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•••••••• A•••• M•••••••••
Legal name T•••••••• A•••• M••••••••• L••
Latest filing Jun 26, 2026
First filing on the tape Mar 29, 2012 · 30 filings
SEC status approved since Nov 3, 2011
RAUM
$933M
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
26
11 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$933M as of Jun 26, 2026
Mar 29, 2012$1.2B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 26, 2026
Mar 22, 20130 then
Employees (5.A)26 as of Jun 26, 2026
Mar 22, 201333 then
Private funds7 as of Jun 26, 2026
Mar 29, 20129 then
RAUM n/a over the last fiscal year-26% a year over three
Practice profile
derived from the filing of Jun 26, 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
- $133MderivedRAUM 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
- unknownderivedbetween 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
- Custody
- $933M, 7 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$933M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $933M for 7 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false 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
23 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•••• S•••••••• M••••• F•••no longer reported | Hedge Fund | $673M | 35 | Aug 20, 2015 |
| T•••• S••no longer reported | Hedge Fund | $550M | 38 | Mar 31, 2015 |
| T••• L•• | Hedge Fund | $419M | 42 | May 19, 2020 |
| T••••no longer reported | Hedge Fund | $415M | 78 | Mar 29, 2012 |
| T•••• F•••• | Hedge Fund | $406M | 112 | Mar 29, 2012 |
| T•••• O••••••••• | Hedge Fund | $326M | 103 | Mar 29, 2012 |
| T•••• F••••••••• R•••••••• F••• | Hedge Fund | $274M | 30 | Mar 31, 2023 |
| T•••• M••••• | Hedge Fund | $225M | 53 | Mar 28, 2014 |
| T•••• P••••• L• | Hedge Fund | $89.9M | 23 | Aug 29, 2017 |
| T•••• M•• C•• | Hedge Fund | $77.7M | 26 | Mar 29, 2012 |
| P•••••• F••• | Hedge Fund | $52.2M | 110 | Aug 20, 2015 |
| T•••• S••••• L•no longer reported | Private Equity Fund | $46.0M | 2 | Sep 11, 2019 |
| T•••• A•• F••• L••no longer reported | Private Equity Fund | $38.2M | 16 | Mar 30, 2021 |
| T•••• •••• A••••••no longer reported | Hedge Fund | $28.6M | 7 | Mar 29, 2012 |
| T•••• P•••• R••••••••• F•••no longer reported | Hedge Fund | $23.4M | 11 | Mar 29, 2012 |
| T•••• E••••••• S••••• F••• | Hedge Fund | $22.2M | 15 | Mar 31, 2023 |
| T•••• S••••• I• L• | Private Equity Fund | $15.9M | 2 | Mar 30, 2021 |
| T•••• E••••••• F•••••••• R••••••• F••• L••• | Hedge Fund | $11.5M | 1 | Nov 22, 2021 |
| T•••• M••••••no longer reported | Hedge Fund | $5.0M | 3 | Mar 29, 2012 |
| T•••• P••••••••• F•••no longer reported | Hedge Fund | $5.0M | 30 | Mar 29, 2012 |
| T•••• R••••••• S••••• S•• | Private Equity Fund | $3.1M | 8 | Nov 22, 2021 |
| T•••• C••••••• S•• S•••••••••no longer reported | Private Equity Fund | $1.5M | 1 | Nov 22, 2021 |
| T•••• M••no longer reported | Hedge Fund | $106,329 | 36 | Mar 29, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• D••••• P•••••• · Coocontrolsince 01/2017 · owns less than 5%
- E••••• N••••••• · Ccocontrolsince 02/2022 · owns less than 5%
- H•••••• M•••••• B•••• · Foundercontrolsince 11/2006 · owns less than 5%
- M••••• M•••••• J•••• · Ceocontrolsince 01/2010 · owns less than 5%
- H•••••• M•••••• B•••• · Director / Ownercontrolsince 10/2004 · owns 75% or more of O•• O•• H••••••• L••••••
Entity owners
- T•••••••• L•••••• · General Partnerdirect · owns 75% or more
- O•• O•• H••••••• L•••••• · Ownerindirect · owns 75% or more of T•••••••• L••••••
Related persons
Schedule D 7.A
- T•••••••• G• L•pooled vehicle sponsorn
