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•••• P•••• L••
Latest filing May 1, 2026
First filing on the tape Mar 30, 2012 · 29 filings
SEC status approved since Jan 12, 2006
RAUM
$29B
reported, Item 5.F
Discretionary
98%
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
143
68 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
34
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$29B as of May 1, 2026
Mar 30, 2012$12B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 1, 2026
Mar 27, 20130 then
Employees (5.A)143 as of May 1, 2026
Mar 27, 201356 then
Private funds34 as of May 1, 2026
Mar 30, 20125 then
RAUM +32% over the last fiscal year+17% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 1, 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
- $416MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 7.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived7 offices incl. principal (1.F.5)
- RAUM growth, one year
- +32%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 businesses and institutions, portfolio management for pooled vehicles, otherreportedItem 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)
- 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$24B90%
- Insurance companies$2.1B7.9%
- Other investment advisers$642M2.4%
- State and municipal entities$6.6M0.0%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 69reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.86 institutional_share=0.07 related_bd=false related_bank=true 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
22 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•••• P•••• O••••••• M••••• F••• L••• | Hedge Fund | $5.6B | 998 | Mar 30, 2012 |
| T•••• P•••• U•••• M••••• F••• L••• | Hedge Fund | $3.6B | 1,299 | Mar 30, 2012 |
| T•••• P•••• P••••••• Q•••••••• L••• | Hedge Fund | $3.0B | 1,521 | Mar 30, 2012 |
| T•••• P•••• S••••••••• C••••• O••••••••• M••••• F••• L• | Hedge Fund | $840M | 158 | Jun 18, 2020 |
| T• E•• M••••• L•no longer reported | Hedge Fund | $763M | 22 | Aug 28, 2017 |
| T•••• P•••• P••••••• L••• | Hedge Fund | $321M | 66 | Mar 30, 2012 |
| T•••• P•••• V•••••• F••• I• L• | Private Equity Fund | $300M | 102 | Mar 31, 2023 |
| T• E•• I• M••••• L•no longer reported | Hedge Fund | $285M | 43 | Aug 27, 2019 |
| T•••• P•••• I••••••••• I•• M••••• L•no longer reported | Hedge Fund | $247M | 36 | Mar 30, 2020 |
| T•••• P•••• H••••••• R••••••• F•••• L•••no longer reported | Hedge Fund | $212M | 205 | Mar 31, 2014 |
| T•••• P•••• V•••••• I•••••••• E••••• I• L• | Private Equity Fund | $205M | 45 | Mar 31, 2021 |
| T•••• P•••• V•••••• F••• I• L• | Private Equity Fund | $177M | 117 | Mar 31, 2021 |
| T• P• I•• M••••• L•no longer reported | Hedge Fund | $173M | 2 | Mar 30, 2020 |
| T•••• P•••• C•••••••• C••••• O••••••••• F••• L• | Hedge Fund | $132M | 9 | Nov 15, 2024 |
| T• E•• I•• M••••• L•no longer reported | Hedge Fund | $94.9M | 20 | Mar 30, 2020 |
| T•••• P•••• E••••••• L• | Hedge Fund | $90.3M | 4 | Nov 29, 2018 |
| T• H••••• L•no longer reported | Hedge Fund | $66.2M | 29 | Aug 28, 2017 |
| T•••• P•••• I••••••••• I• U•••• M••••• L•no longer reported | Hedge Fund | $58.5M | 11 | Aug 28, 2017 |
| T•••• P•••• I•••••••• D•••••••• F••• L••• | Hedge Fund | $47.3M | 47 | Mar 29, 2018 |
| T•••• P•••• I••••••••• I• M••••• L•no longer reported | Hedge Fund | $40.9M | 10 | Nov 29, 2018 |
| T•••• P•••• I••••••••• I• M••••• L•no longer reported | Hedge Fund | $35.8M | 2 | Aug 27, 2019 |
| T•••• P•••• O••••••••• M••••• F••• L•••no longer reported | Hedge Fund | $0 | 2 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- H•••• R••••••• M•••• · Chief Financial Officercontrolsince 03/2008 · owns less than 5%
- L•••• D•••••• S••• · Chief Executive Officer And Chief Investment Officercontrolsince 06/1995 · owns less than 5%
- T••••••• J•••••• L••••••• · Chief Operating Officer, Chief Legal Officer And Partnercontrolsince 06/2009 · owns less than 5%
- T••••••• J••• · Chief Compliance Officercontrolsince 02/2024 · owns less than 5%
- W••••••• I••• G••••••• · Partnercontrolsince 02/2009 · owns less than 5%
Entity owners
- T•••• P•••• L• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- T•• C•• C••••• G• L•• •••••• T•••• P•••• P•••••• C•• C••••• G• L••pooled vehicle sponsory
- T•••• P•••• A••••••• I• L•••••bankpooled vehicle sponsorn
- T•••• P•••• A••••••• I•• L•••••bankpooled vehicle sponsorn
