DFX Intelligence
Private Equity Intelligence
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•••• I••••••••• C•••••••••
T•••• I••••••••• C•••••••••
The T•••• Group is a global investment adviser managing discretionary and quantitative investment strategies for investors and proprietary capital.
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 3 of 5 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.94bn Private Equity Fund GAV on the Form ADV filed 2024-09-10
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 3 of 5 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 13, 2012 to Sep 10, 2024
- RAUM
- $64Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $938Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $63Bevery private fund type, latest filing
- 2024 PE fund GAV
- $938Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 13%
- Fund type mix
- filed 2024-09-10, latest gav Hedge Fund $62B, Private Equity Fund $938M, latest counts Hedge Fund 7, Private Equity Fund 2, lifetime distinct Hedge Fund 21, Private Equity Fund 3
- Employees
- 355
- Headquarters
- Stamford, CT
- Office address
- 200 ELM STREET, Stamford, CT, 06902-3826
- Business phone
- 203-863-6700
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- Global
- 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
- Our experienced portfolio managers trade and invest in markets that span fixed income, currencies, commodities and equities around the globe.
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
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T•••• P•••••• P•••••••• I•• L•• ADV: P•••••• Equity Fund | Fund of funds | 2017 first reported on Form ADV | $111M as of Sep 10, 2024 | no Form D | Harvest | |
| T•••• P•••••• P•••••••• I• L•• ADV: P•••••• Equity Fund | Fund of funds | 2015 first reported on Form ADV | $827M as of Sep 10, 2024 | no Form D | Unknown | |
| T•••• P•••••• P•••••••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2013 first reported on Form ADV | $6.3M as of Sep 28, 2022 | no Form D | Wound down | |
| T•••• V••••••• I• L••• ADV: Hedge Fund | buyout or unlabelled | unknown | $7.2M as of Dec 18, 2014 | no Form D | Wound down | |
| T•••• V••••••• I•• L••• ADV: Hedge Fund | buyout or unlabelled | unknown | $2.8M as of Sep 28, 2022 | no Form D | Wound down |
Team
9 current, 15 former
Managing partner (1)
- M•••••• R••••••• · Chief Executive Officer, Member Of T•••• Management Committee, And Director Of T•••• I••••••••• C••••••••• · since Nov 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (1)
- P••• T•••• J•••• · Co-Chairman, Chief Investment Officer, Member Of T•••• Management Committee, And Director Of T•••• I••••••••• C••••••••• · since Nov 1, 1980 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (3)
- M••• F•••• D••••• · Co-Chairman, Member Of T•••• Management Committee, And Director Of T•••• I••••••••• C••••••••• · since Nov 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••••• L••• F••••• · Director Of T•••• I••••••••• C••••••••• · since Jun 1, 1991 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••••• J•• · Member Of T•••• Management Committee And Director Of T•••• I••••••••• C••••••••• · since Sep 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (4)
- A•••• S••••• · Chief Financial Officer, Member Of T•••• Management Committee, And Director Of T•••• I••••••••• C••••••••• · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••••• M••• E••••••• · Chief Compliance Officer (United States) · since Jun 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• N••• W•••••• · General Counsel, Member Of T•••• Management Committee, And Director Of T•••• I••••••••• C••••••••• · since Jul 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••••• S•••••• · Chief Operating Officer · since Oct 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
15 former (kept with end dates)
- L••••• M• Z••••••• · Head Of Investor Relations And Member Of T•••• Management Committee · Jan 1, 2014 to Mar 30, 2021 Inference
- G•••• S•••• B•••• · Co-President, Member Of T•••• Management Committee, And Director Of T•••• I••••••••• C••••••••• · Jan 1, 2008 to Mar 30, 2017 Inference
- A•••••• K•••• M•••• · Member Of The T•••• Management Committee · Jan 1, 2014 to Dec 13, 2017 Inference
- A•••••• G•••••• M•••••• B•••••• · Member Of The T•••• Management Committee · Jan 1, 2012 to Apr 11, 2014 Inference
- A••••• C•••••• B•••• · Member Of The T•••• Management Committee · Jan 1, 2014 to Dec 13, 2017 Inference
- R•••••• W•••••• F•••••• J•••••• · Member Of T•••• Management Committee · Jan 1, 2012 to Mar 31, 2014 Inference
- S••••• E•••• · Member Of T•••• Management Committee · Jan 1, 2003 to Mar 30, 2023 Inference
- B••••• Z•••• B•••••••• · Chief Compliance Officer · Apr 1, 2004 to Apr 1, 2013 Inference
- C•••••• M••• O••• · Chief Operating Officer · Feb 1, 2018 to Mar 28, 2024 Inference
- J••• R•••••• T••••• · Chief Financial Officer, Member Of T•••• Management Committee, And Director Of T•••• I••••••••• C••••••••• · Jun 1, 2001 to Sep 28, 2022 Inference
- K•••• a• W••••• · General Counsel (International) And Chief Compliance Officer Of T•••• I••••••••• C••••••••• · Jan 1, 2013 to Jun 12, 2017 Inference
- A••••• S•••••• P••• · Counsellor To The Office Of Co-Chairmen, Member Of T•••• Management Committee, And Director Of T•••• I••••••••• C••••••••• · Jul 1, 1989 to Sep 30, 2016 Inference
- M••• R•••• N•••••••• · Director Of T•••• I••••••••• C••••••••• · Dec 1, 2001 to Dec 13, 2017 Inference
- R••••• P••••• F••••••• · Director · Jul 1, 1997 to Jun 28, 2013 Inference
- S•••• G•••• K••• · Member Of T•••• Management Committee And Director Of T•••• I••••••••• C••••••••• · Dec 1, 2016 to Sep 28, 2022 Inference
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
1 disclosed
- N•• Y••• S•••• C••••• R••••••••• F••• in T•••• V••••••• I•• L••• $10.0M osc.ny.gov
Events
1 most recent
- Feb 13, 2012T•••• I••••••••• C••••••••• first filed Form ADV in the extract (IA)
Across the graphs
T•••• I••••••••• C••••••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors1RIA and Wealth1Allocators1
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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