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••••••••• C•••••• A•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Mar 31, 2023 · 5 filings
SEC status approved since May 1, 2023
RAUM
$396M
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
11
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$396M as of Mar 31, 2026
Mar 27, 2024$246M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 27, 20240 then
Employees (5.A)11 as of Mar 31, 2026
Mar 27, 20247 then
Private funds2 as of Mar 31, 2026
Mar 27, 20241 then
RAUM +20% over the last fiscal yearIARs 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
- $198MderivedRAUM 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
- +20%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
- yesreportedItem 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$396M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••••••••• C•••••• P•••••••• L• | Hedge Fund | $260M | 120 | Jun 30, 2020 |
Owners and control persons
Schedule A and B, latest filing
- M••••••••• R•••• C• · Chief Compliance Officercontrolsince 06/2020 · owns less than 5%
- O••• L••••• V••••• · Managing Membercontrolsince 01/2020 · owns 75% or more of T••• O••• L••
- M••••• P••••• C••••••••• · Membersince 01/2020 · owns 5% to 10%
- W•••••• R••••••• B•••• · Membersince 01/2020 · owns 5% to 10%
Entity owners
- T••• O••• L•• · Managing Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- M••••••••• C•••••• P••••••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1 to 2Mar 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 1 to 2Mar 28, 2025 to Mar 31, 2026
- Private funds · 1 to 2Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $331M to $396MMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $331M to $396MMar 28, 2025 to Mar 31, 2026
- RAUM · $331M to $396MMar 28, 2025 to Mar 31, 2026
- Advisory employees · 6 to 9May 30, 2024 to Mar 28, 2025
- Employees · 7 to 11May 30, 2024 to Mar 28, 2025
- Financial planning clients · 0 to 0May 30, 2024 to Mar 28, 2025
- Discretionary RAUM · $260M to $331MMay 30, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $260M to $331MMay 30, 2024 to Mar 28, 2025
- RAUM · $260M to $331MMay 30, 2024 to Mar 28, 2025
- Discretionary RAUM · $246M to $260MMar 27, 2024 to May 30, 2024
- Pooled vehicle RAUM · $246M to $260MMar 27, 2024 to May 30, 2024
- RAUM · $246M to $260MMar 27, 2024 to May 30, 2024
- Private funds · 2 to 1Mar 31, 2023 to Mar 27, 2024
- Discretionary RAUM · $170M to $246MMar 31, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $170M to $246MMar 31, 2023 to Mar 27, 2024
- RAUM · $170M to $246MMar 31, 2023 to Mar 27, 2024
Signals
1 dated events
- M••••••••• C•••••• A•••••••• L•• filed its initial SEC registration (Form ADV)Mar 31, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M••••••••• C•••••• A•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/matterhorn-capital-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- m•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 610-940-5303reportedpublic 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