DFX Intelligence

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

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 100m 1b

T•••• A•••• M••••••••• L•

CRD 304666

NEW YORK, NY

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Search this name across graphsid dfx:ria:435ce903-329a-4771-7818-8a209f41d42a

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Jul 15, 2019 to Mar 24, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.21 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $577M••• Locked
Discretionary RAUM: $577M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
T•••• O••••••••• M••••• F•••• L•	Hedge Fund	$141M	Dec 16, 2024	9	Jul 15, 2019	reported	021-385057
T•••• M••••••••• F•••• L•	Hedge Fund	$20.0M	Feb 23, 2023

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••••••• T••	CCO / CFO	Na	yes	08/2024	Aug 21, 2024	Dec 16, 2024
J•••••• J•••••••	Owner	E	yes	07/2018	Jul 15, 2019	Dec 16, 2024
J•••••• J•••••••

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
T•••• A•••••••• L••	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

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	$577M	$303M	90.4%	$249M	32.4%	6	6	0	0

Relationships

Advises (2)

→ T•••• O••••••••• M••••• F•••• L•Private fundHedge Fund, IA
Jul 15, 2019 to presentfactForm ADV
→ T•••• M••••••••• F•••• L•Private fundHedge Fund, IA, no longer reported
Mar 14, 2022 to Feb 23, 2023factForm ADV

Controls (4)

← J•••••• J•••••••OwnerOWNER, ownership code E, individual
Jul 15, 2019 to Dec 16, 2024factForm ADV
← J•••• A••••Owner

Dated events

Occurred
Mar 24, 2026
Regulatory AUM changed
T•••• A•••• M••••••••• L• reported RAUM $577.2M, up 90% from $303.2M (2025-03-28 to 2026-03-24)
Form ADVobserved 7 days ago
$274M
Occurred
Aug 21, 2024
Control person joined
Tal Askenazi (Cco / Cfo) appeared on Schedule A of T•••• A•••• M••••••••• L•
Form ADVobserved 7 days ago
Occurred
Dec 12, 2019
Control person joined
Ankur Jain (Cco / Partner / Coo / Head Of Business Development) appeared on Schedule A of T•••• A•••• M••••••••• L•
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:435ce903-329a-4771-7818-8a209f41d42a
First observed: Jul 15, 2019
Last observed: Mar 24, 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.