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•• H••••••••• M••••••••• I•• L••
Latest filing Mar 11, 2026
First filing on the tape Apr 7, 2016 · 15 filings
SEC status approved since Apr 27, 2016
RAUM
$235M
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
11
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$235M as of Mar 11, 2026
Mar 29, 2017$294M then
HNW client RAUM$0 as of Mar 11, 2026
Mar 27, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 11, 2026
Mar 29, 20170 then
Employees (5.A)11 as of Mar 11, 2026
Mar 29, 201713 then
Private funds2 as of Mar 11, 2026
Mar 29, 20172 then
RAUM +11% over the last fiscal year-3.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 11, 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
- $118MderivedRAUM 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
- +11%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)
- compensates persons for client referrals (8.G.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)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$235M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 2reported
- 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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•• H••••••••• P••••••• I•• L• | Private Equity Fund | $158M | 59 | Aug 24, 2016 |
| M•• H••••••••• P•••••••• L• | Private Equity Fund | $83.7M | 37 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• M••••• · Managing Partnercontrolsince 04/2016 · owns less than 5%
- E••••••• H••••••• A••• V••••••• · Chief Compliance Officer And Chief Financial Officercontrolsince 07/2018 · owns less than 5%
- F••••••••• M•••••• B••••• · Chief Executive Officercontrolsince 04/2016 · owns 75% or more
- R•••• J••••• L• · Managing Partnercontrolsince 04/2016 · owns less than 5%
Related persons
Schedule D 7.A
- M•• H••••••••• A••••••• I• L•pooled vehicle sponsory
- M•• H••••••••• A••••••• I•• L•pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Employees · 12 to 11Mar 21, 2025 to Mar 11, 2026
- Discretionary RAUM · $211M to $235MMar 21, 2025 to Mar 11, 2026
- Pooled vehicle RAUM · $211M to $235MMar 21, 2025 to Mar 11, 2026
- RAUM · $211M to $235MMar 21, 2025 to Mar 11, 2026
- Advisory employees · 8 to 6Mar 28, 2024 to Mar 21, 2025
- Employees · 14 to 12Mar 28, 2024 to Mar 21, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 21, 2025
- Discretionary RAUM · $241M to $211MMar 28, 2024 to Mar 21, 2025
- Pooled vehicle RAUM · $241M to $211MMar 28, 2024 to Mar 21, 2025
- RAUM · $241M to $211MMar 28, 2024 to Mar 21, 2025
- Advisory employees · 7 to 8Mar 20, 2023 to Mar 28, 2024
- Employees · 10 to 14Mar 20, 2023 to Mar 28, 2024
- Discretionary RAUM · $259M to $241MMar 20, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $259M to $241MMar 20, 2023 to Mar 28, 2024
- RAUM · $259M to $241MMar 20, 2023 to Mar 28, 2024
- Advisory employees · 6 to 7Nov 21, 2022 to Mar 20, 2023
- Discretionary RAUM · $221M to $259MNov 21, 2022 to Mar 20, 2023
- Pooled vehicle RAUM · $221M to $259MNov 21, 2022 to Mar 20, 2023
- RAUM · $221M to $259MNov 21, 2022 to Mar 20, 2023
- Advisory employees · 7 to 6Mar 30, 2021 to Mar 26, 2022
- Employees · 13 to 10Mar 30, 2021 to Mar 26, 2022
- Discretionary RAUM · $329M to $221MMar 30, 2021 to Mar 26, 2022
- Pooled vehicle RAUM · $329M to $221MMar 30, 2021 to Mar 26, 2022
- RAUM · $329M to $221MMar 30, 2021 to Mar 26, 2022
- Advisory employees · 8 to 7Mar 27, 2020 to Mar 30, 2021
- Employees · 16 to 13Mar 27, 2020 to Mar 30, 2021
- Discretionary RAUM · $280M to $329MMar 27, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $280M to $329MMar 27, 2020 to Mar 30, 2021
- RAUM · $280M to $329MMar 27, 2020 to Mar 30, 2021
- Discretionary RAUM · $276M to $280MMar 28, 2019 to Mar 27, 2020
- Pooled vehicle RAUM · $276M to $280MMar 28, 2019 to Mar 27, 2020
- RAUM · $276M to $280MMar 28, 2019 to Mar 27, 2020
- Advisory employees · 6 to 8Jul 9, 2018 to Mar 28, 2019
- Employees · 14 to 16Jul 9, 2018 to Mar 28, 2019
- Discretionary RAUM · $295M to $276MJul 9, 2018 to Mar 28, 2019
- Pooled vehicle RAUM · $295M to $276MJul 9, 2018 to Mar 28, 2019
- RAUM · $295M to $276MJul 9, 2018 to Mar 28, 2019
- Charity clients · unset to 0.0Jul 3, 2017 to Mar 27, 2018
- Corporate clients · unset to 0.0Jul 3, 2017 to Mar 27, 2018
- HNW clients · unset to 0.0Jul 3, 2017 to Mar 27, 2018
Signals
2 dated events
- M•• H••••••••• M••••••••• I•• L•• reported RAUM $221.2M, down 33% from $329.0M (2021-03-30 to 2022-03-26)Mar 26, 2022 · RAUM change · derived
- M•• H••••••••• M••••••••• I•• L•• filed its initial SEC registration (Form ADV)Apr 7, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M•• H••••••••• M••••••••• I•• L•• · Independent Sponsorsshared crd · capital_provider
- M•• H••••••••• M••••••••• I•• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/mbf-healthcare-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- w••.m••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 305-476-5161reportedpublic record, Form ADV, Mar 11, 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