DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

T•••••• P•••••••

T•••••• INVESTMENT PARTNERS LLC, CRD 159459

NEW Y•••, NY

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Search this name across graphsid dfx:ria:7b943a05-911a-f521-7c51-ec4a6b9d0bca

Data as of Nov 13, 2024 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 7
On other graphs: 1
Observed: Feb 9, 2012 to Nov 13, 2024
22 observations

Across DFX

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

Real Estate Fundsidentity

T•••••• P•••••••

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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $432M••• Locked
Discretionary RAUM: $432M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 29
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
T•••••• N•• Y••• C••• G• F••• L•	Real Estate Fund	$28.5M	Nov 13, 2024	40	Mar 30, 2016	reported	021-253133
T•••••• N•• Y••• C••• I••••••••• F••• L•	Real Estate Fund	$18.2M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••••• C••••••••• M••••••	CHIEF INVESTMENT OFFICER	Na	yes	01/2018	Mar 28, 2018	Nov 13, 2024
B•••••• C••••••• R••••••	MANAGING MEMBER/CO-CHIEF EXECUTIVE OFFICER	D	yes	10/1997	Feb 9, 2012	Nov 13, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
N•• Y••• C••• P••••••• F••• G• L••	n/a	n/a	n/a	N	yes	n/a
T•••••• N•• Y••• C••• I••••••••• F••• G• L••	n/a	n/a	n/a	N	yes	n/a
T•••••• N•• G• F••• G• L••

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$432M	$498M	-13.4%	$334M	8.9%	29	38	0	0

Relationships

Advises (3)

→ T•••••• N•• Y••• C••• G• F••• L•Private fundReal Estate Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ T•••••• N•• Y••• C••• I••••••••• F••• L•Private fundReal Estate Fund, IA
Feb 9, 2012 to presentfactForm ADV
→ T•••••• P••••••• F••• L•Private fundReal Estate Fund, IA, no longer reported
Feb 9, 2012 to Aug 30, 2017factForm ADV

Controls (6)

Dated events

Occurred
Nov 13, 2024
Control person left
••• Locked
Form ADVobserved 8 days ago
Occurred
Nov 13, 2024
Control person joined
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 31, 2023
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$102M
Occurred
Mar 29, 2021
Control person joined

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7b943a05-911a-f521-7c51-ec4a6b9d0bca
First observed: Feb 9, 2012
Last observed: Nov 13, 2024 22 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.