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
J•• M••••••••• L••
Latest filing Mar 17, 2026
First filing on the tape Jun 29, 2016 · 16 filings
SEC status approved since Jul 5, 2016
RAUM
$212M
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
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
6
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$212M as of Mar 17, 2026
Mar 29, 2017$410M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 17, 2026
Mar 29, 20170 then
Employees (5.A)3 as of Mar 17, 2026
Mar 29, 201711 then
Private funds6 as of Mar 17, 2026
Mar 29, 20176 then
RAUM -9.3% over the last fiscal year-10% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 17, 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
- $35.3MderivedRAUM 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
- -9.3%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)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$212M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- 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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| J•• P••••••• F••• I•••• L• | Private Equity Fund | $139M | 15 | Mar 29, 2017 |
| J•• P••••••• F••• I••• L••• | Private Equity Fund | $67.7M | 43 | Oct 14, 2013 |
| J•• P••••••• F••• I•••• L• | Private Equity Fund | $48.4M | 25 | Mar 29, 2017 |
| J•• P••••••• F••• I••• L••• | Private Equity Fund | $33.6M | 11 | Oct 14, 2013 |
| J•• P••••••• C••••••••• F••• I• L•• | Private Equity Fund | $8.8M | 5 | Oct 14, 2013 |
| J•• P••••••• C••••••••• F••• I•• L•• | Private Equity Fund | $8.4M | 3 | Mar 29, 2017 |
Owners and control persons
Schedule A and B, latest filing
- B•••• G•••••• L••••••• · Member / Treasurer / Chief Compliance Officercontrolsince 04/2012 · owns 25% to 50%
- D•••••••• M••••••• A•••••• · Managing Membercontrolsince 04/2012 · owns 50% to 75%
Related persons
Schedule D 7.A
- J•• C•••••• P••••••• I•• L•pooled vehicle sponsory
- J•• C•••••• P•••••••• L•••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $234M to $212MMar 11, 2025 to Mar 17, 2026
- Pooled vehicle RAUM · $234M to $212MMar 11, 2025 to Mar 17, 2026
- RAUM · $234M to $212MMar 11, 2025 to Mar 17, 2026
- Employees · 4 to 3Mar 27, 2024 to Mar 11, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 11, 2025
- Discretionary RAUM · $306M to $234MMar 27, 2024 to Mar 11, 2025
- Pooled vehicle RAUM · $306M to $234MMar 27, 2024 to Mar 11, 2025
- RAUM · $306M to $234MMar 27, 2024 to Mar 11, 2025
- Discretionary RAUM · $292M to $306MMar 16, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $292M to $306MMar 16, 2023 to Mar 27, 2024
- RAUM · $292M to $306MMar 16, 2023 to Mar 27, 2024
- Advisory employees · 4 to 2Mar 30, 2022 to Mar 16, 2023
- Employees · 5 to 4Mar 30, 2022 to Mar 16, 2023
- Discretionary RAUM · $313M to $292MMar 30, 2022 to Mar 16, 2023
- Pooled vehicle RAUM · $313M to $292MMar 30, 2022 to Mar 16, 2023
- RAUM · $313M to $292MMar 30, 2022 to Mar 16, 2023
- Advisory employees · 5 to 4Mar 30, 2021 to Mar 30, 2022
- Employees · 7 to 5Mar 30, 2021 to Mar 30, 2022
- Discretionary RAUM · $447M to $313MMar 30, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $447M to $313MMar 30, 2021 to Mar 30, 2022
- RAUM · $447M to $313MMar 30, 2021 to Mar 30, 2022
- Advisory employees · 9 to 5Mar 30, 2020 to Mar 30, 2021
- Employees · 11 to 7Mar 30, 2020 to Mar 30, 2021
- Discretionary RAUM · $511M to $447MMar 30, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $511M to $447MMar 30, 2020 to Mar 30, 2021
- RAUM · $511M to $447MMar 30, 2020 to Mar 30, 2021
- Advisory employees · 12 to 9Oct 23, 2019 to Mar 30, 2020
- Employees · 14 to 11Oct 23, 2019 to Mar 30, 2020
- Discretionary RAUM · $412M to $511MOct 23, 2019 to Mar 30, 2020
- Pooled vehicle RAUM · $412M to $511MOct 23, 2019 to Mar 30, 2020
- RAUM · $412M to $511MOct 23, 2019 to Mar 30, 2020
- Discretionary RAUM · $414M to $412MMar 22, 2019 to Apr 30, 2019
- Pooled vehicle RAUM · $414M to $412MMar 22, 2019 to Apr 30, 2019
- RAUM · $414M to $412MMar 22, 2019 to Apr 30, 2019
- Advisory employees · 13 to 12Apr 30, 2018 to Mar 22, 2019
- Employees · 13 to 14Apr 30, 2018 to Mar 22, 2019
- Discretionary RAUM · $416M to $414MApr 30, 2018 to Mar 22, 2019
- Pooled vehicle RAUM · $416M to $414MApr 30, 2018 to Mar 22, 2019
- RAUM · $416M to $414MApr 30, 2018 to Mar 22, 2019
- Discretionary RAUM · $411M to $416MMar 28, 2018 to Apr 30, 2018
Signals
2 dated events
- J•• M••••••••• L•• reported RAUM $313.0M, down 30% from $446.9M (2021-03-30 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- J•• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 29, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- J•• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- J•• M••••••••• L•• · Private Equityshared crd · organization
- J•• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- H•••S://WWW.LINKEDIN.COM/COMPANY/JMC-CAPITAL-PARTNERSreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-338-1144reportedpublic record, Form ADV, Mar 17, 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