Machine Investment Group, Lp
- Regulatory AUM
- $624M
- Discretionary
- $624M
- Clients
- 10
- Avg AUM / client
- $62.4M
- Accounts
- 8
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 10 | $624M | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $357M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Machine Real Estate Fund I, Lp master | Real Estate Fund | Delaware | $266M | 91 |
| Garrison Real Estate Fund Iv Lp | Real Estate Fund | Delaware | $42.8M | 6 |
| Mig Middletown Co Invest, Lp | Real Estate Fund | Delaware | $28.1M | 4 |
| Mig Ref I Pa Co Invest Lp | Real Estate Fund | Delaware | $7.6M | 1 |
| Gref Iv Co Invest A, Lp | Real Estate Fund | Delaware | $7.3M | 1 |
| Gref Iv Co Invest, Lp | Real Estate Fund | Delaware | $4.4M | 1 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rosenthal, Eric, Warner | Co Founder And Partner | Feb 2020 (7y) | ≈ 0% – 5% via Machine Investment Group Gp, Llc | |
| Kane, Matthew | Chief Financial Officer | Jan 2021 (6y) | Less than 5% | |
| Lambert, Matthew, Joseph | Chief Compliance Officer | Sep 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Missouri Local Government Employees Retirement System | Anchor Partner | Jun 2020 | A | 25% – 50% |
| Machine Investment Group Gp, Llc | General Partner | Jun 2020 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Rosenthal, Eric, Warner: 75% – 100% of Machine Investment Group Gp, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $357M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Machine Real Estate Fund I, Lp | Real Estate Fund | $266M | $5.0M | 91 |
| Garrison Real Estate Fund Iv Lp | Real Estate Fund | $42.8M | $5.0M | 6 |
| Mig Middletown Co Invest, Lp | Real Estate Fund | $28.1M | $0 | 4 |
| Mig Ref I Pa Co Invest Lp | Real Estate Fund | $7.6M | $0 | 1 |
| Gref Iv Co Invest A, Lp | Real Estate Fund | $7.3M | $0 | 1 |
| Gref Iv Co Invest, Lp | Real Estate Fund | $4.4M | $0 | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 3.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