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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

T•••• F••• M••••••••• L•••

CRD 154172

NEW YORK, NY

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Search this name across graphsid dfx:ria:6e7f4a21-b975-4ba1-1c44-34a56b128254

Data as of Jul 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 51
Dated events: 15
On other graphs: 2
Observed: Mar 30, 2012 to Jul 31, 2026
41 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricAdvisor Recruiting Intelligence

T•••• F••• M••••••••• L••• reported RAUM $10.4B, up 55% from $6.7B (2026-04-01 to 2026-07-31)

Dated 2026-07-31 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 31, 2026 · seen 7 days ago

Across DFX

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

Private Equityidentity

T•••• F••• M••••••••• L•••

Private equity manager · shared crd

Private Creditidentity

T•••• F••• M••••••••• L•••

Private credit 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=0.04 fund_share=0.96 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $10BItem 5.F on the latest filing (2026-07-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $8.3B
Private client RAUM: $388MderivedItem 5.D individuals plus high net worth individuals
Private client share: 4%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; showing 25 of 37

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
T•••• S•• •••• X••• L•••	Hedge Fund	$2.3B	Nov 19, 2020	19	Mar 31, 2017	dropped	021-280720
T•••• P••••••• M••••• F•••• L•••	Hedge Fund	$1.1B

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
B••••••• B••••• M••••••	HEAD OF RESEARCH	Na	yes	05/2023	Jun 2, 2023	Jul 11, 2024
F••••• J•••••• D••••	CO-CHIEF INVESTMENT OFFICER	F	yes	05/2023	Mar 31, 2021

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
T•••• P••••••• A• F••• G•• L•••	n/a	n/a	n/a	N	yes	n/a
T•••• P••••••• A• P••••••• F••• G•• L•••	n/a	n/a	n/a	N	yes	n/a
T•••• P••••••• C••••••••• O••••••••• F••• G•• L•••

Offices

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

City	State	Country	Employees	Also broker-dealer
PALM BEACH	FL	United States	5	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; showing 15 of 16

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	$10B	$6.3B	65.0%	$7.1B	13.3%	34	33	1	1

Relationships

Advises (37)

→ T•••• P••••••• C••••••••• O••••••••• F•••• L•••Private fundHedge Fund, IA
Mar 31, 2015 to presentfactForm ADV
→ T•••• P••••••• A• F•••• L•••Private fundHedge Fund, IA
Nov 19, 2020 to presentfactForm ADV
→ T•••• P••••••• P••••••• F••• I• L•••Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ T•••• P•••••••• L•••

Dated events

Occurred
Jul 31, 2026
Regulatory AUM changed
T•••• F••• M••••••••• L••• reported RAUM $10.4B, up 55% from $6.7B (2026-04-01 to 2026-07-31)
Form ADVobserved 7 days ago
$3.7B
Occurred
Mar 31, 2025
Regulatory AUM changed
T•••• F••• M••••••••• L••• reported RAUM $6.3B, down 30% from $9.0B (2024-07-11 to 2025-03-31)
Form ADVobserved 7 days ago
$-2.7B
Occurred
Mar 29, 2024
Regulatory AUM changed
T•••• F••• M••••••••• L••• reported RAUM $9.0B, up 27% from $7.1B (2023-06-02 to 2024-03-29)
Form ADVobserved 7 days ago
$1.9B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6e7f4a21-b975-4ba1-1c44-34a56b128254
First observed: Mar 30, 2012
Last observed: Jul 31, 2026 53 days 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.

2025	Apr 1, 2026	$6.7B	$6.3B	30	13	1	14	n/a
2024	Mar 31, 2025	$6.3B	$5.8B	33	15	1	13	n/a
2023	Mar 29, 2024	$9.0B	$6.2B	31	14	1	15	$7.1B
2022	Mar 31, 2023	$7.1B	$7.1B	32	14	1	18	$8.2B
2021	Mar 31, 2022	$7.6B	$7.6B	37	15	1	21	$9.3B
2020	Mar 31, 2021	$9.2B	$9.2B	38	17	1	22	$11B
2019	Mar 27, 2020	$11B	$11B	40	17	1	21	$13B
2018	Mar 29, 2019	$9.8B	$9.5B	37	15	0	26	$11B
2017	Mar 29, 2018	$13B	$13B	43	17	0	26	$15B
2016	Mar 31, 2017	$12B	$12B	41	16	n/a	15	$11B
2015	Mar 29, 2016	$14B	$14B	41	16	n/a	14	$12B
2014	Mar 31, 2015	$11B	$11B	40	17	n/a	16	$11B
2013	Mar 31, 2014	$8.6B	$8.6B	36	16	n/a	13	$8.1B
2012	Mar 28, 2013	$5.9B	$5.9B	31	14	n/a	13	$7.2B
2011	Mar 30, 2012	$4.0B	$4.0B	n/a	n/a	n/a	11	$5.0B