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 Jul 15, 2026
First filing on the tape Mar 29, 2012 · 49 filings
SEC status approved since Jan 26, 2006
RAUM
$1.5B
reported, Item 5.F
Discretionary
100%
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
25
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
20
reported on Schedule D
History
49 filings and snapshots on the tape
RAUM$1.5B as of Jul 15, 2026
Mar 29, 2012$3.2B then
HNW client RAUM$0 as of Jul 15, 2026
Mar 29, 2018$79.5M then
State-registered IARs (5.B.3)0 as of Jul 15, 2026
Mar 27, 20130 then
Employees (5.A)25 as of Jul 15, 2026
Mar 27, 201341 then
Private funds20 as of Jul 15, 2026
Mar 29, 201217 then
RAUM +1.3% over the last fiscal year-8.5% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 15, 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
- $41.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 5.1%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
- +1.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $1.1B, 18 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
- 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)
- 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$1.5B95%
- Insurance companies$78.2M5.1%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 37reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.1B for 18 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.95 institutional_share=0.05 related_bd=false related_bank=true bd_reps=2.0derived
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
64 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| R•••• F•••• L•••no longer reported | Hedge Fund | $593M | 3 | Mar 31, 2017 |
| T•••• M•••••• F•••• L••• | Hedge Fund | $408M | 87 | Mar 29, 2012 |
| T•••• L••••• F••• I• L••• S••••• B• | Hedge Fund | $224M | 23 | Mar 29, 2012 |
| T•••• S••••• I••• | Hedge Fund | $202M | 212 | Mar 31, 2017 |
| T•••• S••••••• F•••• L•••no longer reported | Hedge Fund | $198M | 20 | Mar 22, 2016 |
| A•• C••••• F•••no longer reported | Hedge Fund | $185M | 1 | Mar 29, 2012 |
| T•••• L••••• C••••• • D••••••••• L• | Private Equity Fund | $185M | 3 | Mar 29, 2020 |
| T•••• M•••••• I••••••••• F•••• L•••no longer reported | Hedge Fund | $164M | 235 | Mar 29, 2012 |
| T•••••• T••••• L•••no longer reported | Hedge Fund | $141M | 2 | Mar 29, 2012 |
| T•••• G••••• E••••• O••••••• F•••• L•••no longer reported | Hedge Fund | $138M | 74 | Mar 29, 2012 |
| T•••• S••••••••• C•••••• L•••no longer reported | Hedge Fund | $131M | 18 | Mar 31, 2017 |
| T•••• X• L• | Hedge Fund | $101M | 14 | Apr 21, 2023 |
| T•••• S••••••• M••••• F•••• L••• | Hedge Fund | $87.3M | 0 | Mar 28, 2019 |
| T•••• F••••••• D••••••••• P••• I•• L• | Private Equity Fund | $86.4M | 19 | Mar 28, 2024 |
| T•••• T••••••• L• | Hedge Fund | $83.7M | 11 | Mar 25, 2022 |
| A••••••••• I••••••••• L••• | Hedge Fund | $76.1M | 28 | Mar 30, 2012 |
| T•••• M•• L••• | Hedge Fund | $74.5M | 21 | Mar 28, 2019 |
| T•••• T•••••• F•••• L•••no longer reported | Hedge Fund | $74.1M | 29 | Mar 29, 2012 |
| T•••• L••••• S••••••••• F•••• L••• | Hedge Fund | $72.5M | 20 | Mar 29, 2018 |
| T•••• H•••••• L• | Hedge Fund | $64.3M | 10 | Mar 29, 2021 |
| S••••no longer reported | Hedge Fund | $63.0M | 1 | Mar 27, 2013 |
| A••••••••• I••••••••• I••••••••• M••••• F••• L••• | Hedge Fund | $60.5M | 12 | Mar 30, 2012 |
| T•••• F••• I• S•• • T•••• B•••••• D••••••••• F••• S• | Hedge Fund | $40.2M | 34 | Mar 30, 2023 |
| T•••• E•••••• F••• L• | Hedge Fund | $34.6M | 5 | Mar 29, 2021 |
| A••••••••• I••••••••• O••••••••• L••• | Hedge Fund | $34.1M | 16 | Mar 31, 2014 |
| T•••• R•••• L••• | Hedge Fund | $28.8M | 1 | Mar 29, 2021 |
| A••••••••• I••••••••• S••••••••• L••• | Hedge Fund | $28.5M | 7 | Mar 29, 2016 |
