Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Firms / T••••••• P•••••• W••••• M•••••••••

T••••••• P•••••• W••••• M•••••••••

Fund of funds · probableLower middle marketDallas, TXt•••••••••.comSEC registered investment adviser

Established in 1997 as a family office for the T••••••• family, T••••••• Wealth Management is your family office for all things financial.

Classification
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 22 of 24 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Size band
Lower middle marketdefined by: proxy: $0.61bn P•••••• Equity Fund GAV on the Form ADV filed 2024-07-22
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 22 of 24 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Apr 2, 2012 to Jul 22, 2024
RAUM
$8.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
16
PE fund GAV, latest filing
$607Mreported gross assets (Form ADV), not fund size
All private fund GAV
$5.2Bevery private fund type, latest filing
2024 PE fund GAV
$607Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
68%
Fund type mix
filed 2024-07-22, latest gav Hedge Fund $3.1B, Other Private Fund $1.5B, Private Equity Fund $607M, latest counts Hedge Fund 2, Other Private Fund 2, Private Equity Fund 16, lifetime distinct Hedge Fund 6, Other Private Fund 3, Private Equity Fund 19
Employees
116
Headquarters
Dallas, TX
Office address
5500 PRESTON ROAD, SUITE 250, Dallas, TX, 75205
Business phone
214-252-3250
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
not stated or not yet read
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
not stated or not yet read
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
24 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
T••••••• 2••• P•••••• I••••••••• L•
ADV: P•••••• Equity Fund
Fund of funds2024
year in the fund name
$120M
as of Jul 22, 2024
no Form DUnknown
T••••••• 2••• A••••••••• I•••••• L•
ADV: P•••••• Equity Fund
Fund of funds2024
year in the fund name
$89.8M
as of Jul 22, 2024
no Form DUnknown
T••••••• 2••• P•••••• I••••••••• L•
ADV: P•••••• Equity Fund
Fund of funds2023
year in the fund name
$11.3M
as of Jul 22, 2024
no Form DUnknown
T••••••• 2••• A••••••••• I•••••• L•
ADV: P•••••• Equity Fund
Fund of funds2022
year in the fund name
$94.0M
as of Jul 22, 2024
no Form DEarly deployment
T••••••• 2••• P•••••• I••••••••• L•
ADV: P•••••• Equity Fund
Fund of funds2022
year in the fund name
$31.6M
as of Jul 22, 2024
no Form DEarly deployment
T••••••• 2••• P•••••• I••••••••• L•
ADV: P•••••• Equity Fund
Fund of funds2021
year in the fund name
$34.1M
as of Jul 22, 2024
no Form DActive deployment
R••• B•••• 2••• P•••••• E••••• P••••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds2020
year in the fund name
$50.7M
as of Jul 22, 2024
no Form DMature
R••• B•••• 2••• P•••••• E••••• P••••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds2019
year in the fund name
$37.8M
as of Jul 22, 2024
no Form DMature
R••• B•••• 2••• P•••••• E••••• P••••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds2018
year in the fund name
$45.4M
as of Jul 22, 2024
no Form DUnknown
T••••••• H••• Y•••• C•••••• L•
ADV: Other P•••••• Fund
Fund of funds2017
first reported on Form ADV
$494M
as of Jul 22, 2024
no Form DMature
R••• B•••• 2••• P•••••• E••••• P••••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds2017
year in the fund name
$22.8M
as of Jul 22, 2024
no Form DMature
R••• B•••• 2••• P•••••• E••••• P••••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds2016
year in the fund name
$33.2M
as of Jul 22, 2024
no Form DMature
R••• B•••• 2••• P•••••• E••••• P••••••••• L•
ADV: P•••••• Equity Fund
Fund of funds2015
year in the fund name
$12.5M
as of Jul 22, 2024
no Form DHarvest
R••• B•••• 2••• G••• P••••••••• L•
ADV: P•••••• Equity Fund
Fund of funds2015
year in the fund name
$9.5M
as of Jul 22, 2024
no Form DHarvest
R••• B•••• 2••• E••••• P••••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds2015
year in the fund name
$9.0M
as of Jul 22, 2024
no Form DHarvest
T•• E••••• P••••••••• 2•••• L•
ADV: P•••••• Equity Fund
Fund of funds2012
year in the fund name
$4.3M
as of Jul 22, 2024
no Form DHarvest
T•• T••••••••• P••••••••• 2•••• L•
ADV: P•••••• Equity Fund
Fund of funds2012
year in the fund name
$647,021
as of Jul 22, 2024
no Form DUnknown
T••••••• C••• B•••• L•
ADV: Other P•••••• Fund
Fund of funds2008
year in the fund name
$962M
as of Jul 22, 2024
no Form DMature
T•• O•• 2••• P••••••••• L•
ADV: P•••••• Equity Fund
Fund of funds2007
year in the fund name
$623,234
as of Jun 30, 2020
no Form DHarvest
T••••••• I••••••••• E•••••• L•
ADV: Hedge Fund
Fund of funds2006
year in the fund name
$1.3B
as of Jul 22, 2024
no Form DMature
T•• B•• 2•••• L•
ADV: P•••••• Equity Fund
Fund of funds2006
year in the fund name
$500,887
as of Jun 30, 2020
no Form DHarvest
T•• O•• 2•••• L•
ADV: P•••••• Equity Fund
Fund of funds2005
year in the fund name
$222,093
as of Jun 30, 2020
no Form DHarvest
T•• S••••• E••••• P••••••••• L•
ADV: Hedge Fund
Fund of fundsunknown$1.9B
as of Jul 22, 2024
no Form DMature
T•• E••••• I••••• P••••••••• L•
ADV: Other P•••••• Fund
SPVunknown$290,895
as of Jun 30, 2020
no Form DHarvest
Team
30 current, 11 former
Managing partner (1)
Partner (22)
Platform (5)
11 former (kept with end dates)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
2 most recent
  1. Jul 17, 2026
    T••••••• P•••••• W••••• M•••••••••: P•••••• Equity Funds on Form ADV 16 (2024 extract) -> 17 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Apr 2, 2012
    T••••••• P•••••• W••••• M••••••••• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

T••••••• P•••••• W••••• M••••••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.

Independent Sponsors1RIA and Wealth1Private Credit1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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