DFX Intelligence

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

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

V••• C••••••• L•

CRD 158929

HOUSTON, TX

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Search this name across graphsid dfx:ria:86680979-1731-34d0-cbb9-b570f287b055

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 6
On other graphs: 0
Observed: Mar 28, 2019 to Mar 31, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.27 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.9B••• Locked
Discretionary RAUM: $1.9B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $1.9Bderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
T••••• C••••	n/a	HOUSTON, TX	14	15	n/a	no

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
V••• V•••• M••••• F•••• L•	Hedge Fund	$422M	Dec 5, 2024	4	Mar 30, 2020	reported	n/a
V••• V••••••••• S•••••• S••••••••• F•••• L•	Hedge Fund	$56.0M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C••••• T•••••	MANAGER AND MEMBER	E	yes	05/2024	Mar 28, 2019	Dec 5, 2024
C••••• T•••••	MANAGER / CHIEF INVESTMENT OFFICER/LIMITED PARTNER	E	yes	08/2011	Mar 28, 2019	Dec 5, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
V••• A••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
V••• A•••••••• L•	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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	$1.9B	$1.4B	36.3%	$608M	47.2%	11	10	0	0

Relationships

Advises (4)

→ V••• V•••• M••••• F•••• L•Private fundHedge Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ V••• V••••••••• S•••••• S••••••••• F•••• L•Private fundHedge Fund, IA
Mar 16, 2022 to presentfactForm ADV
→ V••• V•••• F•••• L•Private fundHedge Fund, IA
Mar 28, 2019 to presentfactForm ADV
→ V••• V•••• O••••••• F•••• L•••

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
V••• C••••••• L• reported RAUM $1.9B, up 36% from $1.4B (2025-05-16 to 2026-03-31)
Form ADVobserved 7 days ago
$517M
Occurred
Jun 12, 2024
Succession filed (Item 4)
V••• C•••••• Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 7 days ago
Occurred
Jun 12, 2024
Regulatory AUM changed
V••• C••••••• L• reported RAUM $1.2B, up 31% from $937.0M (2024-03-26 to 2024-06-12)
Form ADVobserved 7 days ago
$288M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:86680979-1731-34d0-cbb9-b570f287b055
First observed: Mar 28, 2019
Last observed: Mar 31, 2026 5 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.