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•• M••••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Dec 5, 2011 · 38 filings
SEC status approved since Jan 25, 2006
RAUM
$6.7B
reported, Item 5.F
Discretionary
64%
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
102
54 advisory (5.B.1)
Offices
9
beyond the principal office
Private funds
27
reported on Schedule D
History
38 filings and snapshots on the tape
RAUM$6.7B as of Mar 31, 2026
Mar 16, 2012$1.9B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 22, 20130 then
Employees (5.A)102 as of Mar 31, 2026
Mar 22, 201375 then
Private funds27 as of Mar 31, 2026
Mar 16, 201212 then
RAUM +3.0% over the last fiscal year+1.8% a year over threeIARs 0 to 0offices 10 to 9
Practice profile
derived from the filing of Mar 31, 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
- $140MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 64%derivedof RAUM
- Institutional
- 34%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived10 offices incl. principal (1.F.5)
- RAUM growth, one year
- +3.0%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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $3.7B, 40 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 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.4B65%
- Sovereign wealth funds$2.3B34%
- Corporations and businesses$58.6M0.9%
- Other investment advisers$36.2M0.5%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 48reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.7B for 40 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.65 institutional_share=0.34 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
63 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•• T•••••••• T••••• L•no longer reported | Real Estate Fund | $630M | 13 | Mar 30, 2012 |
| A•••• I••••••••• • R•••••• R•••••••• O••••••••• F••• C••••• M••••• L• | Private Equity Fund | $603M | 245 | Mar 31, 2023 |
| A•••• I••••••••• • R•••••• R•••••••• O••••••••• F••• C••••• M••••• L•no longer reported | Private Equity Fund | $554M | 245 | Mar 30, 2012 |
| B•• L•••• C••••• F••• | Private Equity Fund | $525M | 50 | Mar 31, 2023 |
| T•• T•••••••• T••••• C•••no longer reported | Real Estate Fund | $480M | 2 | Mar 30, 2016 |
| T•• L•••• C••••••• O••••••••• M••••• F••• I•• L•••no longer reported | Hedge Fund | $459M | 1 | Mar 13, 2012 |
| T•• F••••••• F••• 9• L• | Real Estate Fund | $378M | 31 | Mar 30, 2012 |
| T•• T•••••••• T••••• C••• M•no longer reported | Real Estate Fund | $374M | 2 | Mar 30, 2016 |
| S••••• S••••••• A••••••• L••• | Hedge Fund | $374M | 4 | Mar 31, 2015 |
| T•• B• F•••• L• | Real Estate Fund | $290M | 11 | Mar 31, 2014 |
| T•• G••••• P••••••••• I•• L••• | Private Equity Fund | $203M | 1,243 | Apr 2, 2012 |
| T•• E••••••• E••••• P•••••• E••••• F••• S••• | Private Equity Fund | $193M | 13 | Mar 30, 2020 |
| A•••• I•••• S•••••• F••• C••••• M••••• L• | Private Equity Fund | $178M | 31 | Mar 31, 2023 |
| T•• Q••••• F••• L• | Real Estate Fund | $176M | 2 | Mar 30, 2012 |
| T•• F••• L••• O••••••••• F•••• L• | Real Estate Fund | $166M | 36 | Apr 1, 2013 |
| A•••• I•••• S•••••• F••• C••••• M••••• L•no longer reported | Private Equity Fund | $161M | 31 | Mar 28, 2013 |
| E•••• F••• V• •••••••• L••• | Private Equity Fund | $158M | 28 | Mar 29, 2024 |
| T•• L•••• A•••••• P•••••• E••••• F••• I• L••• | Private Equity Fund | $128M | 11 | Mar 13, 2012 |
| T•• A•••••••• P•••••• E••••• F•••• L••• | Private Equity Fund | $110M | 25 | Mar 30, 2017 |
| T•• A••••••••• E••••••• M•••••• F•••• L••• | Other Private Fund | $105M | 7 | Mar 30, 2020 |
| N••••• O•• A••••• P•••••• E••••• F••• 2• L••• | Private Equity Fund | $94.9M | 9 | Mar 29, 2024 |
| B•••• F••• I• L• | Private Equity Fund | $90.0M | 6 | Mar 30, 2015 |
