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M•••••• I••••••••• P•••••••
Institutional manager, based in New York, New York, reporting $1.1B 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
- $1.1B
- Advisors
- 0
- 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
- advises private funds (Item 7.B) 1
- Contact points 2
Every filed figure, and the identifiersCRD 335487 · SEC 801-132637 · 4 filingsShowHide
CRD 335487SEC 801-132637Legal name M•••••• I••••••••• P••••••• L•First filing on the tape Mar 31, 2025, latest May 15, 2026SEC status approved since Apr 30, 2025IAPD
RAUM
$1.1B
reported, Item 5.F
Discretionary
49%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
Not computed
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$1.1B as of May 15, 2026
Mar 31, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 15, 2026
Mar 31, 20250 then
Employees (5.A)6 as of May 15, 2026
Mar 31, 20255 then
Private funds: 1
RAUM n/a over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of May 15, 2026; every figure names its basis
Archetypes
The rule behind each archetype, and every derived figure1 rulesShowHide
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- 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
- $370MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 49%derivedof RAUM
- Institutional
- 96%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
- 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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $40.4M, 1 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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
- Sovereign wealth funds$1.1B96%
- Pooled investment vehicles$40.4M3.6%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $40.4M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.04 institutional_share=0.96 related_bd=false related_bank=false bd_reps=0.0derived
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Advisors registered through the firm
0 on IAPD today; the 10 longest tenured
No representative is registered through this CRD on IAPD.
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•• G••••••• L• | Private Equity Fund | $40.4M | 0 | May 15, 2026 |
Owners and control persons
Schedule A and B, latest filing
- C•••• J••••• N•• · Chief Compliance Officer / Chief Financial Officercontrolsince 03/2025 · owns less than 5%
- R••••• W••••••• T••••• · Managing Partnercontrolsince 03/2025 · owns 25% to 50%
- S••••••• S••••• A•••• · Managing Partnercontrolsince 01/2025 · owns 50% to 75%
Entity owners
- M• P••••••• 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
2 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing May 15, 2026advises private funds (Item 7.B): no on the filing of 2026-03-31, yes on the filing of 2026-05-15peers: institutional managers, $1B to $5B (121)
- custody status changedChange between filings · filing May 15, 2026custody of client assets (Item 9.A): no on the filing of 2026-03-31, yes on the filing of 2026-05-15peers: institutional managers, $1B to $5B (121)
What changed
consecutive filings, newest first
- Accounts · 1 to 3Mar 31, 2026 to May 15, 2026
- Pooled vehicle clients · unset to 1.0Mar 31, 2026 to May 15, 2026
- Assets in custody · unset to 40382720.0Mar 31, 2026 to May 15, 2026
- Custody of client assets · false to trueMar 31, 2026 to May 15, 2026
- Private funds · unset to 1Mar 31, 2026 to May 15, 2026
Full history · 17 changesShow fewer
- Discretionary RAUM · $0 to $543MMar 31, 2026 to May 15, 2026
- Non-discretionary RAUM · $535M to $568MMar 31, 2026 to May 15, 2026
- Pooled vehicle RAUM · unset to 40382720.0Mar 31, 2026 to May 15, 2026
- RAUM · $535M to $1.1BMar 31, 2026 to May 15, 2026
- Advisory activities · 1 to 2Aug 27, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $540M to $535MAug 27, 2025 to Mar 31, 2026
- RAUM · $540M to $535MAug 27, 2025 to Mar 31, 2026
- Accounts · 0 to 1Mar 31, 2025 to Aug 27, 2025
- Advisory employees · 3 to 4Mar 31, 2025 to Aug 27, 2025
- Employees · 5 to 6Mar 31, 2025 to Aug 27, 2025
- Non-discretionary RAUM · $0 to $540MMar 31, 2025 to Aug 27, 2025
- RAUM · $0 to $540MMar 31, 2025 to Aug 27, 2025
Signals
2 dated events
- ••• LockedMay 15, 2026 · private fund first reported · fact
- ••• LockedMay 15, 2026 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- M•••••• I••••••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- ••• Lockedreportedpublic record, Form ADV, May 15, 2026
- Principal office phone
- ••• Lockedreportedpublic record, Form ADV, May 15, 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
- Institutional managerderiveda 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
Not yet on record: net advisor flow, 12 months, RAUM change, last fiscal year.