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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Former SEC-registered adviser
M••••• M••••••••• L••
Latest filing Mar 30, 2020
First filing on the tape Dec 16, 2016 · 15 filings
RAUM
$26.7M
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
8 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
10
$26.7M gross assets
History
15 filings and snapshots on the tape
RAUM$26.7M as of Mar 29, 2019
Mar 31, 2017$5.7M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 29, 2019
Mar 31, 20170 then
Employees (5.A)11 as of Mar 29, 2019
Mar 31, 20175 then
Private funds10 as of Mar 29, 2019
Mar 31, 201715 then
RAUM +5.6% over the last fiscal yearIARs 0 to 1offices 1 to 3
Practice profile
derived from the filing of Mar 30, 2020; every figure names its basis
- RAUM per advisor
- $26.7MderivedRAUM 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
- $2.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 11.0derivedItem 5.A over advisors
- Advisors per office
- 0.3derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.6%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
- $38.9M, 15 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$26.7M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $38.9M for 15 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- absent from the latest SEC rosterderived
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
46 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L••• S••••••••• A••••• F••• U• L• | Other Private Fund | $15.2M | 57 | Mar 29, 2019 |
| M• I••••••••• F••• L• | Real Estate Fund | $9.3M | 52 | Dec 22, 2017 |
| M••••• S•• L•• • C••••••• L••• T••• G••••• A••••• F••• | Other Private Fund | $8.4M | 63 | Dec 22, 2017 |
| A•••••• B••••••• O••••••••• Z••• F••• L• | Real Estate Fund | $6.7M | 28 | Aug 2, 2021 |
| D•• B•••••• S•••••• I••••• M••••• L• | Real Estate Fund | $4.9M | 36 | Aug 2, 2021 |
| D•• U•• S•••••• I••••• M••••• L• | Real Estate Fund | $4.3M | 43 | Aug 2, 2021 |
| F•••• I••••• A••••• V•••••• L••no longer reported | Real Estate Fund | $4.2M | 49 | Dec 22, 2017 |
| S••••• F••• A• A• S••••• O• M• P•••••• P•••••••• F••• I• L•• | Other Private Fund | $3.6M | 51 | Aug 2, 2021 |
| M••••• S•• L•••••• • S•••••• I••••• 1• | Real Estate Fund | $3.5M | 51 | Dec 22, 2017 |
| S••••• F••• M• A• S••••• O• M• P•••••• P•••••••• F••• I• L•• | Other Private Fund | $3.5M | 30 | Aug 30, 2022 |
| S••••• F••• A• A• S••••• O• M• P•••••• P•••••••• F••• I• L•• | Other Private Fund | $3.1M | 33 | Aug 30, 2022 |
| S••••• F••• H• A• S••••• O• M• P•••••• P•••••••• F••• I• L•• | Other Private Fund | $2.6M | 41 | Aug 2, 2021 |
| M••••• T••••• L• • B••••• T••no longer reported | Real Estate Fund | $2.0M | 44 | Dec 22, 2017 |
| S••••• F••• I• A• S••••• O• M• P•••••• P•••••••• F••• I• L•• | Other Private Fund | $1.5M | 22 | Aug 30, 2022 |
| A••• A••••• F••• I• L•• | Other Private Fund | $1.5M | 12 | Aug 2, 2021 |
| G•••••• I••••••••• P••••••••• L••no longer reported | Real Estate Fund | $1.5M | 34 | Mar 31, 2017 |
| S••••• F••• E• A• S••••• O• M• P•••••• P•••••••• F••• I• L•• | Other Private Fund | $1.3M | 38 | Aug 2, 2021 |
| S••••• F••• C• A• S••••• O• M• P•••••• P•••••••• F••• I• L•• | Other Private Fund | $1.3M | 23 | Aug 2, 2021 |
