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•••••• R••••• I•••
Latest filing Jun 24, 2026
First filing on the tape Feb 1, 2024 · 8 filings
SEC status approved since Feb 29, 2024
RAUM
$2.6B
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
21
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$2.6B as of Jun 24, 2026
Jun 25, 2024$532M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 24, 2026
Jun 25, 20240 then
Employees (5.A)21 as of Jun 24, 2026
Jun 25, 202413 then
Private funds3 as of Jun 24, 2026
Jun 25, 20242 then
RAUM +396% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jun 24, 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
- $1.3BderivedRAUM 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
- +184%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 pooled vehiclesreportedItem 5.G
- Custody
- $1.3B, 2 clientsreportedItem 9.A
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.6B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 2reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.3B for 2 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=1.0derived
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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•••••• F•••••••• R••• E••••• V•••• F••• V• L••• | Real Estate Fund | $532M | 18 | Jun 25, 2024 |
| M•••••• F•••••••• E••••••• R••• E••••• V•••• F••• V• L••• | Real Estate Fund | $6.0M | 33 | Jun 25, 2024 |
Owners and control persons
Schedule A and B, latest filing
- B••••• N••••••• A•••••• · Director, President, & Chief Executive Officercontrolsince 08/2023 · owns less than 5%
- C•••••• A•••••••• R••••• J•••• · Chief Executive Officer & Co-Chief Investment Officer Of The R••• E••••• Direct Investment Divisioncontrolsince 08/2023 · owns less than 5%
- H••••• M••• J•• M••• · Chief Compliance Officercontrolsince 08/2023 · owns less than 5%
- K•••• J••••• J••••• · Chief Financial Officercontrolsince 08/2023 · owns less than 5%
- L•••••• J••••••• M•••••• · Directorcontrolsince 08/2023 · owns less than 5%
- P••••• R••••••• S•••• · Chairman & Directorcontrolsince 08/2023 · 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 adviserpooled vehicle sponsorn
- M•••••• F•••••••• I••••••••• M••••••••• I•••investment advisernRAUM $50B
- M•••••• F•••••••• P•••••• E••••• A•••••••• I•••investment advisernRAUM $6.9B
- M•••••• F•••••••• P•••••• E••••• V•• G•• L•••n
- 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•••n
- M•••••• F••••••••• I•••broker-dealern
- M•••••• F•• I• • G•• L••pooled vehicle sponsorn
- M•••••• I••••••••• I••••••••• M••••••••• I•••investment advisern
- M•••••• P•• V••••• F••••••••• L••n
- M•••••• R••• F••••••••• L••pooled vehicle sponsorn
- M•••••• R••• I• F••••• • G•• L••pooled vehicle sponsorn
Advisers that list M•••••• R••••• I••• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Apr 1, 2026RAUM (Item 5.F) moved from $532,400,000 to $1,512,865,061 (+184.0%) between the annual amendments of 2024-06-25 and 2026-04-01; the peer median change was +11.0% (1368 comparable advisers, 97.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 97% percentile
- p•••••• fund count surgeChange between filings · filing Apr 1, 2026private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2024-06-25 and 2026-04-01; the peer median change was 0.0% (1022 comparable advisers, 93.0th percentile of changes)peers: asset managers, $1B to $5B (1,022) · 93% percentile
What changed
consecutive filings, newest first
- BD registered reps · 3 to 1Apr 1, 2026 to Jun 24, 2026
- Assets in custody · $1.2B to $1.3BApr 1, 2026 to Jun 24, 2026
- Employees · 18 to 21Apr 1, 2026 to Jun 24, 2026
- Insurance-licensed employees · 3 to 0Apr 1, 2026 to Jun 24, 2026
- State-registered IARs · 3 to 0Apr 1, 2026 to Jun 24, 2026
- Discretionary RAUM · $1.5B to $2.6BApr 1, 2026 to Jun 24, 2026
- Pooled vehicle RAUM · $1.5B to $2.6BApr 1, 2026 to Jun 24, 2026
- RAUM · $1.5B to $2.6BApr 1, 2026 to Jun 24, 2026
- BD registered reps · 1 to 3Jun 25, 2024 to Jun 24, 2025
- Assets in custody · $532M to $1.2BJun 25, 2024 to Jun 24, 2025
- Employees · 13 to 18Jun 25, 2024 to Jun 24, 2025
- Insurance-licensed employees · 0 to 3Jun 25, 2024 to Jun 24, 2025
- Financial planning clients · unset to Jun 25, 2024 to Jun 24, 2025
- State-registered IARs · 0 to 3Jun 25, 2024 to Jun 24, 2025
- Private funds · 2 to 3Jun 25, 2024 to Jun 24, 2025
- Discretionary RAUM · $532M to $1.5BJun 25, 2024 to Jun 24, 2025
- Pooled vehicle RAUM · $532M to $1.5BJun 25, 2024 to Jun 24, 2025
- RAUM · $532M to $1.5BJun 25, 2024 to Jun 24, 2025
- Accounts · unset to 2.0Mar 8, 2024 to Jun 25, 2024
- Pooled vehicle clients · 0 to 2Mar 8, 2024 to Jun 25, 2024
- Assets in custody · unset to 532400000.0Mar 8, 2024 to Jun 25, 2024
- Custody of client assets · false to trueMar 8, 2024 to Jun 25, 2024
- Private funds · unset to 2Mar 8, 2024 to Jun 25, 2024
- Discretionary RAUM · unset to 532400000.0Mar 8, 2024 to Jun 25, 2024
- Non-discretionary RAUM · unset to 0.0Mar 8, 2024 to Jun 25, 2024
- Pooled vehicle RAUM · unset to 532400000.0Mar 8, 2024 to Jun 25, 2024
- RAUM · unset to 532400000.0Mar 8, 2024 to Jun 25, 2024
Signals
3 dated events
- M•••••• R••••• I••• reported RAUM $2.6B, up 75% from $1.5B (2026-04-01 to 2026-06-24)Jun 24, 2026 · RAUM change · derived
- M•••••• R••••• I••• reported RAUM $1.5B, up 184% from $532.4M (2024-06-25 to 2025-06-24)Jun 24, 2025 · RAUM change · derived
- M•••••• R••••• I••• filed its initial SEC registration (Form ADV)Feb 1, 2024 · 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/16235632reportedpublic record, Form ADV, Sep 19, 2026
- Firm profile
- linkedin.com/company/164945 Address ofreportedpublic record, Form ADV, Sep 19, 2026
- Website
- m•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 312-595-6000reportedpublic record, Form ADV, Jun 24, 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
Across the graphs
M•••••• R••••• I••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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