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
F••••••••• M•• I••••• A••
Latest filing Mar 23, 2026
First filing on the tape May 2, 2017 · 16 filings
SEC status approved since Jun 23, 2017
RAUM
$11B
reported, Item 5.F
Discretionary
81%
of RAUM
Private clients
1.0%
$113M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
67
47 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$11B as of Mar 23, 2026
Mar 23, 2018$12B then
HNW client RAUM$31.3M as of Mar 23, 2026
Mar 23, 2018$222M then
State-registered IARs (5.B.3)0 as of Mar 23, 2026
Mar 23, 20180 then
Employees (5.A)67 as of Mar 23, 2026
Mar 23, 201876 then
Private funds1 as of Mar 23, 2026
Mar 25, 20201 then
RAUM +3.4% over the last fiscal year-2.5% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 23, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- 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
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $132MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 81%derivedof RAUM
- Institutional
- 8.1%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
- +3.4%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, fixed fees, performance-based, commissionsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, otherreportedItem 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
- is a broker-dealer (6.A.1)
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$9.5B85%
- Pension and profit-sharing plans$750M6.7%
- Corporations and businesses$530M4.8%
- Other investment advisers$125M1.1%
- Individuals$81.3M0.7%
- State and municipal entities$80.1M0.7%
- Insurance companies$50.3M0.5%
- High-net-worth individuals$31.3M0.3%
- Charitable organizations$18.6M0.2%
- Individual clients
- 3reported
- HNW clients
- 17reported
- Pension plan clients
- 5reported
- Charitable clients
- 6reported
- Accounts
- 84reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performance, commissionsreported
- Class basis
- private_client_share=0.01 fund_share=0.86 institutional_share=0.08 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•• I••••• G••••• V•••• E••••••• F•••• L• | Other Private Fund | $197M | 24 | Mar 25, 2020 |
Owners and control persons
Schedule A and B, latest filing
- A•••••• J••• · Managing Partner, Executive Officercontrolsince 03/2022 · owns less than 5%
- B•••• G••••• L•••••••• · Member Of The Board Of Directorscontrolsince 03/2024 · owns less than 5%
- C••••••••• J•••• · Chief Executive Officercontrolsince 05/2005 · owns less than 5%
- J•••••••• S••••• K••• · Member Of The Board Of Directorscontrolsince 03/2021 · owns less than 5%
- P•••••••• H••••• · Chairman Of The Board Of Directorscontrolsince 03/2024 · owns less than 5%
- S•••• K•••••• · Member Of The Board Of Directorscontrolsince 03/2021 · owns less than 5%
- T••••••••• J••••• · Member Of The Board Of Directorscontrolsince 03/2018 · owns less than 5%
- C••••••••• J•••• · Shareholdercontrolsince 10/2015 · owns 25% to 50% of J••• H•••••• A••
- H••••••••• D••••• · Finance Managersince 08/2024 · owns less than 5%
- S••••••• M•••••••• N•• · Managing Director And G•••••• Counselsince 01/2024 · owns less than 5%
- C••••••••• E•••••• F•••••• · Shareholdersince 10/2019 · owns 25% to 50% of J••• H•••••• A••
- C••••••••• K•••••• F•••••• · Shareholdersince 10/2019 · owns 25% to 50% of J••• H•••••• A••
Entity owners
- M•• I••••• H•••••• A•• · Shareholderdirect · owns 75% or more
- J••• H•••••• A•• · Shareholderindirect · owns 25% to 50% of M•• I••••• H•••••• A••
Related persons
Schedule D 7.A
- D••••• M••••••••• P••••••• G•••••• P•••••• A••pooled vehicle sponsorn
