DFX Intelligence
RIA Intelligence
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SEC-registered adviser
M••• H••• C•••••• L••
Latest filing Mar 26, 2026
First filing on the tape Nov 2, 2016 · 17 filings
SEC status approved since Nov 15, 2016
RAUM
$757M
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
6
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$757M as of Mar 26, 2026
Mar 13, 2017$121M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Mar 13, 20170 then
Employees (5.A)6 as of Mar 26, 2026
Mar 13, 20176 then
Private funds3 as of Mar 26, 2026
Mar 13, 20171 then
RAUM -20% over the last fiscal year+2.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 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
- $108MderivedRAUM 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
- -20%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
- 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)
- 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$757M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••• H••• C••••• C••••• F••• L• | Hedge Fund | $778M | 30 | Oct 2, 2020 |
| M••• H••• C••••• O••••••••• M••••• F••• L• | Hedge Fund | $158M | 22 | Mar 13, 2017 |
| T•••• M••• L••no longer reported | Hedge Fund | $101M | 2 | Mar 27, 2019 |
| M••• H••• S••••••••• C••••• O••••••••• F••• L• | Hedge Fund | $35.0M | 3 | Mar 27, 2024 |
Owners and control persons
Schedule A and B, latest filing
- B•••• A•••••• E••• · Coo/Cfo/Ccocontrolsince 03/2021 · owns less than 5%
- C••••• H•••••• · Crocontrolsince 09/2015 · owns less than 5%
- L••• S•••••• Y•• L••• · Head Of Business Development And Investor Relationscontrolsince 08/2023 · owns less than 5%
- M••••••• D••••• J••• · Ceo/Ciocontrolsince 02/2015 · owns less than 5%
- P••••• A•••••••• J••• · Directorcontrolsince 11/2016 · owns less than 5%
- M••••••• D••••• J••• · Majority Limited Partnercontrolsince 11/2017 · owns 75% or more of M••• H••• C•••••• P••••••• L•
Entity owners
- M••• H••• C•••••• P••••••• L• · Holding Company LPdirect · owns 75% or more
- M•••••• L•• · Minority Shareholderdirect · owns less than 5%
Related persons
Schedule D 7.A
- M•••••• L••y
- M••• H••• C•••••• P••••••• L•y
- M••• H••• C••• L••pooled vehicle sponsorn
- M••• H••• G••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Employees · 7 to 6Mar 28, 2025 to Mar 26, 2026
- Discretionary RAUM · $945M to $757MMar 28, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $945M to $757MMar 28, 2025 to Mar 26, 2026
- RAUM · $945M to $757MMar 28, 2025 to Mar 26, 2026
- Financial planning clients · unset to May 15, 2024 to Mar 28, 2025
- Discretionary RAUM · $971M to $945MMay 15, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $971M to $945MMay 15, 2024 to Mar 28, 2025
- RAUM · $971M to $945MMay 15, 2024 to Mar 28, 2025
- Discretionary RAUM · $878M to $971MMar 27, 2024 to May 8, 2024
- Pooled vehicle RAUM · $878M to $971MMar 27, 2024 to May 8, 2024
- RAUM · $878M to $971MMar 27, 2024 to May 8, 2024
- Accounts · 5 to 7Mar 30, 2023 to Mar 27, 2024
- Pooled vehicle clients · 5 to 7Mar 30, 2023 to Mar 27, 2024
- Private funds · 2 to 3Mar 30, 2023 to Mar 27, 2024
- Discretionary RAUM · $712M to $878MMar 30, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $712M to $878MMar 30, 2023 to Mar 27, 2024
- RAUM · $712M to $878MMar 30, 2023 to Mar 27, 2024
- Employees · 6 to 7Mar 31, 2022 to Mar 30, 2023
- Discretionary RAUM · $438M to $712MMar 31, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $438M to $712MMar 31, 2022 to Mar 30, 2023
- RAUM · $438M to $712MMar 31, 2022 to Mar 30, 2023
- Accounts · 4 to 5May 6, 2021 to Mar 31, 2022
- Pooled vehicle clients · 4 to 5May 6, 2021 to Mar 31, 2022
- Discretionary RAUM · $217M to $438MMay 6, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $217M to $438MMay 6, 2021 to Mar 31, 2022
- RAUM · $217M to $438MMay 6, 2021 to Mar 31, 2022
- Discretionary RAUM · $207M to $217MMar 29, 2021 to May 6, 2021
- Pooled vehicle RAUM · $207M to $217MMar 29, 2021 to May 6, 2021
- RAUM · $207M to $217MMar 29, 2021 to May 6, 2021
- Advisory employees · 3 to 4Oct 2, 2020 to Mar 29, 2021
- Custody of client assets · true to falseOct 2, 2020 to Mar 29, 2021
- Employees · 5 to 6Oct 2, 2020 to Mar 29, 2021
- Discretionary RAUM · $159M to $207MOct 2, 2020 to Mar 29, 2021
- Pooled vehicle RAUM · $159M to $207MOct 2, 2020 to Mar 29, 2021
- RAUM · $159M to $207MOct 2, 2020 to Mar 29, 2021
- Related bank · true to falseOct 2, 2020 to Mar 29, 2021
- Accounts · 3 to 4Apr 30, 2020 to Oct 2, 2020
- Pooled vehicle clients · 3 to 4Apr 30, 2020 to Oct 2, 2020
- Private funds · 1 to 2Apr 30, 2020 to Oct 2, 2020
- Discretionary RAUM · $178M to $159MApr 30, 2020 to Oct 2, 2020
Signals
10 dated events
- R Nicholas Pepe (Coo/Head Of Business Development And Investor Relations) no longer on Schedule A of M••• H••• C•••••• L•• (listed 2023-03-30, absent 2024-03-27)Mar 27, 2024 · Control person left · inference
- Yen Ling Silene Lim (Head Of Business Development And Investor Relations) appeared on Schedule A of M••• H••• C•••••• L••Mar 27, 2024 · Control person joined · fact
- M••• H••• C•••••• L•• reported RAUM $711.5M, up 62% from $438.4M (2022-03-31 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- M••• H••• C•••••• L•• reported RAUM $438.4M, up 102% from $216.9M (2021-05-06 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- E Andrew Beer (Cfo/Cco/Head Of Operations) appeared on Schedule A of M••• H••• C•••••• L••Mar 29, 2021 · Control person joined · fact
- Michael Robert Perdock (Coo/Cfo/Cco) no longer on Schedule A of M••• H••• C•••••• L•• (listed 2020-04-30, absent 2020-10-02)Oct 2, 2020 · Control person left · inference
- M••• H••• C•••••• L•• reported RAUM $177.8M, down 53% from $376.0M (2019-03-27 to 2020-04-30)Apr 30, 2020 · RAUM change · derived
- Gaurav Singhal (Senior Pm) no longer on Schedule A of M••• H••• C•••••• L•• (listed 2019-03-27, absent 2020-04-30)Apr 30, 2020 · Control person left · inference
- M••• H••• C•••••• L•• reported RAUM $376.0M, up 135% from $159.8M (2018-10-31 to 2019-03-27)Mar 27, 2019 · RAUM change · derived
- M••• H••• C•••••• L•• filed its initial SEC registration (Form ADV)Nov 2, 2016 · ria first adv fil••• · 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
- Website
- M•••H•••CAP.COMreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 929-458-3085reportedpublic record, Form ADV, Mar 26, 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