DFX Intelligence

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M••••• C•••••• M••••••••• L••

Asset manager (funds and pooled vehicles)SEC-registered1 private funds· New York, New Yorkwebsite

Asset manager (funds and pooled vehicles), based in New York, New York, reporting $598M of regulatory assets.

Composed from this adviser's Form ADV classification, location and filed figures.

As of 2026-06-04 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Regulatory AUM: $598M
Advisors: 0
Net advisor flow, 12 months: Not established
RAUM change, last fiscal year: +73%
Private clients: 0.0% of RAUM

Advisors Advisor movement Where the RAUM sits

As of 2026-06-04 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Why this matters

Reported RAUM grew +73% over the last fiscal year, to $598M.
2026-06-04
RAUM a year earlier $345MRAUM now $598M
RAUM (Item 5.F) moved from $344,973,445 to $597,808,278 (+73.0%) between the annual amendments of 2025-03-13 and 2026-02-20; the peer median change was +8.0% (672 comparable advisers, 92.0th percentile of changes)
2026-02-20
RAUM (Item 5.F) 597808278Peer median 0.0837791625042067
2 published business contact points are on record, each with its source.
Contact points 2

Every filed figure, and the identifiersCRD 288640 · SEC 801-116957 · 11 filingsShow

CRD 288640SEC 801-116957First filing on the tape Jun 14, 2019, latest Jun 4, 2026SEC status approved since Jul 15, 2019IAPD

RAUM

$598M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

3 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

11 filings and snapshots on the tape

RAUM$598M as of Jun 4, 2026

Feb 7, 2020$222M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Jun 4, 2026

Feb 7, 20200 then

Employees (5.A)5 as of Jun 4, 2026

Feb 7, 20202 then

Private funds1 as of Jun 4, 2026

Feb 7, 20201 then

RAUM +73% over the last fiscal year+76% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Jun 4, 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: $85.4MderivedRAUM 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: +73%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: $19.7M, 1 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

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)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
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)
an independent public accountant performs a surprise examination (9.C.1)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$598M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 7reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $19.7M for 1 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

Every departure Every arrival

Private funds

1 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
M••••• C•••••• P•••••••• L•	Hedge Fund	$17.0M	8	Jun 14, 2019

Owners and control persons

Schedule A and B, latest filing

M••••••• T••••••••• T•• · Managing Member/ Ccocontrol
since 03/2017 · owns 75% or more

Related persons

Schedule D 7.A

M••••• 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

RAUM up 50 %Change between filings · filing Feb 20, 2026
RAUM (Item 5.F) moved from $344,973,445 to $597,808,278 (+73.0%) between the annual amendments of 2025-03-13 and 2026-02-20; the peer median change was +8.0% (672 comparable advisers, 92.0th percentile of changes)
peers: asset managers, $500M to $1B (672) · 92% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Assets in custody · unset to 19730000.0
Mar 13, 2025 to Feb 20, 2026
Custody of client assets · false to true
Mar 13, 2025 to Feb 20, 2026
Employees · 3 to 5
Mar 13, 2025 to Feb 20, 2026
Discretionary RAUM · $345M to $598M
Mar 13, 2025 to Feb 20, 2026
Pooled vehicle RAUM · $345M to $598M
Mar 13, 2025 to Feb 20, 2026
RAUM · $345M to $598M
Mar 13, 2025 to Feb 20, 2026
Accounts · 3 to 7
Mar 14, 2024 to Mar 13, 2025
Advisory employees · 2 to 3
Mar 14, 2024 to Mar 13, 2025
Pooled vehicle clients · 3 to 7
Mar 14, 2024 to Mar 13, 2025
Employees · 4 to 3
Mar 14, 2024 to Mar 13, 2025
Financial planning clients · unset to
Mar 14, 2024 to Mar 13, 2025
Discretionary RAUM · $252M to $345M
Mar 14, 2024 to Mar 13, 2025
Pooled vehicle RAUM · $252M to $345M
Mar 14, 2024 to Mar 13, 2025
RAUM · $252M to $345M
Mar 14, 2024 to Mar 13, 2025
Related adviser · true to false
Mar 14, 2024 to Mar 13, 2025
Employees · 3 to 4
Mar 27, 2023 to Mar 14, 2024
Discretionary RAUM · $109M to $252M
Mar 27, 2023 to Mar 14, 2024
Pooled vehicle RAUM · $109M to $252M
Mar 27, 2023 to Mar 14, 2024
RAUM · $109M to $252M
Mar 27, 2023 to Mar 14, 2024
Accounts · 5 to 3
Mar 4, 2022 to Mar 27, 2023
Pooled vehicle clients · 5 to 3
Mar 4, 2022 to Mar 27, 2023
Employees · 4 to 3
Mar 4, 2022 to Mar 27, 2023
Discretionary RAUM · $437M to $109M
Mar 4, 2022 to Mar 27, 2023
Pooled vehicle RAUM · $437M to $109M
Mar 4, 2022 to Mar 27, 2023
RAUM · $437M to $109M
Mar 4, 2022 to Mar 27, 2023
Accounts · 2 to 5
May 7, 2021 to Mar 4, 2022
Business name · M••••••• C•••••• M••••••••• L•• to M••••• C•••••• M••••••••• L••
May 7, 2021 to Mar 4, 2022
Pooled vehicle clients · 2 to 5
May 7, 2021 to Mar 4, 2022
Employees · 2 to 4
May 7, 2021 to Mar 4, 2022
Legal name · M••••••• C•••••• M••••••••• L•• to M••••• C•••••• M••••••••• L••
May 7, 2021 to Mar 4, 2022
Discretionary RAUM · $264M to $437M
May 7, 2021 to Mar 4, 2022
Pooled vehicle RAUM · $264M to $437M
May 7, 2021 to Mar 4, 2022
RAUM · $264M to $437M
May 7, 2021 to Mar 4, 2022
Discretionary RAUM · $222M to $264M
Mar 4, 2020 to Feb 3, 2021
Pooled vehicle RAUM · $222M to $264M
Mar 4, 2020 to Feb 3, 2021
RAUM · $222M to $264M
Mar 4, 2020 to Feb 3, 2021
Accounts · 3 to 2
Feb 7, 2020 to Mar 4, 2020
Pooled vehicle clients · 3 to 2
Feb 7, 2020 to Mar 4, 2020
Related adviser · false to true
Feb 7, 2020 to Mar 4, 2020
Private funds · 2 to 1
Jun 14, 2019 to Feb 7, 2020

Signals

5 dated events

••• Locked
Feb 20, 2026 · RAUM change · derived
••• Locked
Mar 14, 2024 · RAUM change · derived
••• Locked
Mar 27, 2023 · RAUM change · derived
••• Locked
Mar 4, 2022 · RAUM change · derived
••• Locked
Jun 14, 2019 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

M••••• C•••••• M••••••••• L•• · Venture Capital
shared crd · organization

How to reach

public business contact points only, each with its source

Website: ••• Lockedreportedpublic record, Form ADV, Jun 4, 2026
Principal office phone: ••• Lockedreportedpublic record, Form ADV, Jun 4, 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