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M•••••• I••••••••• P••••••• L••

Former SEC-registered adviserFormer SEC adviser· London

Former SEC-registered adviser, based in London, reporting $137M of regulatory assets.

Composed from this adviser's Form ADV classification, location and filed figures.

Last reported RAUM
$137M
Form ADV
Advisors
Not applicable
Net advisor flow, 12 months
Not applicable
RAUM change, last fiscal year
-13%
Form ADV, consecutive annual filings
Private clients
0.0% of RAUM
Form ADV
AdvisorsAdvisor movementWhere the RAUM sits
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily
What we can say about this record

We hold 5 Form ADV filings for this adviser, the latest 18 months ago. It is no longer SEC-registered, so the figures here are its last ones and nothing on this record is current. It is still the right record for resolving this adviser, its filings, owners and affiliates.

Every filed figure, and the identifiersCRD 322631 · SEC 801-126391 · 5 filingsShow
CRD 322631SEC 801-126391First filing on the tape Jul 15, 2022, latest Mar 31, 2025SEC status approved since Aug 15, 2022IAPD
RAUM
$137M
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
10
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$137M as of Mar 31, 2025
Mar 15, 2023$192M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2025
Mar 15, 20230 then
Employees (5.A)10 as of Mar 31, 2025
Mar 15, 202312 then
Private funds: no history
RAUM -13% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2025; 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
$22.8MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
7.3%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
-13%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 businesses and institutions, selection of other advisersreportedItem 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
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Corporations and businesses$100M73%
  • Other investment advisers$27.1M20%
  • Pension and profit-sharing plans$10.0M7.3%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
1reported
Charitable clients
0reported
Accounts
6reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
absent from the latest SEC rosterderived
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
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • R••••••• M•••••• · Chief Compliance Officercontrol
        since 09/2020 · owns less than 5%
      • T••••••• M•••• A•••••••• · Managing Membercontrol
        since 04/2018 · owns less than 5%
      • T••••• S••••• · Chief Investment Officercontrol
        since 06/2023 · owns less than 5%
      • R••••••• K•••• · L•••••• S••••••••• O• M•••••• C•••••• H••••••• L••••••
        since 08/2021 · owns 75% or more of M•••••• C•••••• H••••••• L••••••
      Entity owners
      • M•••••• C•••••• H••••••• L•••••• · Sole Unitholder
        direct · owns 75% or more
      Related persons
      Schedule D 7.A
      • M•••••• U•• ••••••••• L••••••
        broker-dealern
      • M•••••• U•• L••
        broker-dealern
      • M•••••• U•• S••
        broker-dealern
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 7 to 6
        Mar 28, 2024 to Mar 31, 2025
      • Corporate clients · 3 to 2
        Mar 28, 2024 to Mar 31, 2025
      • Employees · 11 to 10
        Mar 28, 2024 to Mar 31, 2025
      • HQ state · unset to
        Mar 28, 2024 to Mar 31, 2025
      • Discretionary RAUM · $158M to $137M
        Mar 28, 2024 to Mar 31, 2025
      • Pension RAUM · $7.2M to $10.0M
        Mar 28, 2024 to Mar 31, 2025
      • RAUM · $158M to $137M
        Mar 28, 2024 to Mar 31, 2025
      • Accounts · 9 to 7
        Mar 15, 2023 to Mar 28, 2024
      • Corporate clients · 1 to 3
        Mar 15, 2023 to Mar 28, 2024
      • Pooled vehicle clients · 1 to 0
        Mar 15, 2023 to Mar 28, 2024
      • Employees · 12 to 11
        Mar 15, 2023 to Mar 28, 2024
      • Discretionary RAUM · $192M to $158M
        Mar 15, 2023 to Mar 28, 2024
      • Pension RAUM · $6.8M to $7.2M
        Mar 15, 2023 to Mar 28, 2024
      • Pooled vehicle RAUM · 7657366.0 to unset
        Mar 15, 2023 to Mar 28, 2024
      • RAUM · $192M to $158M
        Mar 15, 2023 to Mar 28, 2024
      • Accounts · 5 to 9
        Oct 20, 2022 to Mar 15, 2023
      • Discretionary RAUM · $138M to $192M
        Oct 20, 2022 to Mar 15, 2023
      • Pension RAUM · $7.7M to $6.8M
        Oct 20, 2022 to Mar 15, 2023
      • Pooled vehicle RAUM · $9.4M to $7.7M
        Oct 20, 2022 to Mar 15, 2023
      • RAUM · $138M to $192M
        Oct 20, 2022 to Mar 15, 2023
      Signals
      4 dated events
      • ••• Locked
        Dec 20, 2025 · Left the SEC roster · derived
      • ••• Locked
        Mar 28, 2024 · Control person left · inference
      • ••• Locked
        Mar 28, 2024 · Control person joined · fact
      • ••• Locked
        Jul 15, 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.
      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
      Former SEC-registered 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