DFX Intelligence
Venture Capital Intelligence
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Firms / M• F•••••••• L••
M• F•••••••• L••
Private equity with venture activity · probableBraintree, MAm•••••••••.comSEC registered investment adviser
We strive to bring the best solutions, not only to meet your needs but to simplify your life, freeing you to fully focus on what is most important to you and your family.
registered adviser; venture funds are 5% of 14 private funds
Importance
12
low
Active deployment
0
low
Emerging
0
low
Completeness
50
elevated
Freshness
98
high
Research priority
3
low
Identity and regulatory footprint
- Headquarters
- Braintree, MAadviserinfo.sec.gov
- Office address
- 30 BRAINTREE HILL OFFICE PARK, SUITE 104, Braintree, MA, 02184adviserinfo.sec.gov
- Business phone
- 781-848-1163adviserinfo.sec.gov
- Website
- m•••••••••.com
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Mar 25, 2024
- Private funds reported
- 14 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $66.9Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $1.1Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 7
- business email
- teammg@mgfinancial.commgfinancial.compublished by the subject
- business phone
- 781-848-1163adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- not stated or not yet read
- Stages
- not stated or not yet read
- Geography
- boston
- Check size
- not stated; DFX does not estimate checks from round sizes
- Self-described
- family office
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
0 reported, 1 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| M•• P••••••• L• • T•• I• | Fund | unknown | Wound down | $87,970 Mar 30, 2018 | 7 | unknown | unknown |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
8 current, 0 departed
J••••• P• T•••••
PartnerManager | Client Services
M••• E• G•••••••
PartnerCEO & CIO
C•••• A• T•••••
Platform and operationsSenior Vice President | Operations
C•••• A•• T•••••
Platform and operationsPrincipal; Vice President/Operations · since Jan 1, 2020
M••• E•••••••• G•••••••
Platform and operationsPrincipal And Chief Compliance Officer · since Nov 1, 2001
M•••••• T•••••
Platform and operationsOperations Manager | Research Analyst
K••• E•••••••• C••••••
PrincipalPrincipal; Vice President|Client Services · since Jan 1, 2020
K•••• E• C••••••
Vice presidentSenior Vice President | Client Services
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
5 dated events
- Mar 18, 2024M•• P••••••• L• • T•• I• no longer reported on Form ADV by M• F•••••••• L••Fund no longer reportedFundsInferenceM•• P••••••• L• • T•• I•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jan 1, 2020C•••• A•• T••••• joined Schedule A of M• F•••••••• L•• as Principal; Vice President/Operations
- Jan 1, 2020K••• E•••••••• C•••••• joined Schedule A of M• F•••••••• L•• as Principal; Vice President|Client Services
- Mar 28, 2012M• F•••••••• L•• first filed Form ADV (IA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 28, 2012M•• P••••••• L• • T•• I• first reported on Form ADV by M• F•••••••• L•• (Venture Capital Fund), GAV $311,677Fund first reported on Form ADVFundsFactM•• P••••••• L• • T•• I•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 5% of 14 private funds
Evidence
44 observations from 2 sources