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••••••• P••••••• L•••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 156040SEC 801-74150websiteIAPD
Latest filing Jun 4, 2026
First filing on the tape Feb 14, 2012 · 48 filings
SEC status approved since Mar 30, 2012
RAUM
$6.4B
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
122
48 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
26
reported on Schedule D
History
48 filings and snapshots on the tape
RAUM$6.4B as of Jun 4, 2026
Mar 28, 2013$6.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 4, 2026
Mar 28, 20130 then
Employees (5.A)122 as of Jun 4, 2026
Mar 28, 201366 then
Private funds26 as of Jun 4, 2026
Mar 28, 201317 then
RAUM -66% over the last fiscal year-33% a year over threeIARs 0 to 0offices 3 to 2
Practice profile
derived from the filing of Jun 4, 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
5.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived3 offices incl. principal (1.F.5)
RAUM growth, one year
-32%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-based, otherreportedItem 5.E
Advisory activities
portfolio management for businesses and institutions, portfolio management for pooled vehicles, otherreportedItem 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
  • 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)
  • 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$6.0B94%
  • Charitable organizations$357M5.6%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
48reported
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=0.94 institutional_share=0.06 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
      66 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      A••••• G••••• M••••• F•••Hedge Fund$1.7B231Feb 14, 2012
      L•• X•• L•••••• P•••••••••Securitized Asset Fund$681M0Feb 28, 2014
      T••••••••• C•• 2••••• L•••Securitized Asset Fund$581M0Feb 23, 2018
      W••••••••• R•••• E•••• M••••• F•••Hedge Fund$561M24Feb 14, 2012
      L•• X•••• L•••••• P•••••••••Securitized Asset Fund$502M0Mar 31, 2015
      T••••••••• C•• 2••••• L•••Securitized Asset Fund$500M0Feb 26, 2020
      L•• 3• L•••Securitized Asset Fund$499M0Feb 23, 2022
      L•• 3• L•••Securitized Asset Fund$497M0Feb 23, 2022
      L•• 3• L•••Securitized Asset Fund$497M0Feb 23, 2022
      L•• 3• L•••Securitized Asset Fund$496M0Feb 23, 2022
      T••••••••• C•• 2••••• L•••Securitized Asset Fund$491M0Feb 28, 2017
      L•• X••• L•••••• P•••••••••Securitized Asset Fund$485M0Mar 31, 2015
      L•• 2• L•••Securitized Asset Fund$481M0Feb 21, 2019
      L•• 3• L•••Securitized Asset Fund$452M0Oct 21, 2022
      L•• X••• L•••Securitized Asset Fund$434M0Feb 23, 2018
      L•• X• L•••••• P•••••••••Securitized Asset Fund$412M0Feb 28, 2014
      L•• 2• L•••Securitized Asset Fund$411M0Feb 21, 2019
      L•• 4• L•••Securitized Asset Fund$401M0Feb 22, 2023
      L•• 3• L•••Securitized Asset Fund$398M0Mar 31, 2021
      L•• 3• L•••Securitized Asset Fund$398M0Oct 21, 2022
      L•• 3• L•••Securitized Asset Fund$398M0Feb 23, 2022
      L•• 3• L•••Securitized Asset Fund$397M0Feb 26, 2020
      L•• 2• L•••Securitized Asset Fund$395M0Feb 26, 2020
      L•• 2• L••Securitized Asset Fund$393M0Feb 21, 2019
      T••••••••• C•• 2••••• L•••Securitized Asset Fund$392M0Feb 23, 2018
      L•• X•• L•••••• P•••••••••Securitized Asset Fund$356M0Feb 28, 2014
      L•• 3• L•••Securitized Asset Fund$350M0Oct 21, 2022
      T••••••••• C•• 2••••• L•••Securitized Asset Fund$336M0Feb 28, 2017
      T••••••• C••••• I••••• I•• L•••Private Equity Fund$324M42Feb 23, 2018
      L•• X•• L•••Securitized Asset Fund$321M0Feb 23, 2018
      L•• V••• L•••••• P•••••••••no longer reportedSecuritized Asset Fund$300M0Nov 21, 2012
      C••••••••• C•••••• F••• I• F•••••• M••••• L•Private Equity Fund$265M38Feb 23, 2022
      L•• X•••• L•••Securitized Asset Fund$257M0Feb 28, 2017
      L•• X••• L•••Securitized Asset Fund$254M0Feb 28, 2017
      C••••••••• C•••••• F••• A• L•Private Equity Fund$216M1Feb 22, 2023
      L•• L••• I••••• F••• I• L•••Securitized Asset Fund$214M0Feb 21, 2019
