DFX Intelligence
RIA Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
SEC-registered adviser
M•• I••••• C•• M••••••••• L••
Latest filing May 7, 2026
First filing on the tape Mar 30, 2021 · 6 filings
SEC status approved since Apr 28, 2021
RAUM
$78.0M
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
10
6 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
4
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$78.0M as of May 7, 2026
Mar 30, 2022$162M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 7, 2026
Mar 30, 20220 then
Employees (5.A)10 as of May 7, 2026
Mar 30, 20229 then
Private funds4 as of May 7, 2026
Mar 30, 20224 then
RAUM -42% over the last fiscal year-22% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 7, 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
- $19.5MderivedRAUM 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
- -3.9%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
- Custody
- $78.0M, 4 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$78.0M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $78.0M for 4 clientsreported
- 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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•• S••••••••• E••••• F••• I• L••• | Private Equity Fund | $71.8M | 14 | Jun 4, 2020 |
| M•• S••••••••• E••••• F••• L••• | Private Equity Fund | $28.6M | 11 | Jun 25, 2019 |
| M•• S••••••••• E••••• F••• I• ••••••••• S••• | Private Equity Fund | $21.3M | 2 | Jun 4, 2020 |
| M•• S••••••••• E••••• O•••••• P••••••• F••• I• L••• | Private Equity Fund | $12.6M | 2 | Jun 4, 2020 |
Owners and control persons
Schedule A and B, latest filing
- I••••••••• M••••• P•• · Coo / Ccocontrolsince 03/2018 · owns less than 5%
- K•••••• M••• · Chief Financial Officercontrolsince 03/2018 · owns less than 5%
- M•••••• M••••• G•••••• · Ceocontrolsince 03/2018 · owns less than 5%
- I••••••••• M••••• P•• · Membercontrolsince 01/2011 · owns 25% to 50% of M•• H••••••• U• L••
- M•••••• M••••• G•••••• · Membercontrolsince 01/2011 · owns 50% to 75% of M•• H••••••• U• L••
Entity owners
- M•• H••••••• U• L•• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- M•• I••••• C•• M••••••••• L••••••••• S•• R•••pooled vehicle sponsory
- M•• I••••• C•••••• I• L••pooled vehicle sponsory
- M•• I••••• C•••••• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Medellin, Colombia2 employees
What changed
consecutive filings, newest first
- Assets in custody · $129M to $78.0MApr 4, 2025 to May 7, 2026
- Discretionary RAUM · $129M to $78.0MApr 4, 2025 to May 7, 2026
- Pooled vehicle RAUM · $129M to $78.0MApr 4, 2025 to May 7, 2026
- RAUM · $129M to $78.0MApr 4, 2025 to May 7, 2026
- Assets in custody · $134M to $129MApr 9, 2024 to Apr 4, 2025
- Financial planning clients · 0 to 0Apr 9, 2024 to Apr 4, 2025
- Discretionary RAUM · $134M to $129MApr 9, 2024 to Apr 4, 2025
- Pooled vehicle RAUM · $134M to $129MApr 9, 2024 to Apr 4, 2025
- RAUM · $134M to $129MApr 9, 2024 to Apr 4, 2025
- Advisory employees · 7 to 6May 3, 2023 to Apr 9, 2024
- Assets in custody · $159M to $134MMay 3, 2023 to Apr 9, 2024
- Financial planning clients · unset to 0May 3, 2023 to Apr 9, 2024
- Discretionary RAUM · $159M to $134MMay 3, 2023 to Apr 9, 2024
- Pooled vehicle RAUM · $159M to $134MMay 3, 2023 to Apr 9, 2024
- RAUM · $159M to $134MMay 3, 2023 to Apr 9, 2024
- Assets in custody · $162M to $159MMar 30, 2022 to May 3, 2023
- Employees · 9 to 10Mar 30, 2022 to May 3, 2023
- Discretionary RAUM · $162M to $159MMar 30, 2022 to May 3, 2023
- Pooled vehicle RAUM · $162M to $159MMar 30, 2022 to May 3, 2023
- RAUM · $162M to $159MMar 30, 2022 to May 3, 2023
- Advisory employees · 6 to 7Mar 30, 2021 to Mar 30, 2022
- Assets in custody · $188M to $162MMar 30, 2021 to Mar 30, 2022
- Private funds · 8 to 4Mar 30, 2021 to Mar 30, 2022
- Discretionary RAUM · $188M to $162MMar 30, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $188M to $162MMar 30, 2021 to Mar 30, 2022
- RAUM · $188M to $162MMar 30, 2021 to Mar 30, 2022
Signals
1 dated events
- M•• I••••• C•• M••••••••• L•• filed its initial SEC registration (Form ADV)Mar 30, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M•• I••••• C•• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- M•• I••••• C•• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- mgminnovagroup.com/capitalreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- +1.786.437.2335 X180reportedpublic record, Form ADV, May 7, 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