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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

T••• C•••••• F••• M••••••••• L•••••• P•••••••••

CRD 286614

VANCOUVER, BC

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Search this name across graphsid dfx:ria:3077ab24-f4ee-7a90-2ce0-2a74b28c778a

Data as of Jun 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 28
Dated events: 2
On other graphs: 4
Observed: May 16, 2024 to Jun 2, 2026
6 observations

Across DFX

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

Private Equityidentity

T••• C•••••• F••• M••••••••• L•••••• P•••••••••

Private equity manager · shared crd

Venture Capitalidentity

T••• C•••••• F••• M••••••••• L•••••• P•••••••••

Venture manager · shared crd

Private Creditidentity

T••• C•••••• F••• M••••••••• L•••••• P•••••••••

Private credit manager · shared crd

Real Estate Fundsidentity

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: $2.0BItem 5.F on the latest filing (2026-06-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.0B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
T••• C•••••• P•••••• R••• E••••• F••• U• M••••• L•••••• P•••••••••	Real Estate Fund	$294M	Jun 3, 2024	39	Mar 31, 2022	reported	021-419735
T••• U• • M••••• P••••••••• L•	Real Estate Fund	$35.1M

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
1•••••• B• U•••••••• L•••••••• C•••••••••	L•••••• PARTNER	C	yes	11/2021	May 16, 2024	Jun 3, 2024
B••••••••• C••••••• I••••••••• I•••	Shareholder	E	yes	11/2021	May 16, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
T• G•• L••	n/a	n/a	n/a	N	yes	n/a
T• P••••• G••• I•••	n/a	n/a	n/a	N	yes	n/a
T••• C•••••• P•••••• R••• E••••• F••• U• M••••• G• C• I•••

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Addison	TX	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

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

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.0B	$515M	287.4%	n/a	n/a	42	39	1	1

Relationships

Advises (12)

→ T••• U• • M••••• P••••••••• L•Private fundReal Estate Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ T••• U• • M••••• P••••••••• L•Private fundReal Estate Fund, IA
Feb 28, 2019 to presentfactForm ADV
→ T••• U• • M••••• P••••••••• L•Private fundReal Estate Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ T••• U• • M••••• P••••••••• L•

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
T••• C•••••• F••• M••••••••• L•••••• P••••••••• reported RAUM $2.0B, up 287% from $515.4M (2025-03-31 to 2026-03-31)
Form ADVobserved 7 days ago
$1.5B
Occurred
May 16, 2024
First Form ADV filing
T••• C•••••• F••• M••••••••• L•••••• P••••••••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3077ab24-f4ee-7a90-2ce0-2a74b28c778a
First observed: May 16, 2024
Last observed: Jun 2, 2026 3 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.

Controls (12)

← G•••••• M•••••OwnerPREFERRED SHAREHOLDER, ownership code E, individual
May 16, 2024 to Jun 3, 2024factForm ADV
← H••••••••• J•••OwnerTRUSTEE, ownership code F, individual
May 16, 2024 to Jun 3, 2024factForm ADV
← K••••••• B••••• R•••••• D•••OwnerPRESIDENT, ownership code NA, individual
May 16, 2024 to Jun 3, 2024factForm ADV
← M••••••••• G•••••••OwnerCHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER, ownership code NA, individual
May 16, 2024 to Jun 3, 2024factForm ADV
← 1•••••• B• U•••••••• L•••••••• C•••••••••OwnerL•••••• PARTNER, ownership code C, foreign entity
May 16, 2024 to Jun 3, 2024factForm ADV
← B••••••••• C••••••• I••••••••• I•••OwnerSHAREHOLDER, ownership code E, domestic entity
May 16, 2024 to Jun 3, 2024factForm ADV
← J•• W••••• M•••••••••OwnerSHAREHOLDER, ownership code E, domestic entity
May 16, 2024 to Jun 3, 2024factForm ADV
← J••••• C•••••• I•••OwnerL•••••• PARTNER, ownership code D, foreign entity
May 16, 2024 to Jun 3, 2024factForm ADV
← T•• G••••• I••••••••• T••••OwnerCOMMON SHAREHOLDER, ownership code E, foreign entity
May 16, 2024 to Jun 3, 2024factForm ADV
← T••• C•••••• F••• M••••••••• ••••• C•••••••••OwnerGENERAL PARTNER, ownership code NA, foreign entity
May 16, 2024 to Jun 3, 2024factForm ADV
← T••• C•••••• G•••• G• I•••OwnerGENERAL PARTNER, ownership code F, foreign entity
May 16, 2024 to Jun 3, 2024factForm ADV
← T••• C•••••• G•••• L•OwnerSOLE L•••••• PARTNER, ownership code E, foreign entity
May 16, 2024 to Jun 3, 2024factForm ADV