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•••••• L•
Latest filing Mar 31, 2026
First filing on the tape Jun 27, 2019 · 13 filings
SEC status approved since Jul 29, 2019
RAUM
$3.3B
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
38
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$3.3B as of Mar 31, 2026
Mar 30, 2020$437M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20200 then
Employees (5.A)38 as of Mar 31, 2026
Mar 30, 20208 then
Private funds2 as of Mar 31, 2026
Mar 30, 20204 then
RAUM +18% over the last fiscal year+24% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $197MderivedRAUM 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
- +18%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
- yesreportedItem 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
- 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)
- 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$3.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 17reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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
16 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••••• C•••••• F••• I••• L••• | Real Estate Fund | $907M | 835 | Nov 12, 2020 |
| M••••• C•••••• F••• I•• L••• | Real Estate Fund | $660M | 911 | Mar 29, 2023 |
| M••••• C•••••• F••• I•• L• | Real Estate Fund | $63.3M | 419 | Jun 27, 2019 |
| M••••• C•••••• I••••• • I••••• F••• L• | Real Estate Fund | $51.1M | 32 | Mar 28, 2024 |
| M••••• C•••••• F••• I• • C•••••••• C•• L•• | Real Estate Fund | $49.9M | 272 | Mar 29, 2023 |
| M••••• C••••••••• I•• L••• | Real Estate Fund | $26.5M | 11 | Mar 31, 2022 |
| M••••• C•••••• F••• I• • C•••••••• P•• L•• | Real Estate Fund | $17.6M | 39 | Mar 28, 2024 |
| M••••• C••••••••• I••• L••• | Real Estate Fund | $14.9M | 20 | Mar 31, 2022 |
| M••••• I••• W•••• S••• C••• L• | Real Estate Fund | $12.4M | 43 | Mar 31, 2022 |
| M••••• C•••••• F••• I• L•••no longer reported | Real Estate Fund | $2.3M | 226 | Dec 23, 2016 |
| M••••• C•••••• I••••• • I••••• P••• O••• L• | Real Estate Fund | $1.8M | 2 | Mar 28, 2024 |
| M••••• C•••••• F••• I•••• L•••no longer reported | Real Estate Fund | $329,997 | 91 | Dec 23, 2016 |
| M••••• F••••• I•• L• | Real Estate Fund | $124,140 | 110 | Mar 29, 2023 |
| M••••• C••••••••• L•••no longer reported | Real Estate Fund | $46,043 | 23 | Mar 29, 2019 |
| M••••• C••••••••• I•• L••• | Real Estate Fund | $30,219 | 15 | Nov 12, 2020 |
| M• T•••• 4• F••• 2•••• L••• | Real Estate Fund | $0 | 1 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- M•••••••• C•••••• P• · Pres•••Nt Of M••••• Capital Partners LLCcontrolsince 06/2016 · owns less than 5%
- S•••••••• D••••• W• · Chief Compliance Officer, Chief Financial Officer Of General Partnercontrolsince 06/2016 · owns less than 5%
- A••••• W••••••• A••• · M•••••• And Membercontrolsince 05/2016 · owns 25% to 50% of M••••• C•••••• P•••••••• L••
- A••••• W••••••• A••• · Limited Partnercontrolsince 05/2022 · owns 25% to 50% of M••••• C•••••• M•••••• H•••••••• L•••
- O•••••• D••••• K• · Limited Partnercontrolsince 05/2022 · owns 25% to 50% of M••••• C•••••• M•••••• H•••••••• L•••
- O•••••• D••••• K• · M•••••• And Membercontrolsince 05/2016 · owns 25% to 50% of M••••• C•••••• P•••••••• L••
- R••••• M••••••• P• · M•••••• And Membercontrolsince 05/2016 · owns 25% to 50% of M••••• C•••••• P•••••••• L••
Entity owners
- M••••• C•••••• M•••••• H•••••••• L••• · Limited Partnerdirect · owns 75% or more
- M••••• C•••••• P•••••••• L•• · General Partnerdirect · owns less than 5%
- M••••• C•••••• P•••••••• L•• · General Partnerindirect · owns F of M••••• C•••••• M•••••• H•••••••• L•••
Related persons
Schedule D 7.A
- M••••• C•••••• F••• I•• G•• L•pooled vehicle sponsorn
- M••••• C•••••• F••• I••• G•• L•pooled vehicle sponsorn
- M••••• C•••••• F••• I• G•• L•pooled vehicle sponsorn
