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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

TOMS CAPITAL INVESTMENT MANAGEMENT LP

CRD 291362

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d39294a8-0cc5-7f07-eb7c-83b8d0ab935f

Data as of Aug 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 8
On other graphs: 0
Observed: Feb 12, 2018 to Aug 7, 2026
19 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: other adviserderivedprivate_client_share=0.13 fund_share=0.62 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $2.8BItem 5.F on the latest filing (2026-08-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.8B
Private client RAUM: $362MderivedItem 5.D individuals plus high net worth individuals
Private client share: 13%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 21
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 10
High net worth clients: 1
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $1.9B
SEC number: 801-112614
CIK: 1743937
CRD: 291362
Filings on the tape: 19
First filed: Feb 12, 2018
Latest filed: Aug 7, 2026
Organised: Limited Partnership, DE
Website: tcim.com

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
TCIM MASTER FUND LTD	Hedge Fund	$1.3B	Mar 26, 2024	120	Jul 10, 2018	reported	021-316734
TCIM OPPORTUNITIES III FUND LP	Hedge Fund	$89.1M	Oct 30, 2023	7	Mar 30, 2023	reported	021-449364
TCIM SP OPPORTUNITIES MASTER FUND LP	Hedge Fund	$65.0M	Oct 1, 2021	19	Mar 26, 2021	dropped	021-389631

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
DAGAN, JACQUELINE	CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL	Na	yes	10/2023	Oct 30, 2023	Mar 26, 2024
GOTTESMAN, NOAM	MANAGING MEMBER	E	yes	06/2017	Feb 12, 2018	Mar 26, 2024
GOTTESMAN, NOAM	LIMITED PARTNER	D	yes	06/2017	Feb 12, 2018	Mar 26, 2024
PASS, BENJAMIN	CHIEF INVESTMENT OFFICER	C	yes	06/2017	Feb 12, 2018	Mar 26, 2024
Patel, Anupkumar, Rameshchandra	CHIEF FINANCIAL OFFICER	Na	yes	06/2017	Feb 12, 2018	Mar 26, 2024
TCIM MANAGEMENT GP LLC	GENERAL PARTNER	Na	yes	06/2017	Feb 12, 2018	Mar 26, 2024

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
TCIM GP LLC	n/a	n/a	n/a	N	yes	n/a

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
2025	Mar 31, 2026	$2.7B	$2.7B	21	7	0	1	n/a
2024	Mar 28, 2025	$2.4B	$2.4B	24	5	0	1	n/a
2023	Mar 26, 2024	$2.2B	$2.2B	19	5	0	1	$1.3B
2022	Mar 30, 2023	$2.1B	$1.9B	17	4	0	2	$1.0B
2021	Mar 17, 2022	$1.9B	$1.9B	18	5	0	1	$775M
2020	Mar 26, 2021	$1.4B	$1.4B	17	4	0	2	$656M
2019	Mar 30, 2020	$783M	$783M	16	4	1	1	$371M
2018	Mar 29, 2019	$277M	$277M	13	4	1	1	$97.3M

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	$2.8B	$2.4B	19.2%	$2.1B	10.7%	21	24	0	0

Relationships

Advises (3)

→ TCIM MASTER FUND LTDPrivate fundHedge Fund, IA
Jul 10, 2018 to presentfactForm ADV
→ TCIM OPPORTUNITIES III FUND LPPrivate fundHedge Fund, IA
Mar 30, 2023 to presentfactForm ADV
→ TCIM SP OPPORTUNITIES MASTER FUND LPPrivate fundHedge Fund, IA, no longer reported
Mar 26, 2021 to Oct 1, 2021factForm ADV

Controls (5)

← GOTTESMAN, NOAMOwnerMANAGING MEMBER, ownership code E, individual
Feb 12, 2018 to Mar 26, 2024factForm ADV
← PASS, BENJAMINOwnerCHIEF INVESTMENT OFFICER, ownership code C, individual
Feb 12, 2018 to Mar 26, 2024factForm ADV
← DAGAN, JACQUELINEOwnerCHIEF COMPLIANCE OFFICER & GENERAL COUNSEL, ownership code NA, individual
Oct 30, 2023 to Mar 26, 2024factForm ADV
← Patel, Anupkumar, RameshchandraOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Feb 12, 2018 to Mar 26, 2024factForm ADV
← TCIM MANAGEMENT GP LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Feb 12, 2018 to Mar 26, 2024factForm ADV

