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•••••• G••••
Legal name T•••••••• C•••••• L•
Latest filing Mar 31, 2026
First filing on the tape Mar 30, 2012 · 23 filings
SEC status approved since Jun 29, 2010
RAUM
$745M
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
19
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
2
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$745M as of Mar 31, 2026
Mar 30, 2012$2.6B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20120 then
Employees (5.A)19 as of Mar 31, 2026
Mar 28, 201332 then
Private funds2 as of Mar 31, 2026
Mar 30, 201211 then
RAUM -17% over the last fiscal year-18% a year over threeIARs 0 to 0
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
- $82.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 34%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -17%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 vehiclesreportedItem 5.G
- Custody
- $195M, 3 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)
- 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)
- 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$195M43%
- Charitable organizations$194M43%
- Pension and profit-sharing plans$60.7M14%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $195M for 3 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.26 institutional_share=0.34 related_bd=false related_bank=true bd_reps=1.0derived
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
13 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•••••••• L••• F••• L•••no longer reported | Hedge Fund | $439M | 11 | Mar 28, 2013 |
| T•••••••• L••• M••••• F••• L• | Hedge Fund | $184M | 20 | Mar 30, 2012 |
| T•••••••• P••••••• L• | Hedge Fund | $182M | 21 | Mar 30, 2012 |
| T•••••••• L••• F••• L•no longer reported | Hedge Fund | $118M | 14 | Mar 30, 2012 |
| T•••••••• E•• M••••• F••• L•no longer reported | Hedge Fund | $106M | 3 | Mar 30, 2012 |
| T•••••••• E•• F••• L•••no longer reported | Hedge Fund | $95.1M | 5 | Mar 30, 2012 |
| T•••••••• P••••••• M••••• F••• L• | Hedge Fund | $82.1M | 6 | Mar 30, 2012 |
| T•••••••• S••••• L•••no longer reported | Hedge Fund | $70.5M | 15 | Mar 30, 2012 |
| T•••••••• C••••••••• M••••• F••• L•no longer reported | Hedge Fund | $45.5M | 4 | Mar 30, 2012 |
| T•••••••• C••••••••• F••• L•no longer reported | Hedge Fund | $40.9M | 16 | Mar 30, 2012 |
| T•••••••• T•• E•••••••• F••• L• | Hedge Fund | $37.9M | 11 | Nov 29, 2022 |
| T•••••••• S••••• L•no longer reported | Hedge Fund | $7.4M | 12 | Mar 30, 2012 |
| T•••••••• E•• F••• L•no longer reported | Hedge Fund | $6.4M | 2 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• B••••• E••••• B•••• · Limited Partner And Chairman/Chief Executive Officercontrolsince 03/2001 · owns 75% or more
- E•••••• J••••• P•••• · President, Chief Operating Officer And Chief Compliance Officercontrolsince 05/2001 · owns less than 5%
- B•••••••• B••••• E••••• B•••• · Managing Membercontrolsince 03/2001 · owns 75% or more of T•••••••• C•••••• L••
Entity owners
- T•••••••• C•••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- T•••••••• H••••••• L••pooled vehicle sponsorn
Advisers that list T•••••••• C•••••• G•••• as a related person
- 330605 n
Offices
Schedule D 1.F, the 25 largest
- Stamford, CT5 employees
What changed
consecutive filings, newest first
- Accounts · 12 to 9Mar 26, 2025 to Mar 31, 2026
- Advisory employees · 9 to 10Mar 26, 2025 to Mar 31, 2026
- Pooled vehicle clients · 6 to 3Mar 26, 2025 to Mar 31, 2026
- Assets in custody · $350M to $195MMar 26, 2025 to Mar 31, 2026
- Employees · 17 to 19Mar 26, 2025 to Mar 31, 2026
- Private funds · 3 to 2Mar 26, 2025 to Mar 31, 2026
- Discretionary RAUM · $894M to $745MMar 26, 2025 to Mar 31, 2026
- Pension RAUM · $66.1M to $60.7MMar 26, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $350M to $195MMar 26, 2025 to Mar 31, 2026
- RAUM · $894M to $745MMar 26, 2025 to Mar 31, 2026
- Accounts · 13 to 12Aug 28, 2024 to Mar 26, 2025
- BD registered reps · 0 to 1Aug 28, 2024 to Mar 26, 2025
- Pooled vehicle clients · 4 to 6Aug 28, 2024 to Mar 26, 2025
- Assets in custody · $390M to $350MAug 28, 2024 to Mar 26, 2025
- Financial planning clients · unset to Aug 28, 2024 to Mar 26, 2025
- Private funds · 4 to 3Aug 28, 2024 to Mar 26, 2025
- Discretionary RAUM · $1.0B to $894MAug 28, 2024 to Mar 26, 2025
- Pension RAUM · $108M to $66.1MAug 28, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $487M to $350MAug 28, 2024 to Mar 26, 2025
- RAUM · $1.0B to $894MAug 28, 2024 to Mar 26, 2025
- Accounts · 14 to 13Mar 31, 2023 to Mar 29, 2024
- Pension plan clients · 5.0 to unsetMar 31, 2023 to Mar 29, 2024
- Assets in custody · $378M to $390MMar 31, 2023 to Mar 29, 2024
- Employees · 21 to 17Mar 31, 2023 to Mar 29, 2024
- HQ city · STAMFORD to WEST PALM BEACHMar 31, 2023 to Mar 29, 2024
- HQ state · CT to FLMar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.3B to $1.0BMar 31, 2023 to Mar 29, 2024
- Pension RAUM · $469M to $108MMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $452M to $487MMar 31, 2023 to Mar 29, 2024
- RAUM · $1.3B to $1.0BMar 31, 2023 to Mar 29, 2024
- Accounts · 17 to 14Nov 29, 2022 to Mar 31, 2023
- Pooled vehicle clients · 6 to 4Nov 29, 2022 to Mar 31, 2023
- Assets in custody · $1.1B to $378MNov 29, 2022 to Mar 31, 2023
- Employees · 24 to 21Nov 29, 2022 to Mar 31, 2023
- Discretionary RAUM · $3.2B to $1.3BNov 29, 2022 to Mar 31, 2023
- Pension RAUM · $920M to $469MNov 29, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.2B to $452MNov 29, 2022 to Mar 31, 2023
- RAUM · $3.2B to $1.3BNov 29, 2022 to Mar 31, 2023
- Private funds · 3 to 4Mar 30, 2022 to Nov 29, 2022
- Accounts · 16 to 17Mar 31, 2021 to Mar 30, 2022
Signals
5 dated events
- A•••• K•••• B••••• (Chief Financial Officer & Chief Compliance Officer) no longer on Schedule A of T•••••••• C•••••• G•••• (listed 2024-03-29, absent 2024-08-28)Aug 28, 2024 · Control person left · inference
- T•••••••• C•••••• G•••• reported RAUM $1.3B, down 59% from $3.2B (2022-11-29 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- T•••••••• C•••••• G•••• reported RAUM $3.7B, up 45% from $2.5B (2020-03-30 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- T•••••••• C•••••• G•••• reported RAUM $2.5B, up 43% from $1.8B (2019-03-29 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Eugene Daniel Waters (Co-President) no longer on Schedule A of T•••••••• C•••••• G•••• (listed 2019-03-29, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
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/tremblant-capital/aboutreportedpublic record, Form ADV, Sep 19, 2026
- Website
- T••••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-303-7373reportedpublic 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
- Other adviserderiveda 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