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SEC-registered adviser
M••••••• C•••••• P•••••••• L•
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)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••••••• A•••••• L•• F••• L• | Private Equity Fund | $228M | 2 | Aug 5, 2019 |
| M••••••• L•• C••••• F••• L• | Private Equity Fund | $19.0M | 8 | Aug 5, 2019 |
| M••••••• L•• D• I• H••••• F••• L• | Private Equity Fund | $11.6M | 4 | Aug 5, 2019 |
| M••••••• L•• L••••• O••••• F••• L• | Private Equity Fund | $7.4M | 7 | Aug 5, 2019 |
| M••••••• L•• D• I•• F••• L• | Private Equity Fund | $6.3M | 3 | Aug 5, 2019 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• H••••• J••• · Managing Partner, Limited Partner, Chief Compliance Officercontrolsince 02/2019 · owns less than 5%
- W•••••• S•••••• M•••• · Partnercontrolsince 07/2019 · owns less than 5%
- B•••••• H••••• J••• · Managing Membercontrolsince 02/2019 · owns 75% or more of M••••••• C•••••• P•••••••• G•• L••
Entity owners
- M••••••• C•••••• P•••••••• G•• L•• · General Partnerdirect · 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
- 304089 n
Offices
Schedule D 1.F, the 25 largest
- New Milford, CT2 employees
What changed
consecutive filings, newest first
- Discretionary RAUM · $309M to $341MMar 28, 2025 to Mar 23, 2026
- Pooled vehicle RAUM · $309M to $341MMar 28, 2025 to Mar 23, 2026
- RAUM · $309M to $341MMar 28, 2025 to Mar 23, 2026
- Financial planning clients · unset to Sep 9, 2024 to Mar 28, 2025
- Discretionary RAUM · $276M to $309MSep 9, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $276M to $309MSep 9, 2024 to Mar 28, 2025
- RAUM · $276M to $309MSep 9, 2024 to Mar 28, 2025
- Discretionary RAUM · $312M to $276MMar 29, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $312M to $276MMar 29, 2023 to Mar 26, 2024
- RAUM · $312M to $276MMar 29, 2023 to Mar 26, 2024
- Assets in custody · 357591766.0 to unsetMar 23, 2022 to Mar 29, 2023
- Custody of client assets · true to falseMar 23, 2022 to Mar 29, 2023
- HQ city · NEW MILFORD to MIAMIMar 23, 2022 to Mar 29, 2023
- HQ state · CT to FLMar 23, 2022 to Mar 29, 2023
- Other offices · 0 to 1Mar 23, 2022 to Mar 29, 2023
- Discretionary RAUM · $383M to $312MMar 23, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $383M to $312MMar 23, 2022 to Mar 29, 2023
- RAUM · $383M to $312MMar 23, 2022 to Mar 29, 2023
- Advisory employees · 3 to 2Jun 8, 2021 to Mar 23, 2022
- Assets in custody · $286M to $358MJun 8, 2021 to Mar 23, 2022
- Employees · 5 to 2Jun 8, 2021 to Mar 23, 2022
- Discretionary RAUM · $322M to $383MJun 8, 2021 to Mar 23, 2022
- Pooled vehicle RAUM · $322M to $383MJun 8, 2021 to Mar 23, 2022
- RAUM · $322M to $383MJun 8, 2021 to Mar 23, 2022
- Related adviser · true to falseJun 8, 2021 to Mar 23, 2022
- Assets in custody · $214M to $286MSep 16, 2020 to Mar 29, 2021
- Discretionary RAUM · $280M to $322MSep 16, 2020 to Mar 29, 2021
- Pooled vehicle RAUM · $280M to $322MSep 16, 2020 to Mar 29, 2021
- RAUM · $280M to $322MSep 16, 2020 to Mar 29, 2021
- Other offices · 1 to 0Aug 24, 2020 to Sep 16, 2020
- Assets in custody · $0 to $214MAug 5, 2019 to Mar 30, 2020
- HQ city · NEW YORK to NEW MILFORDAug 5, 2019 to Mar 30, 2020
- HQ state · NY to CTAug 5, 2019 to Mar 30, 2020
- Other offices · 0 to 1Aug 5, 2019 to Mar 30, 2020
- Discretionary RAUM · $263M to $280MAug 5, 2019 to Mar 30, 2020
- Pooled vehicle RAUM · $263M to $280MAug 5, 2019 to Mar 30, 2020
- RAUM · $263M to $280MAug 5, 2019 to Mar 30, 2020
- Related bank · true to falseAug 5, 2019 to Mar 30, 2020
- Accounts · unset to 5.0Mar 7, 2019 to Aug 5, 2019
- Charity clients · unset to 0.0Mar 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
- 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
- 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