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•••••• M••••••••• L••
Latest filing Feb 25, 2026
First filing on the tape Feb 13, 2012 · 27 filings
SEC status approved since Mar 28, 2012
RAUM
$1.3B
reported, Item 5.F
Discretionary
85%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$1.3B
derived; firm RAUM over IAPD count
Employees
20
13 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
10
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$1.3B as of Feb 25, 2026
Feb 6, 2013$237M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Feb 25, 2026
Feb 6, 20130 then
Employees (5.A)20 as of Feb 25, 2026
Feb 6, 201312 then
Private funds10 as of Feb 25, 2026
Feb 6, 20133 then
RAUM +12% over the last fiscal year+0.3% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Feb 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $1.3BderivedRAUM 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
- $128MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 85%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 20.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%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
- Custody
- $10.5M, 10 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
- 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)
- an independent public accountant performs a surprise examination (9.C.1)
- the adviser acts as qualified custodian (9.D.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $10.5M for 10 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
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J•••••• S•••• Y•••••• | Dallas, Tx | Mar 28, 2012 | 18 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•••••• P••••••• P••••••• I• L• | Real Estate Fund | $235M | 10 | Mar 2, 2021 |
| T•••••• C•••••• P••••••••• L• | Real Estate Fund | $137M | 2 | Feb 13, 2012 |
| T•••••• P••••••• P••••••• I•• L• | Real Estate Fund | $131M | 6 | Jan 21, 2016 |
| T•••••• P••••••• P••••••• I••••••••• L• | Real Estate Fund | $86.0M | 2 | Mar 2, 2021 |
| T•••••• P••••••• P••••••• I• L• | Real Estate Fund | $46.6M | 12 | Feb 6, 2013 |
| T•••••• C••••••••• M•••••• A•••••• L• | Real Estate Fund | $32.5M | 2 | Mar 31, 2022 |
| T•••••• I•• C•••••• C•••••••• L• | Real Estate Fund | $17.4M | 2 | Aug 30, 2019 |
| T•••••• P••••••• P••••••• L•no longer reported | Real Estate Fund | $109,442 | 2 | Feb 13, 2012 |
| T•••••• G••••• A•• I••••• P••••••••• L• | Real Estate Fund | $0 | 2 | Feb 21, 2024 |
Owners and control persons
Schedule A and B, latest filing
- H•••• •••• J•••• A•••••••• · Managing Membercontrolsince 12/2007 · owns less than 5%
- P•••••• J•••••••• S•••• · Managing Membercontrolsince 12/2007 · owns 10% to 25%
- Y••••••• J••••••• S•••• · Managing Membercontrolsince 12/2007 · owns 10% to 25%
- H•••• ••••• J•••• A•••••••• · Shareholdercontrolsince 12/2003 · owns 25% to 50% of J•• C•••••• C•••••••••
- H•••• •••• J•••• A•••••••• · Co-Trusteecontrolsince 01/2008 · owns 25% to 50% of J•• I••••••••• L••
- H•••• •••• J•••• A•••••••• · Shareholdercontrolsince 12/2003 · owns 25% to 50% of J•• C•••••• C•••••••••
- H••••• P••••• T•••••••• · Co-Trusteecontrolsince 01/2008 · owns 25% to 50% of Jph Investments
- V•••••• J••••• R•••••• · Chief Compliance Officer; Chief Financial Officersince 04/2008 · owns less than 5%
Entity owners
- J••• A• H•••• • C••• L•• · Memberdirect · owns 25% to 50%
