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•••••• C•••••• M••••••••• L•

Asset manager (funds and pooled vehicles)Woodbridge, New JerseyCRD 309855SEC 801-119316websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Jul 20, 2020 · 17 filings
SEC status approved since Aug 19, 2020
RAUM
$204M
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
4
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$204M as of Mar 31, 2026
Mar 31, 2021$121M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20210 then
Employees (5.A)4 as of Mar 31, 2026
Mar 31, 20215 then
Private funds1 as of Mar 31, 2026
Mar 30, 20221 then
RAUM +21% over the last fiscal year+17% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
$102MderivedRAUM 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
+21%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
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • 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$204M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2reported
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
      Every departureEvery arrival
      Private funds
      2 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      M•••••• C•••••• F•••• L•Hedge Fund$52.3M11Mar 29, 2023
      M•••••• C•••••• M••••• F•••• L•no longer reportedHedge Fund$34.7M10Mar 30, 2022
      Owners and control persons
      Schedule A and B, latest filing
      • B••••••••• B••••• J•••••• · Managing Partnercontrol
        since 07/2020 · owns 75% or more
      • B•••••• B•••••••• F• · Chief Compliance Officer / Chief Financial Officercontrol
        since 07/2020 · owns less than 5%
      Related persons
      Schedule D 7.A
      • M•••••• C•••••• G•• L••
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Discretionary RAUM · $169M to $204M
        Mar 30, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $169M to $204M
        Mar 30, 2025 to Mar 31, 2026
      • RAUM · $169M to $204M
        Mar 30, 2025 to Mar 31, 2026
      • Employees · 5 to 4
        Sep 3, 2024 to Mar 30, 2025
      • Financial planning clients · unset to
        Sep 3, 2024 to Mar 30, 2025
      • Discretionary RAUM · $151M to $169M
        Sep 3, 2024 to Mar 30, 2025
      • Pooled vehicle RAUM · $151M to $169M
        Sep 3, 2024 to Mar 30, 2025
      • RAUM · $151M to $169M
        Sep 3, 2024 to Mar 30, 2025
      • Accounts · 3 to 2
        Mar 29, 2023 to Apr 1, 2024
      • Advisory activities · 2 to 1
        Mar 29, 2023 to Apr 1, 2024
      • Pooled vehicle clients · 1 to 2
        Mar 29, 2023 to Apr 1, 2024
      • Discretionary RAUM · $129M to $151M
        Mar 29, 2023 to Apr 1, 2024
      • Pooled vehicle RAUM · $61.1M to $151M
        Mar 29, 2023 to Apr 1, 2024
      • RAUM · $129M to $151M
        Mar 29, 2023 to Apr 1, 2024
      • Accounts · 4 to 3
        Oct 17, 2022 to Mar 29, 2023
      • Pooled vehicle clients · 2 to 1
        Oct 17, 2022 to Mar 29, 2023
      • Discretionary RAUM · $125M to $129M
        Oct 17, 2022 to Mar 29, 2023
      • Pooled vehicle RAUM · $45.0M to $61.1M
        Oct 17, 2022 to Mar 29, 2023
      • RAUM · $125M to $129M
        Oct 17, 2022 to Mar 29, 2023
      • Accounts · 2 to 4
        Jul 21, 2021 to Mar 30, 2022
      • Advisory activities · 1 to 2
        Jul 21, 2021 to Mar 30, 2022
      • Pooled vehicle clients · unset to 2.0
        Jul 21, 2021 to Mar 30, 2022
      • Private funds · unset to 1
        Jul 21, 2021 to Mar 30, 2022
      • Discretionary RAUM · $121M to $125M
        Jul 21, 2021 to Mar 30, 2022
      • Pooled vehicle RAUM · unset to 45008717.0
        Jul 21, 2021 to Mar 30, 2022
      • RAUM · $121M to $125M
        Jul 21, 2021 to Mar 30, 2022
      • Advisory activities · 2 to 1
        Dec 15, 2020 to Mar 31, 2021
      • Discretionary RAUM · $119M to $121M
        Dec 15, 2020 to Mar 31, 2021
      • RAUM · $119M to $121M
        Dec 15, 2020 to Mar 31, 2021
      • Accounts · 0 to 2
        Oct 29, 2020 to Dec 15, 2020
      • Discretionary RAUM · $0 to $119M
        Oct 29, 2020 to Dec 15, 2020
      • RAUM · $0 to $119M
        Oct 29, 2020 to Dec 15, 2020
      • HQ city · unset to WOODBRIDGE
        Jul 20, 2020 to Oct 29, 2020
      • HQ state · unset to NJ
        Jul 20, 2020 to Oct 29, 2020
      Signals
      1 dated events
      • M•••••• C•••••• M••••••••• L• filed its initial SEC registration (Form ADV)
        Jul 20, 2020 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/monimuscapitalreportedpublic record, Form ADV, Sep 21, 2026
      Website
      m•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      (609) 977-1756reportedpublic record, Form ADV, Mar 31, 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