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••••••••• I•••••••••
Legal name T••••••••• I••••••••• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Apr 11, 2012 · 30 filings
SEC status approved since May 23, 2012
RAUM
$3.7B
reported, Item 5.F
Discretionary
25%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$1.2B
derived; firm RAUM over IAPD count
Employees
31
25 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
5
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$3.7B as of Mar 31, 2026
Apr 1, 2013$425M then
HNW client RAUM$0 as of Mar 31, 2026
Mar 28, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 1, 20130 then
Employees (5.A)31 as of Mar 31, 2026
Apr 1, 20138 then
Private funds5 as of Mar 31, 2026
Apr 2, 20152 then
RAUM -13% over the last fiscal year-9.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- $1.2BderivedRAUM 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
- $535MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 25%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 10.3derivedItem 5.A over advisors
- Advisors per office
- 1.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -13%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, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, 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
- 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$1.5B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 7reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.4 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| L••••• L••••••••• D••••• | Houston, Tx | May 23, 2012 | 15 y | 0 |
| J••• R•••••• D••••••• | Houston, Tx | May 23, 2012 | 16 y | 0 |
| C••••• K•••• C•••• | Houston, Tx | May 23, 2012 | 14 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
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T••••••••• S•••••••• P••••••• F••• I••• L••• | Real Estate Fund | $451M | 89 | Mar 29, 2022 |
| M•• M••••• P••••••••• I•• L• | Real Estate Fund | $329M | 2 | Sep 29, 2017 |
| C•••••••• P••••••••• T•••• I•• L• | Real Estate Fund | $226M | 2 | Sep 29, 2017 |
| T•• V•••• A•• I••••• F••• I•• L• | Real Estate Fund | $123M | 23 | Sep 29, 2017 |
| T•• S••• C••••••••• L••••no longer reported | Real Estate Fund | $100M | 2 | Apr 2, 2015 |
| D••••••••• I••••••••• P••••••• •••••••• L••• | Real Estate Fund | $14.8M | 92 | Sep 29, 2017 |
| D••••••••• I••••••••• P••••••• •••••• L••• | Real Estate Fund | $9.9M | 92 | Sep 29, 2017 |
| C•••••••• P••••••••• T•••• I• L• | Real Estate Fund | $9.7M | 3 | Sep 29, 2017 |
| T•• V•••• A•• I••••• F•••• L•••no longer reported | Real Estate Fund | $9.7M | 54 | Apr 2, 2015 |
| T••••••••• S••••••••• E••••• P••••••• I• L••no longer reported | Real Estate Fund | $7.2M | 16 | Mar 28, 2017 |
Owners and control persons
Schedule A and B, latest filing
- B••••••••• R•••• M•••••• · Chief Compliance Officer And Chief Financial Officercontrolsince 06/2017 · owns less than 5%
- D•••••• R•••••• D•••••• · Chairmancontrolsince 10/2010 · owns less than 5%
- G•••••••• P••• · Executive Managing Director, Head Of Portfolio Managementcontrolsince 06/2022 · owns less than 5%
- H••••• C••••••• N••••••• · Presidentcontrolsince 09/2017 · owns less than 5%
- H••••• L•••••••• P••• · Chief Executive Officercontrolsince 10/2010 · owns less than 5%
- J•••• G•••• R•••••• · Chief Investment Officercontrolsince 10/2022 · owns less than 5%
- D•••••• R•••••• D•••••• · Membercontrolsince 03/2011 · owns 25% to 50% of T••••••••• I••••••••• G••••• L••
Entity owners
- T••••••••• I••••••••• G••••• L•• · Member, T••••••••• I••••••••• M••••••••• L•• And T••••••••• S•••••••• Partners, LLCdirect · owns 75% or more
Related persons
Schedule D 7.A
- C•••••••• P••••••••• T•••• I• G•• L•••••pooled vehicle sponsorn
- C•••••••• P••••••••• T•••• I• G•• L•••••pooled vehicle sponsorn
- M•• M••••• G•• L••pooled vehicle sponsorn
- T••••••••• C••••••••• S•••••••• L••investment companyn
- T••••••••• D••••••••• C••••••• L••n
- T••••••••• S•••••••• P••••••• F••• I•• G•• L••••pooled vehicle sponsorn
