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Firms / T••••• C•••• W••••• A•••••••• L••

T••••• C•••• W••••• A•••••••• L••

Family office direct investor · probableunsizedDallas, TXt•••••••••.comSEC registered investment adviser

At T••••• C•••• W••••• A••••••• we produce highly customized investment advisory, tax and estate planning and family office services.

Classification
Class
Family office direct investorprobable, confidence 70%
Basis
R5: same CRD as a CONFIRMED_MFO on the family office graph
Size band
unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (2)
  1. Sep 13, 2026
    Family office direct investor (probable, 70%, cls-pe-2)
    R5: same CRD as a CONFIRMED_MFO on the family office graph
  2. Sep 13, 2026
    Buyout firm (probable, 65%, cls-pe-1)
    R6: 2 of 2 distinct vehicles are sworn Private Equity Funds
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Dec 1, 2022 to Dec 2, 2024
RAUM
$906Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
2
PE fund GAV, latest filing
unknownreported gross assets (Form ADV), not fund size
All private fund GAV
unknownevery private fund type, latest filing
2024 PE fund GAV
$0sum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-12-02, latest gav Private Equity Fund 0, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
Employees
19
Headquarters
Dallas, TX
Office address
2828 N. HARWOOD STREET, SUITE 1250, Dallas, TX, 75201
Business phone
214-214-3110
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
not stated or not yet read
Geography
Texas
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
2 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
T••• E•••••••• G••• L••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$0
as of Dec 2, 2024
no Form DUnknown
T••• T••••• L••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$0
as of Dec 2, 2024
no Form DUnknown
Team
42 current, 1 former
Partner (22)
Platform (6)
Other (6)
1 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. Aug 5, 2026
    T••••• C•••• W••••• A•••••••• L••: Private Equity Funds on Form ADV 2 (2024 extract) -> 3 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Dec 1, 2022
    T••••• C•••• W••••• A•••••••• L•• 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••••• C•••• W••••• A•••••••• L•• is the same institution as 3 records in Family Offices, Independent Sponsors and RIA and Wealth.

Family Offices1Independent Sponsors1RIA 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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