DFX Intelligence

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

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 100m 1b

T•••••••• C•••••• G••••

T•••••••• C•••••• LP, CRD 138743

WEST PALM BEACH, FL

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Search this name across graphsid dfx:ria:1603567c-950c-70a6-77a8-f3e65bd468f1

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 9
On other graphs: 0
Observed: Mar 30, 2012 to Mar 31, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.26 institutional_share=0.34 related_bd=false related_bank=true bd_reps=1.0
Regulatory AUM: $745M••• Locked
Discretionary RAUM: $745M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 19

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
T•••••••• L••• F••• L•••	Hedge Fund	$439M	Oct 1, 2018	11	Mar 28, 2013	dropped	021-184107
T•••••••• L••• M••••• F••• L•	Hedge Fund	$127M	Mar 31, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••••• B••••• E••••• B••••	MANAGING MEMBER	E	yes	03/2001	Mar 30, 2012	Aug 28, 2024
B•••••••• B••••• E••••• B••••	LIMITED PARTNER AND CHAIRMAN/CHIEF EXECUTIVE OFFICER	E	yes	03/2001	Mar 30, 2012	Aug 28, 2024

Affiliates (Item 7.A)

••• Locked

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

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Stamford	Ct	United States	5	no

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	$745M	$894M	-16.7%	$1.3B	-17.7%	19	17	1	1

Relationships

Advises (13)

→ T•••••••• L••• M••••• F••• L•Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ T•••••••• P••••••• L•Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ T•••••••• P••••••• M••••• F••• L•Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Aug 28, 2024factForm ADV
→ T•••••••• T•• E•••••••• F••• L•

Dated events

Occurred
Mar 31, 2026
Ria private fund assets change
••• Locked
Form ADVobserved today
$-292M
Occurred
Mar 31, 2026
Private fund no longer reported
••• Locked
Form ADVobserved today
$37.9M
Occurred
Mar 31, 2026
Private fund no longer reported
••• Locked
Form ADVobserved today
$82.1M
Occurred

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1603567c-950c-70a6-77a8-f3e65bd468f1
First observed: Mar 30, 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.