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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

TITAN

TITAN GLOBAL CAPITAL MANAGEMENT USA LLC, CRD 290111

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:ed0a0209-57ae-b0c1-7eae-1c5ba4f773d4

Data as of Jun 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 13
On other graphs: 0
Observed: Nov 9, 2017 to Jun 12, 2026
42 observations

Across DFX

owners resolved from Schedule A/B to their own records, measured by hand

Venture Capitalowner

Accel Growth Fund VI L.P.

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Venture Capitalowner

Andreessen Horowitz Lsv Fund II, L.P.

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Venture Capitalowner

General Catalyst Group X - Early Venture, L.P.

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=10.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-06-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $120Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 33
Advisory employees: 10
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 50,651
Individual clients: 38,871
High net worth clients: 2,862
SEC number: 801-112142
CRD: 290111
Filings on the tape: 42
First filed: Nov 9, 2017
Latest filed: Jun 12, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
John Sullivan	n/a	New York, NY \| NEW YORK, NY	3	12	1	yes
SOFIA MARIE SILVEIRA	n/a	NEW YORK, NY \| New York, NY	2	15	1	yes
Allison Louise Copsey	n/a	NEW YORK, NY	1	13	1	yes
Nicholas Coke	n/a	Parkland, FL \| NEW YORK, NY	1	12	1	yes
BEAU Benson REED	n/a	NEW YORK, NY	1	13	1	yes
Giovanni Tiso	Certified Financial Planner	NEW YORK, NY	0	11	4	no
ERIC M THOMPSON	Certified Financial Planner	NEW YORK, NY	0	12	3	no
AALEYAH VAUGHN	n/a	Philadelphia, PA \| NEW YORK, NY	0	10	n/a	yes
Lily Paige Kraus	n/a	NEW YORK, NY	0	22	1	no

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
Egide, Sara	CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER	Na	yes	04/2024	Jun 12, 2026	Jun 12, 2026
GARDNER, CLAYTON	CO-CEO AND CO- FOUNDER	Na	yes	04/2017	Jun 12, 2026	Jun 12, 2026
PERCOCO, JOSEPH, JOHN	CO-CEO AND CO- FOUNDER	Na	yes	04/2017	Jun 12, 2026	Jun 12, 2026
ACCEL GROWTH FUND VI ASSOCIATES L.P.	GENERAL PARTNER	F	yes	12/2021	Mar 31, 2023	Nov 18, 2024
ACCEL GROWTH FUND VI GP ASSOCIATES L.L.C	GENERAL PARTNER	F	yes	12/2021	Mar 31, 2023	Nov 18, 2024
ACCEL GROWTH FUND VI LP	SHAREHOLDER (SERIES C PREFERRED)	D	yes	12/2021	Mar 31, 2023	Nov 18, 2024
AH EQUITY PARTNERS LSV II, L.L.C.	GENERAL PARTNER	F	yes	10/2020	Nov 22, 2021	Nov 18, 2024
ANDREESSEN HOROWITZ LSV FUND II, L.P.	SHAREHOLDER (SERIES B PREFERRED)	E	yes	06/2021	Nov 22, 2021	Nov 18, 2024
BERNARDY, MAXWELL	CO-FOUNDER AND CHIEF TECHNOLOGY OFFICER	Na	yes	10/2017	Nov 9, 2017	Nov 18, 2024
GARDNER, CLAYTON	SHAREHOLDER (VOTING COMMON)	C	yes	04/2017	Nov 9, 2017	Nov 18, 2024
GENERAL CATALYST GROUP X EARLY VENTURE, L.P.	SHAREHOLDER (SERIES A PREFERRED)	D	yes	12/2020	Feb 5, 2021	Nov 18, 2024
GENERAL CATALYST PARTNERS X EARLY VENTURE, L.P.	GENERAL PARTNER	F	yes	03/2020	Feb 5, 2021	Nov 18, 2024
PERCOCO, JOSEPH, JOHN	SHAREHOLDER (VOTING COMMON)	C	yes	04/2017	Nov 9, 2017	Nov 18, 2024
TITAN GLOBAL CAPITAL MANAGEMENT, INC.	SOLE MEMBER	E	yes	01/2021	Jan 22, 2021	Nov 18, 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
TITAN GLOBAL TECHNOLOGIES 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	Private funds	Fund GAV
2025	Mar 26, 2026	$1.1B	$1.1B	33	10	n/a	n/a
2024	Mar 31, 2025	$1.1B	$1.1B	40	5	n/a	n/a
2023	Mar 18, 2024	$882M	$882M	63	7	n/a	n/a
2022	Mar 31, 2023	$549M	$549M	76	8	n/a	n/a
2021	Mar 22, 2022	$792M	$792M	53	7	n/a	n/a
2020	Mar 25, 2021	$500M	$500M	12	2	n/a	n/a
2019	Mar 13, 2020	$57.5M	$57.5M	7	3	n/a	n/a
2018	Feb 19, 2019	$22.3M	$22.3M	3	2	n/a	n/a
2017	Mar 12, 2018	$73,000	$73,000	3	2	n/a	n/a