- T•••••••• H• L••••••investment advisern
Advisers that list T•••••••• A•••• M••••••••• as a related person
- 327524 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $930M to $933MJul 1, 2025 to Jun 26, 2026
- Discretionary RAUM · $930M to $933MJul 1, 2025 to Jun 26, 2026
- Pooled vehicle RAUM · $930M to $933MJul 1, 2025 to Jun 26, 2026
- RAUM · $930M to $933MJul 1, 2025 to Jun 26, 2026
- Accounts · 9 to 7Jun 28, 2024 to Jul 1, 2025
- Advisory employees · 23 to 11Jun 28, 2024 to Jul 1, 2025
- Pooled vehicle clients · 9 to 7Jun 28, 2024 to Jul 1, 2025
- Assets in custody · $1.4B to $930MJun 28, 2024 to Jul 1, 2025
- Employees · 54 to 26Jun 28, 2024 to Jul 1, 2025
- Financial planning clients · unset to Jun 28, 2024 to Jul 1, 2025
- HQ state · unset to Jun 28, 2024 to Jul 1, 2025
- Private funds · 9 to 7Jun 28, 2024 to Jul 1, 2025
- Discretionary RAUM · $1.4B to $930MJun 28, 2024 to Jul 1, 2025
- Pooled vehicle RAUM · $1.4B to $930MJun 28, 2024 to Jul 1, 2025
- RAUM · $1.4B to $930MJun 28, 2024 to Jul 1, 2025
- Accounts · 12 to 9Dec 22, 2023 to Jun 28, 2024
- Pooled vehicle clients · 12 to 9Dec 22, 2023 to Jun 28, 2024
- Assets in custody · $2.1B to $1.4BDec 22, 2023 to Jun 28, 2024
- Private funds · 12 to 9Dec 22, 2023 to Jun 28, 2024
- Discretionary RAUM · $2.1B to $1.4BDec 22, 2023 to Jun 28, 2024
- Pooled vehicle RAUM · $2.1B to $1.4BDec 22, 2023 to Jun 28, 2024
- RAUM · $2.1B to $1.4BDec 22, 2023 to Jun 28, 2024
- Accounts · 10 to 12Nov 9, 2022 to Mar 31, 2023
- Advisory employees · 21 to 23Nov 9, 2022 to Mar 31, 2023
- Pooled vehicle clients · 10 to 12Nov 9, 2022 to Mar 31, 2023
- Assets in custody · $2.3B to $2.1BNov 9, 2022 to Mar 31, 2023
- Employees · 65 to 54Nov 9, 2022 to Mar 31, 2023
- Private funds · 10 to 12Nov 9, 2022 to Mar 31, 2023
- Discretionary RAUM · $2.3B to $2.1BNov 9, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $2.3B to $2.1BNov 9, 2022 to Mar 31, 2023
- RAUM · $2.3B to $2.1BNov 9, 2022 to Mar 31, 2023
- Accounts · 9 to 10Nov 24, 2021 to Mar 17, 2022
- Pooled vehicle clients · 9 to 10Nov 24, 2021 to Mar 17, 2022
- Employees · 56 to 65Nov 24, 2021 to Mar 17, 2022
- Private funds · 11 to 10Nov 24, 2021 to Mar 17, 2022
- Discretionary RAUM · $2.3B to $2.3BNov 24, 2021 to Mar 17, 2022
- Pooled vehicle RAUM · $2.3B to $2.3BNov 24, 2021 to Mar 17, 2022
- RAUM · $2.3B to $2.3BNov 24, 2021 to Mar 17, 2022
- Private funds · 12 to 11Nov 22, 2021 to Nov 24, 2021
- Private funds · 9 to 12Mar 30, 2021 to Nov 22, 2021
Signals
6 dated events
- T•••••••• A•••• M••••••••• reported RAUM $929.9M, down 34% from $1.4B (2024-06-28 to 2025-07-01)Jul 1, 2025 · RAUM change · derived
- T•••••••• A•••• M••••••••• reported RAUM $1.4B, down 32% from $2.1B (2023-12-22 to 2024-06-28)Jun 28, 2024 · RAUM change · derived
- James Martin Timothy Bee (Clo) no longer on Schedule A of T•••••••• A•••• M••••••••• (listed 2023-12-22, absent 2024-06-28)Jun 28, 2024 · Control person left · inference
- Powers Robert Lord (Cco) no longer on Schedule A of T•••••••• A•••• M••••••••• (listed 2022-11-09, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Nicholas Emery (Cco) appeared on Schedule A of T•••••••• A•••• M•••••••••Mar 31, 2023 · Control person joined · fact
- T•••••••• A•••• M••••••••• reported RAUM $2.4B, up 28% from $1.9B (2017-08-29 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- T•••••••• A•••• M••••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- T••••••••.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- +44 20 7845 6100reportedpublic record, Form ADV, Jun 26, 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