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••••••••• I••••••••• M••••••••• I•••
Latest filing Jun 1, 2026
First filing on the tape Feb 28, 2022 · 14 filings
SEC status approved since Mar 29, 2022
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
0
0 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$0 as of Jun 1, 2026
Jun 27, 2022$0 then
HNW client RAUM$0 as of Jun 1, 2026
Jun 27, 2023$2.5M then
State-registered IARs (5.B.3)0 as of Jun 1, 2026
Jun 27, 20220 then
Employees (5.A)0 as of Jun 1, 2026
Jun 27, 20220 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jun 1, 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
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 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
- percentage of assetsreportedItem 5.E
- Advisory activities
- otherreportedItem 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
- buys or sells securities as principal to or from clients (8.A.2)
- 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)
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
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 0reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=true 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••• N•••••• · Director/Presidentcontrolsince 02/2022 · owns less than 5%
- H••••• M••• J•• M••• · Chief Compliance Officercontrolsince 02/2022 · owns less than 5%
- K•••• J••••• J••••• · Chief Financial Officercontrolsince 02/2022 · owns less than 5%
- L•••••• J••••••• M•••••• · Directorcontrolsince 02/2022 · owns less than 5%
- P••••• R••••••• S•••• · Director/Chairmancontrolsince 02/2022 · owns less than 5%
- V••••••• K••••••• A•• · Senior Managing Director, Equity Managementcontrolsince 02/2022 · owns less than 5%
Entity owners
- M•••••• F•••••••• S•••••••• I••• · Ownerdirect · owns 75% or more
- M•••••• F•••••••• H•••••••• I••• · Ownerindirect · owns 75% or more of M•••••• F•••••••• S•••••••• I•••
Related persons
Schedule D 7.A
- M•••••• A••••••• S••••••••• I••investment advisern
- M•••••• F•••••••• I••••••••• M••••••••• I•••investment adviserbanknRAUM $50B
- M•••••• F•••••••• P•••••• E••••• A•••••••• I•••investment advisernRAUM $6.9B
- M•••••• F•••••••• P•••••• E••••• V•• G•• L•••n
- M•••••• F•••••••• R••• E••••• V•••• F••• I•• L•••n
- M•••••• F•••••••• R••• I••••• L••pooled vehicle sponsorn
- M•••••• F•••••••• R••• I•••••• L••pooled vehicle sponsorn
- M•••••• F•••••••• R••• I••••• L••pooled vehicle sponsorn
- M•••••• F•••••••• S•••••••• I•••y
- M•••••• F••••••••• I•••broker-dealern
- M•••••• F•• I• • G•• L••pooled vehicle sponsorn
- M•••••• P•• V••••• F••••••••• L••pooled vehicle sponsorn
- M•••••• R••••• I•••investment advisernRAUM $2.6B
- M•••••• R••• I• F••••• • G•• L••pooled vehicle sponsorn
- M•••••• R••• V•••• L••pooled vehicle sponsorn
Advisers that list M•••••• I••••••••• I••••••••• M••••••••• I••• as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Chicago, Il · principal | 0 | 0 | 3 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Financial planning clients · unset to Mar 28, 2025 to Jun 11, 2025
- Accounts · 27 to 0Jun 25, 2024 to Mar 28, 2025
- Advisory employees · 12 to 0Jun 25, 2024 to Mar 28, 2025
- Advisory activities · 3 to 1Jun 25, 2024 to Mar 28, 2025
- BD registered reps · 7 to 0Jun 25, 2024 to Mar 28, 2025
- Charity clients · 5 to 0Jun 25, 2024 to Mar 28, 2025
- Corporate clients · 2 to 0Jun 25, 2024 to Mar 28, 2025