| T•••• E••••••• M••••••• F••• • L•••• C•••• F• | Hedge Fund | $28.4M | 2 | Mar 28, 2019 |
| T•••• E••••••• M••••••• F••• • L•••• C•••• N• | Hedge Fund | $26.9M | 11 | Mar 29, 2012 |
| T•••• H•••••• L••• | Hedge Fund | $24.0M | 3 | Mar 28, 2019 |
| T•••• E••••• L••• S•••• S•••••••• O••••••• F•••• L•••no longer reported | Hedge Fund | $19.5M | 1 | Mar 29, 2012 |
| T•••• L• F••• L• | Private Equity Fund | $17.5M | 7 | Mar 30, 2023 |
| T•••• L••••• L• F••• L• | Private Equity Fund | $14.3M | 12 | Mar 30, 2023 |
| T•••• P••••••• O••••••••• F••• L•no longer reported | Hedge Fund | $13.9M | 0 | Mar 29, 2021 |
| R•••• F•••• L••• | Hedge Fund | $11.9M | 6 | Mar 31, 2017 |
| T•••• L••••• O••••••• F•••• L•••no longer reported | Hedge Fund | $9.5M | 1 | Mar 29, 2012 |
| T•••• F••• I• S•• • E• S••••••••• P•••••••• | Private Equity Fund | $9.4M | 89 | Mar 25, 2022 |
| T•••• T••••••• T•••••• F••• L• | Hedge Fund | $4.4M | 2 | Mar 25, 2022 |
| T•••• D••••••••• F•••• L•••no longer reported | Hedge Fund | $4.2M | 0 | Mar 2, 2015 |
| T•••• E••••••• M••••••• F••• • L•••• C•••• M•no longer reported | Hedge Fund | $3.8M | 0 | Mar 28, 2019 |
Owners and control persons
Schedule A and B, latest filing
- C••••• P••••••• P••• · Principal & Head Of Creditcontrolsince 10/2024 · owns less than 5%
- F••• G•••••• J••••• · Ceo, Principal And Presidentcontrolsince 12/2000 · owns 50% to 75%
- L••••••• R••••••• A• · Principalcontrolsince 09/2011 · owns 5% to 10%
- L••••••• P•••••• M•••••• · Chief Operating Officercontrolsince 01/2023 · owns less than 5%
- M••••••• A•••••• M•••••• · Principal & Chief Financial Officercontrolsince 08/2010 · owns less than 5%
- P••••••• C••••••••• W••••• · Co-Chief Investment Officercontrolsince 01/2024 · owns 5% to 10%
- R•••• G•••••••• M••••• · Chief Compliance Officer, G•••••• Counselcontrolsince 12/2018 · owns less than 5%
- S••••• F••••• B•••• · Co-Chief Investment Officercontrolsince 02/2024 · owns 5% to 10%
- F••• G•••••• J••••• · Managing Membercontrolsince 07/2020 · owns 50% to 75% of T•••• A••••••• H••••••• L••
- W••••• B••••• E••••• · Principalsince 05/2015 · owns 5% to 10%
Entity owners
- T•••• A••••••• H••••••• L•• · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- F••• W•••• T•••• L••pooled vehicle sponsory
- S•• G•••••• P•••••• I•• L•••pooled vehicle sponsorn
- T•••• E••••••• M•••••••• L••pooled vehicle sponsorn
- T•••• F••• A•••••••• L••pooled vehicle sponsorn
- T•••• G••••• E•••••• L••pooled vehicle sponsorn
- T•••• M•••• G• L••bankpooled vehicle sponsorn
- T•••• T•• G•• L••pooled vehicle sponsorn
- T•• A•••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 41 to 37Apr 7, 2025 to Mar 30, 2026
- Advisory employees · 9 to 10Apr 7, 2025 to Mar 30, 2026
- Pooled vehicle clients · 31 to 23Apr 7, 2025 to Mar 30, 2026
- Assets in custody · $1.2B to $1.1BApr 7, 2025 to Mar 30, 2026
- Private funds · 28 to 20Apr 7, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.5B to $1.5BApr 7, 2025 to Mar 30, 2026
- Pension RAUM · $172M to $0Apr 7, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.3B to $1.5BApr 7, 2025 to Mar 30, 2026
- RAUM · $1.5B to $1.5BApr 7, 2025 to Mar 30, 2026
- Accounts · 46 to 41Oct 29, 2024 to Apr 7, 2025
- Pooled vehicle clients · 38 to 31Oct 29, 2024 to Apr 7, 2025
- Assets in custody · $1.7B to $1.2BOct 29, 2024 to Apr 7, 2025
- Employees · 26 to 25Oct 29, 2024 to Apr 7, 2025
- Financial planning clients · unset to Oct 29, 2024 to Apr 7, 2025
- Private funds · 30 to 28Oct 29, 2024 to Apr 7, 2025
- Discretionary RAUM · $1.9B to $1.5BOct 29, 2024 to Apr 7, 2025
- Pension RAUM · $148M to $172MOct 29, 2024 to Apr 7, 2025
- Pooled vehicle RAUM · $1.7B to $1.3BOct 29, 2024 to Apr 7, 2025
