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••••• A•••• M••••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Nov 29, 2016 · 17 filings
SEC status approved since Jan 3, 2017
RAUM
$915M
reported, Item 5.F
Discretionary
89%
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
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
6
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$915M as of Mar 31, 2026
Mar 23, 2018$281M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 23, 20180 then
Employees (5.A)11 as of Mar 31, 2026
Mar 23, 20185 then
Private funds6 as of Mar 31, 2026
Mar 23, 20182 then
RAUM +0.9% over the last fiscal year-9.7% a year over threeIARs 0 to 0offices 1 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
- $102MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 89%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
- +0.9%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-based, otherreportedItem 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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$915M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- 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=true 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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••••• H••••• P••••••• I• •••••• M••••••• L• | Private Equity Fund | $595M | 11 | Jun 2, 2022 |
| M••••• H••••• P••••••• •••••• M•••••• L• | Private Equity Fund | $252M | 11 | Nov 29, 2016 |
| M••••• H••••• P•••••••• L• | Private Equity Fund | $153M | 26 | Nov 29, 2016 |
| M••••• S••••• O••••••••• L• | Private Equity Fund | $109M | 15 | Mar 29, 2022 |
| M••••• H••••• P••••••• I•• L• | Private Equity Fund | $39.6M | 14 | Jun 2, 2022 |
| M••••• H••••• P••••••• I• O••••••• L• | Private Equity Fund | $0 | 2 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- A•••• A••••••• N•••• · Partnercontrolsince 11/2016 · owns less than 5%
- G••••••••• M••••••• R•••••• · Chief Compliance Officercontrolsince 01/2022 · owns less than 5%
- R••••••••• J•••• S••••• · Partner / Chief Financial Officercontrolsince 02/2017 · owns less than 5%
- A•••• A••••••• N•••• · Managercontrolsince 01/2024 · owns 50% to 75% of M••••• C••••••• L••
- R••••••••• J•••• S••••• · Managercontrolsince 01/2024 · owns F of M••••• C••••••• L••
- S•••••• P•••••• N•• · Majority Ownercontrolsince 02/2014 · owns 75% or more of W••••• G•••• I•••
Entity owners
- M••••• A•••• M••••••••• G•• L•• · G•••••• Partnerdirect · owns less than 5%
- M••••• C••••••• L•• · Majority Owner Of The Registrantdirect · owns 75% or more
- W••••• C•••••• M••••••••• I••• · Majority Ownerindirect · owns 50% to 75% of W••••• G••••• A•••• M••••••••• I•••
- W••••• G••••• A•••• M••••••••• I••• · 100% Ownerindirect · owns 75% or more of W••• G•••••• P•••••• I•••
- W••••• G•••• I••• · 100% Ownerindirect · owns 75% or more of W••••• C•••••• M••••••••• I•••
- W••• G•••••• P•••••• I••• · G•••••• Partnerindirect · owns F of W••• S•••••••• P••••••••• F••• L•
- W••• S•••••••• P••••••••• F••• L• · Managerindirect · owns 25% to 50% of M••••• C••••••• L••
- W••••• G•••• I••• · Limited Partnerindirect · owns 25% to 50% of W••• S•••••••• P••••••••• F••• L•
Related persons
Schedule D 7.A
- M••••• H••••• A••••••• ••••••• L••pooled vehicle sponsorn
- M••••• H••••• A••••••• I•• L•bankpooled vehicle sponsorn
- M••••• H••••• A•••••••• L•pooled vehicle sponsorn
- M••••• S••••• A•••••••• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Chapel Hill, NC1 employees
What changed
consecutive filings, newest first
- Advisory employees · 9 to 7Mar 31, 2025 to Mar 31, 2026
