DFX Intelligence

T•• M•••••••• R••• E••••• G••••• 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•••••••• R••• E••••• G••••• L•

CRD 161957

DALLAS, TX

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Search this name across graphsid dfx:ria:4c0c63e4-60b3-dea1-fadd-ab61218a5895

Data as of Apr 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 6
On other graphs: 1
Observed: Mar 30, 2012 to Apr 23, 2026
22 observations

Across DFX

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

Real Estate Fundsidentity

T•• M•••••••• R••• E••••• G••••• L•

R••• estate fund 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=false bd_reps=0.0
Regulatory AUM: $2.4B••• Locked
Discretionary RAUM: $2.4B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 33

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M•••••••• R••• E••••• I•••••••• V• L•	R••• E••••• Fund	$1.6B	Apr 23, 2026	328	Mar 24, 2021	reported	021-373688
M•••••••• M••••••••• I•••••••• L•	R••• E••••• Fund	$1.1B

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••••••• J•••• R••••••	CHIEF COMPLIANCE OFFICER	Na	yes	09/2015	Mar 29, 2016	Mar 29, 2024
B•••••••• C•••••••••	CHIEF OPERATING OFFICER	Na	yes	01/2023	Apr 26, 2023	Mar 29, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
M••• G• I•• L••	n/a	n/a	n/a	Y	yes	n/a
M••• V• G•• L••	n/a	n/a	n/a	Y	yes	n/a
M••• V• G•• L••	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
BOCA RATON	FL	United States	2	no

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	$2.4B	$2.3B	3.5%	$2.2B	3.7%	33	27	1	1

Relationships

Advises (7)

→ M•••••••• R••• E••••• I•••••••• I•• L•Private fundR••• E••••• Fund, IA
Mar 28, 2017 to presentfactForm ADV
→ M•••••••• R••• E••••• I•••••••• V• L•Private fundR••• E••••• Fund, IA
Mar 24, 2021 to presentfactForm ADV
→ M•••••••• I•• R•••• L••Private fundR••• E••••• Fund, IA, no longer reported
Mar 31, 2014 to Mar 26, 2019factForm ADV
→ M•••••••• R••• E••••• I•••••••• I••• L•

Dated events

Occurred
Apr 23, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$579M
Occurred
Apr 23, 2026
Private fund gav change
••• Locked
Form ADVobserved today
$-391M
Occurred
Apr 26, 2023
Control person joined
••• Locked
Form ADVobserved 8 days ago
Occurred
Apr 26, 2023

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4c0c63e4-60b3-dea1-fadd-ab61218a5895
First observed: Mar 30, 2012
Last observed: Apr 23, 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.