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•••••••
Legal name M••••••• M••••••••• L•
Latest filing Apr 29, 2026
First filing on the tape Mar 24, 2025 · 5 filings
SEC status approved since Apr 23, 2025
RAUM
$1.1B
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
19
12 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
4
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$1.1B as of Apr 29, 2026
Mar 24, 2025$353M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 29, 2026
Mar 24, 20250 then
Employees (5.A)19 as of Apr 29, 2026
Mar 24, 202519 then
Private funds4 as of Apr 29, 2026
Mar 24, 20251 then
RAUM +209% over the last fiscal yearIARs 0 to 0offices 1 to 2
Practice profile
derived from the filing of Apr 29, 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
- $273MderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +209%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
- $5.5M, 4 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)
- has custody of client securities (9.A.1.b)
- 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$1.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $5.5M for 4 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false 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••••••• L•• | Real Estate Fund | $149M | 2 | Jul 23, 2024 |
Owners and control persons
Schedule A and B, latest filing
- J••••••••• M••••••• H•••• · Cfocontrolsince 01/2024 · owns less than 5%
- L••••• J•••• F••••••• · General Counsel And Chief Compliance Officercontrolsince 01/2024 · owns less than 5%
- P•••• C•••• R••••• · Founder And Ciocontrolsince 01/2024 · owns less than 5%
- W••••••••• J••••• D•••• · President And Chief Operating Officercontrolsince 01/2024 · owns less than 5%
Entity owners
- M••••••• M••••••••• · Limited Partnerdirect · owns 75% or more
- O•• T•• O•• C•••••• L•• · General Partnerdirect · 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.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Apr 29, 2026RAUM (Item 5.F) moved from $353,337,453 to $1,092,744,155 (+209.0%) between the annual amendments of 2025-03-24 and 2026-04-29; the peer median change was +11.0% (1368 comparable advisers, 98.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 98% percentile
What changed
consecutive filings, newest first
- Accounts · 1 to 4Jun 2, 2025 to Mar 27, 2026
- Advisory employees · 13 to 12Jun 2, 2025 to Mar 27, 2026
- Pooled vehicle clients · 1 to 4Jun 2, 2025 to Mar 27, 2026
- Assets in custody · $0 to $5.5MJun 2, 2025 to Mar 27, 2026
- Financial planning clients · to 0Jun 2, 2025 to Mar 27, 2026
- Private funds · 1 to 4Jun 2, 2025 to Mar 27, 2026
- Discretionary RAUM · $353M to $1.1BJun 2, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $353M to $1.1BJun 2, 2025 to Mar 27, 2026
- RAUM · $353M to $1.1BJun 2, 2025 to Mar 27, 2026
- Related bank · false to trueJun 2, 2025 to Mar 27, 2026
- Financial planning clients · unset to May 20, 2025 to Jun 2, 2025
- Other offices · 1 to 2Mar 24, 2025 to May 20, 2025
Signals
1 dated events
- Makarora reported RAUM $1.1B, up 209% from $353.3M (2025-06-02 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
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
- Website
- makarora-lp.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 646-647-4133reportedpublic record, Form ADV, Apr 29, 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••••••• 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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