| T•• R•••••• G•••• K•••• I• P•••••• E••••• F•••no longer reported | Private Equity Fund | $87.2M | 8 | Mar 30, 2017 |
| T•• L••• H••••••• F••••••• F•••••• L• | Real Estate Fund | $84.3M | 26 | Mar 30, 2012 |
| T•• L••• H••••••• F••••••• F•••••• L• | Real Estate Fund | $83.2M | 3 | Mar 30, 2012 |
| A•••• I••••••••• • R•••••• R•••••••• O••••••••• F••• I• P•• L•• | Private Equity Fund | $78.2M | 24 | Mar 30, 2018 |
| T•• E••••••• H•••••• S••••• E••••• M••••• F•••• L••• | Hedge Fund | $68.2M | 11 | Mar 29, 2018 |
| T•• A••••• M•••••••• P••••••• 3• •• P••••••••• | Private Equity Fund | $59.5M | 12 | Mar 29, 2024 |
| T•• P•••••• C••••• L•••• A•••••• S••• | Private Equity Fund | $56.9M | 2 | Mar 29, 2019 |
| S••• B••••••• E••••••••• L•••••• | Private Equity Fund | $48.2M | 1 | Mar 29, 2019 |
| T•• E••••••• M•••••• L•••• D••• U•••• F••• | Other Private Fund | $43.5M | 6 | Mar 29, 2019 |
| F•••• D• C•••••• P•••••• T•• F•• L• | Private Equity Fund | $42.9M | 3 | Mar 13, 2012 |
| T•• S••••• O••••••••• M••••• F•••• L•••no longer reported | Hedge Fund | $41.6M | 3 | Mar 22, 2013 |
| B••••• C•••••• I••••••••• L• | Private Equity Fund | $33.4M | 10 | Mar 30, 2017 |
| T••••••••• A•••••••• S••••• O••••••••• M••••• F•••• L•••no longer reported | Hedge Fund | $31.0M | 2 | Mar 30, 2017 |
| T•• A••••• D••••• I••••••••• P••••••••• | Private Equity Fund | $24.4M | 1 | Mar 29, 2024 |
| T•••• I• C•••••••• L••• | Private Equity Fund | $23.0M | 73 | Apr 1, 2014 |
| N•••• T••••••••• L•• | Private Equity Fund | $15.5M | 5 | Mar 29, 2024 |
| Q•• S••••••• T••••• N•• 1• L••••••no longer reported | Hedge Fund | $14.7M | 2 | Mar 31, 2015 |
| T•• A••• O••••••••• M••••• F•••• L•••no longer reported | Hedge Fund | $12.9M | 11 | Mar 13, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C••••• J••••• M••• · Head Of B••••••• Management, G•••••• Counsel And Member Of The Executive Committee For Trgcontrolsince 09/2019 · owns less than 5%
- D• B•••• A•••••••• C••••••••• · Partner Of T•• M••••••••• P••••••••• L•controlsince 04/2023 · owns less than 5%
- G••••••••• M•••••• A•••• · Member Of Each The Board Of Partners And The Executive Committee For Trgcontrolsince 07/2004 · owns less than 5%
- H••••••••• P•••• · Partner Of T•• M••••••••• P••••••••• L•controlsince 04/2023 · owns less than 5%
- K•••• V•••••••• N•• · Chief Risk Officer And Member Of The Executive Committee For Trgcontrolsince 04/2010 · owns less than 5%
- M••••••••• S•••••• J•••• · Partner Of T•• M••••••••• P••••••••• L• And Head Of A•••••controlsince 04/2023 · owns less than 5%
- R••••••• N••••••• S••••• · Ceo & Cio, Member Of The Board Of Trg, Trg Venture Capital Gp Entities, Trg Allocation, Trg I•••• And Trg S••••••••controlsince 02/2003 · owns less than 5%
- S••••••••• B••••••• S••••••• · Member Of The Board Of Partners Of Trg And Member Of The Executive Committee For Trgcontrolsince 08/2006 · owns less than 5%
- R••••••• N••••••• S••••• · Managing Membercontrolsince 12/2001 · owns 75% or more of T•• M••••••••• P••••••••• L•
- R••••••• N••••••• S••••• · Managing Membercontrolsince 12/2001 · owns 75% or more of R•••••• M••••••••• I••••••••• L••
- C••••• R•••••• · Partner Of T•• M••••••••• P••••••••• L•since 10/2017 · owns less than 5%
- C•••••••• M••••••• S•••••• D••••• · Member Of The Executive Committee For Trg And Head Of Trg Boston Officesince 09/2018 · owns less than 5%
- C••••• C••••• D•••••• · Partner Of T•• M••••••••• P••••••••• L•since 11/2021 · owns less than 5%
- C••••••• C••••• P•••••• · Member Of The Board Of Partners Of Trgsince 01/2008 · owns less than 5%
- C••••••••• C••••••••• A••• · Board Member For Each Of The Trg Venture Capital G•••••• Partner Entitiessince 09/2018 · owns less than 5%
- D• A•••••• M••••••• V•••••• · Partner Of T•• M••••••••• P••••••••• L•since 01/2024 · owns less than 5%
