DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM none

T•• S•••• I••••••• S••••••••• L•

CRD 286109

NEW YORK, NY

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Search this name across graphsid dfx:ria:27f1577b-afaa-f037-bfcc-7c2291bc20bb

Data as of Dec 5, 2025 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 33
Dated events: 5
On other graphs: 1
Observed: Dec 3, 2016 to Dec 5, 2025
27 observations

Across DFX

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

Allocatorsidentity

T•• S•••• I••••••• S••••••••• L•

Investment consultant · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0••• Locked
Discretionary RAUM: $0
Private client RAUM: $0derived••• Locked
Advisors on IAPD: 0
Employees: 37
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
D•••• M• S••••• R•••••••• T••••	L•••••• PARTNER	C	yes	05/2016	Dec 3, 2016	Mar 28, 2024
D•••• M• S••••• R•••••••• T••••	Member	C	yes	01/2008	Dec 3, 2016	Mar 28, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
T•• S•••• I••••••••• L•	n/a	Asset manager	$233B	N	yes	n/a
T•• S•••• A•••••••• L•	n/a	Former SEC adviser	$74B	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 31, 2025	$0	$0	37	2	0	n/a	n/a
2023	Mar 28, 2024

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$0	n/a	n/a	n/a	n/a	37	47	0	0

Relationships

Affiliated with (7)

← T•••• L•Registered adviserother investment adviser, bank, common control
factForm ADV
← T•• S•••• I••••••••• L•Registered adviserother investment adviser, bank, common control
factForm ADV
← T•• S•••• V•••••••• L•Registered adviserother investment adviser, bank, common control
factForm ADV
← TWO S•••• R••• E•••••, LPRegistered adviserother investment adviser, bank, common control

Dated events

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

Occurred
Jan 2, 2019
Control person left
(Nmn) Nobel Gulati (Managing Director) no longer on Schedule A of T•• S•••• I••••••• S••••••••• L• (listed 2018-08-03, absent 2019-01-02)
Form ADVobserved 7 days ago
Occurred
Jan 2, 2019
Control person left
Denis De Graeve (Head Of Business Innovation And Growth) no longer on Schedule A of T•• S•••• I••••••• S••••••••• L• (listed 2018-08-03, absent 2019-01-02)
Form ADVobserved 7 days ago
Occurred
Jan 2, 2019
Control person joined
Mayberry Carter Lyons (Managing Director) appeared on Schedule A of T•• S•••• I••••••• S••••••••• L•
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:27f1577b-afaa-f037-bfcc-7c2291bc20bb
First observed: Dec 3, 2016
Last observed: Dec 5, 2025 9 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.