DFX Intelligence

Data Factory

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 1b 10b

T••••••• P•••••• W••••• M•••••••••

T••••••• P•••••• W••••• M•••••••••, LLC, CRD 111838

DALLAS, TX

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:d8835205-0faf-ed80-396e-6a71984507fd

Data as of Sep 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 109
Dated events: 32
On other graphs: 3
Observed: Apr 2, 2012 to Sep 10, 2026
53 observations

Across DFX

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

Private Equityidentity

T••••••• P•••••• W••••• M•••••••••

P•••••• equity manager · shared crd

Independent Sponsorsidentity

T••••••• P•••••• W••••• M•••••••••

Capital provider to sponsors · shared crd

Private Creditidentity

T••••••• P•••••• W••••• M•••••••••

P•••••• credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.38 fund_share=0.55 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $9.3BItem 5.F on the latest filing (2026-09-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $9.1B
P•••••• client RAUM: $3.5BderivedItem 5.D individuals plus high net worth individuals
P•••••• client share: 38%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 33
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 33

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
G•••••• S•••• H•••	Certified Financial Planner	DALLAS, TX	22	27	n/a	no
J••••• J•••• C••••	Chartered Financial Analyst	DALLAS, TX	12	12

P•••••• funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 30

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
T••••••• U• E•••••• L•	Hedge Fund	$1.9B	Sep 10, 2026	299	Apr 2, 2012	reported	021-107435
T••••••• I••••••••• E•••••• L•	Hedge Fund	$1.2B

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
B••••••• P••••• R••••••	MANAGING DIRECTOR	Na	yes	01/2025	Sep 10, 2026	Sep 10, 2026
C••••••• I•• C••••••• J•••	MANAGING DIRECTOR	Na	yes	01/2026	Sep 10, 2026

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••••••• G• M••••••••• I••	n/a	n/a	n/a	N	yes	n/a
T••••••• P•••••• B•••	n/a	n/a	n/a	N	yes	TX

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Dallas	TX	United States	0	no

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; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	P•••••• funds	Fund GAV

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	2	0	6.1%	2	0	0	3	5

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	$9.3B	$8.8B	5.7%	$7.6B	6.8%	93	102	1	1

Relationships

showing 80 of 109

Registered with (36)

← P•••• J••• SUBERLAKAdvisorregistration: current employment
Jul 21, 2026 to presentfactForm ADV
← L••• C•••• L••••••Advisorregistration: current employment
Jul 16, 2026 to presentfactForm ADV
← Patrick StrolloAdvisorregistration: current employment
Jul 16, 2026 to presentfactForm ADV
← S•••• George Claycombe

Dated events

Occurred
Mar 17, 2026
Advisor changed firm
William Stanley Neely left T••••••• P•••••• W••••• M••••••••• for Jfg Family Office (registered 2026-02-17)
Form ADVobserved 7 days ago
Occurred
Jan 29, 2026
Succession filed (Item 4)
T••••••• P•••••• W••••• M••••••••• reported succeeding to the business of T••••••• P•••••• W••••• M••••••••• (Form ADV Item 4)
Form ADVobserved 7 days ago
Occurred
Jan 27, 2026
Advisor changed firm
Haris Kopic left T••••••• P•••••• W••••• M••••••••• for Boyum Wealth Architects Llc (registered 2026-02-04)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d8835205-0faf-ed80-396e-6a71984507fd
First observed: Apr 2, 2012
Last observed: Sep 10, 2026 12 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.