- H•••••• P•••• A•••••• · Chief Compliance Officersince 09/2019 · owns less than 5%
- J••••• I••• G••••• · Partner Of T•• M••••••••• P••••••••• L• And Head Of Trg New Z•••••• Officesince 12/2017 · owns less than 5%
- K••••••••• E••• · Partner Of T•• M••••••••• P••••••••• L•since 11/2021 · owns less than 5%
- M•••••••• J•••••••• E••••• R••••• · Partner Of T•• M••••••••• P••••••••• L•since 04/2023 · owns less than 5%
- R••••••••• M••••••• H•••• · Board Member For Each Of The Trg Venture Capital G•••••• Partner Entitiessince 02/2005 · owns less than 5%
- R•••••••• M•••••• · Board Member For Each Of The Trg Venture Capital G•••••• Partner Entitiessince 12/2017 · owns less than 5%
- S••••••••• C••••••••• N•• · Member Of The Board Of Partners Of Trgsince 01/2010 · owns less than 5%
Entity owners
- T•• M••••••••• P••••••••• L• · G•••••• Partner Of T•• M••••••••• L• ("Trg")direct · owns 75% or more
- R•••••• M••••••••• I••••••••• L•• · Managing Memberindirect · owns 25% to 50% of T•• M••••••••• P••••••••• L•
- A• N•••• A••••••• I••• · L•••••• Partnerdirect · owns 5% to 10%
- B•••••• B••• P••••• C•••••• L•••••• · L•••••• Partnerdirect · owns 5% to 10%
- A•••• C••••••••• · Shareholderindirect · owns 75% or more of A• N•••• A••••••• I•••
Related persons
Schedule D 7.A
- B••• I• J•• G• L••••••pooled vehicle sponsory
- B•••• A••••••••• S• D• R••• D• C•••investment advisery
- B•••• F••• I• G•• L•••pooled vehicle sponsory
- B••••• C•••••• L•••pooled vehicle sponsory
- C•••••• A••••••• P••••••• A••• P•• L••investment adviserpooled vehicle sponsory
- Q••••• G•••••• P••••••• L••pooled vehicle sponsory
- S••••••• T••••• P•• L••••••pooled vehicle sponsory
- T•• A••••••• I•••• P•••••• L••••••investment advisery
- T•• A•••••••• P•••••• E••••• F••• G•• L•••pooled vehicle sponsory
- T•• A••••••••• I••••••••• G• P•••••••••pooled vehicle sponsory
- T•• A••••••••• I••••••••• G• S• P••••••••• L••••••pooled vehicle sponsory
- T•• B••••• S••••••• E• P••••••••• L••••investment advisery
- T•• B• G•• L••pooled vehicle sponsory
- T•• C•••• E••••• G•• L••pooled vehicle sponsory
- T•• D••••• I••••••••• G• P••••••••• L••••••pooled vehicle sponsory
- T•• E•• G• S•••pooled vehicle sponsory
- T•• F•• F••• G•• L••pooled vehicle sponsory
- T•• F••••••• F••• 9• M••••••• L••pooled vehicle sponsory
- T•• F••• V•• G• ••• P••••••••• L••••••pooled vehicle sponsory
- T•• F••• V•• G• ••• P••••••••• L••••••pooled vehicle sponsory
- T•• F••• V•• G• P••••••••• S• L•pooled vehicle sponsory
- T•• F••• V•• G• P••••••••• S• L•pooled vehicle sponsory
- T•• L•••• A•••••• F••• I• G•• L•••pooled vehicle sponsory
- T•• L••• H••••••• M••••••• L••pooled vehicle sponsory
- T•• M••••••••• A•••••••• S••investment advisery
- T•• M••••••••• P••• S••investment advisery
- T•• M••••••••• S•••••••• P••• L•••investment advisery
- T•• M••••••••• U• L••investment advisery
- T•• M••••••••• U•••••• S••investment advisery
- T•• R•••••••• R•••••••• N•• Z••••••investment advisery
Offices
Schedule D 1.F, the 25 largest
- Johannesburg, South Africa16 employees
- Boston, MA7 employees
- Buenos Aires, Argentina6 employees
- London, United Kingdom6 employees
- Rotorua, New Zealand6 employees
- Mumbai, India5 employees
- S••••••••, Singapore2 employees
- Montevideo, Uruguay2 employees
- Lima, Peru1 employees
- Sao P•••O, Brazil1 employees
- Gurgaon, India1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- high institutional concentrationStatic outlier · filing Mar 31, 2026institutional share of RAUM of 34% against a peer median of 0% (684 comparable advisers, 98.0th percentile, 11.4 robust deviations)peers: ASSET_M••••••, $5B to $20B (684) · 98% percentile
What changed
consecutive filings, newest first
- Accounts · 46 to 48Nov 5, 2025 to Mar 31, 2026
- Advisory employees · 74 to 54Nov 5, 2025 to Mar 31, 2026