- Employees · 12 to 11Mar 31, 2025 to Mar 31, 2026
- Other offices · 1 to 0Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $798M to $816MMar 31, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $109M to $98.8MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $907M to $915MMar 31, 2025 to Mar 31, 2026
- RAUM · $907M to $915MMar 31, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.0B to $798MMar 29, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $109M to $109MMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.1B to $907MMar 29, 2024 to Mar 31, 2025
- RAUM · $1.1B to $907MMar 29, 2024 to Mar 31, 2025
- Accounts · 7 to 9Feb 8, 2024 to Mar 29, 2024
- Pooled vehicle clients · 7 to 9Feb 8, 2024 to Mar 29, 2024
- Private funds · 5 to 6Feb 8, 2024 to Mar 29, 2024
- Discretionary RAUM · $1.1B to $1.0BFeb 8, 2024 to Mar 29, 2024
- Non-discretionary RAUM · $113M to $109MFeb 8, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $1.2B to $1.1BFeb 8, 2024 to Mar 29, 2024
- RAUM · $1.2B to $1.1BFeb 8, 2024 to Mar 29, 2024
- Advisory employees · 8 to 9Jun 2, 2022 to Mar 31, 2023
- Employees · 11 to 12Jun 2, 2022 to Mar 31, 2023
- Discretionary RAUM · $894M to $1.1BJun 2, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $112M to $113MJun 2, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.0B to $1.2BJun 2, 2022 to Mar 31, 2023
- RAUM · $1.0B to $1.2BJun 2, 2022 to Mar 31, 2023
- Accounts · 4 to 7May 9, 2022 to Jun 2, 2022
- Pooled vehicle clients · 4 to 7May 9, 2022 to Jun 2, 2022
- Private funds · 3 to 5May 9, 2022 to Jun 2, 2022
- Discretionary RAUM · $671M to $894MMay 9, 2022 to Jun 2, 2022
- Non-discretionary RAUM · $0 to $112MMay 9, 2022 to Jun 2, 2022
- Pooled vehicle RAUM · $671M to $1.0BMay 9, 2022 to Jun 2, 2022
- RAUM · $671M to $1.0BMay 9, 2022 to Jun 2, 2022
- Accounts · 3 to 4Jan 21, 2022 to Mar 29, 2022
- Advisory employees · 7 to 8Jan 21, 2022 to Mar 29, 2022
- Advisory activities · 2 to 1Jan 21, 2022 to Mar 29, 2022
- Pooled vehicle clients · 3 to 4Jan 21, 2022 to Mar 29, 2022
- Employees · 8 to 11Jan 21, 2022 to Mar 29, 2022
- Other offices · 0 to 1Jan 21, 2022 to Mar 29, 2022
- Private funds · 2 to 3Jan 21, 2022 to Mar 29, 2022
- Discretionary RAUM · $472M to $671MJan 21, 2022 to Mar 29, 2022
Signals
7 dated events
- Nmn P••••• S••••• (Majority Owner) appeared on Schedule A of M••••• A•••• M••••••••• L•Feb 8, 2024 · Control person joined · fact
- M••••• A•••• M••••••••• L• reported RAUM $1.0B, up 50% from $671.0M (2022-05-09 to 2022-06-02)Jun 2, 2022 · RAUM change · derived
- M••••• A•••• M••••••••• L• reported RAUM $671.0M, up 42% from $472.2M (2022-01-21 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
- Rudolph Matthew Girandola (Chief Compliance Officer) appeared on Schedule A of M••••• A•••• M••••••••• L•Jan 21, 2022 · Control person joined · fact
- James Peter Faroni (Partner) no longer on Schedule A of M••••• A•••• M••••••••• L• (listed 2020-03-13, absent 2021-02-11)Feb 11, 2021 · Control person left · inference
- M••••• A•••• M••••••••• L• reported RAUM $410.4M, up 37% from $300.1M (2019-03-25 to 2020-03-13)Mar 13, 2020 · RAUM change · derived
- M••••• A•••• M••••••••• L• filed its initial SEC registration (Form ADV)Nov 29, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M••••• A•••• M••••••••• L• · Independent Sponsorsshared crd · capital_provider
- M••••• A•••• M••••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- madrynlp.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (646) 560-5490reportedpublic 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