DFX Intelligence

T•••••• R••••• C••••••: 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•••••• R••••• C••••••

T•••••• R••••• MANAGEMENT, LLC, CRD 161811

BOSTON, MA

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Search this name across graphsid dfx:ria:9365cdde-f77e-6f35-a314-9617094801a0

Data as of Mar 30, 2016 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 0
On other graphs: 1
Observed: Feb 23, 2012 to Mar 30, 2016
9 observations

Across DFX

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

Real Estate Fundsidentity

T•••••• R••••• C••••••

Real estate fund 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
Regulatory AUM: $287M••• Locked
Discretionary RAUM: $101M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 15
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
T••••••••• R• P••• F•••• L••	Real Estate Fund	$35.4M	Mar 28, 2014	3	Feb 23, 2012	dropped	n/a
G•• F••••••• L••	Real Estate Fund	$10.9M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
G•••••••• R••••••• C•••	SHAREHOLDER/EXECUTIVE DIRECTOR	C	yes	03/2000	Feb 23, 2012	Mar 30, 2016
G•••••••• R••••••• C•••	ELECTED MANAGER/EXECUTIVE DIRECTOR	Na	yes	03/2000	Feb 23, 2012	Mar 30, 2016

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B•• M••••••••• L•• ••••••• A••••••• M•••••••••	n/a	n/a	n/a	N	yes	n/a
T•••••• I••••••••• M••••••••• L•• ••••••• A••••••• M•••••••••	n/a	n/a	n/a	N	yes	n/a
T•••••• N•• P•••••••• L••

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Mar 30, 2016

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2015	$287M	$172M	66.8%	$171M	18.9%	15	16	n/a	n/a

Relationships

Advises (4)

→ B••••••• I••••••••• F•••• L••Private fundReal Estate Fund, IA
Feb 23, 2012 to presentfactForm ADV
→ T••••••••• R• P••• F•••• L••Private fundReal Estate Fund, IA, no longer reported
Feb 23, 2012 to Mar 28, 2014factForm ADV
→ G•• F••••••• L••Private fundReal Estate Fund, IA, no longer reported
Feb 23, 2012 to Apr 30, 2013factForm ADV
→ T•••••• G•• F••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9365cdde-f77e-6f35-a314-9617094801a0
First observed: Feb 23, 2012
Last observed: Mar 30, 2016 127 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.