- T•• V•••• A•• I••••• F••• I• G•• L••pooled vehicle sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Houston, Tx | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Houston, TX8 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- very high RAUM per advisorStatic outlier · filing Mar 31, 2026RAUM per registered advisor of $1,249,102,559 against a peer median of $383,900,952 (74 comparable advisers, 99.0th percentile, 4.3 robust deviations)peers: other advisers, $1B to $5B (74) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 8 to 7Sep 8, 2025 to Mar 31, 2026
- Advisory employees · 22 to 25Sep 8, 2025 to Mar 31, 2026
- Business name · T••••••••• I••••••••• M••••••••• L•• to T••••••••• I•••••••••Sep 8, 2025 to Mar 31, 2026
- Employees · 27 to 31Sep 8, 2025 to Mar 31, 2026
- Discretionary RAUM · $799M to $937MSep 8, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $3.5B to $2.8BSep 8, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.4B to $1.5BSep 8, 2025 to Mar 31, 2026
- RAUM · $4.3B to $3.7BSep 8, 2025 to Mar 31, 2026
- Financial planning clients · 0 to 0May 12, 2025 to Sep 8, 2025
- Accounts · 10 to 8Mar 27, 2024 to Mar 28, 2025
- Advisory employees · 26 to 22Mar 27, 2024 to Mar 28, 2025
- Pooled vehicle clients · 7 to 5Mar 27, 2024 to Mar 28, 2025
- Employees · 31 to 27Mar 27, 2024 to Mar 28, 2025
- Private funds · 7 to 5Mar 27, 2024 to Mar 28, 2025
- Discretionary RAUM · $574M to $799MMar 27, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $3.4B to $3.5BMar 27, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.2B to $1.4BMar 27, 2024 to Mar 28, 2025
- RAUM · $4.0B to $4.3BMar 27, 2024 to Mar 28, 2025
- Accounts · 11 to 10May 24, 2023 to Mar 27, 2024
- Advisory employees · 19 to 26May 24, 2023 to Mar 27, 2024
- Employees · 24 to 31May 24, 2023 to Mar 27, 2024
- Discretionary RAUM · $534M to $574MMay 24, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $4.4B to $3.4BMay 24, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $2.0B to $1.2BMay 24, 2023 to Mar 27, 2024
- RAUM · $5.0B to $4.0BMay 24, 2023 to Mar 27, 2024
- Accounts · 12 to 11Aug 17, 2022 to Mar 29, 2023
- Advisory employees · 17 to 19Aug 17, 2022 to Mar 29, 2023
- Pooled vehicle clients · 8 to 7Aug 17, 2022 to Mar 29, 2023
- Assets in custody · 3548138317.0 to unsetAug 17, 2022 to Mar 29, 2023
- Custody of client assets · true to falseAug 17, 2022 to Mar 29, 2023
- Employees · 23 to 24Aug 17, 2022 to Mar 29, 2023
- Private funds · 8 to 7Aug 17, 2022 to Mar 29, 2023
- Discretionary RAUM · $617M to $534MAug 17, 2022 to Mar 29, 2023
- Non-discretionary RAUM · $4.6B to $4.4BAug 17, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $2.3B to $2.0BAug 17, 2022 to Mar 29, 2023
- RAUM · $5.2B to $5.0BAug 17, 2022 to Mar 29, 2023
- Advisory employees · 20 to 17Mar 30, 2021 to Mar 29, 2022
- Pooled vehicle clients · 7 to 8Mar 30, 2021 to Mar 29, 2022
- Assets in custody · $3.4B to $3.5BMar 30, 2021 to Mar 29, 2022
- Employees · 26 to 23Mar 30, 2021 to Mar 29, 2022
Signals
5 dated events
- Keith Collin Comer (Chief Investment Officer) no longer on Schedule A of T••••••••• I••••••••• (listed 2022-08-17, absent 2023-03-29)Mar 29, 2023 · Control person left · inference
- P••• G••••••• (Executive Managing Director, Head Of Portfolio Management) appeared on Schedule A of T••••••••• I•••••••••Mar 29, 2023 · Control person joined · fact
- R•••••• G••• J••• (Chief Investment Officer) appeared on Schedule A of T••••••••• I•••••••••Mar 29, 2023 · Control person joined · fact
- Keith Collin Comer (Chief Investment Officer) appeared on Schedule A of T••••••••• I•••••••••Mar 26, 2020 · Control person joined · fact
- T••••••••• I••••••••• reported RAUM $4.4B, up 30% from $3.4B (2017-09-29 to 2018-03-28)Mar 28, 2018 · 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•••••••••INVEST.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 214-572-9817reportedpublic record, Form ADV, Mar 31, 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
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $1.2Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
T••••••••• I••••••••• 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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