DFX Intelligence

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•• M••••••••• L•

CRD 138083

NEW YORK, NY

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Search this name across graphsid dfx:ria:35acc65b-7742-7df9-777e-972cb3870afd

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 94
Dated events: 26
On other graphs: 4
Observed: Dec 5, 2011 to Mar 31, 2026
38 observations

Across DFX

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

Private Equityidentity

T•• M••••••••• L•

Private equity manager · shared crd

Independent Sponsorsidentity

T•• M••••••••• L•

Capital provider to sponsors · shared crd

Private Creditidentity

T•• M••••••••• L•

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=0.65 institutional_share=0.34 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $6.7B••• Locked
Discretionary RAUM: $4.3B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 102

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
T•• E••• L•	Real Estate Fund	$1.9B	Mar 31, 2026	2	Mar 31, 2026	reported	n/a
T•• T•••••••• T••••• L•	Real Estate Fund	$630M	Nov 4, 2022

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C••••• J••••• M•••	HEAD OF B••••••• MANAGEMENT, G•••••• COUNSEL AND MEMBER OF THE EXECUTIVE COMMITTEE FOR TRG	Na	yes	09/2019	Mar 13, 2012	Apr 29, 2024
D• B•••• A•••••••• C•••••••••	P•••••• O• T•• M••••••••• P••••••••• L•	Na	yes	04/2023	Mar 29, 2024	Apr 29, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B••• I• J•• G• L••••••	n/a	n/a	n/a	Y	yes	n/a
B•••• A••••••••• S• D• R••• D• C•••	n/a	n/a	n/a	Y	no	n/a
B•••• F••• I• G•• L•••	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Johannesburg	n/a	South Africa	16	no
Boston	Ma	United States	7	no
BUENOS AIRES	n/a	Argentina	6	no
London	n/a	United Kingdom	6	no
Rotorua	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	$6.7B	$6.5B	3.0%	$6.4B	1.8%	102	143	9	10

Relationships

showing 80 of 94

Advises (52)

→ T•• F••• L••• O••••••••• F•••• L•Private fundReal Estate Fund, IA
Apr 1, 2013 to presentfactForm ADV
→ T•• Q••••• F••• L•Private fundReal Estate Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ T•• G••••• P••••••••• I•• L•••Private fundPrivate Equity Fund, IA
Apr 2, 2012 to presentfactForm ADV
→ T•• E••••••• E••••• P•••••• E••••• F••• S•••

Dated events

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

Occurred
Mar 31, 2026
Ria office closed
••• Locked
Form ADVobserved today
Occurred
Mar 31, 2026
Ria office closed
••• Locked
Form ADVobserved today
Occurred
Mar 31, 2026
P•••••• fund first reported
••• Locked
Form ADVobserved today
$1.9B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:35acc65b-7742-7df9-777e-972cb3870afd
First observed: Dec 5, 2011
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.

Controls (10)

← R••••••• N••••••• S•••••OwnerMANAGING MEMBER, ownership code E, individual
Dec 5, 2011 to Apr 29, 2024factForm ADV
← K•••• V•••••••• N••OwnerCHIEF RISK OFFICER AND MEMBER OF THE EXECUTIVE COMMITTEE FOR TRG, ownership code NA, individual
Dec 5, 2011 to Apr 29, 2024factForm ADV
← C••••• J••••• M•••OwnerHEAD OF B••••••• MANAGEMENT, G•••••• COUNSEL AND MEMBER OF THE EXECUTIVE COMMITTEE FOR TRG, ownership code NA, individual
Mar 13, 2012 to Apr 29, 2024factForm ADV
← S••••••••• B••••••• S•••••••OwnerMEMBER OF THE BOARD OF PARTNERS OF TRG AND MEMBER OF THE EXECUTIVE COMMITTEE FOR TRG, ownership code NA, individual
Dec 5, 2011 to Apr 29, 2024factForm ADV
← G••••••••• M•••••• A••••OwnerMEMBER OF EACH THE BOARD OF PARTNERS AND THE EXECUTIVE COMMITTEE FOR TRG, ownership code NA, individual
Dec 5, 2011 to Apr 29, 2024factForm ADV
← M••••••••• S•••••• J••••OwnerPARTNER OF T•• M••••••••• P••••••••• L• AND HEAD OF A•••••, ownership code NA, individual
Mar 29, 2024 to Apr 29, 2024factForm ADV
← D• B•••• A•••••••• C•••••••••OwnerPARTNER OF T•• M••••••••• P••••••••• L•, ownership code NA, individual
Mar 29, 2024 to Apr 29, 2024factForm ADV
← H••••••••• P••••OwnerPARTNER OF T•• M••••••••• P••••••••• L•, ownership code NA, individual
Mar 29, 2024 to Apr 29, 2024factForm ADV
← R•••••• M••••••••• I••••••••• L••OwnerMANAGING MEMBER, ownership code C, domestic entity
Dec 5, 2011 to Apr 29, 2024factForm ADV
← T•• M••••••••• P••••••••• L•OwnerG•••••• PARTNER OF T•• M••••••••• L• ("TRG"), ownership code E, domestic entity
Dec 5, 2011 to Apr 29, 2024factForm ADV

