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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Former SEC-registered adviser

M••••• R•••••••

STATE REGISTEREDNew York, New YorkCRD 312314websiteIAPD
Legal name M••••• R••••••• L••
Latest filing Mar 3, 2026
First filing on the tape Mar 3, 2026 · 1 filings
RAUM
n/a
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
22
20 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Mar 3, 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
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.1derivedItem 5.A over advisors
Advisors per office
20.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
hourly, fixed feesreportedItem 5.E
Advisory activities
unknownreportedItem 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
  • marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
n/areported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
fixed, hourlyreported
Class basis
on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
23 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
S•••• R••• D••••Chartered Financial AnalystNew York, NyMar 11, 202136 y0
R••••• C•••••• W•••••••••New York, NyMar 11, 202112 y0
T•••••• F•••••• G•••••West Roxbury, Ma Mar 11, 202123 y0
S•••• W••••New York, NyMar 11, 202120 y0
J•••• F•••••••• L•••••••Chartered Financial AnalystNew York, NyMar 11, 202112 y0
C•••••••• P•••• S••••New York, NyMar 11, 202115 y0
E•••••••• Q•••••• D••••Chartered Financial AnalystNew York, NyMar 11, 202125 y0
M••••••• S••••• A••••New York, Ny Sep 2, 202131 y6
S•••• S•••••• M••••New York, NyOct 20, 202110 y0
C•••• T• C•••••••••New York, NyJul 8, 202218 y0
B••••••• A•••••••• R••••••New York, NyMay 22, 202311 y0
J••• A••••New York, NyOct 21, 202316 y0
P•••••• J•••• C••••••New York, NyAug 7, 202412 y0
J•••• A•••••••••Chartered Financial AnalystNew York, NyAug 8, 202410 y0
T••••• J••••• C••••••New York, NyOct 3, 202411 y0
M•••••• A••••• M••••••••New York, NyOct 11, 202412 y0
S••••• B•••••New York, NyApr 16, 202512 y0
P•••••• A•••• B•••••New York, NyApr 16, 202511 y0
S•••••••• R••••New York, NyJul 16, 202521 y0
J•••• C•••••• W•••New York, NyJul 24, 202523 y0
K•••• P•••• G•••••••New York, NyFeb 19, 202611 y0
C••••• H•••• M••••••New York, NyAug 26, 202611 y0
K•••• M•••••New York, NyAug 26, 202616 y0
Advisor movement
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
New York, Ny · principal2330
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
No event on the tape.
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/melius-researchreportedpublic record, Form ADV, Sep 18, 2026
Website
meliusresearch.comreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone
212-503-6205reportedpublic record, Form ADV, Mar 3, 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
STATE REGISTEREDderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 15, 2026