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SEC-registered adviser

M•••••••• C•••••• G••••• A••••••• L••

Asset manager (funds and pooled vehicles)Palm Beach, FloridaCRD 287547SEC 801-109982websiteIAPD
Latest filing May 1, 2026
First filing on the tape Feb 4, 2017 · 18 filings
SEC status approved since Mar 14, 2017
RAUM
$110M
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
3
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
2
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$110M as of May 1, 2026
Mar 29, 2018$246M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 1, 2026
Mar 29, 20180 then
Employees (5.A)3 as of May 1, 2026
Mar 29, 20185 then
Private funds2 as of May 1, 2026
Mar 29, 201811 then
RAUM +277% over the last fiscal year-12% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 1, 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
$55.1MderivedRAUM 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
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
+58%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
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)
  • 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$110M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
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
      Every departureEvery arrival
      Private funds
      12 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      M•••••••• V•••• P••••••• L•••no longer reportedHedge Fund$89.2M60Mar 31, 2015
      M•••••••• V•••• P••••••• L••••••••• F•no longer reportedHedge Fund$65.0M20Mar 30, 2016
      M•••••••• V•••• P••••••• L••••••••• G•no longer reportedHedge Fund$56.3M18Mar 31, 2017
      M•••••••• V•••• P••••••• L•• P•••••••• K•Hedge Fund$23.2M13May 2, 2024
      M•••••••• G•• P••••••• L•Hedge Fund$15.9M15Mar 29, 2018
      S••• F••• S•• R•••Hedge Fund$13.3M33Mar 29, 2018
      M•••••••• V•••• P••••••• L••••••••• B•no longer reportedHedge Fund$6.7M16Mar 31, 2015
      M•••••••• V•••• P••••••• L••••••••• J•no longer reportedHedge Fund$5.7M2May 19, 2017
      M•••••••• V•••• P••••••• L••••••••• J•no longer reportedHedge Fund$4.2M29May 19, 2017
      M•••••••• V•••• P••••••• L••••••••• C•no longer reportedHedge Fund$1.8M23Mar 31, 2015
      M•••••••• V•••• P••••••• L••••••••• E•no longer reportedHedge Fund$125,85716Mar 30, 2016
      M•••••••• V•••• P••••••• L••••••••• H•no longer reportedHedge Fund$42,4749Mar 31, 2017
      Owners and control persons
      Schedule A and B, latest filing
      • S••••• G•••••••• A• · President & Ccocontrol
        since 12/2016 · owns 75% or more
      Related persons
      Schedule D 7.A
      • M•••••••• G•• G• L••
        pooled vehicle sponsorn
      • M•••••••• M•• L••
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      • , 1 employees
      What changed
      consecutive filings, newest first
      • Discretionary RAUM · $88.7M to $110M
        May 1, 2025 to May 1, 2026
      • Pooled vehicle RAUM · $88.7M to $110M
        May 1, 2025 to May 1, 2026
      • RAUM · $88.7M to $110M
        May 1, 2025 to May 1, 2026
      • Financial planning clients · unset to
        May 2, 2024 to May 1, 2025
      • Discretionary RAUM · $46.3M to $88.7M
        May 2, 2024 to May 1, 2025
      • Pooled vehicle RAUM · $46.3M to $88.7M
        May 2, 2024 to May 1, 2025
      • RAUM · $46.3M to $88.7M
        May 2, 2024 to May 1, 2025
      • Discretionary RAUM · $15.9M to $46.3M
