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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Former SEC-registered adviser
M••••• C•••••• P•••••••• L•
Latest filing Mar 20, 2024
First filing on the tape Sep 29, 2021 · 11 filings
SEC status approved since Oct 29, 2021
RAUM
$227M
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
6
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
$227M gross assets
History
11 filings and snapshots on the tape
RAUM$227M as of Mar 20, 2024
Mar 30, 2022$360M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 20, 2024
Mar 30, 20220 then
Employees (5.A)6 as of Mar 20, 2024
Mar 30, 202213 then
Private funds4 as of Mar 20, 2024
Mar 30, 20224 then
RAUM -19% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 20, 2024; 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
- $37.8MderivedRAUM 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
- -19%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 pooled vehiclesreportedItem 5.G
- Custody
- $227M, 6 clientsreportedItem 9.A
- Ownership
- controlled by a public reporting companyderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$227M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $227M for 6 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- absent from the latest SEC rosterderived
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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••••• S•••••• S••••••••• O••••••• C••••• M••••••••• F•••• L••• | Hedge Fund | $134M | 31 | Aug 13, 2013 |
| M••••• C•••••• P••••••• O••••••• C••••• M••••••••• F•••• L••• | Hedge Fund | $36.6M | 15 | Mar 31, 2014 |
| M••••• C•••••• P••••••• O•••••• C••••• F•••• L••• | Hedge Fund | $32.0M | 25 | Mar 24, 2015 |
| M••••• C•••••• P••••••• F•• C••••• F••• L•• | Private Equity Fund | $24.4M | 2 | Mar 24, 2016 |
Owners and control persons
Schedule A and B, latest filing
- C•••• J•••••••• W••••••• · General Counsel And Chief Compliance Officercontrolsince 09/2018 · owns less than 5%
- K••••••••• F••••••• N•• · Chief Financial Officercontrolsince 09/2022 · owns less than 5%
- J••••••• O•••• S•••• · Managing Membersince 09/2012 · owns 50% to 75% of M••••• C•••••• A•••••••• L••
- J••••••• O•••• S•••• · Limited Partnersince 03/2014 · owns 50% to 75% of M••••• C•••••• A••••••• H•••••••• L•
- S••••••••• C•••••• A••••• · Limited Partnersince 03/2014 · owns 50% to 75% of M••••• C•••••• A••••••• H•••••••• L•
- S••••••••• C•••••• A••••• · Managing Membersince 09/2012 · owns 50% to 75% of M••••• C•••••• A•••••••• L••
Entity owners
- M••••• A••••••• H•••••••• L• · Limited Partnerdirect · owns 75% or more
- M••••• C•••••• A•••••••• L•• · General Partner (In Dissolution)direct · owns less than 5%
- M••••• C•••••• A••••••• H•••••••• L• · Limited Partnerindirect · owns 50% to 75% of M••••• A••••••• H•••••••• L•
- M••••• C•••••• A•••••••• L•• · General Partnerindirect · owns F of M••••• A••••••• H•••••••• L•
- M••••• C•••••• A•••••••• L•• · General Partnerindirect · owns F of M••••• C•••••• A••••••• H•••••••• L•
Related persons
Schedule D 7.A
- H•••• H•••••• L••investment adviserpooled vehicle sponsoryRAUM $19.7M
- M••••• C•••••• P••••••• G•• L••bankpooled vehicle sponsorn
- M••••• S•••••• S••••••••• G•• L••bankpooled vehicle sponsorn
- S••••• I•••pooled vehicle sponsory
- T••••••••• G• H••••••• L••bankn
Advisers that list M••••• C•••••• P•••••••• L• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 7 to 3Sep 11, 2023 to Mar 20, 2024
- Assets in custody · $267M to $227MSep 11, 2023 to Mar 20, 2024
- Employees · 11 to 6Sep 11, 2023 to Mar 20, 2024
- Discretionary RAUM · $267M to $227MSep 11, 2023 to Mar 20, 2024
- Pooled vehicle RAUM · $267M to $227MSep 11, 2023 to Mar 20, 2024
- RAUM · $267M to $227MSep 11, 2023 to Mar 20, 2024
- Assets in custody · $280M to $267MMar 24, 2023 to Apr 27, 2023
- Discretionary RAUM · $280M to $267MMar 24, 2023 to Apr 27, 2023
- Pooled vehicle RAUM · $280M to $267MMar 24, 2023 to Apr 27, 2023
- RAUM · $280M to $267MMar 24, 2023 to Apr 27, 2023
- Advisory employees · 5 to 7Jan 3, 2023 to Mar 24, 2023
- Assets in custody · $360M to $280MJan 3, 2023 to Mar 24, 2023
- Employees · 13 to 11Jan 3, 2023 to Mar 24, 2023
- Discretionary RAUM · $360M to $280MJan 3, 2023 to Mar 24, 2023
- Pooled vehicle RAUM · $360M to $280MJan 3, 2023 to Mar 24, 2023
- RAUM · $360M to $280MJan 3, 2023 to Mar 24, 2023
- HQ city · GREENWICH to NEW YORKJul 29, 2022 to Sep 6, 2022
- HQ state · CT to NYJul 29, 2022 to Sep 6, 2022
- Assets in custody · $502M to $360MNov 8, 2021 to Mar 30, 2022
- Discretionary RAUM · $502M to $360MNov 8, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $502M to $360MNov 8, 2021 to Mar 30, 2022
- RAUM · $502M to $360MNov 8, 2021 to Mar 30, 2022
Signals
5 dated events
- M••••• C•••••• P•••••••• L• no longer on the SEC adviser roster (last listed 2025-02-03, RAUM $227.0M)Mar 6, 2025 · Left the SEC roster · derived
- Jo Terri Lecamp (Acting Chief Operating Officer) no longer on Schedule A of M••••• C•••••• P•••••••• L• (listed 2022-09-06, absent 2023-01-03)Jan 3, 2023 · Control person left · inference
- Florina Klingbaum (Chief Financial Officer) appeared on Schedule A of M••••• C•••••• P•••••••• L•Jan 3, 2023 · Control person joined · fact
- M••••• C•••••• P•••••••• L• reported RAUM $360.4M, down 28% from $502.1M (2021-11-08 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- M••••• C•••••• P•••••••• L• filed its initial SEC registration (Form ADV)Sep 29, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M••••• C•••••• P•••••••• L• · Independent Sponsorsshared crd · capital_provider
- M••••• C•••••• P•••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/melody-capital-partners-lp/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- M•••••.COMreportedpublic record, Form ADV, Sep 18, 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
- Former SEC-registered 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