Controls (21)

← T•••••••• J•••• C•••••OwnerTRUSTEE, ownership code F, individual
Apr 2, 2012 to Jul 22, 2024factForm ADV
← W•••••• M••••••• R•••••OwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 31, 2021 to Jul 22, 2024factForm ADV
← B••••••• E•••• W••••OwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Apr 2, 2012 to Jul 22, 2024factForm ADV
← S•••••••• T••••••• M••••••OwnerMANAGING DIRECTOR, ownership code NA, individual
Jul 22, 2024 to Jul 22, 2024factForm ADV
← H•••• G••••••• S••••OwnerSENIOR MANAGING DIRECTOR, ownership code NA, individual
Apr 2, 2012 to Jul 22, 2024factForm ADV
← B••••••• B••••••• R••••••OwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 29, 2024 to Jul 22, 2024factForm ADV
← H•••• M••••••• R•OwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 31, 2015 to Jul 22, 2024factForm ADV
← K••••• T•••••• H•••OwnerCHIEF COMPLIANCE OFFICER & CHIEF ADMINISTRATIVE OFFICER, ownership code NA, individual
Apr 2, 2012 to Jul 22, 2024factForm ADV
← D•••• J••••••• K•••OwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 30, 2023 to Jul 22, 2024factForm ADV
← C••••• J•••••• J••••OwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 30, 2023 to Jul 22, 2024factForm ADV
← S••••••• J•••• M••••••OwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 28, 2014 to Jul 22, 2024factForm ADV
← T••••••• J••• J•••• C•••••OwnerTRUSTEE, ownership code F, individual
Mar 30, 2016 to Jul 22, 2024factForm ADV
← H••••• A•••••• C••••••••OwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Jan 29, 2021 to Jul 22, 2024factForm ADV
← J•••••••• S••••• W••••OwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 31, 2022 to Jul 22, 2024factForm ADV
← T•••••••• D••••• J•••OwnerTRUSTEE, ownership code F, individual
Apr 29, 2022 to Jul 22, 2024factForm ADV
← S••••• O•••• A•••••OwnerDEPTY CHIEF T••••••••• OFFICER, ownership code NA, individual
Jul 22, 2024 to Jul 22, 2024factForm ADV
← A••••••••• A••• M•••••••OwnerMANAGING DIRECTOR, ownership code NA, individual
Jul 22, 2024 to Jul 22, 2024factForm ADV
← S•••••••• A••••• A•••••••••OwnerMANAGING DIRECTOR, ownership code NA, individual
Jul 22, 2024 to Jul 22, 2024factForm ADV
← K••••••• J•••••••• W••••••OwnerDEPTY CHIEF OPERATIONS OFFICER, ownership code NA, individual
Jul 22, 2024 to Jul 22, 2024factForm ADV
← D• 2••• S••••• T••••OwnerSHAREHOLDER, ownership code C, domestic entity
Mar 31, 2022 to Jul 22, 2024factForm ADV
← J• 2••• S••••• T••••OwnerSHAREHOLDER, ownership code C, domestic entity
Mar 31, 2022 to Jul 22, 2024factForm ADV

2025	Mar 31, 2026	$9.3B	$9.1B	93	73	1	22	n/a
2024	Mar 31, 2025	$8.8B	$8.5B	102	76	1	21	n/a
2023	Mar 29, 2024	$8.2B	$8.0B	116	89	1	20	$5.2B
2022	Mar 30, 2023	$7.6B	$7.4B	122	89	0	18	$4.8B
2021	Mar 31, 2022	$8.2B	$7.8B	96	70	0	17	$5.3B
2020	Mar 31, 2021	$6.9B	$6.6B	85	61	0	15	$4.2B
2019	Mar 30, 2020	$6.6B	$6.5B	87	63	0	18	$3.7B
2018	Mar 29, 2019	$5.6B	$5.4B	83	58	0	16	$3.4B
2017	Mar 30, 2018	$5.6B	$5.4B	76	55	0	18	$3.5B
2016	Mar 30, 2017	$4.9B	$4.7B	69	52	n/a	17	$3.2B
2015	Mar 30, 2016	$4.5B	$4.4B	58	43	n/a	15	$3.2B
2014	Mar 31, 2015	$4.4B	$4.3B	59	46	n/a	12	$3.0B
2013	Mar 28, 2014	$3.9B	$3.4B	54	39	n/a	12	$2.6B
2012	Mar 28, 2013	$3.5B	$2.9B	52	29	n/a	12	$2.0B
2011	Apr 2, 2012	$2.4B	$1.8B	n/a	n/a	n/a	10	$1.3B