- M••••• C•••••• I••••• A•• I••••• F••• G•• L••pooled vehicle sponsorn
- M••••• C••••••••• I•• G•• L•pooled vehicle sponsorn
- M••••• C••••••••• I• G•• L•pooled vehicle sponsorn
- M••••• F••••• I• G•• L••pooled vehicle sponsorn
- M••••• I••• W•••• S••• C•• G• L••pooled vehicle sponsorn
- M• T•••• 4• F••• 2••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 13 to 17Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 13 to 17Mar 31, 2025 to Mar 31, 2026
- Employees · 35 to 38Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.8B to $3.3BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.8B to $3.3BMar 31, 2025 to Mar 31, 2026
- RAUM · $2.8B to $3.3BMar 31, 2025 to Mar 31, 2026
- Accounts · 12 to 13Mar 28, 2024 to Mar 31, 2025
- Advisory employees · 8 to 10Mar 28, 2024 to Mar 31, 2025
- Pooled vehicle clients · 12 to 13Mar 28, 2024 to Mar 31, 2025
- Assets in custody · $2.4B to $0Mar 28, 2024 to Mar 31, 2025
- Employees · 27 to 35Mar 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 31, 2025
- Private funds · 12 to 2Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $2.4B to $2.8BMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $2.4B to $2.8BMar 28, 2024 to Mar 31, 2025
- RAUM · $2.4B to $2.8BMar 28, 2024 to Mar 31, 2025
- Accounts · 9 to 12Apr 27, 2023 to Mar 28, 2024
- Advisory employees · 5 to 8Apr 27, 2023 to Mar 28, 2024
- Pooled vehicle clients · 9 to 12Apr 27, 2023 to Mar 28, 2024
- Assets in custody · $1.2B to $2.4BApr 27, 2023 to Mar 28, 2024
- Employees · 20 to 27Apr 27, 2023 to Mar 28, 2024
- Private funds · 9 to 12Apr 27, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.7B to $2.4BApr 27, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.7B to $2.4BApr 27, 2023 to Mar 28, 2024
- RAUM · $1.7B to $2.4BApr 27, 2023 to Mar 28, 2024
- Assets in custody · $1.2B to $1.2BMar 29, 2023 to Apr 27, 2023
- Discretionary RAUM · $1.7B to $1.7BMar 29, 2023 to Apr 27, 2023
- Pooled vehicle RAUM · $1.7B to $1.7BMar 29, 2023 to Apr 27, 2023
- RAUM · $1.7B to $1.7BMar 29, 2023 to Apr 27, 2023
- Assets in custody · $805M to $1.2BMay 27, 2022 to Mar 29, 2023
- Employees · 16 to 20May 27, 2022 to Mar 29, 2023
- Discretionary RAUM · $1.1B to $1.7BMay 27, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $1.1B to $1.7BMay 27, 2022 to Mar 29, 2023
- RAUM · $1.1B to $1.7BMay 27, 2022 to Mar 29, 2023
- Accounts · 6 to 9May 10, 2021 to Mar 31, 2022
- Pooled vehicle clients · 6 to 9May 10, 2021 to Mar 31, 2022
- Assets in custody · $461M to $805MMay 10, 2021 to Mar 31, 2022
- Employees · 11 to 16May 10, 2021 to Mar 31, 2022
- Private funds · 6 to 9May 10, 2021 to Mar 31, 2022
- Discretionary RAUM · $693M to $1.1BMay 10, 2021 to Mar 31, 2022
Signals
6 dated events
- M••••• C•••••• L• reported RAUM $2.4B, up 37% from $1.7B (2023-04-27 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- M••••• C•••••• L• reported RAUM $1.7B, up 57% from $1.1B (2022-05-27 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
- M••••• C•••••• L• reported RAUM $1.1B, up 60% from $692.6M (2021-05-10 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- M••••• C•••••• L• reported RAUM $619.8M, up 42% from $437.2M (2020-05-12 to 2020-11-12)Nov 12, 2020 · RAUM change · derived
- M••••• C•••••• L• reported RAUM $437.2M, up 92% from $227.4M (2019-06-27 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- M••••• C•••••• L• filed its initial SEC registration (Form ADV)Jun 27, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M••••• C•••••• L• · Private Equityshared crd · organization
- M••••• C•••••• L• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- M•••••CAPITALLP.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 713-823-5433reportedpublic record, Form ADV, Mar 31, 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
Across the graphs
M••••• C•••••• 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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