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••• C•••••• P••••••• I•••
Latest filing Mar 31, 2026
First filing on the tape Nov 24, 2014 · 18 filings
SEC status approved since Jan 2, 2015
RAUM
$6.3B
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
16
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$6.3B as of Mar 31, 2026
Mar 30, 2016$432M then
HNW client RAUM$0 as of Mar 31, 2026
Mar 30, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20160 then
Employees (5.A)16 as of Mar 31, 2026
Mar 30, 201610 then
Private funds1 as of Mar 31, 2026
Mar 30, 20161 then
RAUM +82% over the last fiscal year+40% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $2.1BderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +82%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
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- 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$6.3B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 3reported
- 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=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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•••• R••• M••••• F••• L• | Hedge Fund | $2.4B | 112 | Nov 24, 2014 |
Owners and control persons
Schedule A and B, latest filing
- L•••• S••••••• D•••••• · Chief Financial Officer, Chief Compliance Officercontrolsince 06/2018 · owns less than 5%
- M••••• X•••••• G••••• · Chief Executive Officer, Chief Investment Officercontrolsince 04/2014 · owns less than 5%
- M••••• X•••••• G••••• · Sole Shareholdercontrolsince 03/2021 · owns 75% or more of T•••• S•••••• H••••••• I•••
Entity owners
- T•••• S•••••• H••••••• I••• · Sole Shareholderdirect · owns 75% or more
Related persons
Schedule D 7.A
- M•••• R••• M••••• G• L•bankpooled vehicle sponsory
- M•••• R••• O••••••• G• L•••bankpooled vehicle sponsory
- M•••• R••• U• G• I•••bankpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Corte Madera, CA
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $3,491,460,203 to $6,340,993,380 (+82.0%) between the annual amendments of 2025-03-05 and 2026-03-31; the peer median change was +13.0% (631 comparable advisers, 93.0th percentile of changes)peers: asset managers, $5B to $20B (631) · 93% percentile
What changed
consecutive filings, newest first
- Related adviser · false to trueMar 5, 2025 to Mar 31, 2026
- Discretionary RAUM · $3.5B to $6.3BMar 5, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $3.5B to $6.3BMar 5, 2025 to Mar 31, 2026
- RAUM · $3.5B to $6.3BMar 5, 2025 to Mar 31, 2026
- Advisory employees · 9 to 10Mar 27, 2024 to Mar 5, 2025
- Employees · 15 to 16Mar 27, 2024 to Mar 5, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 5, 2025
- HQ state · unset to Mar 27, 2024 to Mar 5, 2025
- Discretionary RAUM · $2.4B to $3.5BMar 27, 2024 to Mar 5, 2025
- Pooled vehicle RAUM · $2.4B to $3.5BMar 27, 2024 to Mar 5, 2025
- RAUM · $2.4B to $3.5BMar 27, 2024 to Mar 5, 2025
- Employees · 13 to 15Mar 29, 2023 to Mar 27, 2024
- Discretionary RAUM · $2.3B to $2.4BMar 29, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $2.3B to $2.4BMar 29, 2023 to Mar 27, 2024
- RAUM · $2.3B to $2.4BMar 29, 2023 to Mar 27, 2024
- Advisory employees · 7 to 9Mar 31, 2022 to Mar 29, 2023
- Employees · 11 to 13Mar 31, 2022 to Mar 29, 2023
- Discretionary RAUM · $2.0B to $2.3BMar 31, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $2.0B to $2.3BMar 31, 2022 to Mar 29, 2023
- RAUM · $2.0B to $2.3BMar 31, 2022 to Mar 29, 2023
- Custody of client assets · false to trueJun 24, 2021 to Feb 17, 2022
- Discretionary RAUM · $1.4B to $2.0BJun 24, 2021 to Feb 17, 2022
- Pooled vehicle RAUM · $1.4B to $2.0BJun 24, 2021 to Feb 17, 2022
- RAUM · $1.4B to $2.0BJun 24, 2021 to Feb 17, 2022
- Discretionary RAUM · $1.1B to $1.4BMar 30, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $1.1B to $1.4BMar 30, 2020 to Mar 30, 2021
- RAUM · $1.1B to $1.4BMar 30, 2020 to Mar 30, 2021
- Advisory employees · 5 to 7Mar 27, 2019 to Mar 30, 2020
- Employees · 9 to 11Mar 27, 2019 to Mar 30, 2020
- Discretionary RAUM · $981M to $1.1BMar 27, 2019 to Mar 30, 2020
- Pooled vehicle RAUM · $981M to $1.1BMar 27, 2019 to Mar 30, 2020
- RAUM · $981M to $1.1BMar 27, 2019 to Mar 30, 2020
- Accounts · 4 to 3Jul 9, 2018 to Mar 27, 2019
- Advisory employees · 6 to 5Jul 9, 2018 to Mar 27, 2019
- Pooled vehicle clients · 4 to 3Jul 9, 2018 to Mar 27, 2019
- Employees · 10 to 9Jul 9, 2018 to Mar 27, 2019
- Discretionary RAUM · $892M to $981MJul 9, 2018 to Mar 27, 2019
- Pooled vehicle RAUM · $892M to $981MJul 9, 2018 to Mar 27, 2019
- RAUM · $892M to $981MJul 9, 2018 to Mar 27, 2019
- Advisory employees · 5 to 6Mar 31, 2017 to Mar 30, 2018
Signals
5 dated events
- M•••• R••• C•••••• P••••••• I••• reported RAUM $6.3B, up 82% from $3.5B (2025-03-05 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- M•••• R••• C•••••• P••••••• I••• reported RAUM $3.5B, up 44% from $2.4B (2024-03-27 to 2025-03-05)Mar 5, 2025 · RAUM change · derived
- M•••• R••• C•••••• P••••••• I••• reported RAUM $2.0B, up 40% from $1.4B (2021-06-24 to 2022-02-17)Feb 17, 2022 · RAUM change · derived
- M•••• R••• C•••••• P••••••• I••• reported RAUM $891.6M, up 58% from $562.6M (2017-03-31 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
- M•••• R••• C•••••• P•••••••• I••• filed its initial SEC registration (Form ADV)Nov 24, 2014 · 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/M••••-R•••-CAPITAL-PARTNERS-INC.reportedpublic record, Form ADV, Sep 18, 2026
- Website
- M••••R•••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (416) 619-0705reportedpublic record, Form ADV, Mar 31, 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