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
3	0	3	0.0%	2	0	0	7	0

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	$1.1B	$1.1B	-3.2%	$549M	25.4%	33	40	0	0

Relationships

Registered with (9)

← Lily Paige KrausAdvisorregistration: current employment
Sep 9, 2026 to presentfactForm ADV
← AALEYAH VAUGHNAdvisorregistration: current employment
Jul 17, 2026 to presentfactForm ADV
← ERIC M THOMPSONAdvisorregistration: current employment
Jun 29, 2026 to presentfactForm ADV
← Giovanni TisoAdvisorregistration: current employment
Feb 3, 2026 to presentfactForm ADV
← BEAU Benson REEDAdvisorregistration: current employment
Feb 24, 2025 to presentfactForm ADV
← Nicholas CokeAdvisorregistration: current employment
Feb 12, 2025 to presentfactForm ADV
← Allison Louise CopseyAdvisorregistration: current employment
Jan 15, 2025 to presentfactForm ADV
← SOFIA MARIE SILVEIRAAdvisorregistration: current employment
Feb 27, 2024 to presentfactForm ADV
← John SullivanAdvisorregistration: current employment
Oct 13, 2022 to presentfactForm ADV

Controls (12)

← GARDNER, CLAYTONOwnerSHAREHOLDER (VOTING COMMON), ownership code C, individual
Nov 9, 2017 to Nov 18, 2024factForm ADV
← PERCOCO, JOSEPH, JOHNOwnerSHAREHOLDER (VOTING COMMON), ownership code C, individual
Nov 9, 2017 to Nov 18, 2024factForm ADV
← BERNARDY, MAXWELLOwnerCO-FOUNDER AND CHIEF TECHNOLOGY OFFICER, ownership code NA, individual
Nov 9, 2017 to Nov 18, 2024factForm ADV
← Egide, SaraOwnerCHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 26, 2024 to Nov 18, 2024factForm ADV
← ACCEL GROWTH FUND VI ASSOCIATES L.P.OwnerGENERAL PARTNER, ownership code F, domestic entity
Mar 31, 2023 to Nov 18, 2024factForm ADV
← ACCEL GROWTH FUND VI GP ASSOCIATES L.L.COwnerGENERAL PARTNER, ownership code F, domestic entity
Mar 31, 2023 to Nov 18, 2024factForm ADV
← ACCEL GROWTH FUND VI LPOwnerSHAREHOLDER (SERIES C PREFERRED), ownership code D, domestic entity
Mar 31, 2023 to Nov 18, 2024factForm ADV
← AH EQUITY PARTNERS LSV II, L.L.C.OwnerGENERAL PARTNER, ownership code F, domestic entity
Nov 22, 2021 to Nov 18, 2024factForm ADV
← ANDREESSEN HOROWITZ LSV FUND II, L.P.OwnerSHAREHOLDER (SERIES B PREFERRED), ownership code E, domestic entity
Nov 22, 2021 to Nov 18, 2024factForm ADV
← GENERAL CATALYST GROUP X EARLY VENTURE, L.P.OwnerSHAREHOLDER (SERIES A PREFERRED), ownership code D, domestic entity
Feb 5, 2021 to Nov 18, 2024factForm ADV
← GENERAL CATALYST PARTNERS X EARLY VENTURE, L.P.OwnerGENERAL PARTNER, ownership code F, domestic entity
Feb 5, 2021 to Nov 18, 2024factForm ADV
← TITAN GLOBAL CAPITAL MANAGEMENT, INC.OwnerSOLE MEMBER, ownership code E, domestic entity
Jan 22, 2021 to Nov 18, 2024factForm ADV

Dated events

Occurred
Mar 31, 2025
Regulatory AUM changed
Titan reported RAUM $1.1B, up 27% from $882.0M (2024-11-18 to 2025-03-31)
Form ADVobserved 6 days ago
$235M
Occurred
Apr 26, 2024
Control person joined
Sara Egide (Chief Legal Officer/Chief Compliance Officer) appeared on Schedule A of Titan
Form ADVobserved 6 days ago
Occurred
Apr 26, 2024
Control person left
A. Allison Amadia (Chief Legal Officer/Chief Compliance Officer) no longer on Schedule A of Titan (listed 2024-03-18, absent 2024-04-26)
Form ADVobserved 6 days ago
Occurred
Mar 18, 2024
Regulatory AUM changed
Titan reported RAUM $882.0M, up 61% from $548.8M (2024-01-05 to 2024-03-18)
Form ADVobserved 6 days ago
$333M
Occurred
Mar 31, 2023
Regulatory AUM changed
Titan reported RAUM $548.8M, down 31% from $792.1M (2023-01-03 to 2023-03-31)
Form ADVobserved 6 days ago
$-243M
Occurred
Jun 6, 2022
Control person joined
A. Allison Amadia (Chief Legal Officer/Chief Compliance Officer) appeared on Schedule A of Titan
Form ADVobserved 6 days ago
Occurred
Jun 6, 2022
Control person left
Nicole Heather Slate (Chief Compliance Officer) no longer on Schedule A of Titan (listed 2022-03-22, absent 2022-06-06)
Form ADVobserved 6 days ago
Occurred
Mar 22, 2022
Regulatory AUM changed
Titan reported RAUM $792.1M, up 58% from $500.3M (2021-11-22 to 2022-03-22)
Form ADVobserved 6 days ago
$292M
Occurred
Mar 25, 2021
Regulatory AUM changed
Titan reported RAUM $500.3M, up 27% from $395.0M (2021-02-05 to 2021-03-25)
Form ADVobserved 6 days ago
$105M
Occurred
Mar 25, 2021
Control person joined
Nicole Heather Slate (Chief Compliance Officer) appeared on Schedule A of Titan
Form ADVobserved 6 days ago
Occurred
Jan 22, 2021
Succession filed (Item 4)
Titan Invest reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Jan 22, 2021
Regulatory AUM changed
Titan reported RAUM $395.0M, up 587% from $57.5M (2020-06-09 to 2021-01-22)
Form ADVobserved 6 days ago
$337M
Occurred
Nov 9, 2017
First Form ADV filing
Titan Invest filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ed0a0209-57ae-b0c1-7eae-1c5ba4f773d4
First observed: Nov 9, 2017
Last observed: Jun 12, 2026 3 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.