        May 2, 2023 to May 2, 2024
      • Non-discretionary RAUM · $13.3M to $0
        May 2, 2023 to May 2, 2024
      • Pooled vehicle RAUM · $29.2M to $46.3M
        May 2, 2023 to May 2, 2024
      • RAUM · $29.2M to $46.3M
        May 2, 2023 to May 2, 2024
      • Advisory employees · 4 to 3
        Apr 28, 2022 to Mar 29, 2023
      • Employees · 4 to 3
        Apr 28, 2022 to Mar 29, 2023
      • Discretionary RAUM · $24.3M to $15.9M
        Apr 28, 2022 to Mar 29, 2023
      • Non-discretionary RAUM · $32.5M to $13.3M
        Apr 28, 2022 to Mar 29, 2023
      • Pooled vehicle RAUM · $56.9M to $29.2M
        Apr 28, 2022 to Mar 29, 2023
      • RAUM · $56.9M to $29.2M
        Apr 28, 2022 to Mar 29, 2023
      • Advisory employees · 5 to 4
        Mar 31, 2021 to Mar 31, 2022
      • Employees · 5 to 4
        Mar 31, 2021 to Mar 31, 2022
      • HQ city · WEST PALM BEACH to PALM BEACH
        Mar 31, 2021 to Mar 31, 2022
      • Discretionary RAUM · $118M to $24.3M
        Mar 31, 2021 to Mar 31, 2022
      • Non-discretionary RAUM · $42.6M to $32.5M
        Mar 31, 2021 to Mar 31, 2022
      • Pooled vehicle RAUM · $160M to $56.9M
        Mar 31, 2021 to Mar 31, 2022
      • RAUM · $160M to $56.9M
        Mar 31, 2021 to Mar 31, 2022
      • HQ city · NEW YORK to WEST PALM BEACH
        Apr 29, 2020 to Mar 31, 2021
      • HQ state · NY to FL
        Apr 29, 2020 to Mar 31, 2021
      • Discretionary RAUM · $144M to $118M
        Apr 29, 2020 to Mar 31, 2021
      • Non-discretionary RAUM · $56.7M to $42.6M
        Apr 29, 2020 to Mar 31, 2021
      • Pooled vehicle RAUM · $201M to $160M
        Apr 29, 2020 to Mar 31, 2021
      • RAUM · $201M to $160M
        Apr 29, 2020 to Mar 31, 2021
      • BD registered reps · 1 to 0
        Apr 30, 2019 to Mar 31, 2020
      • Other offices · 0 to 1
        Apr 30, 2019 to Mar 31, 2020
      • Discretionary RAUM · $100M to $144M
        Apr 30, 2019 to Mar 31, 2020
      • Non-discretionary RAUM · $41.8M to $56.7M
        Apr 30, 2019 to Mar 31, 2020
      • Pooled vehicle RAUM · $142M to $201M
        Apr 30, 2019 to Mar 31, 2020
      • RAUM · $142M to $201M
        Apr 30, 2019 to Mar 31, 2020
      • Accounts · 12 to 2
        Apr 30, 2018 to Mar 29, 2019
      • Pooled vehicle clients · 12 to 2
        Apr 30, 2018 to Mar 29, 2019
      • Assets in custody · 103320000.0 to unset
        Apr 30, 2018 to Mar 29, 2019
      • Custody of client assets · true to false
        Apr 30, 2018 to Mar 29, 2019
      Signals
      4 dated events
      • C Martin Murrer (Chief Compliance Officer) no longer on Schedule A of M•••••••• C•••••• G••••• A••••••• L•• (listed 2022-04-28, absent 2023-03-29)
        Mar 29, 2023 · Control person left · inference
      • M•••••••• C•••••• G••••• A••••••• L•• reported RAUM $56.9M, down 65% from $160.5M (2021-03-31 to 2022-03-31)
        Mar 31, 2022 · RAUM change · derived
      • M•••••••• C•••••• G••••• A••••••• L•• reported RAUM $142.2M, down 42% from $246.5M (2018-04-30 to 2019-03-29)
        Mar 29, 2019 · RAUM change · derived
      • M•••••••• C•••••• E••••• L•• filed its initial SEC registration (Form ADV)
        Feb 4, 2017 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Website
      M••••••••CAP.COMreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      212-332-2500reportedpublic record, Form ADV, May 1, 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