      L•• X••• L•••••• P•••••••••Securitized Asset Fund$207M0Feb 28, 2014
      T•• A•••• M••••••••• G••••• E••••••• F•••Hedge Fund$183M1Feb 14, 2012
      P•••••• D••••••••• O••••••••• M••••• F•••no longer reportedHedge Fund$159M11Nov 8, 2013
      B••••• S••••• C•••••• P••••••• L•••Private Equity Fund$158M1Mar 30, 2020
      All funds of T••••••• P••••••• L•••
      Owners and control persons
      Schedule A and B, latest filing
      • C•••• S•••• A••••• · General Counselcontrol
        since 06/2009 · owns less than 5%
      • G•••••• P•••• R••••• · Chief Financial Officercontrol
        since 01/2017 · owns less than 5%
      • G•••••••• R••••• E••••• · Principalcontrol
        since 06/2009 · owns less than 5%
      • P•••••• S••••••• L••••• · Ceo Of Tfg Asset Managementcontrol
        since 10/2015 · owns less than 5%
      • S•••••••• S••••• F••••• · Chief Compliance Officercontrol
        since 01/2014 · owns less than 5%
      • W••••••••• G••••••• N•• · Director Of Business Developmentcontrol
        since 06/2009 · owns less than 5%
      Entity owners
      • T•• A•••• M••••••••• G• L••• · General Partner
        direct · owns less than 5%
      • T•• A•••• M••••••••• T•••• L••• · L•••••• Partner
        direct · owns 75% or more
      • T••••••• D••••• B•••••• ••••••• L•• · Sole Member
        indirect · owns 75% or more of T••••••• F•••••••• G•••• ••••••••• H••••••• L••
      • T••••••• F•••••••• G•••• ••••••••• H••••••• L•• · Sole Member
        indirect · owns 75% or more of T••••••• F•••••••• G•••• ••••••••• L••
      • T••••••• F•••••••• G•••• L•••••• · Sole Member
        indirect · owns 75% or more of T••••••• D••••• B•••••• ••••••• L••
      • T••••••• F•••••••• G•••• L•••••• · Shareholder
        indirect · owns 75% or more of T•• A•••• M••••••••• G• L•••
      • T••••••• F•••••••• G•••• L•••••• · Shareholder
        indirect · owns 75% or more of T•• A•••• M••••••••• T•••• L•••
      • T••••••• F•••••••• G•••• ••••••••• L•• · L•••••• Partner
        direct · owns 10% to 25%
      Related persons
      Schedule D 7.A
      • A••••• P••••••• G• L••••••
        bankpooled vehicle sponsory
      • B••••• S••••• G• L••••••
        bankpooled vehicle sponsory
      • C••••••••• C•••••• F••• I• G• L••
        bankpooled vehicle sponsory
      • E•••••• E••••••• I••••••••• I• G• S•••••••
        pooled vehicle sponsory
      • E•••••• G• 2• L••••••
        pooled vehicle sponsory
      • E•••••• G• 3• L••••••
        pooled vehicle sponsory
      • E•••••• G• 4• L••••••
        pooled vehicle sponsory
      • E•••••• G• 6• L••••••
        pooled vehicle sponsory
      • E•••••• I••••••••• M••••••••• L••••••
        investment adviserbankpooled vehicle sponsory
      • E•••••• I••••••••• N•••• A•••••• L•••
        bankpooled vehicle sponsory
      • E•••••• M• G• 1• L••••••
        pooled vehicle sponsory
      • E•••••• M• G• 2• L••••••
        pooled vehicle sponsory
      • E•••••• M• G• 2• L••••••
        pooled vehicle sponsory
      • E•••••• M• G• 8• L••••••
        pooled vehicle sponsory
      • E•••••• M• G• T••• L••••••
        pooled vehicle sponsory
      • H•••••• P•••• G• L••••••
        bankpooled vehicle sponsory
      • P•••••• P•• L••••••
        bankpooled vehicle sponsory
      • P•••••• R••••••• F••• G•
        bankpooled vehicle sponsory
      • T••••••• F•••••••• M••••••••• L•
        investment adviserbankpooled vehicle sponsoryRAUM $4.3B
      • W••••••••• R•••• G• L••••••
        bankpooled vehicle sponsory
      Advisers that list T••••••• P••••••• L••• as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • London, United Kingdom26 employees
      • Delray Beach, FL2 employees
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • RAUM down 25 %Change between filings · filing Mar 26, 2026
        RAUM (Item 5.F) moved from $18,889,321,479 to $12,894,557,040 (-32.0%) between the annual amendments of 2025-03-28 and 2026-03-26; the peer median change was +13.0% (631 comparable advisers, 2.0th percentile of changes)
