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•• I••••••••• G•••• L•
Latest filing Mar 30, 2026
First filing on the tape Jun 22, 2015 · 20 filings
SEC status approved since Jul 7, 2015
RAUM
$7.6B
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
45
28 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
36
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$7.6B as of Mar 30, 2026
Mar 29, 2016$295M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 29, 20160 then
Employees (5.A)45 as of Mar 30, 2026
Mar 29, 201610 then
Private funds36 as of Mar 30, 2026
Mar 29, 20161 then
RAUM +8.8% over the last fiscal year+18% a year over threeIARs 0 to 0
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
- $161MderivedRAUM 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
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.8%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
- $1.3B, 9 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$7.0B92%
- Banks and thrifts$591M7.8%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 47reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.3B for 9 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.92 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
37 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•• S• E•••••••• F••• L• | Private Equity Fund | $1.2B | 152 | Mar 31, 2017 |
| M•• S• E•••••••• M••••• F••• ••••••• L• | Private Equity Fund | $638M | 144 | Mar 31, 2017 |
| M•• S• E•••••••• U•••••••• F••• L• | Private Equity Fund | $449M | 64 | Mar 31, 2017 |
| M•• S••••••••• S•••••••• F••• L• | Private Equity Fund | $364M | 93 | Mar 30, 2021 |
| M•• S• E•••••••• U•••••••• M••••• F••• I• ••••••• L• | Private Equity Fund | $297M | 19 | Mar 31, 2019 |
| M•• C••••• F••• L• | Private Equity Fund | $229M | 88 | Mar 29, 2018 |
| M•• S• D••••••• U•••••••• M••••• F••• I•• ••••••• L• | Private Equity Fund | $169M | 30 | Mar 30, 2021 |
| M•• S•••••••• F•••••• F••• I• L• | Private Equity Fund | $160M | 1 | Mar 30, 2020 |
| M•• S••••••••• S•••••••• F••• I• L• | Private Equity Fund | $158M | 65 | Mar 29, 2024 |
| M•• S• E•••••••• U•••••••• F••• 2••• L• | Private Equity Fund | $152M | 6 | Mar 30, 2021 |
| M•• S• D••••••• U•••••••• F••• I• ••••••••• S••• | Private Equity Fund | $143M | 2 | Mar 30, 2020 |
| M•• S• D••••••• U•••••••• O••••••• I•• S•• S••••••• | Private Equity Fund | $143M | 6 | Mar 31, 2023 |
| M•• S• D••••••• U•••••••• F••• I•• ••••••••• S••• | Private Equity Fund | $135M | 4 | Mar 31, 2023 |
| M•• S••••••••• S•••••••• M••••• F••• ••••••• L• | Private Equity Fund | $125M | 41 | Mar 30, 2021 |
| E•••••••• C••••••• F••• L• | Private Equity Fund | $121M | 1 | Mar 29, 2024 |
| M•• S••••••••• S•••••••• M••••• F••• I• ••••••• L• | Private Equity Fund | $119M | 27 | Mar 29, 2024 |
| M•• S• D••••••• U•••••••• M••••• F••• I• ••••••• L• | Private Equity Fund | $98.5M | 14 | Mar 31, 2019 |
| M•• R•••• D••• F••••• F••• L• | Private Equity Fund | $90.5M | 0 | Mar 30, 2021 |
| M•• S• D••••••• U•••••••• F••• I•• L• | Private Equity Fund | $88.1M | 8 | Mar 30, 2021 |
| M•• S• D••••••• U•••••••• F••• I• L• | Private Equity Fund | $83.9M | 10 | Mar 31, 2019 |
| M•• S• D••••••• M••••• F••• ••••••• L• | Private Equity Fund | $45.0M | 10 | Mar 31, 2017 |
| M•• S• D••••••• U•••••••• M••••• F••• I• ••••••• L• | Private Equity Fund | $41.5M | 4 | Mar 29, 2024 |
| M•• S• D••••••• U•••••••• F••• L• | Private Equity Fund | $37.8M | 8 | Mar 31, 2017 |
