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••••• C•••••• M••••••••• L••
Latest filing May 28, 2026
First filing on the tape Dec 22, 2016 · 23 filings
SEC status approved since Jul 5, 2019
RAUM
$5.4B
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
103
29 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
37
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$5.4B as of May 28, 2026
Mar 30, 2020$861M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 28, 2026
Mar 30, 20200 then
Employees (5.A)103 as of May 28, 2026
Mar 30, 202027 then
Private funds37 as of May 28, 2026
Mar 30, 202017 then
RAUM +11% over the last fiscal year+4.4% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 28, 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
- $139MderivedRAUM 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
- +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
- Custody
- $5.0B, 37 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$5.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 39reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $5.0B for 37 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=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
34 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••••• C•••••• F••• I•••• L• | Private Equity Fund | $1.3B | 57 | Mar 31, 2021 |
| M••••• C•••••• F••• I•••• L• | Private Equity Fund | $744M | 63 | Mar 31, 2021 |
| M••••• I• S••••• L• | Private Equity Fund | $393M | 9 | Mar 31, 2022 |
| M••••• W••• C••••••••• L• | Private Equity Fund | $295M | 14 | Mar 28, 2024 |
| M••••• A••••• C••••••••• L• | Private Equity Fund | $222M | 5 | Mar 31, 2023 |
| M••••• C•••••• C•••••• C••••••••• L• | Private Equity Fund | $216M | 16 | Mar 30, 2020 |
| M••••• C•••••• F••• I••• L• | Private Equity Fund | $174M | 27 | Jan 30, 2018 |
| M••••• I••••••••• C••••••••• L• | Private Equity Fund | $156M | 5 | Mar 31, 2022 |
| M••••• C•••••• F••• I••• L• | Private Equity Fund | $138M | 24 | Jan 30, 2018 |
| M••••• E•••• S•••• •• G••• • C•• K• | Private Equity Fund | $122M | 69 | Mar 8, 2023 |
| M••••• R• C••••••••• F•••• L• | Private Equity Fund | $114M | 1 | Mar 30, 2020 |
| M••••• E•••• S•••• ••• L• | Venture Capital Fund | $101M | 24 | Mar 31, 2023 |
| M••••• A••••• C••••••••• I••• L• | Private Equity Fund | $96.5M | 3 | Mar 31, 2023 |
| M••••• C•••••• F••• I•• •••••• L• | Private Equity Fund | $89.0M | 27 | Jun 3, 2019 |
| M••••• C•••••• F••• I•••••• L• | Private Equity Fund | $87.2M | 49 | Mar 31, 2021 |
| G• L•• A••••••••• L• | Private Equity Fund | $70.8M | 6 | Jun 3, 2019 |
| M••••• C•••••• F••• I•• •••••• L• | Private Equity Fund | $70.3M | 24 | Jun 3, 2019 |
| M••••• B• C••••••••• L• | Private Equity Fund | $64.5M | 1 | Mar 31, 2023 |
| M••••• C•••••• C•••••• C••••••••• I••• L• | Private Equity Fund | $62.9M | 4 | Mar 30, 2020 |
| M••••• C•••••• F••••••• C••••••••• L• | Private Equity Fund | $45.7M | 5 | Mar 29, 2019 |
| W• A••••••••• L• | Private Equity Fund | $36.7M | 1 | Mar 31, 2021 |
| M••••• M••••• C••••••••• L• | Private Equity Fund | $24.3M | 5 | Mar 31, 2022 |
| M••••• I••••••••• C••••••••• I••• L• | Private Equity Fund | $18.4M | 2 | Mar 31, 2022 |
| M••••• C•••••• C•••••• C••••••••• I••• L• | Private Equity Fund | $18.1M | 1 | Mar 30, 2020 |
| M••••• C•••••• F••• I••• •••••• L• | Private Equity Fund | $16.5M | 57 | Mar 28, 2024 |
| M••••• C•••••• F••• I••••• L• | Private Equity Fund | $15.0M | 13 | Jan 30, 2018 |
| M••••• C•••••• F••• I••• •••••• L• | Private Equity Fund | $9.2M | 63 | Mar 28, 2024 |
