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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
T•••••••• N•••• A••••••
Legal name T•••••••• C•••••• M••••••••• L•••
Latest filing May 13, 2026
First filing on the tape Dec 13, 2011 · 29 filings
SEC status approved since Jan 4, 2010
RAUM
$5.9B
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
37
20 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
19
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$5.9B as of May 13, 2026
Mar 30, 2012$2.4B then
HNW client RAUM$0 as of May 13, 2026
Mar 22, 2019$0 then
State-registered IARs (5.B.3)0 as of May 13, 2026
Mar 30, 20120 then
Employees (5.A)37 as of May 13, 2026
Mar 28, 201326 then
Private funds19 as of May 13, 2026
Mar 30, 20128 then
RAUM -24% over the last fiscal year-8.7% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 13, 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
- $235MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -24%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
- $5.9B, 23 clientsreportedItem 9.A
- Ownership
- controlled by a public reporting companyderived
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- controlled by a public reporting company (10.A)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$5.8B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 25reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $5.9B for 23 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.98 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
Private funds
29 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•••••••• C•••••• P••••••• V• ••••• A••••••• L••• | Private Equity Fund | $2.2B | 117 | Mar 30, 2018 |
| T•••••••• C•••••• P••••••• V• P••••••• ••••• A••••••• L••• | Private Equity Fund | $1.6B | 55 | Mar 30, 2018 |
| T•••••••• C•••••• P••••••• V• ••••• A••••••• L••• | Private Equity Fund | $823M | 120 | Mar 28, 2013 |
| T•••••••• C•••••• P••••••• P•••• ••••• A••••••• L••• | Private Equity Fund | $679M | 39 | Mar 28, 2024 |
| T•••••••• C•••••• P••••••• V•••• P••••••• ••••• A••••••• L••• | Private Equity Fund | $386M | 18 | Mar 31, 2023 |
| T•••••••• C•••••• P••••••• I• L••• | Private Equity Fund | $364M | 386 | Mar 30, 2012 |
| T•••••••• E••••• P••••••• I• ••••• A••••••• L••• | Private Equity Fund | $334M | 28 | Mar 30, 2018 |
| T•• A•••••• C•••••••• L••• | Private Equity Fund | $233M | 6 | Mar 31, 2022 |
| T•••••••• C•••••• P••••••• V•••• ••••• A••••••• L••• | Private Equity Fund | $222M | 32 | Mar 31, 2023 |
| T•••••••• E••••• P••••••• I• P••••••• ••••• A••••••• L••• | Private Equity Fund | $200M | 9 | Mar 30, 2018 |
| T•• O•••••••• I••••••••• L••• | Private Equity Fund | $122M | 8 | Mar 30, 2018 |
| T•••••••• C•••••• P••••••• I•• L•••no longer reported | Private Equity Fund | $114M | 45 | Mar 30, 2012 |
| T•• D•• C•••••••• L••• | Private Equity Fund | $109M | 19 | Mar 22, 2019 |
| T•••••••• C•••••• P••••••• V• P••••••• I• ••••• A••••••• L••• | Private Equity Fund | $88.8M | 1 | Mar 31, 2023 |
| T•• T•• 2••• I••••••••• L•••no longer reported | Private Equity Fund | $57.0M | 1 | Mar 22, 2019 |
| T•••••••• E••••• P••••••• ••••• A••••••• L••• | Private Equity Fund | $51.9M | 61 | Mar 30, 2015 |
| T•• T••••• C••••••• L••• | Private Equity Fund | $47.7M | 1 | Mar 22, 2019 |
| T•••••••• C•••••• P••••••• F••• I• F••••• R••••••• L•••no longer reported | Private Equity Fund | $46.2M | 2 | Mar 30, 2012 |
| T•••••••• C•••••• P••••••• V• ••••• A••••••• F••• A• L••• | Private Equity Fund | $40.7M | 125 | Mar 28, 2013 |
| T•• S•••••• C•••••••• L•no longer reported | Private Equity Fund | $35.8M | 1 | Mar 31, 2020 |
