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SEC-registered adviser

T••• L••• M•••••••••

Asset manager (funds and pooled vehicles)H••• K•••, CRD 140648SEC 801-66781website IAPD

Legal name T••• L••• A••••••• •••• K•••• L••

Latest filing Mar 23, 2026

First filing on the tape Mar 20, 2012 · 25 filings

SEC status approved since Jun 1, 2006

RAUM

$1.6B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

7 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

25 filings and snapshots on the tape

RAUM$1.6B as of Mar 23, 2026

Mar 20, 2012$692M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Mar 23, 2026

Mar 28, 20130 then

Employees (5.A)16 as of Mar 23, 2026

Mar 28, 201314 then

Private funds1 as of Mar 23, 2026

Mar 20, 20121 then

RAUM +17% over the last fiscal year+15% 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: $1.6BderivedRAUM 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: +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 pooled vehiclesreportedItem 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

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)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$1.6B100%

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: noreported
Compensation: % of AUM, performancereported
Class basis: private_client_share=0.0 fund_share=1.0 institutional_share=0.0 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

Every departure Every arrival

Private funds

1 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
T••• L••• A••• M••••• F•••	Hedge Fund	$1.1B	70	Mar 20, 2012

Owners and control persons

Schedule A and B, latest filing

S••••••••• Z•••••• A•••• · Directorcontrol
since 02/2006 · owns less than 5%
S••••••••• Z•••••• A•••• · Director And Shareholdercontrol
since 02/2006 · owns 75% or more of T••• L••• I••••••••• M••••••••• L••••••
Y•••• H••••••• R•••••• A•••••••• · Chief Compliance Officer And Chief Operating Officer And Director
since 05/2006 · owns less than 5%

Entity owners

T••• L••• I••••••••• M••••••••• L•••••• · Shareholder
direct · owns 75% or more

Related persons

Schedule D 7.A

T••• L••• A••••••• ••••••••• P•• L••••••
investment advisern
T••• L••• I••••••••• M••••••••• L••••••
pooled vehicle sponsory

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Employees · 15 to 16
Mar 18, 2025 to Mar 23, 2026
Discretionary RAUM · $1.4B to $1.6B
Mar 18, 2025 to Mar 23, 2026
Pooled vehicle RAUM · $1.4B to $1.6B
Mar 18, 2025 to Mar 23, 2026
RAUM · $1.4B to $1.6B
Mar 18, 2025 to Mar 23, 2026
Advisory employees · 6 to 7
Mar 22, 2024 to Mar 18, 2025
Employees · 14 to 15
Mar 22, 2024 to Mar 18, 2025
Financial planning clients · unset to
Mar 22, 2024 to Mar 18, 2025
HQ state · unset to
Mar 22, 2024 to Mar 18, 2025
Discretionary RAUM · $1.1B to $1.4B
Mar 22, 2024 to Mar 18, 2025
Pooled vehicle RAUM · $1.1B to $1.4B
Mar 22, 2024 to Mar 18, 2025
RAUM · $1.1B to $1.4B
Mar 22, 2024 to Mar 18, 2025
Discretionary RAUM · $1.1B to $1.1B
Mar 29, 2023 to Mar 22, 2024
Pooled vehicle RAUM · $1.1B to $1.1B
Mar 29, 2023 to Mar 22, 2024
RAUM · $1.1B to $1.1B
Mar 29, 2023 to Mar 22, 2024
Advisory employees · 5 to 6
Mar 23, 2022 to Mar 28, 2023
Employees · 13 to 14
Mar 23, 2022 to Mar 28, 2023
Discretionary RAUM · $1.5B to $1.1B
Mar 23, 2022 to Mar 28, 2023
Pooled vehicle RAUM · $1.5B to $1.1B
Mar 23, 2022 to Mar 28, 2023
RAUM · $1.5B to $1.1B
Mar 23, 2022 to Mar 28, 2023
Advisory employees · 6 to 5
Apr 9, 2021 to Mar 23, 2022
Employees · 14 to 13
Apr 9, 2021 to Mar 23, 2022
Discretionary RAUM · $1.7B to $1.5B
Apr 9, 2021 to Mar 23, 2022
Pooled vehicle RAUM · $1.7B to $1.5B
Apr 9, 2021 to Mar 23, 2022
RAUM · $1.7B to $1.5B
Apr 9, 2021 to Mar 23, 2022
Discretionary RAUM · $1.0B to $1.7B
Apr 13, 2020 to Mar 26, 2021
Pooled vehicle RAUM · $1.0B to $1.7B
Apr 13, 2020 to Mar 26, 2021
RAUM · $1.0B to $1.7B
Apr 13, 2020 to Mar 26, 2021
Employees · 15 to 14
Mar 22, 2019 to Mar 27, 2020
Discretionary RAUM · $873M to $1.0B
Mar 22, 2019 to Mar 27, 2020
Pooled vehicle RAUM · $873M to $1.0B
Mar 22, 2019 to Mar 27, 2020
RAUM · $873M to $1.0B
Mar 22, 2019 to Mar 27, 2020
Advisory employees · 4 to 6
Jul 9, 2018 to Mar 22, 2019
Employees · 12 to 15
Jul 9, 2018 to Mar 22, 2019
Discretionary RAUM · $1.2B to $873M
Jul 9, 2018 to Mar 22, 2019
Pooled vehicle RAUM · $1.2B to $873M
Jul 9, 2018 to Mar 22, 2019
RAUM · $1.2B to $873M
Jul 9, 2018 to Mar 22, 2019
Organization form · Other (specify) to Corporation
Mar 28, 2018 to Jul 9, 2018
Pooled vehicle clients · unset to 1.0
Mar 28, 2017 to Mar 28, 2018
Other offices · unset to 0.0
Mar 28, 2017 to Mar 28, 2018
Organization form · Corporation to Other (specify)
Mar 28, 2017 to Mar 28, 2018

Signals

3 dated events

T••• L••• M••••••••• reported RAUM $1.4B, up 26% from $1.1B (2024-03-22 to 2025-03-18)
Mar 18, 2025 · RAUM change · derived
T••• L••• M••••••••• reported RAUM $1.1B, down 29% from $1.5B (2022-03-23 to 2023-03-28)
Mar 28, 2023 · RAUM change · derived
T••• L••• M••••••••• reported RAUM $1.7B, up 67% from $1.0B (2020-04-13 to 2021-03-26)
Mar 26, 2021 · RAUM change · derived

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

Website: T•••L•••IM.COMreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 852-2106-0188reportedpublic 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