DFX Intelligence
Family office profile
T••••••••• F••••• O•••••
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••• LockedSingle family office (confirmed)identity confidence 80%Top 500 by research priority
Why this class: TCG/T••••••••• C•••••• G•••• itself is a multi-client asset manager serving institutions, family offices and individual investors, but an AFC Gamma SEC proxy statement traces its origin to the T••••••••• f••••• o••••• that L•••••• T••••••••• founded after the 2017 Oaktree sale..
Verified Sep 21, 2026 (yesterday)
Last observed Sep 21, 2026 · 24 observations · 3 sources
16 people · 2 investments · 0 public positions · 7 events
Direct investing
15
moderate
External managers
20
moderate
Sponsor-friendly
80
high
Real estate
25
moderate
Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: private markets, co-investment.
Overviewshow
Profile completeness 50% (high value, high value deep; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Single family office (confirmed)
- Description
- ••• Locked
- Headquarters
- ••• Locked
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. No public number of any kind.
Classification history
- Sep 14, 2026Single family office (confirmed) 80%TCG/T••••••••• C•••••• G•••• itself is a multi-client asset manager serving institutions, family offices and individual investors, but an AFC Gamma SEC proxy statement traces its origin to the T••••••••• f••••• o••••• that L•••••• T••••••••• founded after the 2017 Oaktree sale.Factverifiedsec.gov“••• Locked”
- Sep 14, 2026Single family office (probable) 70%a filing by a third party describes it as a single family office (cited)Fact
- Sep 14, 2026Candidate 35%family-named entity with no regulatory signal yetInference
Family and wealth originshow
- Family served
- T••••••••• family (L•••••• M. T•••••••••) family
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team16 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| P•••• M••••• | Portfolio Manager & CIO of Opportunistic Credit | Chief investment officer · investment decisions | none on record | thetcg.com Fact |
| L•••••• M• T••••••••• family | Founder | Family principal · investment decisions | none on record | thetcg.com Fact |
| R•••• T••••••••• family | Head of Capital Formation | Leadership · investment decisions | none on record | |
| B•••••• H••••• | Chief Financial Officer | Operations and finance · investment decisions | none on record | thetcg.com Fact |
| G•••••• K••• | Chief Legal Officer | Operations and finance · investment decisions | none on record | thetcg.com Fact |
| J•••• V••••• | Chief Marketing Officer | Operations and finance · investment decisions | none on record | thetcg.com Fact |
| A••• T••••••••• | Head of syndication at TCG | Other | none on record | |
| A••• T••••••••• family | Head of Syndication | Private credit · investment decisions | none on record | |
| J••• B••••••• | Head of Debt Capital Markets | Private credit · investment decisions | none on record | thetcg.com Fact |
| J•••••• W•••• | Head of Underwriting | Private credit · investment decisions | none on record | thetcg.com Fact |
| A••• M••••• | Head of Asset Management, Real Estate | Real estate · investment decisions | none on record | thetcg.com Fact |
| A••••• T•••••••• | Managing Director, Real Estate | Real estate · investment decisions | none on record | thetcg.com Fact |
| B•••• S•••••• | CEO, Real Estate | Real estate · investment decisions | none on record | |
| M••••• B••••• I•• | Head of Construction, Real Estate | Real estate · investment decisions | none on record | thetcg.com Fact |
| S•••••• T••••••••• family | Real estate group | Real estate · investment decisions | none on record | |
| S••••• S•••• | Managing Director, Real Estate | Real estate · investment decisions | none on record | thetcg.com Fact |
Office contact points
Investment mandateshow
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- Originates and underwrites its own credit across public and private markets rather than allocating to outside managers.
- Allocates to managers
- unknown
- Asset classes
- Real estate lending, opportunistic credit and private credit; each affiliated entity runs one credit strategy.
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments1 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Jul 1, 2024 | S•••••• R••••• T•••• | Sponsored and took public a mortgage REIT | commercial real estate lending | lead | unknown | T••••••••• C•••••• G•••• (sponsor) | en.wikipedia.org Fact “••• Locked” |
Fund and manager relationshipsshow
- S••••••• R••••• T•••• Privately held real estate investment trust sponsored by the platform · n/a · amount unknown magazine.wharton.upenn.edu
Public stakes and holdingsshow
Form 13F holdings
No 13F filing on the record for this office.