| M••••• C•••••• V•••••• F••• I••• L• | Venture Capital Fund | $1.8M | 1 | Jun 3, 2019 |
| M••••• C•••••• F••• I••••• •••••• L• | Private Equity Fund | $1.1M | 49 | Mar 28, 2024 |
| M••••• C•••••• L••••• C••••••••• L• | Private Equity Fund | $139,574 | 2 | Mar 29, 2019 |
| M••••• C•••••• V•••••• F••• I••••• L• | Venture Capital Fund | $41,285 | 1 | Jun 3, 2019 |
| M••••• V•••••• P•••••• C••••••••• L• | Venture Capital Fund | $38,260 | 1 | Mar 30, 2020 |
| M••••• V•••••• P•••••••• C••••••••• L•no longer reported | Venture Capital Fund | $19,252 | 1 | Mar 30, 2020 |
| M••••• C•••••• S••• C•••••••••no longer reported | Private Equity Fund | $0 | 2 | Jun 3, 2019 |
Owners and control persons
Schedule A and B, latest filing
- H•••••••• P••• L••• R••••• · Founder, Managing Partner, Chief Executive Officercontrolsince 08/2016 · owns less than 5%
- T••••••• K•••••• A•• · Partner, Chief Financial Officercontrolsince 03/2017 · owns less than 5%
- H•••••••• P••• L••• R••••• · Limited Partnercontrolsince 06/2016 · owns 75% or more of R• V••••••• L•••
- H•••••••• P••• L••• R••••• · Membercontrolsince 01/2016 · owns 75% or more of R•• E••••••••• L••
- R••••••••• L••••••• G••• · Principal, Chief Compliance Officersince 02/2022 · owns less than 5%
Entity owners
- M••••• P••••••• O•••••••• C••••••• L• · Memberdirect · owns 75% or more
- M••••• P••••••• G•• L•• · General Partnerindirect · owns F of M••••• P••••••• O•••••••• C••••••• L•
- M••••• P••••••• G•• L•• · General Partnerindirect · owns F of M••••• P••••••• H••••••• I•• L•
- M••••• P••••••• H••••••• I•• L• · Limited Partnerindirect · owns 50% to 75% of M••••• P••••••• O•••••••• C••••••• L•
- R• V••••••• L••• · Limited Partnerindirect · owns 75% or more of M••••• P••••••• H••••••• I•• L•
- R•• E••••••••• L•• · Memberindirect · owns 75% or more of M••••• P••••••• G•• L••
- R•• E••••••••• L•• · General Partnerindirect · owns F of R• V••••••• L•••
Related persons
Schedule D 7.A
- M••••• A••••• C••••••••• G•• L•investment adviserpooled vehicle sponsorn
- M••••• B• C••••••••• G•• L•investment adviserpooled vehicle sponsorn
- M••••• C•••••• C•••••• C••••••••• G•• L•investment adviserpooled vehicle sponsorn
- M••••• C•••••• F••• I• G•• L•investment adviserpooled vehicle sponsorn
- M••••• C•••••• F••• I• G•• L•investment adviserpooled vehicle sponsorn
- M••••• C•••••• V•••••• F••• I• G•• L•investment adviserpooled vehicle sponsorn
- M••••• E•••• S•••• G•• L•investment adviserpooled vehicle sponsorn
- M••••• I• S•••• G•• L•investment adviserpooled vehicle sponsorn
- M••••• I••••••••• C••••••••• G•• L•investment adviserpooled vehicle sponsorn
- M••••• M••••• C••••••••• G•• L•investment adviserpooled vehicle sponsorn
- M••••• R• C••••••••• G•• L•investment adviserpooled vehicle sponsorn
- M••••• V••••••• G• G•••investment adviserpooled vehicle sponsorn
- M••••• W••• C••••••••• G•• L•investment adviserpooled vehicle sponsorn
- W• A••••••••• G•• L•investment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom8 employees
- London, United Kingdom8 employees
- Amsterdam, Netherlands2 employees
- West Palm Beach, FL1 employees
What changed
consecutive filings, newest first
- Accounts · 35 to 39Jul 3, 2025 to Mar 30, 2026
- Advisory employees · 34 to 29Jul 3, 2025 to Mar 30, 2026
- Pooled vehicle clients · 35 to 39Jul 3, 2025 to Mar 30, 2026
- Assets in custody · $4.2B to $5.0BJul 3, 2025 to Mar 30, 2026
- Employees · 135 to 103Jul 3, 2025 to Mar 30, 2026
