DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
T•• A••••••••• L•••
Latest filing Apr 20, 2026
First filing on the tape Apr 3, 2012 · 26 filings
SEC status approved since Jul 17, 1995
RAUM
$3.7B
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
35
15 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$3.7B as of Apr 20, 2026
Apr 3, 2012$1.2B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 20, 2026
Apr 3, 20120 then
Employees (5.A)35 as of Apr 20, 2026
Apr 1, 2013325 then
Private funds7 as of Apr 20, 2026
Apr 3, 20124 then
RAUM +2.9% over the last fiscal year+4.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 20, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $523MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +2.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.8B, 3 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$3.7B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.8B for 3 clientsreported
- Compensation
- performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•• A•••••••• P••••••• L• | Real Estate Fund | $1.1B | 2 | Nov 24, 2015 |
| T•• C•• H••••••• I• L•• | Real Estate Fund | $737M | 2 | Nov 25, 2014 |
| T•• R••••• C••• •• | Real Estate Fund | $572M | 1 | Apr 3, 2012 |
| T•• C•• H••••••• I• L•• | Real Estate Fund | $493M | 4 | Apr 3, 2012 |
| T•• A•••••••• P••••••• I• L• | Real Estate Fund | $303M | 2 | Mar 31, 2023 |
| W••••• H••••• B••••• L•• | Real Estate Fund | $179M | 1 | May 7, 2019 |
| W••••• D•••••• L•• | Real Estate Fund | $163M | 1 | Feb 28, 2018 |
| T•• M••••••••• F••• L•••no longer reported | Hedge Fund | $7.4M | 8 | Apr 3, 2012 |
| T•• I••••••••• C••• I•no longer reported | Real Estate Fund | $922,133 | 1 | Apr 3, 2012 |
Owners and control persons
Schedule A and B, latest filing
- E••••• O• M•••• S•••••• C•••••• · Limited Partnercontrolsince 07/1991 · owns 10% to 25%
- F••••••••• M••••••• G••••• · Limited Partnercontrolsince 12/2006 · owns 5% to 10%
- G•••••••• J•••• R••••• · Limited Partnercontrolsince 12/1996 · owns 10% to 25%
- G••••••• Z••••••• S••••• · Limited Partnercontrolsince 05/2012 · owns 5% to 10%
- V••••••••• I•••••• N••••• · Chief Compliance Officercontrolsince 03/2023 · owns less than 5%
- G•••••••• J•••• R••••• · Sole Shareholdercontrolsince 10/2012 · owns 75% or more of Tjg Holdings Inc
- G•••••••• S••••• S•••••• · Limited Partnersince 12/1996 · owns 10% to 25%
Entity owners
- T•• H•••••••• I••• · General Partnerdirect · owns 5% to 10%
- S•• R••• E••••• L•• •••••• H••••• T•••• • S•••••• B•••• T•••••• · Limited Partnerdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- T•• A•••••••• P••••••• G• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Apr 20, 2026discretionary share of RAUM of 0% against a peer median of 100% (1506 comparable advisers, 0.0th percentile, 33.7 robust deviations)peers: asset managers, $1B to $5B (1,506) · 0.0% percentile
What changed
consecutive filings, newest first
- Assets in custody · $1.8B to $1.8BMar 28, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $3.6B to $3.7BMar 28, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $3.6B to $3.7BMar 28, 2025 to Mar 27, 2026
- RAUM · $3.6B to $3.7BMar 28, 2025 to Mar 27, 2026
- Advisory employees · 16 to 15Dec 5, 2024 to Mar 28, 2025
- Assets in custody · $1.8B to $1.8BDec 5, 2024 to Mar 28, 2025
- Employees · 37 to 35Dec 5, 2024 to Mar 28, 2025
- Financial planning clients · unset to Dec 5, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $3.5B to $3.6BDec 5, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $3.5B to $3.6BDec 5, 2024 to Mar 28, 2025
- RAUM · $3.5B to $3.6BDec 5, 2024 to Mar 28, 2025
- Accounts · 6 to 7Mar 31, 2023 to Mar 28, 2024
- Advisory employees · 15 to 16Mar 31, 2023 to Mar 28, 2024
- Advisory activities · 2 to 1Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 1 to 7Mar 31, 2023 to Mar 28, 2024
- Assets in custody · $3.2B to $1.8BMar 31, 2023 to Mar 28, 2024
- Employees · 33 to 37Mar 31, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $3.2B to $3.5BMar 31, 2023 to Mar 28, 2024
- Pension RAUM · 764186204.0 to unsetMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $495M to $3.5BMar 31, 2023 to Mar 28, 2024
- RAUM · $3.2B to $3.5BMar 31, 2023 to Mar 28, 2024
- Advisory employees · 6 to 15Mar 30, 2022 to Mar 31, 2023
- Assets in custody · $2.8B to $3.2BMar 30, 2022 to Mar 31, 2023
- Employees · 14 to 33Mar 30, 2022 to Mar 31, 2023
- Private funds · 6 to 7Mar 30, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $2.8B to $3.2BMar 30, 2022 to Mar 31, 2023
- Pension RAUM · $722M to $764MMar 30, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $466M to $495MMar 30, 2022 to Mar 31, 2023
- RAUM · $2.8B to $3.2BMar 30, 2022 to Mar 31, 2023
- Advisory employees · 7 to 6Mar 31, 2021 to Mar 30, 2022
- Assets in custody · $2.3B to $2.8BMar 31, 2021 to Mar 30, 2022
- Employees · 15 to 14Mar 31, 2021 to Mar 30, 2022
- Non-discretionary RAUM · $2.3B to $2.8BMar 31, 2021 to Mar 30, 2022
- Pension RAUM · $609M to $722MMar 31, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $393M to $466MMar 31, 2021 to Mar 30, 2022
- RAUM · $2.3B to $2.8BMar 31, 2021 to Mar 30, 2022
- Accounts · 5 to 6Aug 13, 2020 to Mar 31, 2021
- Advisory employees · 8 to 7Aug 13, 2020 to Mar 31, 2021
- Assets in custody · $2.3B to $2.3BAug 13, 2020 to Mar 31, 2021
- Non-discretionary RAUM · $2.3B to $2.3BAug 13, 2020 to Mar 31, 2021
Signals
4 dated events
- Nicole Ianthe Vipperman (Chief Compliance Officer/Corporate Secretary) appeared on Schedule A of T•• A••••••••• L•••Mar 31, 2023 · Control person joined · fact
- Vaidwattee Sharmin Beacco (Chief Compliance Officer/Corporate Secretary) no longer on Schedule A of T•• A••••••••• L••• (listed 2022-03-30, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Jacqueline Veta Bills (Chief Compliance Officer / Chief Administrative Officer) no longer on Schedule A of T•• A••••••••• L••• (listed 2020-03-30, absent 2020-08-13)Aug 13, 2020 · Control person left · inference
- Vaidwattee Sharmin Beacco (Chief Compliance Officer/Corporate Secretary) appeared on Schedule A of T•• A••••••••• L•••Aug 13, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/TGM-ASSOCIATESreportedpublic record, Form ADV, Sep 19, 2026
- Website
- w••.t•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-830-9300reportedpublic record, Form ADV, Apr 20, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
T•• A••••••••• L••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
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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