- D••••• M••••••••• P••••••• M••••••••• A••investment advisern
- G•••••• P•••••• E••••• V•••••• A••pooled vehicle sponsorn
- L•• 1• A•• ••••• F•••••••• L•••••••••pooled vehicle sponsorn
- L•• 2• A•• ••••• F•••••••• L•••••••••pooled vehicle sponsorn
- L•• 3• A•• ••••• F•••••••• L•••••••••pooled vehicle sponsorn
- M•• B••• A••investment adviserreal estaten
- M•• I••••• E••••• A••investment advisern
- M•• I••••• S•••• A•••••• S•••investment advisern
- M••••••••• E••••• V•••••• I• A••investment advisern
- M• ••• G• L••pooled vehicle sponsorn
- M•• S•• I• G• A••pooled vehicle sponsorn
- M••••• G• A••pooled vehicle sponsorn
- M•••• I•• G• A••pooled vehicle sponsorn
- M•••• G• A•• ••••• F•••••••• L•••••••••pooled vehicle sponsorn
- M•• I• C•• G• A••pooled vehicle sponsorn
- M•• I• G• A••pooled vehicle sponsorn
- M••• C••••••••• P•••••• L••••••investment advisern
- P• M••••••••• G• A••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 87 to 84Mar 31, 2025 to Mar 23, 2026
- Advisory employees · 46 to 47Mar 31, 2025 to Mar 23, 2026
- Charity clients · 7 to 6Mar 31, 2025 to Mar 23, 2026
- Corporate clients · 7 to 8Mar 31, 2025 to Mar 23, 2026
- HNW clients · 18 to 17Mar 31, 2025 to Mar 23, 2026
- Individual clients · unset to 3.0Mar 31, 2025 to Mar 23, 2026
- Pooled vehicle clients · 43 to 42Mar 31, 2025 to Mar 23, 2026
- Employees · 72 to 67Mar 31, 2025 to Mar 23, 2026
- Discretionary RAUM · $8.8B to $9.0BMar 31, 2025 to Mar 23, 2026
- HNW RAUM · $30.8M to $31.3MMar 31, 2025 to Mar 23, 2026
- Individual RAUM · $61.8M to $81.3MMar 31, 2025 to Mar 23, 2026
- Non-discretionary RAUM · $1.9B to $2.1BMar 31, 2025 to Mar 23, 2026
- Pension RAUM · $629M to $750MMar 31, 2025 to Mar 23, 2026
- Pooled vehicle RAUM · $8.9B to $9.5BMar 31, 2025 to Mar 23, 2026
- RAUM · $11B to $11BMar 31, 2025 to Mar 23, 2026
- Accounts · 88 to 87Oct 7, 2024 to Mar 31, 2025
- Advisory employees · 41 to 46Oct 7, 2024 to Mar 31, 2025
- Charity clients · 8 to 7Oct 7, 2024 to Mar 31, 2025
- Corporate clients · 8 to 7Oct 7, 2024 to Mar 31, 2025
- HNW clients · 20 to 18Oct 7, 2024 to Mar 31, 2025
- Pension plan clients · 6 to 5Oct 7, 2024 to Mar 31, 2025
- Pooled vehicle clients · 39 to 43Oct 7, 2024 to Mar 31, 2025
- Employees · 92 to 72Oct 7, 2024 to Mar 31, 2025
- Financial planning clients · unset to Oct 7, 2024 to Mar 31, 2025
- HQ state · unset to Oct 7, 2024 to Mar 31, 2025
- Discretionary RAUM · $9.8B to $8.8BOct 7, 2024 to Mar 31, 2025
- HNW RAUM · $32.4M to $30.8MOct 7, 2024 to Mar 31, 2025
- Individual RAUM · $46.4M to $61.8MOct 7, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $1.9B to $1.9BOct 7, 2024 to Mar 31, 2025
- Pension RAUM · $1.2B to $629MOct 7, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $9.3B to $8.9BOct 7, 2024 to Mar 31, 2025
- RAUM · $12B to $11BOct 7, 2024 to Mar 31, 2025
- Advisory employees · 39 to 41Jan 10, 2024 to Mar 20, 2024
- Employees · 82 to 92Jan 10, 2024 to Mar 20, 2024
- Accounts · 99 to 88Mar 22, 2023 to Jan 10, 2024
- Charity clients · 9 to 8Mar 22, 2023 to Jan 10, 2024
- Corporate clients · 10 to 8Mar 22, 2023 to Jan 10, 2024
- HNW clients · 22 to 20Mar 22, 2023 to Jan 10, 2024
- Pension plan clients · 10 to 6Mar 22, 2023 to Jan 10, 2024
- Pooled vehicle clients · 40 to 39Mar 22, 2023 to Jan 10, 2024
Signals
22 dated events
- Nmn Nils Bernstein (Member Of The Board Of Directors) no longer on Schedule A of F••••••••• M•• I••••• A•• (listed 2024-07-23, absent 2024-10-07)Oct 7, 2024 · Control person left · inference
- H••••• M•••• H••••• (Member Of The Board Of Directors) no longer on Schedule A of F••••••••• M•• I••••• A•• (listed 2024-03-20, absent 2024-07-23)Jul 23, 2024 · Control person left · inference
