Family Office Intelligence
T•••••• I••••••••• L••
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Why this class: a filing by a third party describes it as a single family office (cited).
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: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.
Overviewshow
- “Our goal is to be the preeminent thought leader in integrating risk management and asset allocation strategy for individuals, families, charities, municipalities & corporations.”t•••••••••.com
- Classification
- Single family office (probable)
- Description
- Investment Consultants & . Independent Financial Advisor. When you need fresh ideas and sound advice, turn to T••••••. We will be there for you every step of the way.
- Headquarters
- The Woodlands, TX
- Office address
- unknown
- Business phone
- unknown
- Website
- t•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. No public number of any kind.
- 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 25%no rule matched; held as a candidate pending researchInference
Family and wealth originshow
- Family served
- R••••••••• family
- Source of wealth
- unknown
- Operating company origin
- unknown
Team1 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| K•••••• R••••••••• | President | Leadership | email: k••••••@t•••••••••.com (verified by provider, Sep 15, 2026) | sec.gov Fact |
Investment mandateshow
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investmentsshow
Fund and manager relationshipsshow
Public stakes and holdingsshow
Real estateshow
Co-investorsshow
Independent sponsor relationshipsshow
Related entitiesshow
Signals and timeline2show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 2 events. 13F position changes are under Public stakes and holdings.
- May 24, 2024Office discoveredT•••••• I••••••••• L•• described on SEC filings as 'family office' (8-K)DiscoveryFactsec.gov
- Sep 14, 2026Classification changedT•••••• I••••••••• L••: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (a filing by a third party describes it as a single family office (cited))c•••••••••Factno URL
Sources and evidence8show
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. 8 shown.
Score components
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Description | Investment Consultants & . Independent Financial Advisor. When you need fresh ideas and sound advice, turn to T••••••. We will be there for you every step of the way. | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Edgar fts discovery | family office | May 24, 2024 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family served | R••••••••• family “Mr. R••••••••• also serves as President of T•••••• I••••••••• L••, a family office Registered Investment Advisor.” | n/a | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Investment thesis (stated) | Our goal is to be the preeminent thought leader in integrating risk management and asset allocation strategy for individuals, families, charities, municipalities & corporations. | Sep 21, 2026 | The office in its own words (d••••••••• and investment thesis from its home, about, approach and criteria pages) t•••••••••.com | Fact |
| Office type (stated) | single_family_office | May 24, 2024 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Website | t•••••••••.com | Sep 14, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) t•••••••••.com | Inference |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Website title | RIA | T•••••• I••••••••• LLC | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |