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••••••••• C•••••• M••••••••• L••
Latest filing Mar 25, 2026
First filing on the tape Mar 29, 2012 · 29 filings
SEC status approved since Sep 10, 2004
RAUM
$7.9B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.6%
$44.3M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
41
18 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$7.9B as of Mar 25, 2026
Mar 29, 2012$13B then
HNW client RAUM$44.3M as of Mar 25, 2026
Mar 29, 2018$26.9M then
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Mar 29, 20120 then
Employees (5.A)41 as of Mar 25, 2026
Mar 26, 201343 then
Private funds3 as of Mar 25, 2026
Mar 29, 20121 then
RAUM -3.9% over the last fiscal year-3.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 25, 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
- $7.4MderivedHNW RAUM over HNW clients
- Average account
- $155MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 37%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
- -3.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- +20%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- 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
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.5B31%
- Investment companies$2.5B31%
- State and municipal entities$1.3B16%
- Pension and profit-sharing plans$1.0B13%
- Charitable organizations$647M8.2%
- High-net-worth individuals$44.3M0.6%
- Individual clients
- 0reported
- HNW clients
- 6reported
- Pension plan clients
- 13reported
- Charitable clients
- 11reported
- Accounts
- 51reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.01 fund_share=0.62 institutional_share=0.37 related_bd=true related_bank=true bd_reps=12.0derived
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••••••••• G••••• H••••• C••• F•••• L• | Hedge Fund | $3.6M | 18 | Mar 25, 2020 |
| T••••••••• I••••••••• M•••• C•• F•••• L• | Hedge Fund | $2.3M | 16 | Mar 23, 2021 |
| T••••••••• S•••••••• I••••••••• F•••• L• | Other Private Fund | $2.1M | 6 | Mar 25, 2020 |
| T••••••••• F•••• F•••• L• | Other Private Fund | $775,489 | 4 | Mar 29, 2012 |
| T••••••••• G••••• H••••• C••• M••••• F•••• L• | Hedge Fund | $355,710 | 2 | Mar 25, 2020 |
| T••••••••• G••••• H••••• C••• F•••• L••• | Hedge Fund | $0 | 1 | Mar 25, 2020 |
| T••••••••• F••••••• F•••• L•no longer reported | Other Private Fund | $0 | 0 | Mar 25, 2020 |
| T••••••••• F••••••• F•••• L•••no longer reported | Other Private Fund | $0 | 0 | Mar 25, 2020 |
| T••••••••• F••••••• M••••• F•••• L•no longer reported | Other Private Fund | $0 | 0 | Mar 25, 2020 |
Owners and control persons
Schedule A and B, latest filing
- A••••• M•••• J•• · Presidentcontrolsince 07/2022 · owns less than 5%
- B•••••• G••••• R•••••• · Chief Executive Officer, Partnercontrolsince 08/2004 · owns 5% to 10%
- B•••••••• J•••••• A•••• · Partner, Head Of Tradingcontrolsince 01/2023 · owns less than 5%
- B••••••• J••••••• D••••• · Partner, Client Relationscontrolsince 01/2023 · owns less than 5%
- F•••••••• D•••• · Partner, Portfolio M••••••controlsince 01/2023 · owns less than 5%
- K•••••• J••••••••• I•••• · Chief Financial Officercontrolsince 10/2024 · owns less than 5%
- K••••• P•••••• •••• · Chief Compliance Officercontrolsince 09/2023 · owns less than 5%
- M•••••• J•••••• R••• · Partner, Chief Operating Officercontrolsince 09/2023 · owns less than 5%
Entity owners
- A••••••••• M••••••• G••••• I••• · Shareholderindirect · owns 75% or more of Amg N••• · public reporting company
- A•• N•••••••• H•••••••• I••• · Shareholderindirect · owns 75% or more of Amg N•••
- A•• N•••••••• H•••••••• I••• •••• N••••• · Managing M•••••indirect · owns 75% or more of T••••••••• M•••••• M••••• L•• ••••• L••••
- A•• N•••••••• I••••••••• C•••• •••• N••••• · M•••••indirect · owns 50% to 75% of T••••••••• M•••••• M••••• L•• ••••• L••••
- T••••••••• M•••••• M••••• L•• ••••• L•••• · Managing M•••••direct · owns 50% to 75%
Related persons
Schedule D 7.A
- A•• D••••••••• I•••broker-dealern
- A•• F•••• L••investment adviserbankpooled vehicle sponsornRAUM $18B
- T••••••••• H••••• C••• G•• L••pooled vehicle sponsory
- T••••••••• P•••••••• L••pooled vehicle sponsory
Advisers that list T••••••••• C•••••• M••••••••• L•• as a related person
- 153456 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- high institutional concentrationStatic outlier · filing Mar 25, 2026institutional share of RAUM of 37% against a peer median of 0% (684 comparable advisers, 99.0th percentile, 12.5 robust deviations)peers: ASSET_M••••••, $5B to $20B (684) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 57 to 51Mar 26, 2025 to Mar 25, 2026
- Advisory employees · 21 to 18Mar 26, 2025 to Mar 25, 2026
