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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

T•• W••••• A•••••••• L••

CRD 150508

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:7f55299a-7af2-7337-8038-0b22ad11fd62

Data as of Mar 19, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 4
On other graphs: 1
Observed: Jan 20, 2012 to Mar 19, 2024
45 observations

Across DFX

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

Private Equityidentity

T•• W••••• A•••••••• L••

Private equity manager · 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
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 2
Advisory employees: 0
Offices: 0Schedule D 1.F, beyond the principal office
Individual clients: 0
High net worth clients: 0

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•• O••••••••• F••• L•• S••••• 3• O••• E•• S••••••••• I•	Hedge Fund	$23.1M	Mar 19, 2024	26	Mar 31, 2020	reported	021-343656
T•• O••••••••• F••• L•• S••••• 2• C••••• E•• S•••••••••	Hedge Fund

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•••••• S••••••	Cco	Na	yes	02/2023	Mar 31, 2023	Mar 19, 2024
S•••••••• B••••••••• I•••	Shareholder	E	yes	07/2013	Aug 16, 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
T•••• P••••••• B•••	n/a	n/a	n/a	Y	yes	n/a
T•• I•••••••• G••••	n/a	n/a	n/a	N	yes	n/a

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
2023	n/a	$845M	n/a	$267M	n/a	2	3	0	0

Relationships

Advises (4)

→ S••• B•••••• V•••••••• L••Private fundPrivate Equity Fund, IA
Mar 22, 2013 to presentfactForm ADV
→ T•• O••••••••• F••• L•• S••••• 1• O••• E•• S•••••••••Private fundHedge Fund, IA
Mar 31, 2020 to presentfactForm ADV
→ T•• O••••••••• F••• L•• S••••• 2• C••••• E•• S•••••••••Private fundHedge Fund, IA
Mar 31, 2020 to presentfactForm ADV
→ T•• O••••••••• F••• L•• S••••• 3• O••• E•• S••••••••• I•

Dated events

Occurred
Sep 8, 2023
Advisor changed firm
Susan Bowden Gomez left T•• W••••• A•••••••• L•• for Luther King Capital Management Corporation (registered 2023-09-08)
Form ADVobserved 7 days ago
Occurred
Mar 31, 2023
Control person joined
S•••••• G••••• (Cco) appeared on Schedule A of T•• W••••• A•••••••• L••
Form ADVobserved 7 days ago
Occurred
Feb 15, 2023
Advisor changed firm
Cynthia Ann Michael left T•• W••••• A•••••••• L•• for Belpointe Asset Management Llc (registered 2023-02-15)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7f55299a-7af2-7337-8038-0b22ad11fd62
First observed: Jan 20, 2012
Last observed: Mar 19, 2024 30 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.