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••••••• C•••••• M••••••••• L•••
Latest filing Jun 2, 2026
First filing on the tape Mar 13, 2018 · 21 filings
SEC status approved since Apr 13, 2018
RAUM
$1.8B
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
11
11 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
27
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$1.8B as of Jun 2, 2026
Mar 29, 2019$232M then
HNW client RAUM$0 as of Jun 2, 2026
Mar 29, 2019$4.8M then
State-registered IARs (5.B.3)0 as of Jun 2, 2026
Mar 29, 20190 then
Employees (5.A)11 as of Jun 2, 2026
Mar 29, 20196 then
Private funds27 as of Jun 2, 2026
Mar 29, 201910 then
RAUM +63% over the last fiscal year+31% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 2, 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
- $61.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.1%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
- +63%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 individuals, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $190M, 9 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$1.8B100%
- Charitable organizations$1.4M0.1%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 1reported
- Accounts
- 29reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $190M for 9 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
Private funds
18 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••••••• C•••••• P••••••• I• L••• | Private Equity Fund | $340M | 33 | Sep 26, 2017 |
| M••••••• C•••••• P••••••• I•• L• | Private Equity Fund | $239M | 73 | Mar 31, 2021 |
| M••••••• C•••••• A••••• H••••••• V• L•• | Private Equity Fund | $33.5M | 14 | Mar 30, 2023 |
| M••••••• C•••••• P••••••• I• P•••• L••• | Private Equity Fund | $31.2M | 3 | Mar 31, 2022 |
| M••••••• C•••••• A••••• H•••••••• L•• | Private Equity Fund | $30.3M | 13 | Mar 13, 2018 |
| M••••••• C•••••• A••••• H••••••• I•• L•• | Private Equity Fund | $26.7M | 13 | Mar 13, 2018 |
| M••••••• A••••••• C••••••••• L•• | Private Equity Fund | $25.2M | 5 | Mar 13, 2018 |
| M••••••• C•••••• A••••• H••••••• I•• L•• | Private Equity Fund | $25.0M | 11 | Mar 26, 2020 |
| M••••••• C•••••• A••••• H••••••• I••• L•• | Private Equity Fund | $23.5M | 10 | Mar 29, 2019 |
| M••••••• C•••••• R••• C•••••••• H••••••• I•• L• | Private Equity Fund | $12.3M | 5 | Mar 8, 2024 |
| M••••••• D•• I•• H••••••• I••• L•• | Private Equity Fund | $7.6M | 8 | Mar 31, 2022 |
| M••••••• C•••••• R••• C•••••••• H•••••••• L• | Private Equity Fund | $4.0M | 2 | Mar 30, 2023 |
| M••••••• D•• I•• H••••••• I•• L•• | Private Equity Fund | $2.0M | 9 | Mar 13, 2018 |
| M••••••• T•• H•••••••• L•• | Private Equity Fund | $431,759 | 38 | Mar 13, 2018 |
| M••••••• D•• I•• H•••••••• L•• | Private Equity Fund | $176,232 | 6 | Mar 13, 2018 |
| C• E••••• H•••••••• L••no longer reported | Private Equity Fund | $22,857 | 7 | Mar 13, 2018 |
| M••••••• H•••••• S••• H•••••••• L••no longer reported | Private Equity Fund | $0 | 19 | Mar 13, 2018 |
| M••••••• H•••••• S••• H••••••• I•• L••no longer reported | Private Equity Fund | $0 | 11 | Mar 13, 2018 |
Owners and control persons
Schedule A and B, latest filing
- N••••••••• O••••• · Manager, Chief Compliance Officercontrolsince 04/2017 · owns 50% to 75%
- S••••• J••••• R••• · Managercontrolsince 04/2017 · owns 50% to 75%
- N••••••••• O••••• · Managercontrolsince 04/2017 · owns 50% to 75% of M••••••• C•••••• M••••••••• G•• L••
- S••••• J••••• R••• · Managercontrolsince 04/2017 · owns 50% to 75% of M••••••• C•••••• M••••••••• G•• L••
Entity owners
- M••••••• C•••••• M••••••••• G•• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- M••••••• C•••••• P••••••• I• G•• L•••pooled vehicle sponsorn