- J•• I••••••••• L•• · Memberdirect · owns 25% to 50%
- J•• C•••••• C••••••••• · General Partnerindirect · owns F of J••• A• H•••• • C••• L••
- C••••••••• S•••• T•••••••• R••••••••• S••••• · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- J••• A• H•••• • C••••••• L••investment companyy
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 40 to 10Mar 4, 2025 to Feb 25, 2026
- Advisory employees · 15 to 13Mar 4, 2025 to Feb 25, 2026
- Pooled vehicle clients · 9 to 10Mar 4, 2025 to Feb 25, 2026
- Assets in custody · $8.2M to $10.5MMar 4, 2025 to Feb 25, 2026
- Discretionary RAUM · $950M to $1.1BMar 4, 2025 to Feb 25, 2026
- Non-discretionary RAUM · $196M to $189MMar 4, 2025 to Feb 25, 2026
- Pooled vehicle RAUM · $1.1B to $1.3BMar 4, 2025 to Feb 25, 2026
- RAUM · $1.1B to $1.3BMar 4, 2025 to Feb 25, 2026
- Accounts · 36 to 40Feb 21, 2024 to Mar 4, 2025
- Advisory employees · 18 to 15Feb 21, 2024 to Mar 4, 2025
- Pooled vehicle clients · 8 to 9Feb 21, 2024 to Mar 4, 2025
- Assets in custody · $18.5M to $8.2MFeb 21, 2024 to Mar 4, 2025
- Employees · 24 to 20Feb 21, 2024 to Mar 4, 2025
- Financial planning clients · unset to Feb 21, 2024 to Mar 4, 2025
- Private funds · 8 to 10Feb 21, 2024 to Mar 4, 2025
- Discretionary RAUM · $984M to $950MFeb 21, 2024 to Mar 4, 2025
- Non-discretionary RAUM · $210M to $196MFeb 21, 2024 to Mar 4, 2025
- Pooled vehicle RAUM · $1.2B to $1.1BFeb 21, 2024 to Mar 4, 2025
- RAUM · $1.2B to $1.1BFeb 21, 2024 to Mar 4, 2025
- Accounts · 7 to 36Mar 6, 2023 to Feb 21, 2024
- Pooled vehicle clients · 7 to 8Mar 6, 2023 to Feb 21, 2024
- Assets in custody · $20.3M to $18.5MMar 6, 2023 to Feb 21, 2024
- Employees · 22 to 24Mar 6, 2023 to Feb 21, 2024
- Private funds · 7 to 8Mar 6, 2023 to Feb 21, 2024
- Discretionary RAUM · $1000M to $984MMar 6, 2023 to Feb 21, 2024
- Non-discretionary RAUM · $271M to $210MMar 6, 2023 to Feb 21, 2024
- Pooled vehicle RAUM · $1.3B to $1.2BMar 6, 2023 to Feb 21, 2024
- RAUM · $1.3B to $1.2BMar 6, 2023 to Feb 21, 2024
- Accounts · 6 to 7Oct 12, 2022 to Mar 6, 2023
- Advisory employees · 14 to 18Oct 12, 2022 to Mar 6, 2023
- Pooled vehicle clients · 6 to 7Oct 12, 2022 to Mar 6, 2023
- Assets in custody · $7.1M to $20.3MOct 12, 2022 to Mar 6, 2023
- Employees · 21 to 22Oct 12, 2022 to Mar 6, 2023
- Discretionary RAUM · $1.1B to $1000MOct 12, 2022 to Mar 6, 2023
- Non-discretionary RAUM · $147M to $271MOct 12, 2022 to Mar 6, 2023
- Pooled vehicle RAUM · $1.3B to $1.3BOct 12, 2022 to Mar 6, 2023
- RAUM · $1.3B to $1.3BOct 12, 2022 to Mar 6, 2023
- Private funds · 6 to 7Mar 3, 2022 to Mar 31, 2022
- Accounts · 7 to 6Mar 2, 2021 to Mar 3, 2022
- Pooled vehicle clients · 7 to 6Mar 2, 2021 to Mar 3, 2022
Signals
2 dated events
- T•••••• M••••••••• L•• reported RAUM $1.3B, up 69% from $793.8M (2020-03-06 to 2021-03-02)Mar 2, 2021 · RAUM change · derived
- T•••••• C•••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)Aug 4, 2015 · Succession (Item 4) · fact
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
- TRIGATECAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 214-615-3355reportedpublic record, Form ADV, Feb 25, 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
- $1.3Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
T•••••• M••••••••• L•• 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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