Real estateshow
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors1show
| Counterparty | Kind | Shared deals | First, last | Examples | Source |
|---|---|---|---|---|---|
| T••••••••• C•••••• G•••• | independent sponsor (sponsor) | 2 | Jul 1, 2024 | S•••••• R••••• T••••, S••••••• R••••• T•••• | en.wikipedia.org |
Independent sponsor relationships3show
- T••••••••• C•••••• G•••• Backed · n/a Fact magazine.wharton.upenn.edu
- T••••••••• C•••••• G•••• Backed · n/a Fact magazine.wharton.upenn.edu
- T••••••••• C•••••• G•••• Backed · Jul 1, 2024 Fact en.wikipedia.org
Related entitiesshow
Signals and timeline7show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 7 events. 13F position changes are under Public stakes and holdings.
- Jul 3, 2024Office discoveredT••••••••• F••••• O••••• described on SEC filings as 'family office' (424B4, 8-K, DEF 14A)DiscoveryFactsec.gov
- Sep 14, 2026Classification changedT••••••••• F••••• O•••••: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (a filing by a third party describes it as a single family office (cited))c•••••••••Factno URL
- Sep 14, 2026Classification changedT••••••••• F••••• O•••••: PROBABLE_SFO -> CONFIRMED_SFO (TCG/T••••••••• C•••••• G•••• itself is a multi-client asset manager serving institutions, family offices and individual investors, but an AFC Gamma SEC proxy statement traces its origin to the T••••••••• f••••• o••••• that L•••••• T••••••••• founded after the 2017 Oaktree sale.)c•••••••••Factsec.gov
- Jul 1, 2024New investment vehicleS•••••• R••••• T•••• taken public on Nasdaq under the ticker SUNSVehiclesFacten.wikipedia.org
- Jul 1, 2024Direct investmentT••••••••• F••••• O••••• invested in S•••••• R••••• T••••Direct investmentsFacten.wikipedia.org
- Jan 1, 2023Office formedT••••••••• C•••••• G•••• founded out of the family officeOrganisationFacten.wikipedia.org
- Jan 1, 2017Family liquidity eventFifth Street Asset Management sold to Oaktree, creating the capital behind the officewealthFacten.wikipedia.org
Sources and evidence24show
Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 24 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+10 v••••••• b••••••• e••••• (1)
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 d•••••••••
+10 s••••• m••••••
+10 p•••••
+15 i•••••••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+3 d••••• i••••••••• o• r•••••
+10 i••••••••• s•••••• r•••••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (247)
Mandate confidence
+20 m•••••• s•••••••• b• o••••••• i•••••••••
+20 s••••• m•••••• o• t•• r•••••
Identity confidence
+80 c••••••••• (••• Locked)
Real estate propensity
+25 r••• e••••• p••••••••• o• s••••
Co investment propensity
no components; scored 0
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (T••••••••• family (L•••••• M. T•••••••••) family)
+20 f••••• p•••••••• o• s••••
Private markets propensity
no components; scored 0
Current activity confidence
no components; scored 0
External manager propensity
+20 f••• o• m•••••• r•••••••••
Direct investment propensity
+15 o••••••• d••••• i••••••••• (1 on the record)
Independent sponsor propensity
+80 s•••••• r••••••••• o• t•• r••••• (••• Locked)
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Asset classes | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) thetcg.com | Fact |
| Decision rights | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) thetcg.com | Fact |
| Description | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) thetcg.com | Fact |
| Description | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) magazine.wharton.upenn.edu | Fact |
| Description | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) thetcg.com | Fact |
| Edgar fts discovery | family office, single family office | Jul 3, 2024 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family generation | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) magazine.wharton.upenn.edu | Inference |
| Family served | T••••••••• family (L•••••• M. T•••••••••) family “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Formation year | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Headquarters | West Palm Beach, Florida. “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) thetcg.com | Fact |
| Headquarters | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) magazine.wharton.upenn.edu | Fact |
| Invests directly | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) thetcg.com | Inference |
| Legal entity | ••• Locked “620 Asset Management LLC” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) thetcg.com | Fact |
| Legal entity | ••• Locked “AFC Institutional Fund Manager LLC” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) thetcg.com | Fact |
| Legal entity | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Liquidity event | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Office type (stated) | single_family_office “••• Locked” | Sep 14, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Office type (stated) | single_family_office | Jul 3, 2024 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Philanthropy program | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Real estate strategy | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) magazine.wharton.upenn.edu | Fact |
| Team size investment | ••• Locked “Managing Director, Real Estate” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) thetcg.com | Estimate |
| Source of wealth | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) magazine.wharton.upenn.edu | Fact |
| Website search | not_found | Sep 16, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 14, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |