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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Latest filing Sep 10, 2026
First filing on the tape Mar 15, 2023 · 11 filings
SEC status approved since Apr 14, 2023
RAUM
$1.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.4%
$5.2M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$1.4B as of Feb 24, 2026
Mar 28, 2024$283M then
HNW client RAUM$5.2M as of Feb 24, 2026
Mar 28, 2024$318,375 then
State-registered IARs (5.B.3)0 as of Feb 24, 2026
Mar 28, 20240 then
Employees (5.A)2 as of Feb 24, 2026
Mar 28, 20242 then
Private funds: no history
RAUM +104% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Sep 10, 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
- $374,934derivedHNW RAUM over HNW clients
- Average account
- $2.3MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +104%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 assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Corporations and businesses$1.4B100%
- High-net-worth individuals$5.2M0.4%
- Individual clients
- n/areported
- HNW clients
- 14reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 604reported
- Financial planning clients
- n/areported
- 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= related_bank= 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| F•••• F•••••••• T••••••••• L••no longer reported | Liquidity Fund | $41.0M | 2 | Apr 26, 2022 |
| C••••• F•••••••• S••••••• L••no longer reported | Liquidity Fund | $14.1M | 2 | Apr 26, 2022 |
| T•••• F•••••••• S••••••• L••no longer reported | Liquidity Fund | $10.5M | 2 | Apr 26, 2022 |
| C••• F•••••••• S••••••• L••no longer reported | Liquidity Fund | $6.0M | 2 | Apr 26, 2022 |
| R••• F•••••••• S••••••• L••no longer reported | Liquidity Fund | $0 | 2 | Apr 26, 2022 |
Owners and control persons
Schedule A and B, latest filing
- A••••••••• B••••••• A•••• · Co-Founder And Chief Executive Officercontrolsince 02/2021 · owns less than 5%
- C•••••••• B••••• W•••••• · Co-Founder And Chief Technology Officercontrolsince 02/2021 · owns less than 5%
- L•••••• R•••• A••••• · Chief Compliance Officercontrolsince 05/2023 · owns less than 5%
- A••••••••• B••••••• A•••• · Co-Founder And Chief Executive Officercontrolsince 02/2021 · owns 25% to 50% of M••• T••••••••• I•••
Entity owners
- M••• T••••••••• I••• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- New York, NY2 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- account count surgeChange between filings · filing Feb 24, 2026accounts (Item 5.F.2.f) moved from 247.0 to 604.0 (+145.0%) between the annual amendments of 2025-03-14 and 2026-02-24; the peer median change was +1.0% (56 comparable advisers, 100.0th percentile of changes)peers: other advisers, $1B to $5B (56) · 100% percentile
- RAUM up 50 %Change between filings · filing Feb 24, 2026RAUM (Item 5.F) moved from $675,481,232 to $1,376,948,188 (+104.0%) between the annual amendments of 2025-03-14 and 2026-02-24; the peer median change was +11.0% (231 comparable advisers, 90.0th percentile of changes)peers: other advisers, $1B to $5B (231) · 90% percentile
What changed
consecutive filings, newest first
- Financial planning clients · to unsetFeb 24, 2026 to Sep 10, 2026
- HQ city · to unsetFeb 24, 2026 to Sep 10, 2026
- HQ state · to unsetFeb 24, 2026 to Sep 10, 2026
