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•••••• I••••••••• G••••• L•
Latest filing Mar 27, 2026
First filing on the tape Jun 30, 2022 · 9 filings
SEC status approved since Jul 29, 2022
RAUM
$624M
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
13
11 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
10
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$624M as of Mar 27, 2026
Mar 29, 2023$308M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 29, 20230 then
Employees (5.A)13 as of Mar 27, 2026
Mar 29, 20237 then
Private funds10 as of Mar 27, 2026
Mar 29, 20233 then
RAUM +37% over the last fiscal year+27% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 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
- $78.0MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +37%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
- 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$624M100%
- 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
- 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
Private funds
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•••••• R••• E••••• F••• I• L• | Real Estate Fund | $266M | 91 | Jul 21, 2021 |
| G••••••• R••• E••••• F••• I• L• | Real Estate Fund | $42.8M | 6 | Aug 23, 2018 |
| M•• W•••••••• C•••••••• L•no longer reported | Real Estate Fund | $34.5M | 1 | Mar 31, 2022 |
| M•• M••••••••• C••••••••• L• | Real Estate Fund | $28.1M | 4 | Nov 3, 2022 |
| M•• R•• I• P• C•••••••• L• | Real Estate Fund | $7.6M | 1 | Mar 31, 2022 |
| G••• I• C•••••••• A• L• | Real Estate Fund | $7.3M | 1 | Feb 18, 2019 |
| G••• I• C••••••••• L• | Real Estate Fund | $4.4M | 1 | Nov 29, 2018 |
Owners and control persons
Schedule A and B, latest filing
- K•••• M•••••• · Chief Financial Officercontrolsince 01/2021 · owns less than 5%
- L••••••• M••••••• J••••• · Chief Compliance Officercontrolsince 09/2022 · owns less than 5%
- R••••••••• E•••• W••••• · Co-Founder And Partnercontrolsince 06/2020 · owns 50% to 75%
- R••••••••• E•••• W••••• · Managing Membercontrolsince 02/2020 · owns 75% or more of M•••••• I••••••••• G•••• G•• L••
Entity owners
- M•••••• I••••••••• G•••• G•• L•• · General Partnerdirect · owns less than 5%
- M••••••• L•••• G••••••••• E•••••••• R••••••••• S••••• · Anchor Partnerdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- M•• G•• G•• L••pooled vehicle sponsorn
- M•• R•• I• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 10 to 8Mar 31, 2025 to Mar 27, 2026
- Advisory employees · 10 to 11Mar 31, 2025 to Mar 27, 2026
- Employees · 10 to 13Mar 31, 2025 to Mar 27, 2026
- Private funds · 8 to 10Mar 31, 2025 to Mar 27, 2026
- Discretionary RAUM · $455M to $624MMar 31, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $455M to $624MMar 31, 2025 to Mar 27, 2026
- RAUM · $455M to $624MMar 31, 2025 to Mar 27, 2026
- Accounts · 6 to 10May 21, 2024 to Mar 31, 2025
- Advisory employees · 9 to 10May 21, 2024 to Mar 31, 2025
- Pooled vehicle clients · 6 to 10May 21, 2024 to Mar 31, 2025
- Employees · 9 to 10May 21, 2024 to Mar 31, 2025
- Financial planning clients · unset to May 21, 2024 to Mar 31, 2025
- Other offices · 0 to 1May 21, 2024 to Mar 31, 2025
- Private funds · 6 to 8May 21, 2024 to Mar 31, 2025
- Discretionary RAUM · $357M to $455MMay 21, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $357M to $455MMay 21, 2024 to Mar 31, 2025
- RAUM · $357M to $455MMay 21, 2024 to Mar 31, 2025
- Accounts · 5 to 6Aug 1, 2023 to Mar 28, 2024
- Advisory employees · 7 to 9Aug 1, 2023 to Mar 28, 2024
- Pooled vehicle clients · 5 to 6Aug 1, 2023 to Mar 28, 2024
- Employees · 7 to 9Aug 1, 2023 to Mar 28, 2024
- Other offices · 1 to 0Aug 1, 2023 to Mar 28, 2024
- Private funds · 3 to 6Aug 1, 2023 to Mar 28, 2024
- Discretionary RAUM · $308M to $357MAug 1, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $308M to $357MAug 1, 2023 to Mar 28, 2024
- RAUM · $308M to $357MAug 1, 2023 to Mar 28, 2024
- Accounts · 3 to 5Mar 29, 2023 to Mar 31, 2023
- Pooled vehicle clients · 4 to 5Mar 29, 2023 to Mar 31, 2023
- Accounts · 4 to 3Nov 3, 2022 to Mar 29, 2023
- Advisory employees · 6 to 7Nov 3, 2022 to Mar 29, 2023
- Employees · 6 to 7Nov 3, 2022 to Mar 29, 2023
- Discretionary RAUM · $283M to $308MNov 3, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $283M to $308MNov 3, 2022 to Mar 29, 2023
- RAUM · $283M to $308MNov 3, 2022 to Mar 29, 2023
- Other offices · 0 to 1Jun 30, 2022 to Nov 3, 2022
- Private funds · 4 to 3Jun 30, 2022 to Nov 3, 2022
Signals
4 dated events
- M•••••• I••••••••• G••••• L• reported RAUM $623.7M, up 37% from $455.3M (2025-03-31 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- Lee Andy Kwon (Co-Founder And Partner) no longer on Schedule A of M•••••• I••••••••• G••••• L• (listed 2022-06-30, absent 2022-11-03)Nov 3, 2022 · Control person left · inference
- Joseph M•••••• Lambert (Chief Compliance Officer) appeared on Schedule A of M•••••• I••••••••• G••••• L•Nov 3, 2022 · Control person joined · fact
- M•••••• I••••••••• G••••• L• filed its initial SEC registration (Form ADV)Jun 30, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M•••••• I••••••••• G••••• L• · Private Equityshared crd · organization
- M•••••• I••••••••• G••••• L• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/machine-investment-groupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- m•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 917-970-0313reportedpublic record, Form ADV, Mar 27, 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
Across the graphs
M•••••• I••••••••• G••••• L• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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