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••••• A•••• C••••••• P•••••••
Legal name M••••• A•••• C••••••• P••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Sep 26, 2025 · 2 filings
SEC status approved since Nov 13, 2025
RAUM
$288M
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
4
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$288M as of Mar 30, 2026
Sep 26, 2025$241M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Sep 26, 20250 then
Employees (5.A)4 as of Mar 30, 2026
Sep 26, 20253 then
Private funds1 as of Mar 30, 2026
Sep 26, 20251 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 30, 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
- $144MderivedRAUM 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
- 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 assets, otherreportedItem 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
- 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)
- 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$288M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- 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=1.0 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••••• A•••• C••••••• ••••••• F••• I• L• | Private Equity Fund | $29.0M | 5 | Jan 22, 2024 |
Owners and control persons
Schedule A and B, latest filing
- A••••••••• D••••••• S•••••• · Chief Financial Officercontrolsince 11/2022 · owns less than 5%
- B••••• M••••• A•• · Cco/Senior Counselcontrolsince 11/2022 · owns less than 5%
- K•••••• C••••••••• A••• · Managing Partnercontrolsince 11/2022 · owns less than 5%
- R•••• C••••••••• R•••• · Managing Partnercontrolsince 11/2022 · owns less than 5%
Related persons
Schedule D 7.A
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 3 to 4Sep 26, 2025 to Mar 30, 2026
- Employees · 3 to 4Sep 26, 2025 to Mar 30, 2026
- Discretionary RAUM · $241M to $288MSep 26, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $241M to $288MSep 26, 2025 to Mar 30, 2026
- RAUM · $241M to $288MSep 26, 2025 to Mar 30, 2026
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
- M••••• A•••• C••••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- M••••• A•••• C••••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/moelis-catalyst-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- moeliscatalyst.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 917-719-5778reportedpublic record, Form ADV, Mar 30, 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