- Related adviser · false to unsetFeb 24, 2026 to Sep 10, 2026
- Related bank · false to unsetFeb 24, 2026 to Sep 10, 2026
- Related broker-dealer · false to unsetFeb 24, 2026 to Sep 10, 2026
- Related insurance company · false to unsetFeb 24, 2026 to Sep 10, 2026
- Succession · false to unsetFeb 24, 2026 to Sep 10, 2026
- Accounts · 247 to 604Jun 5, 2025 to Feb 24, 2026
- Corporate clients · 239 to 590Jun 5, 2025 to Feb 24, 2026
- HNW clients · 8 to 14Jun 5, 2025 to Feb 24, 2026
- Discretionary RAUM · $857M to $1.4BJun 5, 2025 to Feb 24, 2026
- HNW RAUM · $6.0M to $5.2MJun 5, 2025 to Feb 24, 2026
- RAUM · $857M to $1.4BJun 5, 2025 to Feb 24, 2026
- Financial planning clients · unset to Mar 14, 2025 to Jun 5, 2025
- Discretionary RAUM · $675M to $857MMar 14, 2025 to Jun 5, 2025
- HNW RAUM · $4.7M to $6.0MMar 14, 2025 to Jun 5, 2025
- RAUM · $675M to $857MMar 14, 2025 to Jun 5, 2025
- Accounts · 230 to 247Mar 28, 2024 to Mar 14, 2025
- Corporate clients · 223 to 239Mar 28, 2024 to Mar 14, 2025
- HNW clients · 7 to 8Mar 28, 2024 to Mar 14, 2025
- HQ city · unset to Mar 28, 2024 to Mar 14, 2025
- HQ state · unset to Mar 28, 2024 to Mar 14, 2025
- Other offices · 1 to 0Mar 28, 2024 to Mar 14, 2025
- Discretionary RAUM · $283M to $675MMar 28, 2024 to Mar 14, 2025
- HNW RAUM · $318,375 to $4.7MMar 28, 2024 to Mar 14, 2025
- RAUM · $283M to $675MMar 28, 2024 to Mar 14, 2025
- Accounts · 37 to 230Dec 18, 2023 to Mar 28, 2024
- Advisory employees · 2 to 1Dec 18, 2023 to Mar 28, 2024
- Corporate clients · 35 to 223Dec 18, 2023 to Mar 28, 2024
- HNW clients · 2 to 7Dec 18, 2023 to Mar 28, 2024
- Employees · 4 to 2Dec 18, 2023 to Mar 28, 2024
- Discretionary RAUM · $127M to $283MDec 18, 2023 to Mar 28, 2024
- HNW RAUM · $380,829 to $318,375Dec 18, 2023 to Mar 28, 2024
- RAUM · $127M to $283MDec 18, 2023 to Mar 28, 2024
- Accounts · 67 to 37Jul 17, 2023 to Sep 27, 2023
- Advisory employees · 1 to 2Jul 17, 2023 to Sep 27, 2023
- Corporate clients · 60 to 35Jul 17, 2023 to Sep 27, 2023
- HNW clients · 7 to 2Jul 17, 2023 to Sep 27, 2023
- Employees · 12 to 4Jul 17, 2023 to Sep 27, 2023
Signals
7 dated events
- M••• A•••••••• L•• reported RAUM $1.4B, up 61% from $856.8M (2025-06-05 to 2026-02-24)Feb 24, 2026 · RAUM change · derived
- M••• A•••••••• L•• reported RAUM $856.8M, up 27% from $675.5M (2025-03-14 to 2025-06-05)Jun 5, 2025 · RAUM change · derived
- M••• A•••••••• L•• reported RAUM $675.5M, up 139% from $282.6M (2024-03-28 to 2025-03-14)Mar 14, 2025 · RAUM change · derived
- M••• A•••••••• L•• reported RAUM $282.6M, up 122% from $127.2M (2023-12-18 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- M••• A•••••••• L•• reported RAUM $127.2M, down 67% from $385.6M (2023-07-17 to 2023-09-27)Sep 27, 2023 · RAUM change · derived
- A••••• R••• L••••• (Chief Compliance Officer) appeared on Schedule A of M••• A•••••••• L••Jun 20, 2023 · Control person joined · fact
- T•• F•••••••• S•••••••• L•• filed its initial SEC registration (Form ADV)Mar 15, 2023 · 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
- Firm profile
- linkedin.com/company/joinmeowreportedpublic record, Form ADV, Sep 18, 2026
- Website
- m•••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 929-333-3405reportedpublic record, Form ADV, Sep 10, 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
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026