- BD registered reps · 14 to 12Mar 26, 2025 to Mar 25, 2026
- Charity clients · 15 to 11Mar 26, 2025 to Mar 25, 2026
- HNW clients · 5 to 6Mar 26, 2025 to Mar 25, 2026
- Pension plan clients · 15 to 13Mar 26, 2025 to Mar 25, 2026
- Employees · 43 to 41Mar 26, 2025 to Mar 25, 2026
- Discretionary RAUM · $8.2B to $7.9BMar 26, 2025 to Mar 25, 2026
- HNW RAUM · $38.5M to $44.3MMar 26, 2025 to Mar 25, 2026
- Pension RAUM · $1.1B to $1.0BMar 26, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $2.5B to $2.5BMar 26, 2025 to Mar 25, 2026
- RAUM · $8.2B to $7.9BMar 26, 2025 to Mar 25, 2026
- Accounts · 64 to 57Dec 18, 2024 to Mar 26, 2025
- Advisory employees · 22 to 21Dec 18, 2024 to Mar 26, 2025
- Charity clients · 5 to 15Dec 18, 2024 to Mar 26, 2025
- Corporate clients · 8 to 0Dec 18, 2024 to Mar 26, 2025
- HNW clients · 0 to 5Dec 18, 2024 to Mar 26, 2025
- Pension plan clients · 24 to 15Dec 18, 2024 to Mar 26, 2025
- Pooled vehicle clients · 10 to 11Dec 18, 2024 to Mar 26, 2025
- Employees · 48 to 43Dec 18, 2024 to Mar 26, 2025
- Financial planning clients · unset to Dec 18, 2024 to Mar 26, 2025
- Private funds · 5 to 3Dec 18, 2024 to Mar 26, 2025
- Discretionary RAUM · $8.3B to $8.2BDec 18, 2024 to Mar 26, 2025
- HNW RAUM · $0 to $38.5MDec 18, 2024 to Mar 26, 2025
- Pension RAUM · $1.9B to $1.1BDec 18, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $2.1B to $2.5BDec 18, 2024 to Mar 26, 2025
- RAUM · $8.3B to $8.2BDec 18, 2024 to Mar 26, 2025
- Accounts · 80 to 64Jan 18, 2024 to Mar 28, 2024
- Advisory employees · 26 to 22Jan 18, 2024 to Mar 28, 2024
- BD registered reps · 18 to 14Jan 18, 2024 to Mar 28, 2024
- Corporate clients · 9 to 8Jan 18, 2024 to Mar 28, 2024
- Pension plan clients · 36 to 24Jan 18, 2024 to Mar 28, 2024
- Pooled vehicle clients · 11 to 10Jan 18, 2024 to Mar 28, 2024
- Employees · 56 to 48Jan 18, 2024 to Mar 28, 2024
- Financial planning clients · 0 to unsetJan 18, 2024 to Mar 28, 2024
- Private funds · 6 to 5Jan 18, 2024 to Mar 28, 2024
- Discretionary RAUM · $8.8B to $8.3BJan 18, 2024 to Mar 28, 2024
- Pension RAUM · $2.4B to $1.9BJan 18, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $2.1B to $2.1BJan 18, 2024 to Mar 28, 2024
- RAUM · $8.8B to $8.3BJan 18, 2024 to Mar 28, 2024
Signals
13 dated events
- Carl Jano (Chief Financial Officer) no longer on Schedule A of T••••••••• C•••••• M••••••••• L•• (listed 2024-03-28, absent 2024-12-18)Dec 18, 2024 · Control person left · inference
- Irene Jacqueline Kepple (Chief Financial Officer) appeared on Schedule A of T••••••••• C•••••• M••••••••• L••Dec 18, 2024 · Control person joined · fact
- Anthony Ian Rosenthal (Member) no longer on Schedule A of T••••••••• C•••••• M••••••••• L•• (listed 2023-03-30, absent 2023-09-29)Sep 29, 2023 · Control person left · inference
- M David Cielusniak (Chief Compliance Officer & Chief Operating Officer) no longer on Schedule A of T••••••••• C•••••• M••••••••• L•• (listed 2023-03-30, absent 2023-09-29)Sep 29, 2023 · Control person left · inference
- Ryan Joseph Mccomb (Chief Operating Officer) appeared on Schedule A of T••••••••• C•••••• M••••••••• L••Sep 29, 2023 · Control person joined · fact
- Carl Jano (Chief Financial Officer) appeared on Schedule A of T••••••••• C•••••• M••••••••• L••Sep 29, 2023 · Control person joined · fact
- (Nmn) Preeti Kohli (Chief Compliance Officer) appeared on Schedule A of T••••••••• C•••••• M••••••••• L••Sep 29, 2023 · Control person joined · fact
- T••••••••• C•••••• M••••••••• L•• reported RAUM $8.8B, down 41% from $15.1B (2023-01-26 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Stephen Green (Member) no longer on Schedule A of T••••••••• C•••••• M••••••••• L•• (listed 2022-08-19, absent 2023-01-26)Jan 26, 2023 · Control person left · inference
- Aaron Joshua Bischoff (Director) appeared on Schedule A of T••••••••• C•••••• M••••••••• L••Jan 26, 2023 · Control person joined · fact
- Daniel Jeffrey Braemer (Director) appeared on Schedule A of T••••••••• C•••••• M••••••••• L••Jan 26, 2023 · Control person joined · fact
- David Ferreiro (Director) appeared on Schedule A of T••••••••• C•••••• M••••••••• L••Jan 26, 2023 · Control person joined · fact
- Jay Mark Aaron (President) appeared on Schedule A of T••••••••• C•••••• M••••••••• L••Aug 19, 2022 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- T••••••••• C•••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/timessquare-capital-management-llcreportedpublic record, Form ADV, Sep 19, 2026
- Website
- w••.t••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 1-800-541-5156reportedpublic record, Form ADV, Mar 25, 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