| S••••• F••• D• A• S••••• O• M• P•••••• P•••••••• F••• I• L•• | Other Private Fund | $956,780 | 3 | Aug 2, 2021 |
| M••••• T••••• L• • B••••• O••no longer reported | Real Estate Fund | $940,000 | 16 | Dec 22, 2017 |
| R•• F••• I• L•• | Other Private Fund | $938,280 | 30 | Aug 2, 2021 |
| S••••• F••• B• A• S••••• O• M• P•••••• P•••••••• F••• I• L•• | Other Private Fund | $730,357 | 15 | Aug 2, 2021 |
| S••••• F••• G• A• S••••• O• M• P•••••• P•••••••• F••• I• L•• | Other Private Fund | $704,370 | 24 | Aug 2, 2021 |
| M••••• S•• L•••••• • V•••••• H•• | Real Estate Fund | $700,000 | 13 | Dec 16, 2016 |
| G••••• E••••• A••••• F••• L• | Hedge Fund | $695,325 | 6 | Aug 2, 2021 |
| 5• B••••• P•••• F••• L••no longer reported | Real Estate Fund | $575,000 | 17 | Dec 16, 2016 |
| C••••• R••• P••••••••• L••no longer reported | Real Estate Fund | $572,899 | 8 | Dec 16, 2016 |
| S•••• V••• D•••• L••no longer reported | Real Estate Fund | $540,000 | 17 | Dec 16, 2016 |
| M•• M• I••••• F••• L••• | Real Estate Fund | $500,000 | 10 | Mar 27, 2018 |
| S••••• F••• L• A• S••••• O• M• P•••••• P•••••••• F••• I• L•• | Other Private Fund | $499,373 | 6 | Aug 30, 2022 |
| M••••• T••••• M••••• L• | Other Private Fund | $449,880 | 4 | Mar 31, 2017 |
| M••••• S•• L••••• • S•••••• F•••no longer reported | Private Equity Fund | $430,000 | 4 | Mar 27, 2018 |
| M••••• S•• L•••••• • D•• | Other Private Fund | $315,400 | 5 | Mar 31, 2017 |
| U• M• I••••••••• F••• L• | Real Estate Fund | $302,275 | 6 | Mar 29, 2019 |
| M••••• T••••• L• • M••••• T••••• 1•no longer reported | Other Private Fund | $295,000 | 12 | Mar 31, 2017 |
| M••••• S•• L•••••• • A••••••••• P••• | Real Estate Fund | $280,000 | 5 | Mar 31, 2017 |
| S••••• F••• J• A• S••••• O• M• P•••••• P•••••••• F••• I• L•• | Other Private Fund | $228,611 | 5 | Aug 30, 2022 |
| M••••• S•• L•••••• • S••••• F•••no longer reported | Private Equity Fund | $200,000 | 1 | Mar 27, 2018 |
| M••••• S•• L•••••• • M••••• L•• 2•no longer reported | Real Estate Fund | $180,000 | 8 | Dec 16, 2016 |
| U•• A••••• F••• I• L•• | Other Private Fund | $140,045 | 3 | Aug 2, 2021 |
Owners and control persons
Schedule A and B, latest filing
- C•••• H•• · Chief Executive Officecontrolsince 03/2019 · owns less than 5%
- D••••••• R•••••• M• · Chief Compliance Officercontrolsince 10/2019 · owns less than 5%
- D•••• S••••••• · Indirect Ownercontrolsince 02/2016 · owns 25% to 50% of T•••• P•••• H••••••• L••••••
Entity owners
- M••••• I•• · Ownerdirect · owns 75% or more
- M••••• P••••••• H••••••• L•••••• · Indirect Ownerindirect · owns 25% to 50% of M•••• G••••• I••
- M•••• G••••• I•• · Indirect Ownerindirect · owns 75% or more of M••••• I••
- T•••• P•••• H••••••• L•••••• · Indirect Ownerindirect · owns 25% to 50% of M••••• P••••••• H••••••• L••••••
Related persons
Schedule D 7.A
- M••••• S••••••••• L••broker-dealern
- M• G••••• A••••• L••real estaten
- M•• L••broker-dealerinvestment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Beijing, China2 employees
- Santa Clara, CA1 employees
- Bellevue, WA1 employees
What changed
consecutive filings, newest first
- HQ city · NEW YORK to unsetOct 22, 2019 to Mar 30, 2020
- HQ state · NY to unsetOct 22, 2019 to Mar 30, 2020
