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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 169695

NAPLES, FL

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Search this name across graphsid dfx:ria:6c5753b7-68c4-98af-7712-5d680a01b5e8

Data as of May 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 5
On other graphs: 2
Observed: Dec 2, 2013 to May 1, 2026
25 observations

Across DFX

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

Private Equityidentity

T••••••• M••••••••• L••

Private equity manager · shared crd

Real Estate Fundsidentity

T••••••• M••••••••• 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: $1.4BItem 5.F on the latest filing (2026-05-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.4B
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••••••• P••••••• V• ••••••••• L•	Real Estate Fund	$1.4B	Mar 22, 2024	78	Mar 31, 2021	reported	021-373210
T••••••• P••••••• I• ••••••••• L•	Real Estate Fund	$441M

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
G•••• R•••••• M•••••	MANAGING PRINCIPAL	C	yes	01/2001	Dec 2, 2013	Mar 22, 2024
H••••••••• W•••••• S••••••	MANAGING PRINCIPAL	C	yes	06/2008	Dec 2, 2013

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
H•••••• R••••• A•• I••••••••• L••	n/a	n/a	n/a	N	yes	n/a
T••••••• G• C••••	n/a	n/a	n/a	N	yes	n/a
T••••••• G• I• L••

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Brookhaven	Ga	United States	5	no
Denver	Co	United States	2	no
Tampa	FL	United States	2	no

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	$1.4B	$1.9B	-23.5%	$2.5B	-17.0%	21	25	2	3

Relationships

Advises (14)

→ T••••••• P••••••• V• •••• L•Private fundReal Estate Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ T••••••• P••••••• V• ••••••••• L•Private fundReal Estate Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ T••••••• P••••••• I•• •••• L•Private fundReal Estate Fund, IA
Jun 16, 2014 to presentfactForm ADV
→ T••••••• P••••••• I• •••••• L•

Dated events

Occurred
Mar 31, 2023
Regulatory AUM changed
T••••••• M••••••••• L•• reported RAUM $2.5B, up 29% from $2.0B (2022-10-20 to 2023-03-31)
Form ADVobserved 6 days ago
$565M
Occurred
Mar 31, 2022
Regulatory AUM changed
T••••••• M••••••••• L•• reported RAUM $2.0B, up 59% from $1.2B (2021-03-31 to 2022-03-31)
Form ADVobserved 6 days ago
$728M
Occurred
Mar 30, 2020
Regulatory AUM changed
T••••••• M••••••••• L•• reported RAUM $1.1B, up 36% from $818.0M (2019-03-29 to 2020-03-30)
Form ADVobserved 6 days ago
$292M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6c5753b7-68c4-98af-7712-5d680a01b5e8
First observed: Dec 2, 2013
Last observed: May 1, 2026 4 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.