- T•••• P•••• A••••••• L•••••bankpooled vehicle sponsorn
- T•••• P•••• I••••••••• I• G• L••bankpooled vehicle sponsorn
- T•••• P•••• V•••••• G• I• L••bankpooled vehicle sponsorn
- T•••• P•••• V•••••• G• L••bankpooled vehicle sponsorn
Advisers that list T•••• P•••• L•• as a related person
- 332857 y
Offices
Schedule D 1.F, the 25 largest
- Menlo Park, CA4 employees
- Sea Cliff, NY3 employees
- Hobe Sound, FL1 employees
What changed
consecutive filings, newest first
- Accounts · 61 to 69Jun 16, 2025 to Apr 1, 2026
- Advisory employees · 65 to 68Jun 16, 2025 to Apr 1, 2026
- Pooled vehicle clients · 41 to 50Jun 16, 2025 to Apr 1, 2026
- Employees · 139 to 143Jun 16, 2025 to Apr 1, 2026
- Private funds · 26 to 34Jun 16, 2025 to Apr 1, 2026
- Discretionary RAUM · $22B to $28BJun 16, 2025 to Apr 1, 2026
- Non-discretionary RAUM · $0 to $507MJun 16, 2025 to Apr 1, 2026
- Pooled vehicle RAUM · $19B to $24BJun 16, 2025 to Apr 1, 2026
- RAUM · $22B to $29BJun 16, 2025 to Apr 1, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jun 16, 2025
- Private funds · 27 to 26Mar 31, 2025 to Jun 16, 2025
- Accounts · 19 to 61Nov 15, 2024 to Mar 31, 2025
- Advisory employees · 39 to 65Nov 15, 2024 to Mar 31, 2025
- Pooled vehicle clients · 18 to 41Nov 15, 2024 to Mar 31, 2025
- Employees · 94 to 139Nov 15, 2024 to Mar 31, 2025
- Other offices · 3 to 6Nov 15, 2024 to Mar 31, 2025
- Private funds · 11 to 27Nov 15, 2024 to Mar 31, 2025
- Discretionary RAUM · $15B to $22BNov 15, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $14B to $19BNov 15, 2024 to Mar 31, 2025
- RAUM · $15B to $22BNov 15, 2024 to Mar 31, 2025
- Related adviser · false to trueNov 15, 2024 to Mar 31, 2025
- Private funds · 10 to 11Mar 30, 2024 to Nov 15, 2024
- Advisory employees · 42 to 39Feb 14, 2024 to Mar 30, 2024
- Employees · 110 to 94Feb 14, 2024 to Mar 30, 2024
- Discretionary RAUM · $18B to $15BFeb 14, 2024 to Mar 30, 2024
- Pooled vehicle RAUM · $17B to $14BFeb 14, 2024 to Mar 30, 2024
- RAUM · $18B to $15BFeb 14, 2024 to Mar 30, 2024
- Accounts · 26 to 19Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 38 to 42Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 25 to 18Mar 31, 2022 to Mar 31, 2023
- Employees · 98 to 110Mar 31, 2022 to Mar 31, 2023
- Other offices · 1 to 3Mar 31, 2022 to Mar 31, 2023
- Private funds · 13 to 10Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $28B to $18BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $27B to $17BMar 31, 2022 to Mar 31, 2023
- RAUM · $28B to $18BMar 31, 2022 to Mar 31, 2023
- Related adviser · true to falseMar 31, 2022 to Mar 31, 2023
- Accounts · 29 to 26Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 34 to 38Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 27 to 25Mar 31, 2021 to Mar 31, 2022
Signals
8 dated events
- T•••• P•••• L•• reported RAUM $28.7B, up 32% from $21.8B (2025-06-16 to 2026-04-01)Apr 1, 2026 · RAUM change · derived
- T•••• P•••• L•• reported RAUM $21.8B, up 45% from $15.0B (2024-11-15 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- William Song (Chief Compliance Officer) no longer on Schedule A of T•••• P•••• L•• (listed 2023-03-31, absent 2024-02-14)Feb 14, 2024 · Control person left · inference
- Jana Tsilman (Chief Compliance Officer) appeared on Schedule A of T•••• P•••• L••Feb 14, 2024 · Control person joined · fact
- T•••• P•••• L•• reported RAUM $18.0B, down 35% from $27.6B (2022-03-31 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Peter James Gallagher (Chief Administrative Officer) no longer on Schedule A of T•••• P•••• L•• (listed 2020-06-18, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Ziaul Munib Islam (Partner And Co-Chief Investment Officer) no longer on Schedule A of T•••• P•••• L•• (listed 2020-03-30, absent 2020-06-18)Jun 18, 2020 · Control person left · inference
- T•••• P•••• L•• reported RAUM $19.3B, down 28% from $26.9B (2018-11-29 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- T•••• P•••• L•• · Independent Sponsorsshared crd · capital_provider
- T•••• P•••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/third-point-llcreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- linkedin.com/company/tp-birch-grovereportedpublic record, Form ADV, Sep 18, 2026
- Website
- thirdpointres.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-715-3880reportedpublic record, Form ADV, May 1, 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