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SEC-registered adviser

M••••••• C•••••• P•••••••• L•

Asset manager (funds and pooled vehicles)Miami, FloridaCRD 300896SEC 801-114960websiteIAPD
Latest filing Mar 23, 2026
First filing on the tape Mar 7, 2019 · 14 filings
SEC status approved since Apr 8, 2019
RAUM
$341M
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
2
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
5
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$341M as of Mar 23, 2026
Mar 30, 2020$280M then
HNW client RAUM$0 as of Mar 23, 2026
Mar 30, 2020$0 then
State-registered IARs (5.B.3)0 as of Mar 23, 2026
Mar 30, 20200 then
Employees (5.A)2 as of Mar 23, 2026
Mar 30, 20205 then
Private funds5 as of Mar 23, 2026
Mar 30, 20205 then
RAUM +10% over the last fiscal year+3.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 23, 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
$68.1MderivedRAUM 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
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
+10%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
  • 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$341M100%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
5reported
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
      5 reported on Schedule D 7.B.(1)
      Owners and control persons
      Schedule A and B, latest filing
      • B•••••• H••••• J••• · Managing Partner, Limited Partner, Chief Compliance Officercontrol
        since 02/2019 · owns less than 5%
      • W•••••• S•••••• M•••• · Partnercontrol
        since 07/2019 · owns less than 5%
      • B•••••• H••••• J••• · Managing Membercontrol
        since 02/2019 · owns 75% or more of M••••••• C•••••• P•••••••• G•• L••
      Entity owners
      • M••••••• C•••••• P•••••••• G•• L•• · General Partner
        direct · owns 75% or more
      Related persons
      Schedule D 7.A
      • M••••••• L•• G•• L••
        pooled vehicle sponsorn
      Advisers that list M••••••• C•••••• P•••••••• L• as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • New Milford, CT2 employees
      What changed
      consecutive filings, newest first
      • Discretionary RAUM · $309M to $341M
        Mar 28, 2025 to Mar 23, 2026
      • Pooled vehicle RAUM · $309M to $341M
        Mar 28, 2025 to Mar 23, 2026
      • RAUM · $309M to $341M
        Mar 28, 2025 to Mar 23, 2026
      • Financial planning clients · unset to
        Sep 9, 2024 to Mar 28, 2025
      • Discretionary RAUM · $276M to $309M
        Sep 9, 2024 to Mar 28, 2025
      • Pooled vehicle RAUM · $276M to $309M
        Sep 9, 2024 to Mar 28, 2025
      • RAUM · $276M to $309M
        Sep 9, 2024 to Mar 28, 2025
      • Discretionary RAUM · $312M to $276M
        Mar 29, 2023 to Mar 26, 2024
      • Pooled vehicle RAUM · $312M to $276M
        Mar 29, 2023 to Mar 26, 2024
      • RAUM · $312M to $276M
        Mar 29, 2023 to Mar 26, 2024
      • Assets in custody · 357591766.0 to unset
        Mar 23, 2022 to Mar 29, 2023
      • Custody of client assets · true to false
        Mar 23, 2022 to Mar 29, 2023
      • HQ city · NEW MILFORD to MIAMI
        Mar 23, 2022 to Mar 29, 2023
      • HQ state · CT to FL
        Mar 23, 2022 to Mar 29, 2023
      • Other offices · 0 to 1
        Mar 23, 2022 to Mar 29, 2023
      • Discretionary RAUM · $383M to $312M
        Mar 23, 2022 to Mar 29, 2023
      • Pooled vehicle RAUM · $383M to $312M
        Mar 23, 2022 to Mar 29, 2023
      • RAUM · $383M to $312M
        Mar 23, 2022 to Mar 29, 2023
      • Advisory employees · 3 to 2
        Jun 8, 2021 to Mar 23, 2022
      • Assets in custody · $286M to $358M
        Jun 8, 2021 to Mar 23, 2022
      • Employees · 5 to 2
        Jun 8, 2021 to Mar 23, 2022
      • Discretionary RAUM · $322M to $383M
        Jun 8, 2021 to Mar 23, 2022
      • Pooled vehicle RAUM · $322M to $383M
        Jun 8, 2021 to Mar 23, 2022
      • RAUM · $322M to $383M
        Jun 8, 2021 to Mar 23, 2022
      • Related adviser · true to false
        Jun 8, 2021 to Mar 23, 2022
      • Assets in custody · $214M to $286M
        Sep 16, 2020 to Mar 29, 2021
      • Discretionary RAUM · $280M to $322M
        Sep 16, 2020 to Mar 29, 2021
      • Pooled vehicle RAUM · $280M to $322M
        Sep 16, 2020 to Mar 29, 2021
      • RAUM · $280M to $322M
        Sep 16, 2020 to Mar 29, 2021
      • Other offices · 1 to 0
        Aug 24, 2020 to Sep 16, 2020
      • Assets in custody · $0 to $214M
        Aug 5, 2019 to Mar 30, 2020
      • HQ city · NEW YORK to NEW MILFORD
        Aug 5, 2019 to Mar 30, 2020
      • HQ state · NY to CT
        Aug 5, 2019 to Mar 30, 2020
      • Other offices · 0 to 1
        Aug 5, 2019 to Mar 30, 2020
      • Discretionary RAUM · $263M to $280M
        Aug 5, 2019 to Mar 30, 2020
      • Pooled vehicle RAUM · $263M to $280M
        Aug 5, 2019 to Mar 30, 2020
      • RAUM · $263M to $280M
        Aug 5, 2019 to Mar 30, 2020
      • Related bank · true to false
        Aug 5, 2019 to Mar 30, 2020
      • Accounts · unset to 5.0
        Mar 7, 2019 to Aug 5, 2019
      • Charity clients · unset to 0.0
        Mar 7, 2019 to Aug 5, 2019
      Signals
      5 dated events
      • Washburn Jonathan Cole (Chief Compliance Officer) no longer on Schedule A of M••••••• C•••••• P•••••••• L• (listed 2021-03-29, absent 2021-06-08)
        Jun 8, 2021 · Control person left · inference
      • Maria Celine Hannett (Chief Financial Officer) no longer on Schedule A of M••••••• C•••••• P•••••••• L• (listed 2020-07-08, absent 2020-08-24)
        Aug 24, 2020 · Control person left · inference
      • Maria Celine Hannett (Chief Financial Officer) appeared on Schedule A of M••••••• C•••••• P•••••••• L•
        Mar 30, 2020 · Control person joined · fact
      • Minot Samuel Wathen (Partner) appeared on Schedule A of M••••••• C•••••• P•••••••• L•
        Aug 5, 2019 · Control person joined · fact
      • M••••••• C•••••• P•••••••• L• filed its initial SEC registration (Form ADV)
        Mar 7, 2019 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Website
      M•••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      860-799-7119reportedpublic record, Form ADV, Mar 23, 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