| M•• S••••••••• S•••••••• F••• I• ••••••••• S••• | Private Equity Fund | $18.9M | 13 | Mar 29, 2024 |
| M•• C••••••• I• L••no longer reported | Private Equity Fund | $12.3M | 22 | Mar 31, 2019 |
| M•• C••••••• V• L•• | Private Equity Fund | $12.2M | 11 | Mar 30, 2020 |
| M•• C••••••• I• L•no longer reported | Private Equity Fund | $11.0M | 23 | Mar 31, 2019 |
| B•••••• F••• L•• | Private Equity Fund | $10.7M | 1 | Mar 31, 2023 |
| M•• C••••••• I• L•no longer reported | Private Equity Fund | $10.6M | 18 | Mar 29, 2018 |
| M•• S• D••••••• F••• I• ••••••• L•no longer reported | Private Equity Fund | $5.1M | 1 | Mar 31, 2019 |
| M•• C••••••• I• L•• | Private Equity Fund | $3.9M | 18 | Mar 30, 2020 |
| M•• S•••••••• F•••••• F••• L• | Private Equity Fund | $3.0M | 4 | Feb 6, 2015 |
| M•• S••••••••• S•••••••• M••••• F••• L• | Private Equity Fund | $0 | 0 | Mar 30, 2021 |
| M•• S••••••••• S•••••••• M••••• F••• I• L• | Private Equity Fund | $0 | 0 | Mar 29, 2024 |
| M•• S• D••••••• U•••••••• M••••• F••• I•• L• | Private Equity Fund | $0 | 0 | Mar 31, 2023 |
| M•• S• D••••••• U•••••••• M••••• F••• I• L• | Private Equity Fund | $0 | 0 | Mar 29, 2024 |
| M•• S• D••••••• U•••••••• O••••••• M••••• I•• L• | Private Equity Fund | $0 | 0 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- C••••• V•••••••• N• · Chief Compliance Officer, General Counselcontrolsince 11/2022 · owns less than 5%
- G••••••• K••••• F• · Chief Executive Officer And Chief Investment Officer Of M•• I••••••••• G•••• L•controlsince 09/2014 · owns less than 5%
- H•••• S•••••• H•••• · Chief Technology Officercontrolsince 04/2023 · owns less than 5%
- R•••• G••••••• N•••••••• · President, Chief Operating Officer, Chief Legal Officer Of M•• I••••••••• G•••• L•controlsince 10/2014 · owns less than 5%
- T••••• M••••••• H•••••• · Chief Financial Officercontrolsince 09/2015 · owns less than 5%
- G••••••• K••••• F• · Managercontrolsince 10/2014 · owns F of M•• G• L••
- M••••••• J••• F••••• H•••• · Sole Shareholdercontrolsince 06/1977 · owns 75% or more of M•••••• G•••••• I•••
Entity owners
- M•• G• L•• · General Partner Of M•• I••••••••• G•••• L•direct · owns less than 5%
- I•••••• J••••••• J•••• · Trusteeindirect · owns F of M•••••• B••••••• T••••
- M•••••• G••••• L•• · Memberindirect · owns 75% or more of M•••••• G••••• C•••••• L••
- M•••••• G•••••• I••• · General Partnerindirect · owns F of M•••••• L•
- M•••••• L• · Memberindirect · owns 75% or more of M•••••• G••••• L••
- M•••••• G••••• C•••••• L•• · Limited Partner Of M•• I••••••••• G•••• L•direct · owns 50% to 75%
- M•••••• B••••••• T•••• · Limited Partner (Class C-1)indirect · owns 75% or more of M•••••• L•
- M•••••• G••••• C•••••• L•• · Memberindirect · owns 75% or more of M•• G• L••
Related persons
Schedule D 7.A
- B•••••• G• L••pooled vehicle sponsorn
- D••••••• U•••••••• F••• I• ••••••••• G•• S•••••••pooled vehicle sponsorn
- D••••••• U•••••••• F••• I•• ••••••••• G•• S•••••••pooled vehicle sponsorn
- M•• I••••••••• G•••• G• I• L••pooled vehicle sponsorn
- M•• I••••••••• G•••• G• I•• L••pooled vehicle sponsorn
- M•• I••••••••• G•••• G• L••pooled vehicle sponsorn
- S••••••••• S•••••••• F••• I• ••••••••• G• S•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Chicago, IL2 employees
- Dallas, TX1 employees
- San Francisco, CA1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 45 to 47Nov 25, 2025 to Mar 30, 2026
- Advisory employees · 24 to 28Nov 25, 2025 to Mar 30, 2026
- Pooled vehicle clients · 44 to 45Nov 25, 2025 to Mar 30, 2026