- RAUM · $1.9B to $1.5BOct 29, 2024 to Apr 7, 2025
- Accounts · 47 to 46Feb 22, 2024 to Mar 28, 2024
- Advisory employees · 16 to 9Feb 22, 2024 to Mar 28, 2024
- Pooled vehicle clients · 40 to 38Feb 22, 2024 to Mar 28, 2024
- Assets in custody · $1.7B to $1.7BFeb 22, 2024 to Mar 28, 2024
- Employees · 33 to 26Feb 22, 2024 to Mar 28, 2024
- Private funds · 31 to 30Feb 22, 2024 to Mar 28, 2024
- Discretionary RAUM · $2.0B to $1.9BFeb 22, 2024 to Mar 28, 2024
- Pension RAUM · $231M to $148MFeb 22, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $1.7B to $1.7BFeb 22, 2024 to Mar 28, 2024
- RAUM · $2.0B to $1.9BFeb 22, 2024 to Mar 28, 2024
- Related adviser · true to falseFeb 22, 2024 to Mar 28, 2024
- Private funds · 30 to 31Mar 31, 2023 to Apr 21, 2023
- Accounts · 44 to 47Aug 5, 2022 to Mar 30, 2023
- Advisory employees · 19 to 16Aug 5, 2022 to Mar 30, 2023
- HNW clients · 5.0 to unsetAug 5, 2022 to Mar 30, 2023
- Pooled vehicle clients · 38 to 40Aug 5, 2022 to Mar 30, 2023
- Assets in custody · $1.8B to $1.7BAug 5, 2022 to Mar 30, 2023
- Employees · 36 to 33Aug 5, 2022 to Mar 30, 2023
- Discretionary RAUM · $2.2B to $2.0BAug 5, 2022 to Mar 30, 2023
- Pension RAUM · $349M to $231MAug 5, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.8B to $1.7BAug 5, 2022 to Mar 30, 2023
Signals
12 dated events
- Paul Patrick Campo (Principal & Head Of Credit) appeared on Schedule A of T•••• A•••••••• L••Oct 29, 2024 · Control person joined · fact
- Marc Peter Drittel (Principal & Senior Advisor) no longer on Schedule A of T•••• A•••••••• L•• (listed 2024-05-01, absent 2024-07-10)Jul 10, 2024 · Control person left · inference
- Burns Frank Stone (Co-Chief Investment Officer) appeared on Schedule A of T•••• A•••••••• L••Feb 22, 2024 · Control person joined · fact
- Lawrence Samuel Sussman (Co-Chief Investment Officer) no longer on Schedule A of T•••• A•••••••• L•• (listed 2024-01-05, absent 2024-02-22)Feb 22, 2024 · Control person left · inference
- Walter Christopher Paolino (Co-Chief Investment Officer) appeared on Schedule A of T•••• A•••••••• L••Jan 5, 2024 · Control person joined · fact
- Lawrence Samuel Sussman (Co-Chief Investment Officer) appeared on Schedule A of T•••• A•••••••• L••Jan 5, 2024 · Control person joined · fact
- Stephen Harvey (Chief Investment Officer) no longer on Schedule A of T•••• A•••••••• L•• (listed 2023-06-09, absent 2024-01-05)Jan 5, 2024 · Control person left · inference
- M•••••• P••••• L•••••• (Chief Operating Officer) appeared on Schedule A of T•••• A•••••••• L••Mar 30, 2023 · Control person joined · fact
- Adam Darren Ross (Principal, Managing Director) no longer on Schedule A of T•••• A•••••••• L•• (listed 2020-08-25, absent 2021-01-13)Jan 13, 2021 · Control person left · inference
- Stephen Harvey (Chief Investment Officer) appeared on Schedule A of T•••• A•••••••• L••Jan 13, 2021 · Control person joined · fact
- Linton Thomas Holliday (Principal) no longer on Schedule A of T•••• A•••••••• L•• (listed 2019-07-10, absent 2019-10-10)Oct 10, 2019 · Control person left · inference
- T•••• A•••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)Jun 30, 2015 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
- T•••• A•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- T•••• A•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/esker-point-advisers-llcreportedpublic record, Form ADV, Sep 19, 2026
- Firm profile
- linkedin.com/company/titan-advisorsreportedpublic record, Form ADV, Sep 19, 2026
- Website
- T••••ADVISORS.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 203-327-8600reportedpublic record, Form ADV, Jul 15, 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