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••••••• A•••• M••••••••• I••
T••••••• A•••• M••••••••• I••
Buyout firm · probableLower middle marketJacksonville, FLt•••••••.comSEC registered investment adviser
T••••••• Asset Managment is a private investment firm in Jacksonville and Sarasota FL, managing funds for high net worth individuals, institutional investors, and more.
Classification
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 2 of 4 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.00bn Private Equity Fund GAV on the Form ADV filed 2024-05-07
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 2 of 4 distinct vehicles are sworn P•••••• Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jan 24, 2012 to May 7, 2024
- RAUM
- $3.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $440,079reported gross assets (Form ADV), not fund size
- All private fund GAV
- $742Mevery private fund type, latest filing
- 2024 PE fund GAV
- $440,079sum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 50%
- Fund type mix
- filed 2024-05-07, latest gav Hedge Fund $741M, Private Equity Fund $440,079, latest counts Hedge Fund 1, Private Equity Fund 1, lifetime distinct Hedge Fund 2, Private Equity Fund 2
- Employees
- 11
- Headquarters
- Jacksonville, FL
- Office address
- 200 WEST FORSYTH STREET, SUITE 1600, Jacksonville, FL, 32202
- Business phone
- 904-356-1739
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
- We seek companies with enduring advantages that are well managed, and wait patiently to commit capital at attractive prices.
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
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T•• O•••• S••••• a• o• T••••••• P•••••• C•••••• I•••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $440,079 as of May 7, 2024 | no Form D | Unknown | |
| T•• A••••• U•• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $11.8M as of Mar 27, 2019 | no Form D | Wound down |
Team
7 current, 1 former
Managing partner (2)
- C••••••••• H•••• S••••••••• · President · since Mar 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••••• B•••• N••••• · Chairman · since Mar 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (4)
- D••••• D•• B•••• · Vice President · since Oct 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D••••• D••• V••••• · Vice President · since Mar 1, 1986 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• W•••••• M•••• · Vice President · since May 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••• B••••• M••••• · Vice President · since Nov 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- J•••• R• F••••• · Chief Compliance Officer · since May 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- W•••••• R•••••• M••• · Chief Compliance Officer / Executive Vice President · Jun 1, 2005 to May 26, 2021 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
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
- Jul 1, 2026T••••••• A•••• M••••••••• I••: P•••••• Equity Funds on Form ADV 1 (2024 extract) -> 0 (roster 2026-09-01)
- Jan 24, 2012T••••••• A•••• M••••••••• I•• first filed Form ADV in the extract (IA)
Across the graphs
T••••••• A•••• M••••••••• I•• is the same institution as 2 records in Family Offices and RIA and Wealth.
Family Offices1RIA and Wealth1
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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