- Assets in custody · $1.2B to $1.3BNov 25, 2025 to Mar 30, 2026
- Employees · 43 to 45Nov 25, 2025 to Mar 30, 2026
- Private funds · 35 to 36Nov 25, 2025 to Mar 30, 2026
- Discretionary RAUM · $7.0B to $7.6BNov 25, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $6.3B to $7.0BNov 25, 2025 to Mar 30, 2026
- RAUM · $7.0B to $7.6BNov 25, 2025 to Mar 30, 2026
- Accounts · 44 to 45Dec 3, 2024 to Mar 31, 2025
- Advisory employees · 25 to 24Dec 3, 2024 to Mar 31, 2025
- Pooled vehicle clients · 43 to 44Dec 3, 2024 to Mar 31, 2025
- Assets in custody · $708M to $1.2BDec 3, 2024 to Mar 31, 2025
- Employees · 40 to 43Dec 3, 2024 to Mar 31, 2025
- Financial planning clients · unset to Dec 3, 2024 to Mar 31, 2025
- Private funds · 33 to 35Dec 3, 2024 to Mar 31, 2025
- Discretionary RAUM · $5.6B to $7.0BDec 3, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $5.3B to $6.3BDec 3, 2024 to Mar 31, 2025
- RAUM · $5.6B to $7.0BDec 3, 2024 to Mar 31, 2025
- Accounts · 35 to 44Sep 6, 2023 to Mar 29, 2024
- Pooled vehicle clients · 34 to 43Sep 6, 2023 to Mar 29, 2024
- Assets in custody · $627M to $708MSep 6, 2023 to Mar 29, 2024
- Employees · 38 to 40Sep 6, 2023 to Mar 29, 2024
- Private funds · 26 to 33Sep 6, 2023 to Mar 29, 2024
- Discretionary RAUM · $4.6B to $5.6BSep 6, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $4.3B to $5.3BSep 6, 2023 to Mar 29, 2024
- RAUM · $4.6B to $5.6BSep 6, 2023 to Mar 29, 2024
- Accounts · 30 to 35Dec 14, 2022 to Mar 31, 2023
- Advisory employees · 19 to 25Dec 14, 2022 to Mar 31, 2023
- Pooled vehicle clients · 29 to 34Dec 14, 2022 to Mar 31, 2023
- Assets in custody · unset to 626678958.0Dec 14, 2022 to Mar 31, 2023
- Custody of client assets · false to trueDec 14, 2022 to Mar 31, 2023
- Employees · 27 to 38Dec 14, 2022 to Mar 31, 2023
- Private funds · 20 to 26Dec 14, 2022 to Mar 31, 2023
- Discretionary RAUM · $4.0B to $4.6BDec 14, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $3.9B to $4.3BDec 14, 2022 to Mar 31, 2023
- RAUM · $4.0B to $4.6BDec 14, 2022 to Mar 31, 2023
- Accounts · 28 to 30Mar 30, 2021 to Mar 31, 2022
- Advisory employees · 13 to 19Mar 30, 2021 to Mar 31, 2022
- Pooled vehicle clients · 28 to 29Mar 30, 2021 to Mar 31, 2022
Signals
7 dated events
- M•• I••••••••• G•••• L• reported RAUM $7.0B, up 25% from $5.6B (2024-12-03 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Heinz Soeren Huba (Chief Technology Officer) appeared on Schedule A of M•• I••••••••• G•••• L•Mar 29, 2024 · Control person joined · fact
- Viravyne Chhim (Chief Compliance Officer, Deputy General Counsel) appeared on Schedule A of M•• I••••••••• G•••• L•Dec 14, 2022 · Control person joined · fact
- M•• I••••••••• G•••• L• reported RAUM $4.0B, up 35% from $2.9B (2021-03-30 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- M•• I••••••••• G•••• L• reported RAUM $2.4B, up 38% from $1.7B (2019-03-31 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- M•• I••••••••• G•••• L• reported RAUM $1.7B, up 82% from $940.1M (2018-05-30 to 2019-03-31)Mar 31, 2019 · RAUM change · derived
- M•• I••••••••• G•••• L• filed its initial SEC registration (Form ADV)Jun 22, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M•• I••••••••• G•••• L• · Independent Sponsorsshared crd · capital_provider
- M•• I••••••••• G•••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- H•••S://WWW.LINKEDIN.COM/COMPANY/MGG-INVESTMENT-GROUP-LPreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-356-6100reportedpublic 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