DFX Intelligence

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SEC-registered adviser

M••• A••••••• L••

ASSET M•••GERNew York, New YorkCRD 284792SEC 801-108583website IAPD

Latest filing Mar 30, 2026

First filing on the tape Oct 21, 2016 · 20 filings

SEC status approved since Nov 2, 2016

RAUM

$509M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

2 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

20 filings and snapshots on the tape

RAUM$509M as of Mar 30, 2026

Feb 21, 2017$777M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Mar 30, 2026

Feb 21, 20170 then

Employees (5.A)4 as of Mar 30, 2026

Feb 21, 201727 then

Private funds1 as of Mar 30, 2023

Feb 21, 20171 then

RAUM +17% over the last fiscal year+93% 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: $127MderivedRAUM 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: +17%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

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)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Other investment advisers$509M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 4reported
Financial planning clients: 0reported
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

Every departure Every arrival

Private funds

1 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
M••• O•••• M••••• F••• L•	Hedge Fund	$37.1M	2	Feb 21, 2017

Owners and control persons

Schedule A and B, latest filing

A•••••••• L••••• A•••••• · Chief Operating Officercontrol
since 03/2022 · owns less than 5%
D•••••• S••••• E•••••••• · Ccocontrol
since 06/2022 · owns less than 5%
N•••••• M••••• N•• · Ceocontrol
since 06/2016 · owns less than 5%
N•••••• M••••• N•• · Membercontrol
since 06/2016 · owns 25% to 50% of M••• P••••••• L••

Entity owners

M••• P••••••• L•• · Member
direct · owns 75% or more

Related persons

Schedule D 7.A

No related person reported.

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Discretionary RAUM · $436M to $509M
Oct 1, 2025 to Mar 30, 2026
RAUM · $436M to $509M
Oct 1, 2025 to Mar 30, 2026
Financial planning clients · 0 to 0
May 2, 2025 to Oct 1, 2025
Accounts · 2 to 4
Mar 29, 2024 to Apr 1, 2025
Discretionary RAUM · $108M to $436M
Mar 29, 2024 to Apr 1, 2025
RAUM · $108M to $436M
Mar 29, 2024 to Apr 1, 2025
Accounts · 3 to 2
Mar 30, 2023 to Mar 29, 2024
Pooled vehicle clients · 1.0 to unset
Mar 30, 2023 to Mar 29, 2024
Employees · 5 to 4
Mar 30, 2023 to Mar 29, 2024
Private funds · 1 to unset
Mar 30, 2023 to Mar 29, 2024
Discretionary RAUM · $70.4M to $108M
Mar 30, 2023 to Mar 29, 2024
Pooled vehicle RAUM · 37098947.0 to unset
Mar 30, 2023 to Mar 29, 2024
RAUM · $70.4M to $108M
Mar 30, 2023 to Mar 29, 2024
Related bank · true to false
Mar 30, 2023 to Mar 29, 2024
Accounts · 4 to 3
Jun 15, 2022 to Mar 30, 2023
Advisory employees · 3 to 2
Jun 15, 2022 to Mar 30, 2023
Pooled vehicle clients · 3 to 1
Jun 15, 2022 to Mar 30, 2023
Employees · 7 to 5
Jun 15, 2022 to Mar 30, 2023
Financial planning clients · unset to 0
Jun 15, 2022 to Mar 30, 2023
Discretionary RAUM · $121M to $70.4M
Jun 15, 2022 to Mar 30, 2023
Pooled vehicle RAUM · $111M to $37.1M
Jun 15, 2022 to Mar 30, 2023
RAUM · $121M to $70.4M
Jun 15, 2022 to Mar 30, 2023
Employees · 8 to 7
Mar 26, 2021 to Mar 28, 2022
Discretionary RAUM · $54.0M to $121M
Mar 26, 2021 to Mar 28, 2022
Pooled vehicle RAUM · $44.0M to $111M
Mar 26, 2021 to Mar 28, 2022
RAUM · $54.0M to $121M
Mar 26, 2021 to Mar 28, 2022
Advisory employees · 4 to 3
Oct 17, 2020 to Mar 26, 2021
Employees · 5 to 8
Oct 17, 2020 to Mar 26, 2021
Discretionary RAUM · $375M to $54.0M
Oct 17, 2020 to Mar 26, 2021
Pooled vehicle RAUM · $179M to $44.0M
Oct 17, 2020 to Mar 26, 2021
RAUM · $375M to $54.0M
Oct 17, 2020 to Mar 26, 2021
Accounts · 3 to 4
Mar 29, 2019 to Mar 27, 2020
Assets in custody · unset to 0.0
Mar 29, 2019 to Mar 27, 2020
Discretionary RAUM · $256M to $375M
Mar 29, 2019 to Mar 27, 2020
Pooled vehicle RAUM · $256M to $179M
Mar 29, 2019 to Mar 27, 2020
RAUM · $256M to $375M
Mar 29, 2019 to Mar 27, 2020
Advisory employees · 5 to 4
Nov 6, 2018 to Mar 29, 2019
Employees · 8 to 5
Nov 6, 2018 to Mar 29, 2019
Discretionary RAUM · $120M to $256M
Nov 6, 2018 to Mar 29, 2019
Pooled vehicle RAUM · $120M to $256M
Nov 6, 2018 to Mar 29, 2019

Signals

16 dated events

••• Locked
Apr 1, 2025 · RAUM change · derived
••• Locked
Jun 15, 2022 · Control person joined · fact
••• Locked
Jun 15, 2022 · Control person left · inference
••• Locked
Mar 28, 2022 · Control person left · inference
••• Locked
Mar 28, 2022 · Control person joined · fact
••• Locked
Mar 26, 2021 · RAUM change · derived
••• Locked
Oct 17, 2020 · Control person joined · fact
••• Locked
Sep 11, 2020 · Control person left · inference
••• Locked
Sep 11, 2020 · Control person joined · fact
••• Locked
Mar 27, 2020 · RAUM change · derived
••• Locked
Mar 29, 2019 · Control person left · inference
••• Locked
Mar 29, 2019 · Control person left · inference
••• Locked
Mar 29, 2019 · RAUM change · derived
••• Locked
Nov 6, 2018 · RAUM change · derived
••• Locked
Mar 29, 2018 · RAUM change · derived
••• Locked
Oct 21, 2016 · 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•••-PARTNERS-LLCreportedpublic record, Form ADV, Mar 30, 2026
Website: M•••-PARTNERS.COMreportedpublic record, Form ADV, Mar 30, 2026
Principal office phone: 332-201-7620reportedpublic 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 M•••GERderiveda 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