- Private funds · 33 to 37Jul 3, 2025 to Mar 30, 2026
- Discretionary RAUM · $4.9B to $5.4BJul 3, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $4.9B to $5.4BJul 3, 2025 to Mar 30, 2026
- RAUM · $4.9B to $5.4BJul 3, 2025 to Mar 30, 2026
- Financial planning clients · unset to Jun 24, 2025 to Jul 3, 2025
- Accounts · 34 to 35Oct 28, 2024 to Apr 15, 2025
- Advisory employees · 33 to 34Oct 28, 2024 to Apr 15, 2025
- Pooled vehicle clients · 34 to 35Oct 28, 2024 to Apr 15, 2025
- Assets in custody · $4.0B to $4.2BOct 28, 2024 to Apr 15, 2025
- Employees · 160 to 135Oct 28, 2024 to Apr 15, 2025
- Other offices · 5 to 4Oct 28, 2024 to Apr 15, 2025
- Private funds · 32 to 33Oct 28, 2024 to Apr 15, 2025
- Discretionary RAUM · $4.9B to $4.9BOct 28, 2024 to Apr 15, 2025
- Pooled vehicle RAUM · $4.9B to $4.9BOct 28, 2024 to Apr 15, 2025
- RAUM · $4.9B to $4.9BOct 28, 2024 to Apr 15, 2025
- Related adviser · true to falseOct 28, 2024 to Apr 15, 2025
- Accounts · 29 to 34Nov 29, 2023 to Mar 28, 2024
- Advisory employees · 32 to 33Nov 29, 2023 to Mar 28, 2024
- Pooled vehicle clients · 29 to 34Nov 29, 2023 to Mar 28, 2024
- Assets in custody · $3.6B to $4.0BNov 29, 2023 to Mar 28, 2024
- Employees · 196 to 160Nov 29, 2023 to Mar 28, 2024
- Other offices · 1 to 5Nov 29, 2023 to Mar 28, 2024
- Private funds · 28 to 32Nov 29, 2023 to Mar 28, 2024
- Discretionary RAUM · $4.8B to $4.9BNov 29, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $4.8B to $4.9BNov 29, 2023 to Mar 28, 2024
- RAUM · $4.8B to $4.9BNov 29, 2023 to Mar 28, 2024
- Related adviser · false to trueNov 29, 2023 to Mar 28, 2024
- Accounts · 25 to 29Mar 8, 2023 to Mar 31, 2023
- Advisory employees · 17 to 32Mar 8, 2023 to Mar 31, 2023
- Pooled vehicle clients · 25 to 29Mar 8, 2023 to Mar 31, 2023
- Assets in custody · $2.9B to $3.6BMar 8, 2023 to Mar 31, 2023
- Employees · 107 to 196Mar 8, 2023 to Mar 31, 2023
- Private funds · 26 to 28Mar 8, 2023 to Mar 31, 2023
- Discretionary RAUM · $3.9B to $4.8BMar 8, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $3.9B to $4.8BMar 8, 2023 to Mar 31, 2023
Signals
6 dated events
- M••••• C•••••• M••••••••• L•• reported RAUM $3.9B, up 120% from $1.8B (2021-08-03 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- M••••• C•••••• M••••••••• L•• reported RAUM $1.9B, up 118% from $860.8M (2020-03-30 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- M••••• C•••••• M••••••••• L•• reported RAUM $860.8M, up 61% from $534.1M (2019-06-03 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Frank Martire (Partner, General Counsel) no longer on Schedule A of M••••• C•••••• M••••••••• L•• (listed 2019-06-03, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Curtis Stephen Daffron (Chief Operating Officer) no longer on Schedule A of M••••• C•••••• M••••••••• L•• (listed 2017-04-21, absent 2019-06-03)Jun 3, 2019 · Control person left · inference
- M••••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Dec 22, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M••••• C•••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- M••••• C•••••• M••••••••• L•• · Private Equityshared crd · organization
- M••••• C•••••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/motive-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- linkedin.com/company/jigsawxyzreportedpublic record, Form ADV, Sep 18, 2026
- Website
- M•••••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (212) 651-0200reportedpublic record, Form ADV, May 28, 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