-03-31, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- D••••• R•••••••• (Chief Financial Officer) appeared on Schedule A of M••• R••• E••••• C••••• S••••••••• L•••Mar 28, 2024 · Control person joined · fact
- Jai Agarwal (Chief Financial Officer) appeared on Schedule A of M••• R••• E••••• C••••• S••••••••• L•••Mar 31, 2022 · Control person joined · fact
- Ann K••••••• Y•••• (Chief Compliance Officer) appeared on Schedule A of M••• R••• E••••• C••••• S••••••••• L•••Mar 31, 2022 · Control person joined · fact
- J. Peter Sotoloff (Chief Investment Officer And Member Of Management Board Of Registrant) no longer on Schedule A of M••• R••• E••••• C••••• S••••••••• L••• (listed 2020-09-24, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- M••• R••• E••••• C••••• S••••••••• L••• reported RAUM $1.3B, down 83% from $7.8B (2020-03-30 to 2020-09-24)Sep 24, 2020 · RAUM change · derived
- M••• R••• E••••• C••••• S••••••••• L••• reported RAUM $7.8B, up 892% from $782.1M (2019-03-29 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- M••• R••• E••••• C••••• S••••••••• L••• reported RAUM $782.1M, up 121% from $354.4M (2018-03-30 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- M••• R••• E••••• C••••• S••••••••• L••• reported RAUM $354.4M, down 33% from $531.7M (2017-03-30 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
- C••••• F••• M••••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)May 22, 2015 · Succession (Item 4) · fact
- S• C•••••• M••••••••• filed its initial SEC registration (Form ADV)May 1, 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/mack-real-estate-groupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-484-0050reportedpublic record, Form ADV, Mar 30, 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
Across the graphs
M••• R••• E••••• C••••• S••••••••• 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.
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