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•••••• H•••• C••••••• L••
Latest filing Mar 23, 2026
First filing on the tape Feb 10, 2012 · 15 filings
SEC status approved since Mar 23, 2012
RAUM
$680M
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
7
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$680M as of Mar 23, 2026
Mar 21, 2013$191M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 23, 2026
Mar 21, 20130 then
Employees (5.A)7 as of Mar 23, 2026
Mar 21, 20134 then
Private funds1 as of Mar 23, 2026
Mar 21, 20131 then
RAUM +26% over the last fiscal year+8.3% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 23, 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
- $680MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%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
- +26%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, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $554M, 1 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$680M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $554M for 1 clientsreported
- Compensation
- % of AUM, 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•••••• H•••• G••••• V••••• L•• | Hedge Fund | $551M | 75 | Feb 10, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B••••• S••••••• R•••••• · Ceo & Managing Membercontrolsince 03/2002 · owns 75% or more
- F••••••••• P•••• E••••• · Co-Chief Operating Officer & Chief Compliance Officercontrolsince 04/2005 · owns less than 5%
- S••••••• T••••••• J•••• · Chief Financial Officer & Co-Chief Operating Officer (Starting 05/01/24)controlsince 05/2024 · owns less than 5%
- W••••• C••••••••• H•••• · Co-Chief Operating Officercontrolsince 01/2019 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $449M to $554MApr 2, 2025 to Mar 23, 2026
- Discretionary RAUM · $541M to $680MApr 2, 2025 to Mar 23, 2026
- Pooled vehicle RAUM · $541M to $680MApr 2, 2025 to Mar 23, 2026
- RAUM · $541M to $680MApr 2, 2025 to Mar 23, 2026
- Assets in custody · $465M to $449MMar 28, 2024 to Apr 2, 2025
- Financial planning clients · unset to Mar 28, 2024 to Apr 2, 2025
- Discretionary RAUM · $551M to $541MMar 28, 2024 to Apr 2, 2025
- Pooled vehicle RAUM · $551M to $541MMar 28, 2024 to Apr 2, 2025
- RAUM · $551M to $541MMar 28, 2024 to Apr 2, 2025
- Advisory employees · 5 to 7Mar 29, 2023 to Mar 28, 2024
- Assets in custody · $436M to $465MMar 29, 2023 to Mar 28, 2024
- Employees · 5 to 7Mar 29, 2023 to Mar 28, 2024
- Discretionary RAUM · $535M to $551MMar 29, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $535M to $551MMar 29, 2023 to Mar 28, 2024
- RAUM · $535M to $551MMar 29, 2023 to Mar 28, 2024
- Assets in custody · $363M to $436MMar 29, 2022 to Mar 29, 2023
- Discretionary RAUM · $476M to $535MMar 29, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $476M to $535MMar 29, 2022 to Mar 29, 2023
- RAUM · $476M to $535MMar 29, 2022 to Mar 29, 2023
- Assets in custody · $311M to $363MMar 22, 2021 to Mar 29, 2022
- Discretionary RAUM · $376M to $476MMar 22, 2021 to Mar 29, 2022
- Pooled vehicle RAUM · $376M to $476MMar 22, 2021 to Mar 29, 2022
- RAUM · $376M to $476MMar 22, 2021 to Mar 29, 2022
- Assets in custody · $237M to $311MMar 30, 2020 to Mar 22, 2021
- Discretionary RAUM · $270M to $376MMar 30, 2020 to Mar 22, 2021
- Pooled vehicle RAUM · $270M to $376MMar 30, 2020 to Mar 22, 2021
- RAUM · $270M to $376MMar 30, 2020 to Mar 22, 2021
- Assets in custody · $209M to $237MMar 21, 2019 to Mar 30, 2020
- Discretionary RAUM · $235M to $270MMar 21, 2019 to Mar 30, 2020
- Pooled vehicle RAUM · $235M to $270MMar 21, 2019 to Mar 30, 2020
- RAUM · $235M to $270MMar 21, 2019 to Mar 30, 2020
- Advisory employees · 4 to 5Mar 29, 2018 to Mar 21, 2019
- Assets in custody · $211M to $209MMar 29, 2018 to Mar 21, 2019
- Employees · 4 to 5Mar 29, 2018 to Mar 21, 2019
- Discretionary RAUM · $268M to $235MMar 29, 2018 to Mar 21, 2019
- Pooled vehicle RAUM · $268M to $235MMar 29, 2018 to Mar 21, 2019
- RAUM · $268M to $235MMar 29, 2018 to Mar 21, 2019
- Pooled vehicle clients · unset to 1.0Mar 23, 2017 to Mar 29, 2018
- Assets in custody · $186M to $211MMar 23, 2017 to Mar 29, 2018
- Other offices · unset to 0.0Mar 23, 2017 to Mar 29, 2018
Signals
4 dated events
- T•••••• H•••• C••••••• L•• reported RAUM $680.0M, up 26% from $541.5M (2025-04-02 to 2026-03-23)Mar 23, 2026 · RAUM change · derived
- James Timothy Stewart (Chief Financial Officer & Co-Chief Operating Officer (Starting 05/01/24)) appeared on Schedule A of T•••••• H•••• C••••••• L••Mar 28, 2024 · Control person joined · fact
- T•••••• H•••• C••••••• L•• reported RAUM $376.1M, up 39% from $270.0M (2020-03-30 to 2021-03-22)Mar 22, 2021 · RAUM change · derived
- H•••• C••••••••• W•••• (Co-Chief Operating Officer) appeared on Schedule A of T•••••• H•••• C••••••• L••Mar 21, 2019 · 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/truffle-hound-capitalreportedpublic record, Form ADV, Sep 19, 2026
- Website
- T••••••H••••.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 301-789-2498reportedpublic record, Form ADV, Mar 23, 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