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Former SEC-registered adviser

M•• C•••••• M••••••••• L•

Former SEC-registered adviserStamford, ConnecticutCRD 307490SEC 801-126182websiteIAPD
Latest filing Aug 29, 2025
First filing on the tape Feb 14, 2020 · 8 filings
SEC status approved since Jul 26, 2022
RAUM
$121M
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
3
1 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
3
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$121M as of Aug 29, 2025
Mar 27, 2023$152M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 29, 2025
Mar 27, 20230 then
Employees (5.A)3 as of Aug 29, 2025
Mar 27, 20234 then
Private funds3 as of Aug 29, 2025
Mar 27, 20233 then
RAUM -23% over the last fiscal yearIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Aug 29, 2025; 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
$20.1MderivedRAUM 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
-23%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
$119M, 5 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$121M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
6reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$119M for 5 clientsreported
Compensation
% of AUM, performancereported
Class basis
absent from the latest SEC rosterderived
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
      Every departureEvery arrival
      Private funds
      3 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      M•• C•••••• M••••• F••• L•Hedge Fund$127M40May 1, 2020
      S•••••••• L•Venture Capital Fund$8.0M2Mar 30, 2022
      V••••• A•••••• L•Venture Capital Fund$6.2M27Aug 6, 2020
      Owners and control persons
      Schedule A and B, latest filing
      • E•••• M•••• W•••••• · Chief Investment Officer / Limited Partnercontrol
        since 10/2019 · owns 75% or more
      • T••••••••• C••••••••• M•••••• · President & Chief Compliance Officercontrol
        since 10/2019 · owns less than 5%
      • E•••• M•••• W•••••• · Managing Membercontrol
        since 10/2019 · owns 75% or more of M•• C•••••• M••••••••• G• L••
      Entity owners
      • M•• C•••••• M••••••••• G• L•• · General Partner
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      • M•• C•••••• F••• G• L••
        investment adviserpooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Other offices · 0 to 1
        Mar 25, 2025 to Aug 29, 2025
      • Advisory employees · 2 to 1
        Mar 29, 2024 to Mar 25, 2025
      • Assets in custody · $141M to $119M
        Mar 29, 2024 to Mar 25, 2025
      • Employees · 4 to 3
        Mar 29, 2024 to Mar 25, 2025
      • Financial planning clients · unset to
        Mar 29, 2024 to Mar 25, 2025
      • Discretionary RAUM · $158M to $121M
        Mar 29, 2024 to Mar 25, 2025
      • Pooled vehicle RAUM · $158M to $121M
        Mar 29, 2024 to Mar 25, 2025
      • RAUM · $158M to $121M
        Mar 29, 2024 to Mar 25, 2025
      • Assets in custody · $144M to $141M
        Oct 6, 2023 to Mar 29, 2024
      • Discretionary RAUM · $152M to $158M
        Oct 6, 2023 to Mar 29, 2024
      • Pooled vehicle RAUM · $152M to $158M
        Oct 6, 2023 to Mar 29, 2024
      • RAUM · $152M to $158M
        Oct 6, 2023 to Mar 29, 2024
      • Assets in custody · $103M to $144M
        Jun 24, 2022 to Mar 27, 2023
      • Private funds · 6 to 3
        Jun 24, 2022 to Mar 27, 2023
      • Discretionary RAUM · $117M to $152M
        Jun 24, 2022 to Mar 27, 2023
      • Pooled vehicle RAUM · $117M to $152M
        Jun 24, 2022 to Mar 27, 2023
      • RAUM · $117M to $152M
        Jun 24, 2022 to Mar 27, 2023
      • Accounts · 3 to 6
        May 1, 2020 to Jun 24, 2022
      • Advisory employees · 1 to 2
        May 1, 2020 to Jun 24, 2022
      • Pooled vehicle clients · 3 to 6
        May 1, 2020 to Jun 24, 2022
      • Assets in custody · $24.3M to $103M
        May 1, 2020 to Jun 24, 2022
      • Employees · 2 to 4
        May 1, 2020 to Jun 24, 2022
      • Private funds · 1 to 6
        May 1, 2020 to Jun 24, 2022
      • Discretionary RAUM · $24.3M to $117M
        May 1, 2020 to Jun 24, 2022
      • Pooled vehicle RAUM · $24.3M to $117M
        May 1, 2020 to Jun 24, 2022
      • RAUM · $24.3M to $117M
        May 1, 2020 to Jun 24, 2022
      • Related adviser · false to true
        May 1, 2020 to Jun 24, 2022
      • Accounts · 0 to 3
        Feb 14, 2020 to May 1, 2020
      • Pooled vehicle clients · unset to 3.0
        Feb 14, 2020 to May 1, 2020
      • Assets in custody · $0 to $24.3M
        Feb 14, 2020 to May 1, 2020
      • Custody of client assets · false to true
        Feb 14, 2020 to May 1, 2020
      • Private funds · unset to 1
        Feb 14, 2020 to May 1, 2020
      • Discretionary RAUM · $0 to $24.3M
        Feb 14, 2020 to May 1, 2020
      • Pooled vehicle RAUM · unset to 24331279.0
        Feb 14, 2020 to May 1, 2020
      • RAUM · $0 to $24.3M
        Feb 14, 2020 to May 1, 2020
      Signals
      2 dated events
      • M•• C•••••• M••••••••• L• no longer on the SEC adviser roster (last listed 2026-03-02, RAUM $120.8M)
        Apr 1, 2026 · Left the SEC roster · derived
      • M•• C•••••• M••••••••• L• filed its initial SEC registration (Form ADV)
        Feb 14, 2020 · 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•••••••••.comreportedpublic record, Form ADV, Sep 21, 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
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026