- Nmn Tommy Pedersen (Chairman Of The Board Of Directors) no longer on Schedule A of F••••••••• M•• I••••• A•• (listed 2024-01-10, absent 2024-03-20)Mar 20, 2024 · Control person left · inference
- H••••• P••••••• (Chairman Of The Board Of Directors) appeared on Schedule A of F••••••••• M•• I••••• A••Mar 20, 2024 · Control person joined · fact
- Britta Korre Stenholt (Member Of The Board Of Directors) no longer on Schedule A of F••••••••• M•• I••••• A•• (listed 2024-01-10, absent 2024-03-20)Mar 20, 2024 · Control person left · inference
- L•••••••• G•••• B••• (Board Member) appeared on Schedule A of F••••••••• M•• I••••• A••Mar 20, 2024 · Control person joined · fact
- Nmn H••••• Parkhoi (Deputy Chief Executive Officer) no longer on Schedule A of F••••••••• M•• I••••• A•• (listed 2023-03-22, absent 2024-01-10)Jan 10, 2024 · Control person left · inference
- F••••••••• M•• I••••• A•• reported RAUM $12.0B, down 33% from $17.8B (2022-03-30 to 2023-03-22)Mar 22, 2023 · RAUM change · derived
- Britta Korre Stenholt (Member Of The Board Of Directors) appeared on Schedule A of F••••••••• M•• I••••• A••Mar 30, 2022 · Control person joined · fact
- Jens Aalose (Managing Partner, Executive Officer) appeared on Schedule A of F••••••••• M•• I••••• A••Mar 30, 2022 · Control person joined · fact
- Munksgard Tomas Hoff (Member Of The Board Of Directors) no longer on Schedule A of F••••••••• M•• I••••• A•• (listed 2020-03-25, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- H••••• M•••• H••••• (Member Of The Board Of Directors) appeared on Schedule A of F••••••••• M•• I••••• A••Mar 30, 2021 · Control person joined · fact
- K••• S•••• J••••••• (Member Of The Board Of Directors) appeared on Schedule A of F••••••••• M•• I••••• A••Mar 30, 2021 · Control person joined · fact
- K•••••• S••• (Member Of The Board Of Directors) appeared on Schedule A of F••••••••• M•• I••••• A••Mar 30, 2021 · Control person joined · fact
- P••••• E••• H••• (Managing Director) no longer on Schedule A of F••••••••• M•• I••••• A•• (listed 2020-03-25, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Nmn Ruth Schade (Member Of The Board Of Directors) no longer on Schedule A of F••••••••• M•• I••••• A•• (listed 2020-03-25, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- M••••• A••••• O••••• (Member Of The Board Of Directors) no longer on Schedule A of F••••••••• M•• I••••• A•• (listed 2020-03-25, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- F••••••••• M•• I••••• A•• reported RAUM $15.3B, up 38% from $11.2B (2020-03-25 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- J••••• T••••••••• (Member Of The Board Of Directors) appeared on Schedule A of F••••••••• M•• I••••• A••Mar 27, 2019 · Control person joined · fact
- Nmn H••••• A•••••en (Member Of The Board Of Directors) no longer on Schedule A of F••••••••• M•• I••••• A•• (listed 2018-03-23, absent 2019-03-27)Mar 27, 2019 · Control person left · inference
- Nmn Peter Mosbaek (Chief Investment Officer) no longer on Schedule A of F••••••••• M•• I••••• A•• (listed 2018-03-23, absent 2019-03-27)Mar 27, 2019 · Control person left · inference
- F••••••••• M•• I••••• A•• filed its initial SEC registration (Form ADV)May 2, 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
- Firm profile
- linkedin.com/company/240484reportedpublic record, Form ADV, Sep 19, 2026
- Website
- m••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- +45 33 38 73 00reportedpublic record, Form ADV, Mar 23, 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