Dated events

Occurred
Oct 30, 2023
Control person left
Sheera Gross (Chief Compliance Officer) no longer on Schedule A of Toms Capital Investment Management Lp (listed 2023-08-15, absent 2023-10-30)
Form ADVobserved 5 days ago
Occurred
Oct 30, 2023
Control person joined
Jacqueline Dagan (Chief Compliance Officer) appeared on Schedule A of Toms Capital Investment Management Lp
Form ADVobserved 5 days ago
Occurred
Mar 17, 2022
Regulatory AUM changed
Toms Capital Investment Management Lp reported RAUM $1.9B, up 38% from $1.4B (2021-10-01 to 2022-03-17)
Form ADVobserved 5 days ago
$523M
Occurred
Oct 1, 2021
Control person joined
Sheera Gross (Chief Compliance Officer) appeared on Schedule A of Toms Capital Investment Management Lp
Form ADVobserved 5 days ago
Occurred
Oct 1, 2021
Control person left
Raul Alejandro San Miguel (Chief Compliance Officer) no longer on Schedule A of Toms Capital Investment Management Lp (listed 2021-04-23, absent 2021-10-01)
Form ADVobserved 5 days ago
Occurred
Mar 26, 2021
Regulatory AUM changed
Toms Capital Investment Management Lp reported RAUM $1.4B, up 74% from $783.0M (2020-07-01 to 2021-03-26)
Form ADVobserved 5 days ago
$583M
Occurred
Mar 30, 2020
Regulatory AUM changed
Toms Capital Investment Management Lp reported RAUM $783.0M, up 183% from $277.1M (2019-03-29 to 2020-03-30)
Form ADVobserved 5 days ago
$506M
Occurred
Feb 12, 2018
First Form ADV filing
Toms Capital Investment Management Lp filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d39294a8-0cc5-7f07-eb7c-83b8d0ab935f
First observed: Feb 12, 2018
Last observed: Aug 7, 2026 44 days 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.

TOMS CAPITAL INVESTMENT MANAGEMENT LP

CRD 291362

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d39294a8-0cc5-7f07-eb7c-83b8d0ab935f

Data as of Aug 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:34 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

TCIM MASTER FUND LTD

Hedge Fund

$1.3B

Mar 26, 2024

120

Jul 10, 2018

reported

021-316734

TCIM OPPORTUNITIES III FUND LP

Hedge Fund

$89.1M

Oct 30, 2023

Mar 30, 2023

reported

021-449364

TCIM SP OPPORTUNITIES MASTER FUND LP

Hedge Fund

$65.0M

Oct 1, 2021

Mar 26, 2021

dropped

021-389631

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DAGAN, JACQUELINE

CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL

yes

10/2023

Oct 30, 2023

Mar 26, 2024

GOTTESMAN, NOAM

MANAGING MEMBER

yes

06/2017

Feb 12, 2018

Mar 26, 2024

GOTTESMAN, NOAM

LIMITED PARTNER

yes

06/2017

Feb 12, 2018

Mar 26, 2024

PASS, BENJAMIN

CHIEF INVESTMENT OFFICER

yes

06/2017

Feb 12, 2018

Mar 26, 2024

Patel, Anupkumar, Rameshchandra

CHIEF FINANCIAL OFFICER

yes

06/2017

Feb 12, 2018

Mar 26, 2024

TCIM MANAGEMENT GP LLC

GENERAL PARTNER

yes

06/2017

Feb 12, 2018

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TCIM GP LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$2.7B

n/a

2024

Mar 28, 2025

$2.4B

n/a

2023

Mar 26, 2024

$2.2B

$1.3B

2022

Mar 30, 2023

$2.1B

$1.9B

$1.0B

2021

Mar 17, 2022

$1.9B

$775M

2020

Mar 26, 2021

$1.4B

$656M

2019

Mar 30, 2020

$783M

$371M

2018

Mar 29, 2019

$277M

$97.3M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.8B

$2.4B

19.2%

$2.1B

10.7%