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M•••• P••• C••••••
Asset manager (funds and pooled vehicles), based in Dallas, Texas, reporting $162M of regulatory assets.
Composed from this adviser's Form ADV classification, location and filed figures.
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily
- Regulatory AUM
- $162M
- Advisors
- 0
- Net advisor flow, 12 months
- Not established
- RAUM change, last fiscal year
- Not established
- Private clients
- 0.0% of RAUM
Form ADV
IAPD
Form ADV
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily
Why this matters
- Contact points 2
Every filed figure, and the identifiersCRD 335335 · SEC 801-132729 · 5 filingsShowHide
CRD 335335SEC 801-132729Legal name M•••• P••• C•••••• P••••••• M••••••••• L•First filing on the tape Apr 4, 2025, latest May 13, 2026SEC status approved since Apr 29, 2025IAPD
RAUM
$162M
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
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
2
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$162M as of May 13, 2026
Apr 4, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 13, 2026
Apr 4, 20250 then
Employees (5.A)8 as of May 13, 2026
Apr 4, 20255 then
Private funds2 as of May 13, 2026
Aug 27, 20252 then
RAUM n/a over the last fiscal yearIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of May 13, 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
- $81.1MderivedRAUM 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
- unknownderived2 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 assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$162M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•••• P••• C•••••• P••••••• F••• I• L• | Private Equity Fund | $58.6M | 20 | May 13, 2026 |
| M•• F•••• C••••••••• L• | Private Equity Fund | $31.3M | 5 | May 13, 2026 |
Owners and control persons
Schedule A and B, latest filing
- B••••••••• A••••••••• D•••• · Co-Foundercontrolsince 01/2025 · owns less than 5%
- L••••• A•••••• C•••••• · Co-Foundercontrolsince 07/2024 · owns less than 5%
Entity owners
- M•••• P••• M••••••••• · General Partner And Chief Financial Officerdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- HQ state · TN to TXApr 30, 2026 to May 13, 2026
- HQ state · TX to TNMar 25, 2026 to Apr 30, 2026
- Discretionary RAUM · $161M to $162MMar 25, 2026 to Apr 30, 2026
- Pooled vehicle RAUM · $161M to $162MMar 25, 2026 to Apr 30, 2026
- RAUM · $161M to $162MMar 25, 2026 to Apr 30, 2026
- Advisory employees · 4 to 5Aug 27, 2025 to Mar 25, 2026
- Employees · 7 to 8Aug 27, 2025 to Mar 25, 2026
- Discretionary RAUM · $139M to $161MAug 27, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $139M to $161MAug 27, 2025 to Mar 25, 2026
- RAUM · $139M to $161MAug 27, 2025 to Mar 25, 2026
- Accounts · 0 to 2Apr 4, 2025 to Aug 27, 2025
- Pooled vehicle clients · unset to 2.0Apr 4, 2025 to Aug 27, 2025
- Employees · 5 to 7Apr 4, 2025 to Aug 27, 2025
- Other offices · 0 to 1Apr 4, 2025 to Aug 27, 2025
- Private funds · unset to 2Apr 4, 2025 to Aug 27, 2025
- Discretionary RAUM · $0 to $139MApr 4, 2025 to Aug 27, 2025
- Pooled vehicle RAUM · unset to 138803558.0Apr 4, 2025 to Aug 27, 2025
- RAUM · $0 to $139MApr 4, 2025 to Aug 27, 2025
Signals
4 dated events
- ••• LockedMay 13, 2026 · ria hq relocated · fact
- ••• LockedMay 13, 2026 · private fund first reported · fact
- ••• LockedMay 13, 2026 · private fund first reported · fact
- ••• LockedApr 30, 2026 · ria hq relocated · fact
Across DFX
shared identifiers only, never a name match
- M•••• P••• C•••••• · Independent Sponsorsshared crd · capital_provider
- M•••• P••• C•••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- ••• Lockedreportedpublic record, Form ADV, May 13, 2026
- Principal office phone
- ••• Lockedreportedpublic record, Form ADV, May 13, 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