DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

T••••••••• C•••••• P•••••••

T••••••••• C•••••• P••••••• LLC, CRD 155425

CHAPEL HILL, NC

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Search this name across graphsid dfx:ria:0d38a95a-c8ab-74f0-f6dd-3389fbd6d825

Data as of Apr 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 113
Dated events: 3
On other graphs: 3
Observed: Mar 27, 2012 to Apr 29, 2026
26 observations

Across DFX

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

Venture Capitalidentity

T••••••••• C•••••• P•••••••

Venture manager · shared crd

Independent Sponsorsidentity

T••••••••• C•••••• P•••••••

Capital provider to sponsors · shared crd

Private Equityidentity

T••••••••• C•••••• P•••••••

Private equity manager · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $11B••• Locked
Discretionary RAUM: $10B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 43

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
T••••••••• V• H•••••••• L••	Private Equity Fund	$984M	Mar 29, 2024	147	Mar 30, 2020	reported	n/a
T••••••••• I• H•••••••• L••	Private Equity Fund	$951M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
P•• H•••••••• I•••	MANAGING MEMBER	E	yes	10/2019	Nov 5, 2020	Mar 29, 2024
P•• I••••••••• H••••••• L••	MANAGING MEMBER	E	yes	10/2020	Nov 5, 2020	Mar 29, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
R•• A••••••• 2• L••	n/a	ASSET_M••••••	$18B	N	yes	n/a
B•••••••• C•••••• A•••••••• L••	n/a	ASSET_M••••••	$4.2B	N	no	n/a

Regulatory AUM by fiscal year

••• Locked

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

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	$11B	$9.6B	17.4%	$8.6B	9.3%	43	41	0	0

Relationships

showing 80 of 113

Affiliated with (9)

← R•• A••••••• 2• L••Registered adviserother investment adviser, common control
factForm ADV
← R•••••••• C•••••• A•••••••• L••Registered adviserother investment adviser, common control
factForm ADV
→ W•••••• T••••••••• I••••••••• ••••Registered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ R•• A•••••••• L••Registered adviser

Dated events

Occurred
Aug 24, 2022
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$3.4B
Occurred
Mar 30, 2022
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$1.4B
Occurred
Mar 28, 2019
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$1.0B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0d38a95a-c8ab-74f0-f6dd-3389fbd6d825
First observed: Mar 27, 2012
Last observed: Apr 29, 2026 4 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.