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M•• M••••••••• L•

Asset manager (funds and pooled vehicles)SEC-registered4 private funds· Menlo Park, Californiawebsite

Asset manager (funds and pooled vehicles), based in Menlo Park, California, reporting $656M of regulatory assets.

Composed from this adviser's Form ADV classification, location and filed figures.

As of 2026-05-21 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Regulatory AUM: $656M
Advisors: 0
RAUM change, 1 year: +182%
Private clients: 0.0%

See where advisers went See teams that moved

Advisors Where the RAUM sits

As of 2026-05-21 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

What matters now

New owner
ownership and control
M•• M••••••••• G•• L•• appeared on Schedule A as an owner on 21 May 2026.
A change of owner or control is when advisors reconsider where they sit and when an acquirer's retention is tested.
FactForm ADV Schedule A and Item 4For Recruiters, acquirersOwnership →
+182.2%
RAUM, one year
RAUM $233M to $656M (+182.2%) on the Form ADV filed 21 May 2026.
The one filed measure of whether clients are staying.
FactForm ADV Item 5History →

Every filed figure, and the identifiersCRD 332714 · SEC 801-132306 · 4 filingsShow

CRD 332714SEC 801-132306First filing on the tape Mar 12, 2025, latest May 21, 2026SEC status approved since Mar 31, 2025IAPD

RAUM

$656M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

Not computed

derived; firm RAUM over IAPD count

Employees

4 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

4 filings and snapshots on the tape

RAUM +182% over the last fiscal year · the tape starts Mar 12, 2025

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow

RAUM$656M as of May 21, 2026

Mar 12, 2025$233M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of May 21, 2026

Mar 12, 20250 then

Employees (5.A)6 as of May 21, 2026

Mar 12, 20255 then

Private funds4 as of May 21, 2026

Mar 12, 20252 then

RAUM +182% over the last fiscal yearIARs 0 to 0

Practice profile

derived from the filing of May 21, 2026; every figure names its basis

The rule behind each archetype, and every derived figureShow

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: $109MderivedRAUM 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 office incl. principal (1.F.5)
RAUM growth, one year: +182%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 businesses and institutionsreportedItem 5.G
Custody: $656M, 6 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)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
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)

Where the RAUM sits

Form ADV Item 5.D, latest filing

100% pooled investment vehicles

The breakdown by client type, and the client counts1 client typesShow

Pooled investment vehicles$656M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 6reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $656M for 6 clientsreported
Compensation: % of AUM, performancereported
Class basis: RAUM: 0% private clients, 100% pooled funds, 0% institutions; no related broker-dealer; no related bankderived

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Advisors registered through the firm

0 on IAPD today; the longest tenured first

No representative is registered through this CRD on IAPD.

Private funds

4 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
M•• D• O••••••• F••• L•	Private Equity Fund	$339M	29	May 21, 2026
M•• M••••• F••• L•	Hedge Fund	$223M	40	Aug 23, 2024
M•• A• I•••• O••••••• F••• L•	Private Equity Fund	$74.7M	18	May 21, 2026
M•• D• O••••••• F••• I• L•	Private Equity Fund	$20.4M	8	May 21, 2026

Owners and control persons

Schedule A and B, latest filing

Entity owners

M•• M••••••••• G•• L•• · General Partner
direct · 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

2 against comparable advisers; where to look, not conclusions

private fund count surgeChange between filings · filing Mar 31, 2026
private funds (Schedule D 7.B.1) moved from 2.0 to 4.0 (+100.0%) between the annual amendments of 2025-03-12 and 2026-03-31; the peer median change was 0.0% (489 comparable advisers, 98.0th percentile of changes)
peers: asset managers, $500M to $1B (489) · 98% percentile
RAUM up 50 %Change between filings · filing Mar 31, 2026
RAUM (Item 5.F) moved from $232,599,714 to $656,374,611 (+182.0%) between the annual amendments of 2025-03-12 and 2026-03-31; the peer median change was +8.0% (671 comparable advisers, 98.0th percentile of changes)
peers: asset managers, $500M to $1B (671) · 98% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 4 to 6
May 28, 2025 to Mar 31, 2026
Pooled vehicle clients · 4 to 6
May 28, 2025 to Mar 31, 2026
Assets in custody · $233M to $656M
May 28, 2025 to Mar 31, 2026
Employees · 5 to 6
May 28, 2025 to Mar 31, 2026
Private funds · 2 to 4
May 28, 2025 to Mar 31, 2026

Full history · 9 changes

Discretionary RAUM · $233M to $656M
May 28, 2025 to Mar 31, 2026
Pooled vehicle RAUM · $233M to $656M
May 28, 2025 to Mar 31, 2026
RAUM · $233M to $656M
May 28, 2025 to Mar 31, 2026
Financial planning clients · unset to
Mar 12, 2025 to May 28, 2025

Signals

15 dated events

••• Locked
May 21, 2026 · Control person joined · fact
••• Locked
May 21, 2026 · private fund first reported · fact
••• Locked
May 21, 2026 · private fund first reported · fact
••• Locked
May 21, 2026 · private fund first reported · fact
••• Locked
May 21, 2026 · private fund gav change · fact

Full timeline · 15 events

••• Locked
May 21, 2026 · ria majority owner change · derived
••• Locked
May 21, 2026 · ria majority owner change · fact
••• Locked
May 21, 2026 · ria principal change · derived
••• Locked
May 21, 2026 · ria principal change · fact
••• Locked
May 21, 2026 · ria indirect owner change · fact
••• Locked
May 21, 2026 · ria private fund assets change · fact
••• Locked
May 21, 2026 · Control person left · inference
••• Locked
Mar 31, 2026 · RAUM change · derived
••• Locked
Mar 12, 2025 · ria registration change · fact
••• Locked
Mar 12, 2025 · First SEC registration · derived

Across DFX

shared identifiers only, never a name match

M•• M••••••••• L• · Independent Sponsors
same CRD · capital provider
M•• M••••••••• L• · Private Equity
same CRD · organization

How to reach

public business contact points only, each with its source

Website: ••• Lockedreportedpublic record, Form ADV, May 21, 2026
Principal office phone: ••• Lockedreportedpublic record, Form ADV, May 21, 2026

Provenance

Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show

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: Not computedderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026

Across the graphs

M•• M••••••••• L• is the same institution as 2 records in Private Equity and Independent Sponsors.

Private Equity1Independent Sponsors1

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.

Checking your plan…

Not yet on record: net advisor flow, 12 months.