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•••••• R••• P•••••••• L•
Latest filing Apr 24, 2026
First filing on the tape Nov 16, 2018 · 19 filings
SEC status approved since Dec 26, 2018
RAUM
$646M
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
13
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$646M as of Apr 24, 2026
Mar 28, 2019$74.8M then
HNW client RAUM$0 as of Apr 24, 2026
Mar 28, 2019$0 then
State-registered IARs (5.B.3)0 as of Apr 24, 2026
Mar 28, 20190 then
Employees (5.A)13 as of Apr 24, 2026
Mar 28, 20199 then
Private funds7 as of Apr 24, 2026
Mar 28, 20191 then
RAUM +7.3% over the last fiscal year+12% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 24, 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
- $92.3MderivedRAUM 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
- +7.3%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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$646M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 7reported
- 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
Private funds
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•• F••• I• M••••• A• L•• | Private Equity Fund | $215M | 44 | Apr 25, 2019 |
| M•• V•••• F••• I• B• L• | Private Equity Fund | $135M | 34 | Mar 29, 2021 |
| M•••••• R••• F••• I• W••••••••• L••no longer reported | Private Equity Fund | $74.8M | 18 | Nov 16, 2018 |
| M•• S•• I••• L• | Private Equity Fund | $47.6M | 1 | Mar 30, 2023 |
| M•• S•• I•• L• | Private Equity Fund | $42.5M | 1 | Mar 30, 2022 |
| M•• S•• I• O••••••• M•••••• L•no longer reported | Private Equity Fund | $0 | 6 | Mar 30, 2020 |
| M•• F••• I• M••••• A• L•• | Private Equity Fund | $0 | 0 | Mar 25, 2024 |
Owners and control persons
Schedule A and B, latest filing
- E••••••••• D••••• J••• · Partnercontrolsince 09/2017 · owns 25% to 50%
- L••• J••••••• D•••••• · Partner / President / Ciocontrolsince 09/2017 · owns 25% to 50%
- M••••• J••••• J••••• · Partnercontrolsince 09/2020 · owns 10% to 25%
- R••••• U••• •••• · Chief Compliance Officercontrolsince 01/2023 · owns less than 5%
- S•••••• J•••• T•••••• · Partnercontrolsince 09/2017 · owns 25% to 50%
- P•••• T••••••• L•••••• · Partnersince 09/2017 · owns 10% to 25%
Entity owners
- M•••••• R••• P••••••• H•••••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 6 to 7Apr 30, 2025 to Mar 18, 2026
- Pooled vehicle clients · 6 to 7Apr 30, 2025 to Mar 18, 2026
- HQ city · MINNEAPOLIS to MINNETONKAApr 30, 2025 to Mar 18, 2026
- Discretionary RAUM · $602M to $646MApr 30, 2025 to Mar 18, 2026
- Pooled vehicle RAUM · $602M to $646MApr 30, 2025 to Mar 18, 2026
- RAUM · $602M to $646MApr 30, 2025 to Mar 18, 2026
- Accounts · 5 to 6Apr 25, 2024 to Apr 30, 2025
- Pooled vehicle clients · 5 to 6Apr 25, 2024 to Apr 30, 2025
- Employees · 12 to 13Apr 25, 2024 to Apr 30, 2025
- Financial planning clients · unset to Apr 25, 2024 to Apr 30, 2025
- Private funds · 5 to 7Apr 25, 2024 to Apr 30, 2025
- Discretionary RAUM · $481M to $602MApr 25, 2024 to Apr 30, 2025
- Pooled vehicle RAUM · $481M to $602MApr 25, 2024 to Apr 30, 2025
- RAUM · $481M to $602MApr 25, 2024 to Apr 30, 2025
- Accounts · 4 to 5Apr 17, 2023 to Mar 25, 2024
- Pooled vehicle clients · 4 to 5Apr 17, 2023 to Mar 25, 2024
- Private funds · 4 to 5Apr 17, 2023 to Mar 25, 2024
- Discretionary RAUM · $459M to $481MApr 17, 2023 to Mar 25, 2024
- Pooled vehicle RAUM · $459M to $481MApr 17, 2023 to Mar 25, 2024
- RAUM · $459M to $481MApr 17, 2023 to Mar 25, 2024
- Advisory employees · 7 to 8Jan 5, 2023 to Mar 30, 2023
- Employees · 11 to 12Jan 5, 2023 to Mar 30, 2023
- Discretionary RAUM · $351M to $459MJan 5, 2023 to Mar 30, 2023
- Pooled vehicle RAUM · $351M to $459MJan 5, 2023 to Mar 30, 2023
- RAUM · $351M to $459MJan 5, 2023 to Mar 30, 2023
- Accounts · 3 to 4Nov 2, 2021 to Mar 30, 2022
- Pooled vehicle clients · 3 to 4Nov 2, 2021 to Mar 30, 2022
- Private funds · 3 to 4Nov 2, 2021 to Mar 30, 2022
- Discretionary RAUM · $250M to $351MNov 2, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $250M to $351MNov 2, 2021 to Mar 30, 2022
- RAUM · $250M to $351MNov 2, 2021 to Mar 30, 2022
- Accounts · 2 to 3Apr 2, 2020 to Mar 29, 2021
- Advisory employees · 4 to 7Apr 2, 2020 to Mar 29, 2021
- Pooled vehicle clients · 2 to 3Apr 2, 2020 to Mar 29, 2021
- Employees · 8 to 11Apr 2, 2020 to Mar 29, 2021
- Private funds · 2 to 3Apr 2, 2020 to Mar 29, 2021
- Discretionary RAUM · $196M to $250MApr 2, 2020 to Mar 29, 2021
- Pooled vehicle RAUM · $196M to $250MApr 2, 2020 to Mar 29, 2021
- RAUM · $196M to $250MApr 2, 2020 to Mar 29, 2021
- Accounts · 1 to 2Oct 15, 2019 to Mar 30, 2020
Signals
7 dated events
- M•••••• R••• P•••••••• L• reported RAUM $602.2M, up 25% from $480.7M (2024-04-25 to 2025-04-30)Apr 30, 2025 · RAUM change · derived
- M•••••• R••• P•••••••• L• reported RAUM $459.4M, up 31% from $351.2M (2023-01-05 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- (Nmn) Uzi Rosha (Chief Compliance Officer) appeared on Schedule A of M•••••• R••• P•••••••• L•Jan 5, 2023 · Control person joined · fact
- M•••••• R••• P•••••••• L• reported RAUM $351.2M, up 41% from $249.8M (2021-11-02 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Joseph James Musel (Partner) appeared on Schedule A of M•••••• R••• P•••••••• L•Mar 29, 2021 · Control person joined · fact
- Leo John Sinna (Partner) no longer on Schedule A of M•••••• R••• P•••••••• L• (listed 2019-10-15, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- M•••••• R••• P•••••••• L• filed its initial SEC registration (Form ADV)Nov 16, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M•••••• R••• P•••••••• L• · Independent Sponsorsshared crd · capital_provider
- M•••••• R••• P•••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/mcginty-road-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- m•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (651) 294-4574reportedpublic record, Form ADV, Apr 24, 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