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•• A•••• C•••••• M••••••••• L•
Latest filing Mar 30, 2026
First filing on the tape Apr 1, 2024 · 6 filings
SEC status approved since May 2, 2024
RAUM
$938M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$938M
derived; firm RAUM over IAPD count
Employees
8
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
6
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$938M as of Mar 30, 2026
Mar 28, 2025$196M then
HNW client RAUM$0 as of Mar 30, 2026
Mar 28, 2025$0 then
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 28, 20250 then
Employees (5.A)8 as of Mar 30, 2026
Mar 28, 20258 then
Private funds6 as of Mar 30, 2026
Mar 28, 20256 then
RAUM +379% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- solo s•••• team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $938MderivedRAUM 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
- $58.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 8.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +379%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 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
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Other investment advisers$859M92%
- Pooled investment vehicles$78.4M8.4%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 16reported
- 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=true bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| M••• A•••••• C•••••Chartered Financial Analyst | Tampa, Fl | Dec 23, 2025 | 21 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•• A•••• C•••••• I••••••••• S•••• C•• M••••• F•••• L• | Hedge Fund | $36.6M | 23 | Nov 6, 2020 |
| M•• A•••• C•••••• I••••••••• S•••• C•• F•••• L• | Hedge Fund | $35.2M | 16 | Nov 6, 2020 |
| M•• A•••• C•••••• G••••• M••••• F•••• L• | Hedge Fund | $11.8M | 44 | Nov 6, 2020 |
| M•• A•••• C•••••• G••••• F•••• L• | Hedge Fund | $9.8M | 37 | Nov 6, 2020 |
| M•• A•••• C•••••• G••••• O••••••• F•••• L••• | Hedge Fund | $1.9M | 6 | Nov 6, 2020 |
| M•• A•••• C•••••• I••••••••• S•••• C•• O••••••• F•••• L••• | Hedge Fund | $1.3M | 6 | Nov 6, 2020 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• J•••• M•••• G••••••• · Chief Executive Officercontrolsince 03/2020 · owns 25% to 50%
- C•••••• M•••• A•••••• · Chief Investment Officercontrolsince 03/2020 · owns 25% to 50%
- L•••• T•••••• C•••••• · President & Chief Risk Officercontrolsince 03/2020 · owns 10% to 25%
- Y•••••• N••• D••••• · General Counsel & Chief Compliance Officercontrolsince 09/2020 · owns less than 5%
- C•••••• J•••• M•••• G••••••• · Managing Membercontrolsince 03/2020 · owns 50% to 75% of M•• A•••• C•••••• M••••••••• G•• L••
- C•••••• M•••• A•••••• · Managing Membercontrolsince 03/2020 · owns 50% to 75% of M•• A•••• C•••••• M••••••••• G•• L••
Entity owners
- M•• A•••• C•••••• M••••••••• G•• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- M•• A•••• C•••••• F•••• G•• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- institutional asset share shiftChange between filings · filing Mar 30, 2026institutional share of RAUM moved from 68.0% to 92.0% between the annual amendments of 2025-03-28 and 2026-03-30peers: asset managers, $500M to $1B (784)
- RAUM up 50 %Change between filings · filing Mar 30, 2026RAUM (Item 5.F) moved from $195,629,308 to $937,827,441 (+379.0%) between the annual amendments of 2025-03-28 and 2026-03-30; the peer median change was +8.0% (672 comparable advisers, 99.0th percentile of changes)peers: asset managers, $500M to $1B (672) · 99% percentile
What changed
consecutive filings, newest first
- Discretionary RAUM · $764M to $938MSep 29, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $80.0M to $78.4MSep 29, 2025 to Mar 30, 2026
- RAUM · $764M to $938MSep 29, 2025 to Mar 30, 2026
- Accounts · 12 to 16Mar 28, 2025 to Sep 29, 2025
- Discretionary RAUM · $196M to $764MMar 28, 2025 to Sep 29, 2025
- Pooled vehicle RAUM · $63.5M to $80.0MMar 28, 2025 to Sep 29, 2025
- RAUM · $196M to $764MMar 28, 2025 to Sep 29, 2025
- Accounts · 9 to 12Aug 13, 2024 to Mar 28, 2025
- Charity clients · unset to 0.0Aug 13, 2024 to Mar 28, 2025
- Corporate clients · unset to 0.0Aug 13, 2024 to Mar 28, 2025
- HNW clients · unset to 0.0Aug 13, 2024 to Mar 28, 2025
- Individual clients · unset to 0.0Aug 13, 2024 to Mar 28, 2025
- Pension plan clients · unset to 0.0Aug 13, 2024 to Mar 28, 2025
- Assets in custody · 48353914.0 to unsetAug 13, 2024 to Mar 28, 2025
- Custody of client assets · true to falseAug 13, 2024 to Mar 28, 2025
- Financial planning clients · unset to Aug 13, 2024 to Mar 28, 2025
- Discretionary RAUM · $107M to $196MAug 13, 2024 to Mar 28, 2025
- HNW RAUM · unset to 0.0Aug 13, 2024 to Mar 28, 2025
- Individual RAUM · unset to 0.0Aug 13, 2024 to Mar 28, 2025
- Pension RAUM · unset to 0.0Aug 13, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $48.4M to $63.5MAug 13, 2024 to Mar 28, 2025
- RAUM · $107M to $196MAug 13, 2024 to Mar 28, 2025
Signals
2 dated events
- M•• A•••• C•••••• M••••••••• L• reported RAUM $764.3M, up 291% from $195.6M (2025-03-28 to 2025-09-29)Sep 29, 2025 · RAUM change · derived
- M•• A•••• C•••••• M••••••••• L• filed its initial SEC registration (Form ADV)Apr 1, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M•• A•••• C•••••• M••••••••• L• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- macalphacapital.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 813-556-9704reportedpublic 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
- $938Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026