DFX Intelligence

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

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RIA / WealthRegistered adviserAsset managerSEC registeredRAUM 1b 10b

T•••••• B•• C••••••

T•••••• B•• C••••••, L.P., CRD 298932

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Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 51
Dated events: 23
On other graphs: 2
Observed: Sep 10, 2019 to Mar 31, 2026
17 observations

Across DFX

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

Private Equityidentity

T•••••• B•• C••••••

Private equity manager · key_crd, key_sfn_adviser, shared_crd

Venture Capitalidentity

T•••••• B•• C••••••

Venture 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: 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: $5.1B••• Locked
Discretionary RAUM: $5.1B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
I•• D••••• I••••••••• L••	Private Equity Fund	$1.1B	Mar 31, 2026	25	Mar 28, 2024	reported	n/a
T•• D••••• I••••••••• L••	Private Equity Fund	$785M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••••• C••••••• L••	GENERAL PARTNER	B	yes	04/2021	Mar 31, 2022	Nov 11, 2024
C••••••• G•••• L•••••	CHIEF FINANCIAL OFFICER	Na	yes	08/2023	Aug 30, 2023	Nov 11, 2024

Affiliates (Item 7.A)

••• Locked

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

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	$5.1B	$3.0B	72.8%	$1.8B	40.5%	3	4	0	0

Relationships

Advises (45)

→ T•• C••••• G••••• I•• L••Private fundVenture Capital Fund, IA
Sep 10, 2019 to presentfactForm ADV
→ T•• D••••• I••••••••• I•• L•••Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ T•• D••••• I••••••••• V•••• L•••Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ T•••••• B•• C•••••• G•• Z•• X•• L•••

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$2.2B
Occurred
Mar 31, 2026
Ria private fund assets change
••• Locked
Form ADVobserved today
$3.6B
Occurred
Mar 31, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$20.1M
Occurred
Mar 31, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 10, 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.