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•••••• P••••••• L•
Latest filing Mar 26, 2026
First filing on the tape Mar 8, 2022 · 9 filings
SEC status approved since Apr 6, 2022
RAUM
$71.7M
reported, Item 5.F
Discretionary
89%
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
14
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$71.7M as of Mar 26, 2026
Mar 31, 2023$63.5M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Mar 31, 20230 then
Employees (5.A)14 as of Mar 26, 2026
Mar 31, 202314 then
Private funds2 as of Mar 26, 2026
Mar 31, 20232 then
RAUM +8.8% over the last fiscal year+4.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 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
- $9.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 89%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
- +8.8%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 businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- $23.6M, 1 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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 testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$42.2M66%
- Investment companies$21.5M34%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $23.6M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.89 institutional_share=0.0 related_bd=false related_bank=true bd_reps=3.0derived
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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••••••• C••••• P••••••• M••••• F••• I• L• | Private Equity Fund | $31.5M | 15 | Mar 8, 2022 |
| W••• R•••• I•• L••no longer reported | Private Equity Fund | $24.2M | 1 | Mar 8, 2022 |
| M••••••• C••••• P••••••• M••••• F••• I• L• | Private Equity Fund | $3.0M | 15 | Mar 8, 2022 |
Owners and control persons
Schedule A and B, latest filing
- M••••••• J•••••• J••• · Presidentcontrolsince 12/2020 · owns less than 5%
- M•••• A••• S• · Principalcontrolsince 12/2020 · owns 75% or more
- R••••••• J•••• F••••• · Chief Compliance Officercontrolsince 06/2023 · owns less than 5%
- M•••• A••• S• · Managing Membercontrolsince 12/2020 · owns 75% or more of M••••••• C•••••• G• L••
Entity owners
- M••••••• C•••••• G• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- M••••••• C•••••• G• L••y
- M••••••• C••••• P••••••• G• L••bankpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- New York, NY1 employees
What changed
consecutive filings, newest first
- Accounts · 7 to 8Mar 28, 2025 to Mar 26, 2026
- Advisory employees · 4 to 6Mar 28, 2025 to Mar 26, 2026
- BD registered reps · 4 to 3Mar 28, 2025 to Mar 26, 2026
- Assets in custody · $31.4M to $23.6MMar 28, 2025 to Mar 26, 2026
- Employees · 8 to 14Mar 28, 2025 to Mar 26, 2026
- Discretionary RAUM · $61.4M to $63.6MMar 28, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $4.5M to $8.1MMar 28, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $40.5M to $42.2MMar 28, 2025 to Mar 26, 2026
- RAUM · $65.9M to $71.7MMar 28, 2025 to Mar 26, 2026
- Accounts · 5 to 7Mar 29, 2024 to Mar 28, 2025
- Advisory employees · 7 to 4Mar 29, 2024 to Mar 28, 2025
- Advisory activities · 2 to 3Mar 29, 2024 to Mar 28, 2025
- Assets in custody · $31.2M to $31.4MMar 29, 2024 to Mar 28, 2025
- Employees · 14 to 8Mar 29, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 28, 2025
- Other offices · 1 to 0Mar 29, 2024 to Mar 28, 2025
- Discretionary RAUM · $60.7M to $61.4MMar 29, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $0 to $4.5MMar 29, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $40.0M to $40.5MMar 29, 2024 to Mar 28, 2025
- RAUM · $60.7M to $65.9MMar 29, 2024 to Mar 28, 2025
- Related adviser · false to trueMar 29, 2024 to Mar 28, 2025
- Advisory employees · 8 to 7Jun 20, 2023 to Mar 29, 2024
- BD registered reps · 1 to 4Jun 20, 2023 to Mar 29, 2024
- Assets in custody · $63.5M to $31.2MJun 20, 2023 to Mar 29, 2024
- Discretionary RAUM · $63.5M to $60.7MJun 20, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $33.5M to $40.0MJun 20, 2023 to Mar 29, 2024
- RAUM · $63.5M to $60.7MJun 20, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $59.3M to $33.5MJan 4, 2023 to Mar 31, 2023
- RAUM · $59.3M to $63.5MJan 4, 2023 to Mar 31, 2023
- Related bank · false to trueJan 4, 2023 to Mar 31, 2023
- Assets in custody · $59.3M to $63.5MJan 4, 2023 to Mar 31, 2023
- Discretionary RAUM · $59.3M to $63.5MJan 4, 2023 to Mar 31, 2023
- Advisory activities · 1 to 2Aug 3, 2022 to Jan 4, 2023
- Pooled vehicle clients · 3 to 2Aug 3, 2022 to Jan 4, 2023
- HQ city · NEW YORK to GREENWICHAug 3, 2022 to Jan 4, 2023
- HQ state · NY to CTAug 3, 2022 to Jan 4, 2023
- Private funds · 3 to 2Aug 3, 2022 to Jan 4, 2023
- Advisory employees · 7 to 8Apr 6, 2022 to Aug 3, 2022
- BD registered reps · 2 to 1Apr 6, 2022 to Aug 3, 2022
- Assets in custody · $30.1M to $59.3MApr 6, 2022 to Aug 3, 2022
Signals
3 dated events
- Felipe John Ramirez (Chief Compliance Officer) appeared on Schedule A of M••••••• C•••••• P••••••• L•Jun 20, 2023 · Control person joined · fact
- Jude Joseph Mcneila (President) appeared on Schedule A of M••••••• C•••••• P••••••• L•Jan 4, 2023 · Control person joined · fact
- M••••••• C•••••• P••••••• L• filed its initial SEC registration (Form ADV)Mar 8, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M••••••• C•••••• P••••••• L• · Independent Sponsorsshared crd · capital_provider
- M••••••• C•••••• P••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- monachilfunds.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (212) 393-4120reportedpublic record, Form ADV, Mar 26, 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