DFX Intelligence

T••• T••• M••••••••• L•: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserAsset managerSEC registeredRAUM 1b 10b

T••• T••• M••••••••• L•

CRD 149548

DALLAS, TX

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Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 4:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 8
On other graphs: 1
Observed: Feb 1, 2012 to Mar 31, 2026
24 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

T••• T••• M••••••••• L•

Manager with allocator commitments · same CRD

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderived••• Locked
Regulatory AUM: $1.5B••• Locked
Discretionary RAUM: $1.5B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $730Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M•••••• E••••• P••••••	n/a	DALLAS, TX	17	17	n/a	no
J•• M•••••• G••••••••	Chartered Financial Analyst	DALLAS, TX	15	21

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
T••• T••• C•••••• M••••• F•••• L•••	Hedge Fund	$1.5B	Mar 31, 2026	65	Feb 1, 2012	reported	021-155285
T••• T••• S••••••••• M••••• F•••• L•••	Hedge Fund	$10.0M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
P••••••• M••••••• E•••••	Member	E	yes	01/2009	Feb 1, 2012	Sep 18, 2024
P••••••• M••••••• E•••••	MANAGING PARTNER	D	yes	01/2009	Feb 1, 2012	Sep 18, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
T••• T••• O••••••• M••••••••• I•••	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.5B	$7.4B	-80.3%	$5.8B	-36.8%	8	14	0	0

Relationships

Advises (3)

→ T••• T••• C•••••• M••••• F•••• L•••Private fundHedge Fund, IA
Feb 1, 2012 to presentfactForm ADV
→ T••• T••• S••••••••• M••••• F•••• L•••Private fundHedge Fund, IA, no longer reported
Sep 18, 2024 to Sep 18, 2024factForm ADV
→ T••• T••• S••••••••• S••••••••• L•••Private fundHedge Fund, IA, no longer reported
Feb 28, 2019 to Mar 23, 2021factForm ADV

Registered with (2)

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Order

Occurred
31 Mar 2026
Ria private fund assets change
••• Locked
Form ADV
down $7.2B
Occurred
31 Mar 2026
Regulatory AUM changed
••• Locked
Form ADV
down $5.9B
Occurred
29 Mar 2024
Regulatory AUM changed
••• Locked
Form ADV
$2.9B
Occurred
22 Mar 2022
Regulatory AUM changed
••• Locked
Form ADV
$2.3B
Occurred
6 Mar 2020
Regulatory AUM changed
••• Locked
Form ADV
$787M

Show 2 bookkeeping events

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 1, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

All 14 rows

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Mar 30, 2016	$525M	$525M	5	3	n/a	1	$525M
2014	Mar 24, 2015	$169M	$169M	5	3	n/a	1	$169M
2013	Mar 25, 2014	$432M	$432M	5	3	n/a	1	$432M
2012	Mar 13, 2013	$253M	$253M	5	3	n/a	1	$253M