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••••••••• P••••••• G•••• M••••••••• L••
Latest filing May 15, 2026
First filing on the tape Oct 26, 2018 · 17 filings
SEC status approved since Nov 26, 2018
RAUM
$1.8B
reported, Item 5.F
Discretionary
92%
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
51
20 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
15
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$1.8B as of May 15, 2026
Mar 29, 2019$323M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 15, 2026
Mar 29, 20190 then
Employees (5.A)51 as of May 15, 2026
Mar 29, 201916 then
Private funds15 as of May 15, 2026
Mar 29, 20199 then
RAUM +14% over the last fiscal year+22% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 15, 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
- $77.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 92%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
- +14%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 businesses and institutions, 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
- 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)
- 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$1.6B92%
- Corporations and businesses$139M7.8%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 23reported
- 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=0.92 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
18 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••••••••• P••••••• F••• V••• L• | Private Equity Fund | $368M | 221 | Mar 29, 2022 |
| M••••••••• P••••••• F••• V•• L• | Private Equity Fund | $277M | 157 | Mar 30, 2020 |
| M••••••••• L•••••• P••••••• F••• V••• L• | Private Equity Fund | $186M | 40 | Mar 29, 2022 |
| M••••••••• L•••••• P••••••• F••• V•••• L• | Private Equity Fund | $160M | 39 | Mar 29, 2024 |
| M••••••••• O••••••• P••••••• F••• V••• L• | Private Equity Fund | $83.8M | 17 | Mar 29, 2022 |
| M••••••••• P••••••• F••• V•••• L• | Private Equity Fund | $72.3M | 83 | Mar 29, 2024 |
| M••••• P•••••• C• L•• | Private Equity Fund | $26.4M | 28 | Mar 29, 2022 |
| M••••••••• P••••••• F••• V• ••••• L• | Private Equity Fund | $16.0M | 25 | Mar 31, 2021 |
| M••••••••• P••••••• F••• V• •••• L• | Private Equity Fund | $10.6M | 81 | Oct 26, 2018 |
| M••••••••• P••••••• F••• I•••• L• | Private Equity Fund | $3.6M | 40 | Oct 5, 2016 |
| S••••• I••••••••• O• M••••••••• P••••••• F••• I•• L•• | Private Equity Fund | $2.6M | 23 | May 4, 2017 |
| M••••••••• E••••• L• | Private Equity Fund | $1.6M | 7 | Oct 26, 2018 |
| M••••••••• P••••••• F••• I••• L• | Private Equity Fund | $1.2M | 36 | Feb 25, 2015 |
| S••••• F•• O• M••••••••• P••••••• F••• I•• L•• | Private Equity Fund | $906,898 | 43 | May 4, 2017 |
| M••••••••• P••••••• F••• V• L• | Private Equity Fund | $817,282 | 62 | Oct 26, 2018 |
| M••••••••• P••••••• F••• I•••• L• | Private Equity Fund | $583,038 | 79 | Mar 29, 2018 |
| M••••••••• E••••• L•no longer reported | Private Equity Fund | $184,998 | 40 | Jan 6, 2014 |
| M••••••••• P••••••• F••• I•• L•no longer reported | Private Equity Fund | $21,517 | 40 | Jan 6, 2014 |
Owners and control persons
Schedule A and B, latest filing
- B••••••••• A•••••• G••••• · Investment Committee Membercontrolsince 10/2007 · owns 5% to 10%
- L•••••• P•••• K•••••• · Managing Partnercontrolsince 10/2007 · owns less than 5%
- W•••••• J•••••• M••••• H•••• · Chief Compliance Officer And General Counselcontrolsince 03/2023 · owns less than 5%
- L•••••• P•••• K•••••• · Membercontrolsince 11/2017 · owns 75% or more of P•• H•••••••
Entity owners
- P•• H••••••• · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- M••••• G•• L••pooled vehicle sponsorn
- M•••••• G•• L••pooled vehicle sponsorn
- M•••••••• G•• L••pooled vehicle sponsorn
- M••••••••• G• H••••••• L••• S••••• M•••••pooled vehicle sponsorn
- M••••••••• G• H••••••• L••• S••••• M•• I•pooled vehicle sponsorn
- M•• I•• G•• L••pooled vehicle sponsorn
- M•• I••• G•• L••pooled vehicle sponsorn
- M•• I• G•• L••pooled vehicle sponsorn
- M•• I••• G•• L••pooled vehicle sponsorn
- M•• V• G•• L••pooled vehicle sponsorn
- M•• V• G•• L••pooled vehicle sponsorn
- M•• V•• G•• L••pooled vehicle sponsorn
- M•• V••• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 24 to 23Apr 29, 2025 to Mar 30, 2026
