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.
SEC-registered adviser
M83 Investment Group, LLC
Latest filing Dec 5, 2025
First filing on the tape Oct 8, 2024 · 5 filings
SEC status approved since Nov 12, 2024
RAUM
$191M
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
6
4 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$191M as of Dec 5, 2025
Mar 27, 2025$114M then
HNW client RAUM: no history
State-registered IARs (5.B.3)4 as of Dec 5, 2025
Mar 27, 20254 then
Employees (5.A)6 as of Dec 5, 2025
Mar 27, 20256 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Dec 5, 2025; every figure names its basis
- RAUM per advisor
- $47.8MderivedRAUM 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
- $191MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 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 assetsreportedItem 5.E
- Advisory activities
- portfolio management for investment companiesreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$191M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- 0reported
- 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=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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Lynn Stacey Mckinnon · Chief Operating Officer And Managercontrolsince 11/2023 · owns less than 5%
- Hillary Meghan Pinchuk · Chief Investment Officer And Managercontrolsince 11/2023 · owns less than 5%
- Jeffrey Sarti · Chief Executive Officer And Managercontrolsince 11/2023 · owns less than 5%
- Menachem Striks · Chief Compliance Officercontrolsince 11/2023 · owns less than 5%
- Lynn Stacey Mckinnon · Managercontrolsince 12/2017 · owns F of Morton Wealth
- Hillary Meghan Pinchuk · Managing Membercontrolsince 10/2013 · owns 25% to 50% of Morton Wealth
- Jeffrey Sarti · Trusteecontrolsince 10/2013 · owns F of The Sarti Trust
- Minkyung Sara Sarti · Trusteecontrolsince 10/2013 · owns F of The Sarti Trust
- Jay Eric Selter · Managercontrolsince 07/2006 · owns F of Morton Wealth
Entity owners
- Morton Wealth · Sole Memberdirect · owns 75% or more
- The Sarti Trust · Managing Memberindirect · owns 25% to 50% of Morton Wealth
Related persons
Schedule D 7.A
- Morton Wealthinvestment adviserpooled vehicle sponsoryRAUM $3.5B
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Dec 5, 2025custody of client assets (Item 9.A): yes on the filing of 2025-08-26, no on the filing of 2025-12-05peers: asset managers, $100M to $500M (1,567)
What changed
consecutive filings, newest first
- Assets in custody · 112362328.0 to unsetAug 26, 2025 to Dec 5, 2025
- Custody of client assets · true to falseAug 26, 2025 to Dec 5, 2025
- Discretionary RAUM · $114M to $191MAug 26, 2025 to Dec 5, 2025
- RAUM · $114M to $191MAug 26, 2025 to Dec 5, 2025
- Financial planning clients · 0 to 0Mar 27, 2025 to Aug 26, 2025
- Pooled vehicle clients · 1.0 to unsetNov 11, 2024 to Mar 27, 2025
- Discretionary RAUM · $112M to $114MNov 11, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · 112362328.0 to unsetNov 11, 2024 to Mar 27, 2025
- RAUM · $112M to $114MNov 11, 2024 to Mar 27, 2025
Signals
1 dated events
- M83 Investment Group, Llc filed its initial SEC registration (Form ADV)Oct 8, 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
- Website
- 83igfunds.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 818-222-4727reportedpublic record, Form ADV, Dec 5, 2025
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