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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
M•••••• R•••• C•••••• L••
Latest filing Mar 27, 2026
First filing on the tape Jun 30, 2023 · 5 filings
SEC status approved since Jul 31, 2023
RAUM
$1.3B
reported, Item 5.F
Discretionary
56%
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
14
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$1.3B as of Mar 27, 2026
Mar 27, 2024$1.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 27, 20240 then
Employees (5.A)14 as of Mar 27, 2026
Mar 27, 202411 then
Private funds5 as of Mar 27, 2026
Mar 27, 20242 then
RAUM +42% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 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
- $126MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 56%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
- +42%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 businesses and institutions, portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- $448M, 5 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$953M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $448M for 5 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.75 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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| F•••••• A••••••••• L• | Private Equity Fund | $835M | 20 | Mar 30, 2022 |
| M•••••• R•••• C•••••• I••• L••• | Private Equity Fund | $174M | 26 | Mar 22, 2023 |
| M•••••• R•••• C•••••• I••• L••• | Private Equity Fund | $2.5M | 1 | Mar 22, 2023 |
Owners and control persons
Schedule A and B, latest filing
- I••••• D•••• · Senior Managing Partner, Chief Financial Officer And Chief Compliance Officercontrolsince 02/2022 · owns less than 5%
- W••••••• D••••• M••••• · Managing Partner And Presidentcontrolsince 02/2016 · owns 75% or more
Related persons
Schedule D 7.A
- M•••••• R•••• C•••••• I• G•• L••investment adviserpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Mar 27, 2026private funds (Schedule D 7.B.1) moved from 2.0 to 5.0 (+150.0%) between the annual amendments of 2025-03-31 and 2026-03-27; the peer median change was 0.0% (1022 comparable advisers, 99.0th percentile of changes)peers: asset managers, $1B to $5B (1,022) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 6 to 10Mar 31, 2025 to Mar 27, 2026
- Advisory employees · 7 to 8Mar 31, 2025 to Mar 27, 2026
- Pooled vehicle clients · 5 to 8Mar 31, 2025 to Mar 27, 2026
- Assets in custody · $103M to $448MMar 31, 2025 to Mar 27, 2026
- Employees · 13 to 14Mar 31, 2025 to Mar 27, 2026
- Private funds · 2 to 5Mar 31, 2025 to Mar 27, 2026
- Discretionary RAUM · $377M to $708MMar 31, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $512M to $557MMar 31, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $583M to $953MMar 31, 2025 to Mar 27, 2026
- RAUM · $889M to $1.3BMar 31, 2025 to Mar 27, 2026
- Related adviser · true to falseMar 31, 2025 to Mar 27, 2026
- Advisory activities · 2 to 3Mar 27, 2024 to Mar 31, 2025
- Assets in custody · $22.2M to $103MMar 27, 2024 to Mar 31, 2025
- Employees · 11 to 13Mar 27, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 31, 2025
- Discretionary RAUM · $177M to $377MMar 27, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $1.1B to $512MMar 27, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $369M to $583MMar 27, 2024 to Mar 31, 2025
- RAUM · $1.3B to $889MMar 27, 2024 to Mar 31, 2025
- Assets in custody · $0 to $22.2MJul 5, 2023 to Mar 27, 2024
- Discretionary RAUM · $176M to $177MJul 5, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $1.4B to $1.1BJul 5, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $384M to $369MJul 5, 2023 to Mar 27, 2024
- RAUM · $1.6B to $1.3BJul 5, 2023 to Mar 27, 2024
- Related adviser · false to trueJul 5, 2023 to Mar 27, 2024
- Private funds · 4 to 2Jun 30, 2023 to Jul 5, 2023
Signals
3 dated events
- M•••••• R•••• C•••••• L•• reported RAUM $1.3B, up 42% from $888.6M (2025-03-31 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- M•••••• R•••• C•••••• L•• reported RAUM $888.6M, down 31% from $1.3B (2024-03-27 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- M•••••• R•••• C•••••• L•• filed its initial SEC registration (Form ADV)Jun 30, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M•••••• R•••• C•••••• L•• · Family Officesshared crd · office
- M•••••• R•••• C•••••• L•• · Independent Sponsorsshared crd · capital_provider
- M•••••• R•••• C•••••• L•• · Private Equityshared crd · organization
- M•••••• R•••• C•••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/madison-river-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- m•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-805-8111reportedpublic record, Form ADV, Mar 27, 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