- Advisory employees · 19 to 20Apr 29, 2025 to Mar 30, 2026
- Corporate clients · 5 to 4Apr 29, 2025 to Mar 30, 2026
- Employees · 43 to 51Apr 29, 2025 to Mar 30, 2026
- Private funds · 16 to 15Apr 29, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.4B to $1.6BApr 29, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $129M to $142MApr 29, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.4B to $1.6BApr 29, 2025 to Mar 30, 2026
- RAUM · $1.6B to $1.8BApr 29, 2025 to Mar 30, 2026
- Accounts · 23 to 24Apr 30, 2024 to Apr 29, 2025
- Pooled vehicle clients · 18 to 19Apr 30, 2024 to Apr 29, 2025
- Employees · 38 to 43Apr 30, 2024 to Apr 29, 2025
- Financial planning clients · unset to Apr 30, 2024 to Apr 29, 2025
- Discretionary RAUM · $1.3B to $1.4BApr 30, 2024 to Apr 29, 2025
- Non-discretionary RAUM · $112M to $129MApr 30, 2024 to Apr 29, 2025
- Pooled vehicle RAUM · $1.3B to $1.4BApr 30, 2024 to Apr 29, 2025
- RAUM · $1.4B to $1.6BApr 30, 2024 to Apr 29, 2025
- Accounts · 19 to 23May 24, 2023 to Mar 29, 2024
- Advisory employees · 25 to 19May 24, 2023 to Mar 29, 2024
- Corporate clients · 4 to 5May 24, 2023 to Mar 29, 2024
- Pooled vehicle clients · 15 to 18May 24, 2023 to Mar 29, 2024
- Custody of client assets · false to trueMay 24, 2023 to Mar 29, 2024
- Employees · 39 to 38May 24, 2023 to Mar 29, 2024
- Private funds · 14 to 16May 24, 2023 to Mar 29, 2024
- Discretionary RAUM · $917M to $1.3BMay 24, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $38.9M to $112MMay 24, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $924M to $1.3BMay 24, 2023 to Mar 29, 2024
- RAUM · $956M to $1.4BMay 24, 2023 to Mar 29, 2024
- Accounts · 20 to 19Mar 31, 2023 to May 24, 2023
- Pooled vehicle clients · 16 to 15Mar 31, 2023 to May 24, 2023
- Discretionary RAUM · $945M to $917MMar 31, 2023 to May 24, 2023
- Non-discretionary RAUM · $31.9M to $38.9MMar 31, 2023 to May 24, 2023
- Pooled vehicle RAUM · $945M to $924MMar 31, 2023 to May 24, 2023
- RAUM · $977M to $956MMar 31, 2023 to May 24, 2023
- Accounts · 19 to 20Nov 3, 2022 to Mar 31, 2023
- Advisory employees · 28 to 25Nov 3, 2022 to Mar 31, 2023
- Corporate clients · 3 to 4Nov 3, 2022 to Mar 31, 2023
- Assets in custody · unset to 0.0Nov 3, 2022 to Mar 31, 2023
- Employees · 29 to 39Nov 3, 2022 to Mar 31, 2023
- Private funds · 15 to 14Nov 3, 2022 to Mar 31, 2023
Signals
9 dated events
- M••••••••• P••••••• G•••• M••••••••• L•• reported RAUM $1.4B, up 51% from $956.3M (2023-05-24 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- M••••••••• P••••••• G•••• M••••••••• L•• reported RAUM $977.1M, up 30% from $749.4M (2022-11-03 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Martin Henry Julian Weldon (Chief Compliance Officer And General Counsel) appeared on Schedule A of M••••••••• P••••••• G•••• M••••••••• L••Mar 31, 2023 · Control person joined · fact
- M••••••••• P••••••• G•••• M••••••••• L•• reported RAUM $749.4M, up 44% from $519.6M (2021-05-21 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
- Daniel Eric Chasser (Chief Financial Officer, Chief Compliance Officer) no longer on Schedule A of M••••••••• P••••••• G•••• M••••••••• L•• (listed 2020-03-30, absent 2021-02-23)Feb 23, 2021 · Control person left · inference
- M••••••••• P••••••• G•••• M••••••••• L•• reported RAUM $546.3M, up 69% from $322.5M (2019-04-30 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Chris Douglas Jacobsen (Member) no longer on Schedule A of M••••••••• P••••••• G•••• M••••••••• L•• (listed 2019-04-30, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- J••• I•••••• (President) no longer on Schedule A of M••••••••• P••••••• G•••• M••••••••• L•• (listed 2018-10-26, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- M••••••••• P••••••• G•••• M••••••••• L•• filed its initial SEC registration (Form ADV)Oct 26, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M••••••••• P••••••• G•••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- M••••••••• P••••••• G•••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/metpgreportedpublic record, Form ADV, Sep 18, 2026
- Website
- metpg.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-561-1250reportedpublic record, Form ADV, May 15, 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