- Other offices · 2 to 3Oct 22, 2019 to Mar 30, 2020
- BD registered reps · 1 to 2Mar 29, 2019 to Oct 22, 2019
- Accounts · 13 to 10Mar 27, 2018 to Mar 29, 2019
- Pooled vehicle clients · 13 to 10Mar 27, 2018 to Mar 29, 2019
- Assets in custody · $20.5M to $38.9MMar 27, 2018 to Mar 29, 2019
- HQ city · BEIJING to NEW YORKMar 27, 2018 to Mar 29, 2019
- HQ state · unset to NYMar 27, 2018 to Mar 29, 2019
- State-registered IARs · 0 to 1Mar 27, 2018 to Mar 29, 2019
- Other offices · 1 to 2Mar 27, 2018 to Mar 29, 2019
- Private funds · 13 to 10Mar 27, 2018 to Mar 29, 2019
- Discretionary RAUM · $25.3M to $26.7MMar 27, 2018 to Mar 29, 2019
- Pooled vehicle RAUM · $25.3M to $26.7MMar 27, 2018 to Mar 29, 2019
- RAUM · $25.3M to $26.7MMar 27, 2018 to Mar 29, 2019
- Related adviser · false to trueMar 27, 2018 to Mar 29, 2019
- Accounts · 14 to 13Dec 22, 2017 to Mar 27, 2018
- Advisory employees · 2 to 8Dec 22, 2017 to Mar 27, 2018
- BD registered reps · 0 to 1Dec 22, 2017 to Mar 27, 2018
- Pooled vehicle clients · 14 to 13Dec 22, 2017 to Mar 27, 2018
- Assets in custody · $25.6M to $20.5MDec 22, 2017 to Mar 27, 2018
- Employees · 5 to 11Dec 22, 2017 to Mar 27, 2018
- Financial planning clients · 0 to unsetDec 22, 2017 to Mar 27, 2018
- HQ city · NEW YORK to BEIJINGDec 22, 2017 to Mar 27, 2018
- HQ state · NY to unsetDec 22, 2017 to Mar 27, 2018
- Other offices · 0 to 1Dec 22, 2017 to Mar 27, 2018
- Private funds · 14 to 13Dec 22, 2017 to Mar 27, 2018
- Discretionary RAUM · $25.6M to $25.3MDec 22, 2017 to Mar 27, 2018
- Pooled vehicle RAUM · $25.6M to $25.3MDec 22, 2017 to Mar 27, 2018
- RAUM · $25.6M to $25.3MDec 22, 2017 to Mar 27, 2018
- Related broker-dealer · false to trueDec 22, 2017 to Mar 27, 2018
- Accounts · 2 to 14Nov 29, 2017 to Dec 22, 2017
- Advisory employees · 1 to 2Nov 29, 2017 to Dec 22, 2017
- Advisory activities · 2 to 1Nov 29, 2017 to Dec 22, 2017
- Pooled vehicle clients · 2 to 14Nov 29, 2017 to Dec 22, 2017
- Assets in custody · unset to 25620000.0Nov 29, 2017 to Dec 22, 2017
- Custody of client assets · false to trueNov 29, 2017 to Dec 22, 2017
- Discretionary RAUM · $28.0M to $25.6MNov 29, 2017 to Dec 22, 2017
- Pooled vehicle RAUM · $28.0M to $25.6MNov 29, 2017 to Dec 22, 2017
- RAUM · $28.0M to $25.6MNov 29, 2017 to Dec 22, 2017
Signals
4 dated events
- Lingfang Lynn Chen (Director & Chief Compliance Officer) no longer on Schedule A of M••••• M••••••••• L•• (listed 2019-03-29, absent 2019-10-22)Oct 22, 2019 · Control person left · inference
- M Robert Daniels (Chief Compliance Officer) appeared on Schedule A of M••••• M••••••••• L••Oct 22, 2019 · Control person joined · fact
- X•••••• Wu (Director) no longer on Schedule A of M••••• M••••••••• L•• (listed 2018-03-27, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- M••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Dec 16, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/meixin-finance-groupreportedpublic record, Form ADV, Sep 18, 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
- Former SEC-registered adviserderiveda 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
Across the graphs
M••••• M••••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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