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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SEC-registered adviser
M••••••••• P••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Jun 29, 2022 · 6 filings
SEC status approved since Jul 29, 2022
RAUM
$615M
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
8
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$615M as of Mar 30, 2026
Mar 30, 2023$185M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 30, 20230 then
Employees (5.A)8 as of Mar 30, 2026
Mar 30, 20236 then
Private funds7 as of Mar 30, 2026
Mar 30, 20235 then
RAUM +19% over the last fiscal year+49% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $87.9MderivedRAUM 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-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $615M, 7 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$615M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $615M for 7 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
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••••••••• P••••••• D•••••••• C•••••• V•••••• I• L• | Private Equity Fund | $95.5M | 66 | Jun 29, 2022 |
| M••••••••• P••••••• D•••••••• C•••••• V•••••• I• L• | Private Equity Fund | $80.8M | 16 | Mar 29, 2024 |
| M••••••••• P••••••• D•••••••• C•••••• V•••••• I••• L• | Private Equity Fund | $73.1M | 2 | Jun 29, 2022 |
| M••••••••• M•••••• L•• | Private Equity Fund | $11.7M | 23 | Jun 29, 2022 |
| M••••••••• P•••••• L••no longer reported | Private Equity Fund | $5.8M | 43 | Jun 29, 2022 |
| M••••••••• F•••••• L•• | Private Equity Fund | $1.5M | 14 | Jun 29, 2022 |
| M••••••••• P••••• L•• | Private Equity Fund | $1.3M | 12 | Jun 29, 2022 |
| M••••••••• O••••• L••no longer reported | Private Equity Fund | $61,205 | 11 | Jun 29, 2022 |
Owners and control persons
Schedule A and B, latest filing
- C••••• J••••• R•••••• · Managing Partner; Membercontrolsince 08/2019 · owns 50% to 75%
- L•••••• J•••••••• J••••• S••••• · Chief Compliance Officercontrolsince 04/2022 · owns less than 5%
- M••••••• A••• · Managing Partner; Membercontrolsince 08/2019 · owns 50% to 75%
Related persons
Schedule D 7.A
- M••••••••• P••••••• G• I• L••pooled vehicle sponsorn
- M••••••••• P••••••• G• L••pooled vehicle sponsorn
- M••••••••• P••••••• S•• I••••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 6 to 7Mar 28, 2025 to Mar 30, 2026
- Assets in custody · $518M to $615MMar 28, 2025 to Mar 30, 2026
- Employees · 7 to 8Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $518M to $615MMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $518M to $615MMar 28, 2025 to Mar 30, 2026
- RAUM · $518M to $615MMar 28, 2025 to Mar 30, 2026
- Accounts · 5 to 7Mar 29, 2024 to Mar 28, 2025
- Advisory employees · 5 to 6Mar 29, 2024 to Mar 28, 2025
- Pooled vehicle clients · 5 to 7Mar 29, 2024 to Mar 28, 2025
- Assets in custody · $262M to $518MMar 29, 2024 to Mar 28, 2025
- Employees · 6 to 7Mar 29, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 28, 2025
- Private funds · 5 to 7Mar 29, 2024 to Mar 28, 2025
- Discretionary RAUM · $262M to $518MMar 29, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $262M to $518MMar 29, 2024 to Mar 28, 2025
- RAUM · $262M to $518MMar 29, 2024 to Mar 28, 2025
- Assets in custody · $185M to $262MMar 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $185M to $262MMar 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $185M to $262MMar 30, 2023 to Mar 29, 2024
- RAUM · $185M to $262MMar 30, 2023 to Mar 29, 2024
- Accounts · 7 to 5Dec 4, 2022 to Mar 30, 2023
- Pooled vehicle clients · 7 to 5Dec 4, 2022 to Mar 30, 2023
- Assets in custody · $195M to $185MDec 4, 2022 to Mar 30, 2023
- Employees · 5 to 6Dec 4, 2022 to Mar 30, 2023
- Private funds · 7 to 5Dec 4, 2022 to Mar 30, 2023
- Discretionary RAUM · $195M to $185MDec 4, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $195M to $185MDec 4, 2022 to Mar 30, 2023
- RAUM · $195M to $185MDec 4, 2022 to Mar 30, 2023
Signals
2 dated events
- M••••••••• P••••••• L•• reported RAUM $517.9M, up 97% from $262.3M (2024-03-29 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- M••••••••• P••••••• L•• filed its initial SEC registration (Form ADV)Jun 29, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M••••••••• P••••••• L•• · Independent Sponsorsshared crd · capital_provider
- M••••••••• P••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/meaningful-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- m•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (214) 435-3877reportedpublic record, Form ADV, Mar 30, 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