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••••••
Legal name M•••• C•••••• L••
Latest filing Apr 16, 2026
First filing on the tape Aug 8, 2022 · 7 filings
SEC status approved since Sep 7, 2022
RAUM
$2.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
12%
$243M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$2.1B
derived; firm RAUM over IAPD count
Employees
6
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$2.1B as of Apr 16, 2026
Feb 1, 2023$162M then
HNW client RAUM$240M as of Apr 16, 2026
Feb 1, 2023$32.5M then
State-registered IARs (5.B.3)1 as of Apr 16, 2026
Feb 1, 20231 then
Employees (5.A)6 as of Apr 16, 2026
Feb 1, 20233 then
Private funds1 as of Apr 16, 2026
Feb 1, 20231 then
RAUM +49% over the last fiscal year+134% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Apr 16, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $2.1BderivedRAUM 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
- $19.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 25%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 6.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +49%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 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)
- 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
- Investment companies$558M27%
- Charitable organizations$507M24%
- Pooled investment vehicles$400M19%
- Other investment advisers$350M17%
- High-net-worth individuals$240M12%
- Pension and profit-sharing plans$22.2M1.1%
- Individuals$2.5M0.1%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- 5reported
- Accounts
- 105reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.12 fund_share=0.63 institutional_share=0.25 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| B•••••• C••• S••••• | Chicago, Il | Sep 7, 2022 | 27 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•••• C•••••• M•••• F••• L• | Other Private Fund | $48.4M | 20 | Feb 1, 2023 |
Owners and control persons
Schedule A and B, latest filing
- S•••••• B••••••• C••• · Chief Executive Officer And Chief Investment Officercontrolsince 08/2022 · owns 75% or more
- S•••••• J•••••••• B••••• · Presidentcontrolsince 08/2022 · owns less than 5%
- T••••••••• T• · Chief Operating Officer And Cfocontrolsince 09/2022 · owns less than 5%
- P•••••• M••••• K•••• · Chief Compliance Officersince 01/2023 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 88 to 105Mar 28, 2025 to Mar 30, 2026
- Charity clients · unset to 5.0Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.4B to $2.1BMar 28, 2025 to Mar 30, 2026
- HNW RAUM · $170M to $240MMar 28, 2025 to Mar 30, 2026
- Individual RAUM · $2.4M to $2.5MMar 28, 2025 to Mar 30, 2026
- Pension RAUM · $13.6M to $22.2MMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $157M to $400MMar 28, 2025 to Mar 30, 2026
- RAUM · $1.4B to $2.1BMar 28, 2025 to Mar 30, 2026
- Accounts · 75 to 88Mar 27, 2024 to Mar 28, 2025
- Advisory employees · 1 to 2Mar 27, 2024 to Mar 28, 2025
- Employees · 5 to 6Mar 27, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 28, 2025
- Discretionary RAUM · $889M to $1.4BMar 27, 2024 to Mar 28, 2025
- HNW RAUM · $129M to $170MMar 27, 2024 to Mar 28, 2025
- Individual RAUM · $2.9M to $2.4MMar 27, 2024 to Mar 28, 2025
- Pension RAUM · unset to 13566937.0Mar 27, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $53.8M to $157MMar 27, 2024 to Mar 28, 2025
- RAUM · $889M to $1.4BMar 27, 2024 to Mar 28, 2025
- Accounts · 44 to 75Feb 1, 2023 to Mar 27, 2024
- Pooled vehicle clients · 1 to 2Feb 1, 2023 to Mar 27, 2024
- Employees · 3 to 5Feb 1, 2023 to Mar 27, 2024
- Discretionary RAUM · $162M to $889MFeb 1, 2023 to Mar 27, 2024
- HNW RAUM · $32.5M to $129MFeb 1, 2023 to Mar 27, 2024
- Individual RAUM · $3.1M to $2.9MFeb 1, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $3.5M to $53.8MFeb 1, 2023 to Mar 27, 2024
- RAUM · $162M to $889MFeb 1, 2023 to Mar 27, 2024
- Accounts · 42 to 44Jan 3, 2023 to Feb 1, 2023
- Advisory activities · 3 to 4Jan 3, 2023 to Feb 1, 2023
- Pooled vehicle clients · unset to 1.0Jan 3, 2023 to Feb 1, 2023
- HQ city · unset to CHICAGOJan 3, 2023 to Feb 1, 2023
- HQ state · unset to ILJan 3, 2023 to Feb 1, 2023
- Private funds · unset to 1Jan 3, 2023 to Feb 1, 2023
- Discretionary RAUM · $149M to $162MJan 3, 2023 to Feb 1, 2023
- HNW RAUM · $31.7M to $32.5MJan 3, 2023 to Feb 1, 2023
- Individual RAUM · $2.9M to $3.1MJan 3, 2023 to Feb 1, 2023
- Pooled vehicle RAUM · unset to 3532959.0Jan 3, 2023 to Feb 1, 2023
- RAUM · $149M to $162MJan 3, 2023 to Feb 1, 2023
- Accounts · 0 to 42Aug 8, 2022 to Jan 3, 2023
- Advisory activities · 1 to 3Aug 8, 2022 to Jan 3, 2023
- Discretionary RAUM · $0 to $149MAug 8, 2022 to Jan 3, 2023
Signals
6 dated events
- M•••• C•••••• reported RAUM $2.1B, up 49% from $1.4B (2025-03-28 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- M•••• C•••••• reported RAUM $1.4B, up 58% from $889.0M (2024-03-27 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- M•••• C•••••• reported RAUM $889.0M, up 449% from $161.9M (2023-02-01 to 2024-03-27)Mar 27, 2024 · RAUM change · derived
- Berger Jennifer Schatz (President) appeared on Schedule A of M•••• C••••••Jan 3, 2023 · Control person joined · fact
- Ty T•••••••• (Chief Operating Officer And Cfo) appeared on Schedule A of M•••• C••••••Jan 3, 2023 · Control person joined · fact
- M•••• C•••••• filed its initial SEC registration (Form ADV)Aug 8, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M•••• C•••••• · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/marencapital/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- m•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 7738327602reportedpublic record, Form ADV, Apr 16, 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
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $2.1Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026