DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

T••• C•••••• M••••••••• L••

CRD 312329

MIAMI, FL

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Search this name across graphsid dfx:ria:a540af5f-8918-5351-a7c5-f9cb8b0decda

Data as of Apr 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jul 14, 2023 to Apr 16, 2026
5 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: 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: $571M••• Locked
Discretionary RAUM: $571M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
T••• A••••••• R••••• F••• I•• L•	Hedge Fund	$114M	Mar 20, 2024	22	Jan 8, 2021	reported	021-385928
T••• A••••••• R••••• F•••• L•	Hedge Fund	$54.6M	Mar 20, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
D•••••• D••••• A••••••••	MANAGING MEMBER, DIRECTOR OF RESEARCH	C	yes	11/2020	Jul 14, 2023	Mar 20, 2024
M••••••••• D•••••• H• S•	MANAGING MEMBER, CHIEF INVESTMENT OFFICER	C	yes	11/2020	Jul 14, 2023	Mar 20, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
T••• P••••••• 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	Apr 16, 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	$571M	$255M	123.9%	n/a	n/a	6	5	0	0

Relationships

Advises (2)

→ T••• A••••••• R••••• F•••• L•Private fundHedge Fund, IA
Jan 8, 2021 to presentfactForm ADV
→ T••• A••••••• R••••• F••• I•• L•Private fundHedge Fund, IA
Jan 8, 2021 to presentfactForm ADV

Controls (3)

← P••••• L••••• A•OwnerMANAGING MEMBER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, ownership code C, individual
Jul 14, 2023 to Mar 20, 2024factForm ADV
←

Dated events

Occurred
Apr 16, 2026
Regulatory AUM changed
T••• C•••••• M••••••••• L•• reported RAUM $570.9M, up 45% from $392.9M (2026-03-18 to 2026-04-16)
Form ADVobserved 7 days ago
$178M
Occurred
Mar 18, 2026
Regulatory AUM changed
T••• C•••••• M••••••••• L•• reported RAUM $392.9M, up 54% from $254.9M (2025-04-04 to 2026-03-18)
Form ADVobserved 7 days ago
$138M
Occurred
Jul 14, 2023
First Form ADV filing
T••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a540af5f-8918-5351-a7c5-f9cb8b0decda
First observed: Jul 14, 2023
Last observed: Apr 16, 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.