DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

T•••••• C•••• C••••••• L••

CRD 331449

LEHI, UT

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Search this name across graphsid dfx:ria:6064a449-32ea-d6b8-9fc7-d7bd8892d224

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Jan 10, 2025 to Mar 26, 2026
2 observations

Across DFX

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

Real Estate Fundsidentity

T•••••• C•••• C••••••• L••

Real 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: $161M••• Locked
Discretionary RAUM: $161M
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•••••• C•••• P•••••••• L•••	Real Estate Fund	$145M	Jun 26, 2024	69	Jun 26, 2024	reported	021-344100

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M••••••• C••••••••• C••••	Partner	E	yes	06/2019	Mar 26, 2026	Mar 26, 2026
R••••• M••••••• A•••	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	08/2023	Mar 26, 2026	Mar 26, 2026

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026

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	$161M	$184M	-12.3%	n/a	n/a	6	6	0	0

Relationships

Controls (2)

← R••••• M••••••• A•••OwnerCHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 26, 2026 to presentfactForm ADV
← M••••••• C••••••••• C••••OwnerPARTNER, ownership code E, individual
Mar 26, 2026 to presentfactForm ADV

Advises (1)

→ T•••••• C•••• P•••••••• L•••Private fundReal Estate Fund, ERA
Jun 26, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6064a449-32ea-d6b8-9fc7-d7bd8892d224
First observed: Jan 10, 2025
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.