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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

T••••• I••••••••• L••

CRD 285423

BERWYN, PA

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Search this name across graphsid dfx:ria:b61b1d73-e11d-39c1-4c93-405844edb575

Data as of Jul 9, 2018 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 0
Observed: Sep 19, 2016 to Jul 9, 2018
8 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.2MItem 5.F on the latest filing (2018-07-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
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••••• I••••••••• G••••• L•••	Other Private Fund	$15.3M	Aug 21, 2017	5	Sep 19, 2016	reported	021-128864
T••••• G•••••• L•••	Other Private Fund	$1.2M

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
K••••••• M••••••• T•••••	MANAGING MEMBER	D	yes	06/2013	Sep 19, 2016	Jul 9, 2018
K••••••• M••••••• T•••••	CEO/MANAGING PRINCIPAL	Na	yes	08/2016	Sep 19, 2016

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
2017

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
2017	$1.2M	$280M	-99.6%	n/a	n/a	5	15	1	n/a

Relationships

Advises (6)

→ T••••• G•••••• M••••• F••• L•••Private fundOther Private Fund, IA
Sep 19, 2016 to presentfactForm ADV
→ T••••• G•••••• L•••Private fundOther Private Fund, IA
Sep 19, 2016 to presentfactForm ADV
→ T••••• G•••••• O••••••• F•••• L•••Private fundOther Private Fund, IA
Sep 19, 2016 to presentfactForm ADV
→ T••••• I••••••••• G••••• L•••

Dated events

Occurred
Jul 9, 2018
Regulatory AUM changed
T••••• I••••••••• L•• reported RAUM $1.2M, down 100% from $280.2M (2017-08-21 to 2018-07-09)
Form ADVobserved 7 days ago
$-279M
Occurred
Sep 19, 2016
First Form ADV filing
T••••• I••••••••• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago
Occurred
Sep 19, 2016
Succession filed (Item 4)
T••••• I••••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b61b1d73-e11d-39c1-4c93-405844edb575
First observed: Sep 19, 2016
Last observed: Jul 9, 2018 99 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.