| T•••••••• C•••••• P••••••• F••• I•• O•••••• R••••••• L•••no longer reported | Private Equity Fund | $33.2M | 2 | Mar 30, 2012 |
| T•••••••• C•••••• P••••••• F••• •• I•• L•••no longer reported | Private Equity Fund | $31.0M | 33 | Mar 30, 2012 |
| T•••••••• C•••••• P••••••• F••• I•• L•••no longer reported | Private Equity Fund | $24.7M | 130 | Mar 30, 2012 |
| T•• T•• E••••• C•••••••• L••• | Private Equity Fund | $9.0M | 5 | Mar 30, 2016 |
| T•••••••• C•••••• P••••••• G•••• V• L••• | Private Equity Fund | $5.1M | 28 | Mar 30, 2012 |
| T•• W••• C•••••••• L••• | Private Equity Fund | $4.1M | 3 | Mar 30, 2015 |
| T•• I••••• C•••••••• L••• | Private Equity Fund | $1.9M | 13 | Mar 30, 2017 |
| T•• U•• I••••••••• L••• | Private Equity Fund | $700,000 | 3 | Mar 30, 2018 |
| T•••••••• C•••••• P••••••• F••• I•• C••••• R••••••• L•••no longer reported | Private Equity Fund | $0 | 2 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- A••••• E•••••• N•• · Chief Financial Officer; Partnercontrolsince 04/2009 · owns less than 5%
- A••••• C••••••• N•• · Chairman; Partnercontrolsince 04/2009 · owns 50% to 75%
- J••••• E•••••• D••••• · Chief E•••••••• Officer; Partnercontrolsince 04/2009 · owns 25% to 50%
- A••••• C••••••• N•• · Member; Managercontrolsince 12/2013 · owns 50% to 75% of T•••••••• C•••••• M••••••••• M•• L••
- J••••• E•••••• D••••• · Member, Managercontrolsince 12/2013 · owns 25% to 50% of T•••••••• C•••••• M••••••••• M•• L••
- L••••• J••••• · Co-President; Partnersince 07/2023 · owns less than 5%
- M•••••• J••••• H••••• · Co-President; Partnersince 07/2023 · owns less than 5%
- R•••• G••••••••• K•••• · Partner; Chief Compliance Officer; General Counselsince 01/2014 · owns less than 5%
Entity owners
- T•••••••• C•••••• M••••••••• M•• L•• · General Partnerdirect · owns less than 5%
- R••••• I••••••••• S••••• · Findirect · owns 75% or more of R••••• Tcp U.S. Holdings Corp.
Related persons
Schedule D 7.A
- T•• S•• G• L••pooled vehicle sponsorn
- T•• T•• A••••••••• L•••bankpooled vehicle sponsorn
- T•••••••• C•••••• P••••••• A••••••••• ••• C••••• G•• L•••pooled vehicle sponsorn
- T•••••••• C•••••• P••••••• A••••••••• I• ••• C••••• G•• L•••bankpooled vehicle sponsorn
- T•••••••• C•••••• P••••••• A••••••••• I• ••• G•• L•••bankpooled vehicle sponsorn
- T•••••••• C•••••• P••••••• A••••••••• I• •••••••• G•• L•••bankpooled vehicle sponsorn
- T•••••••• C•••••• P••••••• A••••••••• I• L•••bankpooled vehicle sponsorn
- T•••••••• C•••••• P••••••• A••••••••• M•• I• L••pooled vehicle sponsorn
- T•••••••• C•••••• P••••••• A••••••••• M•• V• L••pooled vehicle sponsorn
- T•••••••• C•••••• P••••••• A••••••••• M•• V• L••pooled vehicle sponsorn
- T•••••••• C•••••• P••••••• A••••••••• M•• V•• L••pooled vehicle sponsorn
- T•••••••• C•••••• P••••••• A••••••••• P•••• L•••bankpooled vehicle sponsorn
- T•••••••• C•••••• P••••••• A••••••••• S•• L•••pooled vehicle sponsorn
- T•••••••• C•••••• P••••••• A••••••••• V• L•••bankpooled vehicle sponsorn
- T•••••••• C•••••• P••••••• A••••••••• V• ••••••••• L•••bankpooled vehicle sponsorn
- T•••••••• C•••••• P••••••• A••••••••• V• L•••bankpooled vehicle sponsorn
- T•••••••• C•••••• P••••••• A••••••••• V•• L•••bankpooled vehicle sponsorn
- T•••••••• C•••••• P••••••• E•••••••• L••pooled vehicle sponsory
- T•••••••• C•••••• P••••••• G•••• V• O••••••• G• L•••pooled vehicle sponsorn
- T•••••••• E••••• P••••••• A••••••••• I• L•••bankpooled vehicle sponsorn
- T•••••••• E••••• P••••••• A••••••••• L•••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Austin, TX3 employees
What changed
consecutive filings, newest first
