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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

T•••••• H••• M••••••••• L•••

CRD 157410

DALLAS, TX

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Search this name across graphsid dfx:ria:9659b0c1-7f96-bcde-83ec-9f4310675113

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 19
On other graphs: 3
Observed: Feb 13, 2012 to Mar 31, 2026
25 observations

Across DFX

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

Private Equityidentity

T•••••• H••• M••••••••• L•••

Private equity manager · cited, shared crd

Independent Sponsorsidentity

T•••••• H••• M••••••••• L•••

Capital provider to sponsors · cited, shared crd

Allocatorsidentity

T•••••• H••• M••••••••• L•••

Manager with allocator commitments · cited, 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: $3.0BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.0B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

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•••••• H••• P••••••• C•• L•••	Private Equity Fund	$649M	Nov 26, 2024	52	Mar 31, 2023	reported	021-461632
T•••••• H••• P••••••• V•• L•	Private Equity Fund	$418M

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
A•••••• J•••••• N••	CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER	Na	yes	11/2023	Mar 29, 2024	Nov 26, 2024
A•••• B••••• R••••••	MANAGING MEMBER	E	yes	07/2021	Mar 27, 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•• C• U••• L••	n/a	n/a	n/a	Y	yes	n/a
T•• V• G•• L•	n/a	n/a	n/a	Y	yes	n/a
T•• V• U••• L••

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
2025	$3.0B	$2.5B	18.8%	$1.8B	18.8%	53	44	0	0

Relationships

Advises (8)

→ T•••••• H••• P••••••• C•• L•••Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ T•••••• H••• P••••••• V••• L•Private fundSecuritized Asset Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ T•••••• H••• P••••••• I••• L•Private fundPrivate Equity Fund, IA
Feb 13, 2012 to presentfactForm ADV
→ T•••••• H••• P••••••• V•• L•

Dated events

Occurred
Mar 29, 2024
Regulatory AUM changed
T•••••• H••• M••••••••• L••• reported RAUM $2.2B, up 25% from $1.8B (2023-03-31 to 2024-03-29)
Form ADVobserved 7 days ago
$450M
Occurred
Mar 29, 2024
Control person left
Harvey Scott Colvert (Partner) no longer on Schedule A of T•••••• H••• M••••••••• L••• (listed 2023-03-31, absent 2024-03-29)
Form ADVobserved 7 days ago
Occurred
Mar 29, 2024
Control person left
Conness Michael Steindorf (Partner) no longer on Schedule A of T•••••• H••• M••••••••• L••• (listed 2023-03-31, absent 2024-03-29)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9659b0c1-7f96-bcde-83ec-9f4310675113
First observed: Feb 13, 2012
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.

2025	Mar 31, 2026	$3.0B	$3.0B	53	43	0	10	n/a
2024	Mar 31, 2025	$2.5B	$2.5B	44	41	0	8	n/a
2023	Mar 29, 2024	$2.2B	$2.2B	36	33	0	8	$2.2B
2022	Mar 31, 2023	$1.8B	$1.8B	26	21	0	6	$1.8B
2021	Mar 29, 2022	$1.4B	$1.4B	18	14	0	5	$1.4B
2020	Mar 19, 2021	$780M	$780M	15	12	0	3	$780M
2019	Mar 12, 2020	$803M	$803M	15	12	0	3	$803M
2018	Mar 25, 2019	$788M	$788M	14	11	0	3	$788M
2017	Mar 30, 2018	$636M	$636M	11	10	0	3	$636M
2016	Mar 22, 2017	$295M	$295M	11	10	n/a	2	$295M
2015	Mar 29, 2016	$343M	$343M	11	10	n/a	2	$343M
2014	Mar 25, 2015	$317M	$317M	11	10	n/a	2	$317M
2013	Mar 27, 2014	$376M	$376M	11	10	n/a	2	$376M
2012	Mar 27, 2013	$380M	$380M	11	10	n/a	2	$380M