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•• P••••••• L••
Latest filing Jun 8, 2026
First filing on the tape May 7, 2024 · 5 filings
SEC status approved since Jun 6, 2024
RAUM
$327M
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
8
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
19
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$327M as of Jun 8, 2026
Apr 30, 2025$403M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 8, 2026
Apr 30, 20250 then
Employees (5.A)8 as of Jun 8, 2026
Apr 30, 20258 then
Private funds19 as of Jun 8, 2026
Apr 30, 202520 then
RAUM -19% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jun 8, 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
- $17.2MderivedRAUM 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
- -17%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
- $327M, 19 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
- 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)
- 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$327M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 19reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $327M for 19 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=false 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
21 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•• P••••••• F••• I• L• | Private Equity Fund | $222M | 27 | Oct 4, 2024 |
| M•• P••••••• F••• I•• L• | Private Equity Fund | $71.6M | 9 | Oct 4, 2024 |
| M•• P••••••• A•• F••• C• L•• | Private Equity Fund | $29.7M | 18 | Oct 4, 2024 |
| M•• P••••••• M•••••• F••• C• L•• | Private Equity Fund | $11.9M | 29 | Oct 4, 2024 |
| M•• P••••••• M•••••• F••• A• L•• | Private Equity Fund | $8.5M | 1 | Oct 4, 2024 |
| M•• P••••••• M•••••• F••• B• L•• | Private Equity Fund | $8.5M | 1 | Oct 4, 2024 |
| M•• P••••••• M•• F••• A• L•• | Private Equity Fund | $8.2M | 3 | Oct 4, 2024 |
| M•• P••••••• A•• F••• G• L•• | Private Equity Fund | $6.9M | 1 | Oct 4, 2024 |
| M•• P••••••• A•• F••• E• L•• | Private Equity Fund | $6.6M | 18 | Oct 4, 2024 |
| M•• P••••••• A•• F••• D• L•• | Private Equity Fund | $6.6M | 1 | Oct 4, 2024 |
| M•• P••••••• F••• I•• L• | Private Equity Fund | $5.1M | 29 | Oct 4, 2024 |
| M•• P••••••• M•••••• F••• E• L•• | Private Equity Fund | $4.3M | 1 | Oct 4, 2024 |
| M•• P••••••• C•• F••• B• L•• | Private Equity Fund | $4.2M | 10 | Oct 4, 2024 |
| M•• P••••••• C•• F••• A• L•• | Private Equity Fund | $4.2M | 2 | Oct 4, 2024 |
| M•• P••••••• A•• F••• F• L•• | Private Equity Fund | $3.3M | 1 | Oct 4, 2024 |
| M•• P••••••• A•• F••• B• L•• | Private Equity Fund | $2.2M | 1 | Oct 4, 2024 |
| M•• P••••••• A•• I••••••••• I• L•• | Private Equity Fund | $2.2M | 1 | Oct 4, 2024 |
| M•• P••••••• M•• F••• B• L•• | Private Equity Fund | $2.1M | 15 | Oct 4, 2024 |
| M•• P••••••• A•• I••••••••• I• L•• | Private Equity Fund | $1.8M | 1 | Oct 4, 2024 |
| M•• P••••••• C•• F••• B• L•• | Private Equity Fund | $1.7M | 3 | Oct 4, 2024 |
| M•• P••••••• C•• F••• A• L•• | Private Equity Fund | $664,477 | 2 | Oct 4, 2024 |
Owners and control persons
Schedule A and B, latest filing
- M••••••• J••••••• N••• · Partner, Membercontrolsince 04/2016 · owns 50% to 75%
- S••••••••• J•••••••• J•••• · Partner, Member, Chief Compliance Officercontrolsince 04/2016 · owns 50% to 75%
Related persons
Schedule D 7.A
- M•• P••••••• A•• L••pooled vehicle sponsory
- M•• P••••••• C•• L••pooled vehicle sponsory
- M•• P••••••• C•• L••pooled vehicle sponsory
- M•• P••••••• F••• I• G• L•pooled vehicle sponsory
- M•• P••••••• M•• L••pooled vehicle sponsory
- M•• P••••••• M•••••• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $334M to $327MMar 24, 2026 to Jun 8, 2026
- Discretionary RAUM · $334M to $327MMar 24, 2026 to Jun 8, 2026
- Pooled vehicle RAUM · $334M to $327MMar 24, 2026 to Jun 8, 2026
- RAUM · $334M to $327MMar 24, 2026 to Jun 8, 2026
- Accounts · 20 to 19Apr 30, 2025 to Mar 24, 2026
- Pooled vehicle clients · 20 to 19Apr 30, 2025 to Mar 24, 2026
- Assets in custody · $403M to $334MApr 30, 2025 to Mar 24, 2026
- Private funds · 20 to 19Apr 30, 2025 to Mar 24, 2026
- Discretionary RAUM · $403M to $334MApr 30, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · $403M to $334MApr 30, 2025 to Mar 24, 2026
- RAUM · $403M to $334MApr 30, 2025 to Mar 24, 2026
- Accounts · 21 to 20Oct 4, 2024 to Apr 30, 2025
- Advisory employees · 6 to 7Oct 4, 2024 to Apr 30, 2025
- Pooled vehicle clients · 21 to 20Oct 4, 2024 to Apr 30, 2025
- Assets in custody · $413M to $403MOct 4, 2024 to Apr 30, 2025
- Employees · 7 to 8Oct 4, 2024 to Apr 30, 2025
- Financial planning clients · unset to Oct 4, 2024 to Apr 30, 2025
- Private funds · 21 to 20Oct 4, 2024 to Apr 30, 2025
- Discretionary RAUM · $413M to $403MOct 4, 2024 to Apr 30, 2025
- Pooled vehicle RAUM · $413M to $403MOct 4, 2024 to Apr 30, 2025
- RAUM · $413M to $403MOct 4, 2024 to Apr 30, 2025
- Accounts · unset to 21.0May 7, 2024 to Oct 4, 2024
- Advisory employees · 5 to 6May 7, 2024 to Oct 4, 2024
- Pooled vehicle clients · 0 to 21May 7, 2024 to Oct 4, 2024
- Assets in custody · unset to 412766634.0May 7, 2024 to Oct 4, 2024
- Custody of client assets · false to trueMay 7, 2024 to Oct 4, 2024
- Employees · 5 to 7May 7, 2024 to Oct 4, 2024
- Private funds · unset to 21May 7, 2024 to Oct 4, 2024
- Discretionary RAUM · unset to 412766634.0May 7, 2024 to Oct 4, 2024
- Non-discretionary RAUM · unset to 0.0May 7, 2024 to Oct 4, 2024
- Pooled vehicle RAUM · $0 to $413MMay 7, 2024 to Oct 4, 2024
- RAUM · unset to 412766634.0May 7, 2024 to Oct 4, 2024
Signals
1 dated events
- M•• P••••••• L•• filed its initial SEC registration (Form ADV)May 7, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M•• P••••••• L•• · Independent Sponsorsshared crd · capital_provider
- M•• P••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/mfg-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- mfgpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-651-4615reportedpublic record, Form ADV, Jun 8, 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