- Accounts · 26 to 25Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 25 to 20Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 20 to 21Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $7.7B to $5.9BMar 31, 2025 to Mar 31, 2026
- Employees · 43 to 37Mar 31, 2025 to Mar 31, 2026
- Private funds · 17 to 19Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $7.7B to $5.9BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $7.6B to $5.8BMar 31, 2025 to Mar 31, 2026
- RAUM · $7.7B to $5.9BMar 31, 2025 to Mar 31, 2026
- Accounts · 28 to 26Apr 15, 2024 to Mar 31, 2025
- Advisory employees · 38 to 25Apr 15, 2024 to Mar 31, 2025
- Pooled vehicle clients · 23 to 20Apr 15, 2024 to Mar 31, 2025
- Assets in custody · $7.7B to $7.7BApr 15, 2024 to Mar 31, 2025
- Employees · 59 to 43Apr 15, 2024 to Mar 31, 2025
- Financial planning clients · unset to Apr 15, 2024 to Mar 31, 2025
- Private funds · 18 to 17Apr 15, 2024 to Mar 31, 2025
- Discretionary RAUM · $7.7B to $7.7BApr 15, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $7.6B to $7.6BApr 15, 2024 to Mar 31, 2025
- RAUM · $7.7B to $7.7BApr 15, 2024 to Mar 31, 2025
- Accounts · 32 to 28Mar 31, 2023 to Mar 28, 2024
- Advisory employees · 42 to 38Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 26 to 23Mar 31, 2023 to Mar 28, 2024
- Assets in custody · $0 to $7.7BMar 31, 2023 to Mar 28, 2024
- Custody of client assets · false to trueMar 31, 2023 to Mar 28, 2024
- Employees · 55 to 59Mar 31, 2023 to Mar 28, 2024
- Private funds · 20 to 18Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $7.7B to $7.7BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $7.5B to $7.6BMar 31, 2023 to Mar 28, 2024
- RAUM · $7.7B to $7.7BMar 31, 2023 to Mar 28, 2024
- Accounts · 31 to 32Apr 1, 2022 to Mar 31, 2023
- Advisory employees · 39 to 42Apr 1, 2022 to Mar 31, 2023
- Pooled vehicle clients · 24 to 26Apr 1, 2022 to Mar 31, 2023
- Employees · 54 to 55Apr 1, 2022 to Mar 31, 2023
- Private funds · 19 to 20Apr 1, 2022 to Mar 31, 2023
- Discretionary RAUM · $7.3B to $7.7BApr 1, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $7.0B to $7.5BApr 1, 2022 to Mar 31, 2023
- RAUM · $7.3B to $7.7BApr 1, 2022 to Mar 31, 2023
- Business name · T•••••••• C•••••• P••••••• to T•••••••• N•••• A••••••Mar 31, 2022 to Apr 1, 2022
- Accounts · 30 to 31Nov 1, 2021 to Mar 31, 2022
- Advisory employees · 32 to 39Nov 1, 2021 to Mar 31, 2022
Signals
4 dated events
- Reid Christopher Manning (Chairman Of Trilantic Energy Partners; Managing Partner) no longer on Schedule A of T•••••••• N•••• A•••••• (listed 2021-11-01, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Eric Jon Mattson (Managing Partner) no longer on Schedule A of T•••••••• N•••• A•••••• (listed 2018-04-30, absent 2019-03-22)Mar 22, 2019 · Control person left · inference
- T•••••••• N•••• A•••••• reported RAUM $5.5B, up 29% from $4.3B (2017-05-22 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
- T•••••••• C•••••• P••••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Jan 30, 2014 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
- T•••••••• N•••• A•••••• · Independent Sponsorsshared crd · capital_provider
- T•••••••• N•••• A•••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/339329reportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••://WWW.T••••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-607-8450reportedpublic record, Form ADV, May 13, 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•••••••• N•••• A•••••• 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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