        peers: asset managers, $5B to $20B (631) · 1.9% percentile
      What changed
      consecutive filings, newest first
      • Accounts · 79 to 48
        Mar 26, 2026 to Jun 4, 2026
      • Pooled vehicle clients · 74 to 43
        Mar 26, 2026 to Jun 4, 2026
      • Private funds · 57 to 26
        Mar 26, 2026 to Jun 4, 2026
      • Discretionary RAUM · $13B to $6.4B
        Mar 26, 2026 to Jun 4, 2026
      • Pooled vehicle RAUM · $13B to $6.0B
        Mar 26, 2026 to Jun 4, 2026
      • RAUM · $13B to $6.4B
        Mar 26, 2026 to Jun 4, 2026
      • Accounts · 80 to 79
        Jan 15, 2026 to Mar 26, 2026
      • Advisory employees · 47 to 48
        Jan 15, 2026 to Mar 26, 2026
      • Pooled vehicle clients · 73 to 74
        Jan 15, 2026 to Mar 26, 2026
      • Employees · 125 to 122
        Jan 15, 2026 to Mar 26, 2026
      • Private funds · 56 to 57
        Jan 15, 2026 to Mar 26, 2026
      • Discretionary RAUM · $15B to $13B
        Jan 15, 2026 to Mar 26, 2026
      • Non-discretionary RAUM · $7 to $5
        Jan 15, 2026 to Mar 26, 2026
      • Pooled vehicle RAUM · $15B to $13B
        Jan 15, 2026 to Mar 26, 2026
      • RAUM · $15B to $13B
        Jan 15, 2026 to Mar 26, 2026
      • Business name · T•• A•••• M••••••••• L••• to T••••••• P••••••• L•••
        Jul 7, 2025 to Jan 15, 2026
      • Legal name · T•• A•••• M••••••••• L••• to T••••••• P••••••• L•••
        Jul 7, 2025 to Jan 15, 2026
      • Accounts · 87 to 80
        May 12, 2025 to Jul 7, 2025
      • Advisory employees · 59 to 47
        May 12, 2025 to Jul 7, 2025
      • Advisory activities · 2 to 3
        May 12, 2025 to Jul 7, 2025
      • Pooled vehicle clients · 79 to 73
        May 12, 2025 to Jul 7, 2025
      • Employees · 147 to 125
        May 12, 2025 to Jul 7, 2025
      • Financial planning clients · unset to
        May 12, 2025 to Jul 7, 2025
      • Other offices · 3 to 2
        May 12, 2025 to Jul 7, 2025
      • Private funds · 58 to 56
        May 12, 2025 to Jul 7, 2025
      • Discretionary RAUM · $19B to $15B
        May 12, 2025 to Jul 7, 2025
      • Pooled vehicle RAUM · $19B to $15B
        May 12, 2025 to Jul 7, 2025
      • RAUM · $19B to $15B
        May 12, 2025 to Jul 7, 2025
      • Private funds · 57 to 58
        Mar 28, 2025 to May 12, 2025
      • Accounts · 71 to 87
        Feb 26, 2025 to Mar 28, 2025
      • Advisory employees · 54 to 59
        Feb 26, 2025 to Mar 28, 2025
      • Pooled vehicle clients · 63 to 79
        Feb 26, 2025 to Mar 28, 2025
      • Employees · 129 to 147
        Feb 26, 2025 to Mar 28, 2025
      • Discretionary RAUM · $20B to $19B
        Feb 26, 2025 to Mar 28, 2025
      • Pooled vehicle RAUM · $19B to $19B
        Feb 26, 2025 to Mar 28, 2025
      • RAUM · $20B to $19B
        Feb 26, 2025 to Mar 28, 2025
      • Other offices · 2 to 3
        Jan 27, 2025 to Feb 26, 2025
      • Private funds · 50 to 57
        Jan 27, 2025 to Feb 26, 2025
      • Private funds · 48 to 50
        Mar 28, 2024 to Jan 27, 2025
      • Advisory employees · 56 to 54
        Jan 4, 2024 to Mar 28, 2024
      Signals
      3 dated events
      • T••••••• P••••••• L••• reported RAUM $6.4B, down 50% from $12.9B (2026-03-26 to 2026-06-04)
        Jun 4, 2026 · RAUM change · derived
      • Giles Gauntlet Patrick Dear (Principal) no longer on Schedule A of T••••••• P••••••• L••• (listed 2019-02-21, absent 2019-03-30)
        Mar 30, 2019 · Control person left · inference
      • Edward Alexander Jackson (Shareholder) no longer on Schedule A of T••••••• P••••••• L••• (listed 2019-02-21, absent 2019-03-30)
        Mar 30, 2019 · Control person left · inference
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/tetragoninvreportedpublic record, Form ADV, Sep 18, 2026
      Firm profile
      linkedin.com/company/hawke's-pointreportedpublic record, Form ADV, Sep 18, 2026
      Website
      T•••••••INV.COMreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      212-359-7300reportedpublic record, Form ADV, Jun 4, 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