Owns (16)

← D• A•••••• M••••••• V••••••OwnerPARTNER OF T•• M••••••••• P••••••••• L•, ownership code NA, individual
Mar 29, 2024 to Apr 29, 2024factForm ADV
← J••••• I••• G•••••OwnerPARTNER OF T•• M••••••••• P••••••••• L• AND HEAD OF TRG NEW Z•••••• OFFICE, ownership code NA, individual
Mar 29, 2018 to Apr 29, 2024factForm ADV
← C••••••• C••••• P••••••OwnerMEMBER OF THE BOARD OF PARTNERS OF TRG, ownership code NA, individual
Dec 5, 2011 to Apr 29, 2024factForm ADV
← C•••••••• M••••••• S•••••• D•••••OwnerMEMBER OF THE EXECUTIVE COMMITTEE FOR TRG AND HEAD OF TRG BOSTON OFFICE, ownership code NA, individual
Mar 29, 2018 to Apr 29, 2024factForm ADV
← S••••••••• C••••••••• N••OwnerMEMBER OF THE BOARD OF PARTNERS OF TRG, ownership code NA, individual
Dec 5, 2011 to Apr 29, 2024factForm ADV
← R••••••••• M••••••• H••••OwnerBOARD MEMBER FOR EACH OF THE TRG VENTURE CAPITAL G•••••• PARTNER ENTITIES, ownership code NA, individual
Mar 30, 2015 to Apr 29, 2024factForm ADV
← R•••••••• M••••••OwnerBOARD MEMBER FOR EACH OF THE TRG VENTURE CAPITAL G•••••• PARTNER ENTITIES, ownership code NA, individual
Mar 29, 2018 to Apr 29, 2024factForm ADV
← M•••••••• J•••••••• E••••• R•••••OwnerPARTNER OF T•• M••••••••• P••••••••• L•, ownership code NA, individual
Mar 29, 2024 to Apr 29, 2024factForm ADV
← C••••• R••••••OwnerPARTNER OF T•• M••••••••• P••••••••• L•, ownership code NA, individual
Mar 29, 2018 to Apr 29, 2024factForm ADV
← C••••••••• C••••••••• A•••OwnerBOARD MEMBER FOR EACH OF THE TRG VENTURE CAPITAL G•••••• PARTNER ENTITIES, ownership code NA, individual
Oct 18, 2018 to Apr 29, 2024factForm ADV
← H•••••• P•••• A••••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 2, 2019 to Apr 29, 2024factForm ADV
← C••••• C••••• D••••••OwnerPARTNER OF T•• M••••••••• P••••••••• L•, ownership code NA, individual
Mar 31, 2022 to Apr 29, 2024factForm ADV
← K••••••••• E•••OwnerPARTNER OF T•• M••••••••• P••••••••• L•, ownership code NA, individual
Mar 31, 2022 to Apr 29, 2024factForm ADV
← A• N•••• A••••••• I•••OwnerL•••••• PARTNER, ownership code A, domestic entity
Dec 5, 2011 to Apr 29, 2024factForm ADV
← A•••• C•••••••••OwnerSHAREHOLDER, ownership code E, foreign entity
Dec 20, 2013 to Apr 29, 2024factForm ADV
← B•••••• B••• P••••• C•••••• L••••••OwnerL•••••• PARTNER, ownership code A, foreign entity
Dec 5, 2011 to Apr 29, 2024factForm ADV