DFX Intelligence

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

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RIA / WealthRegistered adviserState registeredState registeredRAUM none

T••••• P••••••• G••••• L••

CRD 328028

LEHI, UT

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Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 6
On other graphs: 2
Observed: Mar 26, 2026 to Mar 26, 2026
1 observations

Across DFX

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

Venture Capitalidentity

T••••• P••••••• G••••• L••

Venture manager · key_crd, key_sfn_adviser, shared_crd

Real Estate Fundsidentity

T••••• P••••••• G••••• L••

Real estate fund manager · key_crd, key_sfn_adviser, shared_crd

Facts

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 802-130586
CRD: 328028
Filings on the tape: 1
First filed: Mar 26, 2026
Latest filed: Mar 26, 2026

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
T••••• V••••••• F••• I• L•••	Venture Capital Fund	$47.9M	Mar 26, 2026	109	May 31, 2024	reported	021-523888
T••••• V••••••• S•• V• ••••••••• L•	Venture Capital Fund	$12.0M

Relationships

Advises (15)

→ T••••• V••••••• S•• I• L••Private fundVenture Capital Fund, ERA
May 31, 2024 to presentfactForm ADV
→ T••••• V••••••• S•• V• ••••••• L•Private fundVenture Capital Fund, ERA
May 31, 2024 to presentfactForm ADV
→ T••••• V••••••• S•• X• •••••• L•Private fundVenture Capital Fund, ERA
Mar 26, 2026 to presentfactForm ADV
→ T••••• V••••••• S•• I• L•• ••••••

Dated events

Order

Occurred
26 Mar 2026
Private fund no longer reported
••• Locked
Form ADV
$3.4M
Occurred
26 Mar 2026
Private fund first reported4 events
T••••• P••••••• G••••• L••: private fund first reported, 4 counterparties, on 26 Mar 2026
$1.2M to $8.4M
- ••• Locked$7.3M
- ••• Locked$1.2M
- ••• Locked$8.4M
Occurred
26 Mar 2026
Ria hq relocated
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 26, 2026
Last observed: Mar 26, 2026 6 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.

All 15 rows

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
T••••• V••••••• S•• I• ••••••• L••	Venture Capital Fund	$3.2M	Mar 26, 2026	26	May 31, 2024	reported	021-523794
T••••• V••••••• S•• I• L•• ••••••	Venture Capital Fund	$3.0M	Mar 26, 2026	38	May 31, 2024	reported	021-523796
T••••• V••••••• S•• X• •••••• L•	Venture Capital Fund	$1.2M	Mar 26, 2026	12	Mar 26, 2026	reported	021-569587
T••••• V••••••• S•• I•• L•• ••••••	Venture Capital Fund	$556,902	Mar 26, 2026	55	May 31, 2024	reported	021-523743
T••••• V••••••• S•• V••• ••••••• L•	Venture Capital Fund	$535,900	Mar 26, 2026	20	Dec 11, 2024	reported	021-517655