TITAN

TITAN GLOBAL CAPITAL MANAGEMENT USA LLC, CRD 290111

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:ed0a0209-57ae-b0c1-7eae-1c5ba4f773d4

Data as of Jun 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:20 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

John Sullivan

n/a

New York, NY | NEW YORK, NY

yes

SOFIA MARIE SILVEIRA

n/a

NEW YORK, NY | New York, NY

yes

Allison Louise Copsey

n/a

NEW YORK, NY

yes

Nicholas Coke

n/a

Parkland, FL | NEW YORK, NY

yes

BEAU Benson REED

n/a

NEW YORK, NY

yes

Giovanni Tiso

Certified Financial Planner

NEW YORK, NY

ERIC M THOMPSON

Certified Financial Planner

NEW YORK, NY

AALEYAH VAUGHN

n/a

Philadelphia, PA | NEW YORK, NY

n/a

yes

Lily Paige Kraus

n/a

NEW YORK, NY

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Egide, Sara

CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER

yes

04/2024

Jun 12, 2026

GARDNER, CLAYTON

CO-CEO AND CO- FOUNDER

yes

04/2017

Jun 12, 2026

PERCOCO, JOSEPH, JOHN

CO-CEO AND CO- FOUNDER

yes

04/2017

Jun 12, 2026

ACCEL GROWTH FUND VI ASSOCIATES L.P.

GENERAL PARTNER

yes

12/2021

Mar 31, 2023

Nov 18, 2024

ACCEL GROWTH FUND VI GP ASSOCIATES L.L.C

GENERAL PARTNER

yes

12/2021

Mar 31, 2023

Nov 18, 2024

ACCEL GROWTH FUND VI LP

SHAREHOLDER (SERIES C PREFERRED)

yes

12/2021

Mar 31, 2023

Nov 18, 2024

AH EQUITY PARTNERS LSV II, L.L.C.

GENERAL PARTNER

yes

10/2020

Nov 22, 2021

Nov 18, 2024

ANDREESSEN HOROWITZ LSV FUND II, L.P.

SHAREHOLDER (SERIES B PREFERRED)

yes

06/2021

Nov 22, 2021

Nov 18, 2024

BERNARDY, MAXWELL

CO-FOUNDER AND CHIEF TECHNOLOGY OFFICER

yes

10/2017

Nov 9, 2017

Nov 18, 2024

GARDNER, CLAYTON

SHAREHOLDER (VOTING COMMON)

yes

04/2017

Nov 9, 2017

Nov 18, 2024

GENERAL CATALYST GROUP X EARLY VENTURE, L.P.

SHAREHOLDER (SERIES A PREFERRED)

yes

12/2020

Feb 5, 2021

Nov 18, 2024

GENERAL CATALYST PARTNERS X EARLY VENTURE, L.P.

GENERAL PARTNER

yes

03/2020

Feb 5, 2021

Nov 18, 2024

PERCOCO, JOSEPH, JOHN

SHAREHOLDER (VOTING COMMON)

yes

04/2017

Nov 9, 2017

Nov 18, 2024

TITAN GLOBAL CAPITAL MANAGEMENT, INC.

SOLE MEMBER

yes

01/2021

Jan 22, 2021

Nov 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TITAN GLOBAL TECHNOLOGIES LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$1.1B

n/a

2024

Mar 31, 2025

$1.1B

n/a

2023

Mar 18, 2024

$882M

n/a

2022

Mar 31, 2023

$549M

n/a

2021

Mar 22, 2022

$792M

n/a

2020

Mar 25, 2021

$500M

n/a

2019

Mar 13, 2020

$57.5M

n/a

2018

Feb 19, 2019

$22.3M

n/a

2017

Mar 12, 2018

$73,000

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

-3.2%

$549M

25.4%