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••••• S••••• C•••••• A•••••••• L••

Former SEC-registered adviserFort Lauderdale, FloridaCRD 300232SEC 801-114863IAPD
Latest filing Aug 16, 2019
First filing on the tape Feb 19, 2019 · 6 filings
RAUM
$21.0M
reported, Item 5.F
Discretionary
95%
of RAUM
Private clients
100%
$21.0M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$21.0M
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$21.0M as of Aug 16, 2019
Feb 19, 2019$0 then
HNW client RAUM$7.0M as of Aug 16, 2019
May 31, 2019$7.0M then
State-registered IARs (5.B.3)1 as of Aug 16, 2019
Feb 19, 20191 then
Employees (5.A)1 as of Aug 16, 2019
Feb 19, 20191 then
Private funds: no history
Practice profile
derived from the filing of Aug 16, 2019; every figure names its basis
RAUM per advisor
$21.0MderivedRAUM 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
$272,727derivedRAUM over accounts (5.F.2.f)
Discretionary
95%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
Custody
$21.0M, 40 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
  • is an insurance broker or agent (6.A.6)
  • 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$14.0M67%
  • High-net-worth individuals$7.0M33%
Individual clients
40reported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
77reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
$21.0M for 40 clientsreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
J••••• M•••••• A•••••••Fort Lauderdale, FlApr 11, 201921 y5
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount3 left over 36 months
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • A•••••••• J•••••• M•••••• · Managing Member & Chief Compliance Officercontrol
    since 03/2019 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Fort Lauderdale, Fl · principal100
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Assets in custody · unset to 21000000.0
    May 31, 2019 to Jul 18, 2019
  • Custody of client assets · false to true
    May 31, 2019 to Jul 18, 2019
  • Accounts · 0 to 77
    Mar 26, 2019 to May 31, 2019
  • Individual clients · unset to 40.0
    Mar 26, 2019 to May 31, 2019
  • Discretionary RAUM · $0 to $20.0M
    Mar 26, 2019 to May 31, 2019
  • HNW RAUM · unset to 7000000.0
    Mar 26, 2019 to May 31, 2019
  • Individual RAUM · unset to 14000000.0
    Mar 26, 2019 to May 31, 2019
  • Non-discretionary RAUM · $0 to $1.0M
    Mar 26, 2019 to May 31, 2019
  • RAUM · $0 to $21.0M
    Mar 26, 2019 to May 31, 2019
  • Financial planning clients · unset to 0
    Feb 19, 2019 to Mar 22, 2019
Signals
4 dated events
  • R••••• J••• A•••••••• left M••••• S••••• C•••••• A•••••••• L•• for P•••••••• L•• (registered 2024-06-17)
    Jun 11, 2024 · Advisor changed firm · fact
  • D••••• G•••••• J••••• left M••••• S••••• C•••••• A•••••••• L•• for J••••• F•••••••• S••••••• (registered 2026-01-01)
    Feb 5, 2024 · Advisor changed firm · fact
  • A•••••• J•••• N•••••• left M••••• S••••• C•••••• A•••••••• L•• for N•••••• W••••• (registered 2023-01-06)
    Jan 12, 2024 · Advisor changed firm · fact
  • M••••• S••••• C•••••• A•••••••• L•• filed its initial SEC registration (Form ADV)
    Feb 19, 2019 · 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
Firm profile
linkedin.com/company/murray-street-capital-advisors?trk=publreportedpublic record, Form ADV, Sep 18, 2026
Website
murraystreetcapital.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
$21.0Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026