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SEC-registered adviser

M••••• R••••••• G••••• L••••••

Other adviserHong Kong, CRD 291667SEC 801-112368websiteIAPD
Latest filing May 8, 2026
First filing on the tape Dec 26, 2017 · 14 filings
SEC status approved since Mar 5, 2018
RAUM
$5.0M
reported, Item 5.F
Discretionary
0.0%
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
8
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$5.0M as of May 8, 2026
May 7, 2019$5.0M then
HNW client RAUM$0 as of May 8, 2026
May 7, 2019$0 then
State-registered IARs (5.B.3)0 as of May 8, 2026
May 7, 20190 then
Employees (5.A)8 as of May 8, 2026
May 7, 20198 then
Private funds: no history
RAUM +1011% over the last fiscal year+123% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 8, 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
$250,000derivedRAUM over accounts (5.F.2.f)
Discretionary
0.0%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
+1011%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, subscriptionreportedItem 5.E
Advisory activities
portfolio management for businesses and institutions, otherreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
20reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.0 fund_share=0.0 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 departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • L••• C•••••• · Executive Officer, Owner, Chief Compliance Officercontrol
        since 09/2017 · owns 25% to 50%
      • Y•• T•••• H•••• · Executive Officer, Ownercontrol
        since 09/2017 · owns 25% to 50%
      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
      • Advisory activities · 1 to 2
        Apr 15, 2025 to Apr 21, 2026
      • Charity clients · unset to 0.0
        Apr 15, 2025 to Apr 21, 2026
      • Corporate clients · unset to 0.0
        Apr 15, 2025 to Apr 21, 2026
      • HNW clients · unset to 0.0
        Apr 15, 2025 to Apr 21, 2026
      • Individual clients · 20 to 0
        Apr 15, 2025 to Apr 21, 2026
      • Pension plan clients · unset to 0.0
        Apr 15, 2025 to Apr 21, 2026
      • Financial planning clients · to 0
        Apr 15, 2025 to Apr 21, 2026
      • Discretionary RAUM · $250,000 to $0
        Apr 15, 2025 to Apr 21, 2026
      • Individual RAUM · $450,000 to $0
        Apr 15, 2025 to Apr 21, 2026
      • Non-discretionary RAUM · $200,000 to $5.0M
        Apr 15, 2025 to Apr 21, 2026
      • RAUM · $450,000 to $5.0M
        Apr 15, 2025 to Apr 21, 2026
      • Financial planning clients · unset to
        Mar 25, 2024 to Apr 15, 2025
      • HQ state · unset to
        Mar 25, 2024 to Apr 15, 2025
      • Individual RAUM · $500,000 to $450,000
        Mar 30, 2022 to Mar 16, 2023
      • Non-discretionary RAUM · $250,000 to $200,000
        Mar 30, 2022 to Mar 16, 2023
      • RAUM · $500,000 to $450,000
        Mar 30, 2022 to Mar 16, 2023
      • Accounts · 58 to 20
        Dec 2, 2021 to Mar 30, 2022
      • Discretionary RAUM · $0 to $250,000
        Dec 2, 2021 to Mar 30, 2022
      • Non-discretionary RAUM · $500,000 to $250,000
        Dec 2, 2021 to Mar 30, 2022
      • Accounts · 20 to 58
        Feb 20, 2020 to Dec 2, 2021
      • Advisory activities · 2 to 1
        May 7, 2019 to Feb 20, 2020
      • Financial planning clients · 0 to unset
        May 7, 2019 to Feb 20, 2020
      • Discretionary RAUM · $5.0M to $0
        May 7, 2019 to Feb 20, 2020
      • Individual RAUM · $5.0M to $500,000
        May 7, 2019 to Feb 20, 2020
      • Non-discretionary RAUM · $0 to $500,000
        May 7, 2019 to Feb 20, 2020
      • RAUM · $5.0M to $500,000
        May 7, 2019 to Feb 20, 2020
      • HQ city · SHENZHEN to HONG KONG
        May 14, 2018 to May 7, 2019
      • Discretionary RAUM · $0 to $5.0M
        May 14, 2018 to May 7, 2019
      • Non-discretionary RAUM · $5.0M to $0
        May 14, 2018 to May 7, 2019
      • HQ city · unset to SHENZHEN
        May 11, 2018 to May 14, 2018
      Signals
      1 dated events
      • M••••• R••••••• G••••• L•••••• filed its initial SEC registration (Form ADV)
        Dec 26, 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
      Website
      a•••••.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      852-98833050reportedpublic record, Form ADV, May 8, 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
      Other adviserderiveda 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