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 158083

DALLAS, TX

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Data as of Feb 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 12:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 7
On other graphs: 1
Observed: Feb 13, 2012 to Feb 25, 2026
27 observations

Across DFX

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

Real Estate Fundsidentity

T•••••• M••••••••• 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: 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: $1.3B••• Locked
Discretionary RAUM: $1.1B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $1.3Bderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J•••••• S•••• Y••••••	n/a	DALLAS, TX	14	18	n/a	no

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
T•••••• P••••••• P••••••• I• L•	Real Estate Fund	$346M	Feb 25, 2026	10	Mar 2, 2021	reported	021-361309
T•••••• C•••••• P••••••••• L•	Real Estate Fund	$129M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
H•••• ••••• J•••• A••••••••	Shareholder	C	yes	12/2003	Feb 13, 2012	Feb 21, 2024
H•••• •••• J•••• A••••••••	Shareholder	C	yes	12/2003	Feb 13, 2012	Feb 21, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
J••• A• H•••• • C••••••• 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

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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	$1.3B	$1.1B	12.0%	$1.3B	0.3%	20	20	0	0

Relationships

Advises (11)

→ T•••••• P••••••• P••••••• I•• L•Private fundReal Estate Fund, IA
Jan 21, 2016 to presentfactForm ADV
→ T•••••• P••••••• P••••••• I• L•Private fundReal Estate Fund, IA
Feb 6, 2013 to presentfactForm ADV
→ T•••••• L•••• H•••••• C••••••• L••Private fundReal Estate Fund, IA
Feb 25, 2026 to presentfactForm ADV
→ T•••••• G••••• A•• I••••• P••••••••• L•

Dated events

Order

Occurred
25 Feb 2026
Private fund first reported2 events
T•••••• M••••••••• L••: private fund first reported, 2 counterparties, on 25 Feb 2026
$5.4M to $31.8M
- ••• Locked$5.4M
- ••• Locked$31.8M
Occurred
25 Feb 2026
Ria private fund assets change
••• Locked
Form ADV
$226M
Occurred
25 Feb 2026
Ria principal change2 events
T•••••• M••••••••• L••: ria principal change, 2 events, on 25 Feb 2026
- ••• Locked
- ••• Locked
Occurred
2 Mar 2021
Regulatory AUM changed
••• Locked
Form ADV
$544M
Occurred
4 Aug 2015
Succession filed (Item 4)
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 13, 2012
Last observed: Feb 25, 2026 7 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 11 rows

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
T•••••• P••••••• P••••••• L•	Real Estate Fund	$109,442	Mar 2, 2021	2	Feb 13, 2012	dropped	021-113683

All 12 rows

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C••••••••• S•••• T•••••••• R••••••••• S•••••	Member	B	no	12/2007	Feb 13, 2012	Feb 21, 2024
V•••••• J••••• R••••••	CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER	Na	no	04/2008	Feb 13, 2012	Feb 21, 2024

All 14 rows

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Jan 21, 2016	$668M	$599M	15	10	n/a	4	$391M
2014	Feb 10, 2015	$507M	$448M	14	10	n/a	3	$339M
2013	Feb 11, 2014	$539M	$481M	13	9	n/a	3	$218M
2012	Feb 6, 2013	$237M	$191M	12	8	n/a	3	$191M