- HNW clients · 2 to 0Jun 25, 2024 to Mar 28, 2025
- Pension plan clients · 7 to 0Jun 25, 2024 to Mar 28, 2025
- Pooled vehicle clients · 2 to 0Jun 25, 2024 to Mar 28, 2025
- Employees · 16 to 0Jun 25, 2024 to Mar 28, 2025
- Insurance-licensed employees · 12 to 0Jun 25, 2024 to Mar 28, 2025
- Financial planning clients · 0 to unsetJun 25, 2024 to Mar 28, 2025
- State-registered IARs · 1 to 0Jun 25, 2024 to Mar 28, 2025
- Other offices · 1 to 0Jun 25, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.2B to $0Jun 25, 2024 to Mar 28, 2025
- HNW RAUM · $2.8M to $0Jun 25, 2024 to Mar 28, 2025
- Pension RAUM · $219M to $0Jun 25, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $56.6M to $0Jun 25, 2024 to Mar 28, 2025
- RAUM · $1.2B to $0Jun 25, 2024 to Mar 28, 2025
- Accounts · 20 to 27Apr 12, 2024 to Jun 25, 2024
- Advisory employees · 7 to 12Apr 12, 2024 to Jun 25, 2024
- BD registered reps · 2 to 7Apr 12, 2024 to Jun 25, 2024
- Charity clients · 3 to 5Apr 12, 2024 to Jun 25, 2024
- Pension plan clients · 5 to 7Apr 12, 2024 to Jun 25, 2024
- Insurance-licensed employees · 7 to 12Apr 12, 2024 to Jun 25, 2024
- State-registered IARs · 7 to 1Apr 12, 2024 to Jun 25, 2024
- Discretionary RAUM · $951M to $1.2BApr 12, 2024 to Jun 25, 2024
- HNW RAUM · $2.5M to $2.8MApr 12, 2024 to Jun 25, 2024
- Pension RAUM · $186M to $219MApr 12, 2024 to Jun 25, 2024
- Pooled vehicle RAUM · $34.4M to $56.6MApr 12, 2024 to Jun 25, 2024
- RAUM · $951M to $1.2BApr 12, 2024 to Jun 25, 2024
- Accounts · 18 to 20Feb 8, 2023 to Jun 27, 2023
- Advisory employees · 13 to 7Feb 8, 2023 to Jun 27, 2023
- BD registered reps · 13 to 2Feb 8, 2023 to Jun 27, 2023
- Charity clients · 2 to 3Feb 8, 2023 to Jun 27, 2023
- Pooled vehicle clients · 1 to 2Feb 8, 2023 to Jun 27, 2023
- Employees · 18 to 16Feb 8, 2023 to Jun 27, 2023
- Insurance-licensed employees · 2 to 7Feb 8, 2023 to Jun 27, 2023
- State-registered IARs · 11 to 7Feb 8, 2023 to Jun 27, 2023
Signals
7 dated events
- Servia Anne Rindfleish no longer registered at M•••••• I••••••••• I••••••••• M••••••••• I•••; no later IA registration on IAPDDec 31, 2025 · Advisor departure · fact
- Andrew Michael Pataky no longer registered at M•••••• I••••••••• I••••••••• M••••••••• I•••; no later IA registration on IAPDDec 31, 2025 · Advisor departure · fact
- Thomas Francis Hynes no longer registered at M•••••• I••••••••• I••••••••• M••••••••• I•••; no later IA registration on IAPDDec 31, 2025 · Advisor departure · fact
- M•••••• I••••••••• I••••••••• M••••••••• I••• reported RAUM $0, down 100% from $1.2B (2024-06-25 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- M•••••• I••••••••• I••••••••• M••••••••• I••• reported RAUM $951.2M, up 26% from $756.7M (2023-02-08 to 2023-06-27)Jun 27, 2023 · RAUM change · derived
- M•••••• I••••••••• I••••••••• M••••••••• I••• reported 11 state-registered advisory representatives, up from 0 (2022-07-06 to 2022-07-18)Jul 18, 2022 · Advisor headcount change · derived
- M•••••• I••••••••• I••••••••• M••••••••• I••• filed its initial SEC registration (Form ADV)Feb 28, 2022 · First SEC registration · fact
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
- Website
- mesirow.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 312-595-6000reportedpublic record, Form ADV, Jun 1, 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
- No RAUM reportedderiveda 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