- M••••••• C•••••• P••••••• I• G•• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 21 to 29Sep 24, 2025 to Mar 26, 2026
- Advisory employees · 10 to 11Sep 24, 2025 to Mar 26, 2026
- Pooled vehicle clients · 19 to 27Sep 24, 2025 to Mar 26, 2026
- Assets in custody · $181M to $190MSep 24, 2025 to Mar 26, 2026
- Employees · 12 to 11Sep 24, 2025 to Mar 26, 2026
- Private funds · 19 to 27Sep 24, 2025 to Mar 26, 2026
- Discretionary RAUM · $1.2B to $1.8BSep 24, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $3.1M to $3.1MSep 24, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $1.2B to $1.8BSep 24, 2025 to Mar 26, 2026
- RAUM · $1.2B to $1.8BSep 24, 2025 to Mar 26, 2026
- Assets in custody · $181M to $181MMar 31, 2025 to Sep 24, 2025
- Discretionary RAUM · $1.1B to $1.2BMar 31, 2025 to Sep 24, 2025
- Pooled vehicle RAUM · $1.1B to $1.2BMar 31, 2025 to Sep 24, 2025
- RAUM · $1.1B to $1.2BMar 31, 2025 to Sep 24, 2025
- Accounts · 17 to 21Jul 18, 2024 to Mar 31, 2025
- Advisory employees · 9 to 10Jul 18, 2024 to Mar 31, 2025
- Pooled vehicle clients · 15 to 19Jul 18, 2024 to Mar 31, 2025
- Assets in custody · $149M to $181MJul 18, 2024 to Mar 31, 2025
- Employees · 11 to 12Jul 18, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jul 18, 2024 to Mar 31, 2025
- Private funds · 15 to 19Jul 18, 2024 to Mar 31, 2025
- Discretionary RAUM · $860M to $1.1BJul 18, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $860M to $1.1BJul 18, 2024 to Mar 31, 2025
- RAUM · $863M to $1.1BJul 18, 2024 to Mar 31, 2025
- Assets in custody · $150M to $149MMar 8, 2024 to Jul 18, 2024
- Discretionary RAUM · $850M to $860MMar 8, 2024 to Jul 18, 2024
- Non-discretionary RAUM · $3.1M to $3.1MMar 8, 2024 to Jul 18, 2024
- Pooled vehicle RAUM · $850M to $860MMar 8, 2024 to Jul 18, 2024
- RAUM · $853M to $863MMar 8, 2024 to Jul 18, 2024
- Accounts · 18 to 17May 10, 2023 to Mar 8, 2024
- Advisory employees · 10 to 9May 10, 2023 to Mar 8, 2024
- Pooled vehicle clients · 16 to 15May 10, 2023 to Mar 8, 2024
- Assets in custody · $96.7M to $150MMay 10, 2023 to Mar 8, 2024
- Employees · 12 to 11May 10, 2023 to Mar 8, 2024
- Private funds · 16 to 15May 10, 2023 to Mar 8, 2024
- Discretionary RAUM · $784M to $850MMay 10, 2023 to Mar 8, 2024
- Pooled vehicle RAUM · $784M to $850MMay 10, 2023 to Mar 8, 2024
- RAUM · $787M to $853MMay 10, 2023 to Mar 8, 2024
- Accounts · 16 to 18May 27, 2022 to Mar 30, 2023
- Advisory employees · 8 to 10May 27, 2022 to Mar 30, 2023
Signals
5 dated events
- M••••••• C•••••• M••••••••• L••• reported RAUM $1.8B, up 53% from $1.2B (2025-09-24 to 2026-03-26)Mar 26, 2026 · RAUM change · derived
- M••••••• C•••••• M••••••••• L••• reported RAUM $1.1B, up 27% from $862.9M (2024-07-18 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- M••••••• C•••••• M••••••••• L••• reported RAUM $798.9M, up 72% from $465.1M (2021-05-13 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- M••••••• C•••••• M••••••••• L••• reported RAUM $465.1M, up 61% from $289.8M (2020-06-02 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- M••••••• C•••••• M••••••••• L••• filed its initial SEC registration (Form ADV)Mar 13, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M••••••• C•••••• M••••••••• L••• · Independent Sponsorsshared crd · capital_provider
- M••••••• C•••••• M••••••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/M•••••••-CAPITAL-PARTNERSreportedpublic record, Form ADV, Sep 19, 2026
- Website
- M•••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 310-229-2460reportedpublic record, Form ADV, Jun 2, 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