- Pooled vehicle clients · 46 to 43Nov 5, 2025 to Mar 31, 2026
- Assets in custody · $2.6B to $3.7BNov 5, 2025 to Mar 31, 2026
- Employees · 143 to 102Nov 5, 2025 to Mar 31, 2026
- Private funds · 31 to 27Nov 5, 2025 to Mar 31, 2026
- Discretionary RAUM · $5.0B to $4.3BNov 5, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $1.5B to $2.4BNov 5, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $4.2B to $4.4BNov 5, 2025 to Mar 31, 2026
- RAUM · $6.5B to $6.7BNov 5, 2025 to Mar 31, 2026
- Financial planning clients · 0 to 0Mar 31, 2025 to Nov 5, 2025
- Other offices · 10 to 9Mar 31, 2025 to Nov 5, 2025
- Private funds · 33 to 31Mar 31, 2025 to Nov 5, 2025
- Accounts · 38 to 46Apr 29, 2024 to Mar 31, 2025
- Advisory employees · 82 to 74Apr 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 57 to 46Apr 29, 2024 to Mar 31, 2025
- Assets in custody · $4.7B to $2.6BApr 29, 2024 to Mar 31, 2025
- Employees · 160 to 143Apr 29, 2024 to Mar 31, 2025
- Other offices · 11 to 10Apr 29, 2024 to Mar 31, 2025
- Private funds · 31 to 33Apr 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $6.5B to $5.0BApr 29, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $1.9B to $1.5BApr 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $5.2B to $4.2BApr 29, 2024 to Mar 31, 2025
- RAUM · $8.5B to $6.5BApr 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 60 to 57Apr 23, 2024 to Apr 29, 2024
- Private funds · 34 to 31Apr 23, 2024 to Apr 29, 2024
- Pooled vehicle clients · 63 to 60Mar 29, 2024 to Apr 23, 2024
- Private funds · 37 to 34Mar 29, 2024 to Apr 23, 2024
- Accounts · 70 to 38Mar 31, 2023 to Mar 29, 2024
- Advisory employees · 62 to 82Mar 31, 2023 to Mar 29, 2024
- Employees · 118 to 160Mar 31, 2023 to Mar 29, 2024
- Other offices · 10 to 11Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $5.5B to $6.5BMar 31, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $842M to $1.9BMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $4.7B to $5.2BMar 31, 2023 to Mar 29, 2024
- RAUM · $6.4B to $8.5BMar 31, 2023 to Mar 29, 2024
- Accounts · 66 to 70Nov 4, 2022 to Mar 31, 2023
- Advisory employees · 45 to 62Nov 4, 2022 to Mar 31, 2023
- Pooled vehicle clients · 62 to 63Nov 4, 2022 to Mar 31, 2023
- Employees · 97 to 118Nov 4, 2022 to Mar 31, 2023
Signals
6 dated events
- T•• M••••••••• L• reported RAUM $8.5B, up 33% from $6.4B (2023-03-31 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- James Stuart Mackenzie (Partner Of T•• M••••••••• P••••••••• L• And Head Of Africa) appeared on Schedule A of T•• M••••••••• L•Mar 29, 2024 · Control person joined · fact
- Christoffel Anthonie De Beer (Partner Of T•• M••••••••• P••••••••• L•) appeared on Schedule A of T•• M••••••••• L•Mar 29, 2024 · Control person joined · fact
- Peter Hayward-Butt (Partner Of T•• M••••••••• P••••••••• L•) appeared on Schedule A of T•• M••••••••• L•Mar 29, 2024 · Control person joined · fact
- Wee Seck Vincent Low (Member Of The Executive Committee For Trg) no longer on Schedule A of T•• M••••••••• L• (listed 2020-03-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Edward Lee Bocker (Chief Operating Officer, Member Of The Executive Committee For Trg And Board Member For Trg India) no longer on Schedule A of T•• M••••••••• L• (listed 2019-03-29, absent 2019-10-02)Oct 2, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- T•• M••••••••• L• · Independent Sponsorsshared crd · capital_provider
- T•• M••••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- H•••S://WWW.LINKEDIN.COM/COMPANY/THE-R••••••-GROUPreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-984-2900reportedpublic record, Form ADV, Mar 31, 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•• M••••••••• 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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