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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

T•••••• G•••••

T•••••• G••••• MANAGEMENT LLC, CRD 159696

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:41f93633-1cf6-9f44-9bd9-61f50a7bcf28

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 6
On other graphs: 1
Observed: Nov 21, 2011 to Mar 30, 2026
16 observations

Across DFX

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

Venture Capitalidentity

T•••••• G•••••

Venture manager · shared crd

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=true bd_reps=0.0
Regulatory AUM: $228MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $228M
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•••••• G••••• I•••••••• F••• I• L•••	Hedge Fund	$196M	Mar 28, 2024	56	Nov 21, 2011	reported	021-171817

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
K•••••• C•••••• O••••••	MANAGING MEMBER, CHIEF INVESTMENT OFFICER, CEO	E	yes	01/2011	Nov 21, 2011	Mar 28, 2024
S••••••• M•••• G•••••	CFO, CCO	Na	yes	08/2020	Sep 14, 2020

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••••• I•••••••• L••	n/a	n/a	n/a	N	yes	n/a

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	$228M	$236M	-3.4%	$367M	-14.7%	4	4	0	0

Relationships

Advises (1)

→ T•••••• G••••• I•••••••• F••• I• L•••Private fundHedge Fund, IA
Nov 21, 2011 to presentfactForm ADV

Controls (2)

← K•••••• C•••••• O••••••OwnerMANAGING MEMBER, CHIEF INVESTMENT OFFICER, CEO, ownership code E, individual
Nov 21, 2011 to Mar 28, 2024factForm ADV
← S••••••• M•••• G•••••OwnerCFO, CCO, ownership code NA, individual
Sep 14, 2020 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 28, 2024
Control person left
Dong Richard Wang (Managing Member) no longer on Schedule A of T•••••• G••••• (listed 2023-03-30, absent 2024-03-28)
Form ADVobserved 7 days ago
Occurred
Sep 14, 2020
Control person joined
Gerald Mark Simmons (Cfo, Cco) appeared on Schedule A of T•••••• G•••••
Form ADVobserved 7 days ago
Occurred
Sep 14, 2020
Control person left
Rachel Erin Lavelle (Cfo, Cco) no longer on Schedule A of T•••••• G••••• (listed 2020-03-30, absent 2020-09-14)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:41f93633-1cf6-9f44-9bd9-61f50a7bcf28
First observed: Nov 21, 2011
Last observed: Mar 30, 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.