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••

Asset manager (funds and pooled vehicles)Menlo Park, CaliforniaCRD 160389SEC 801-73547websiteIAPD
Legal name T•••• I•••
Latest filing Mar 27, 2026
First filing on the tape Feb 13, 2012 · 25 filings
SEC status approved since Mar 30, 2012
RAUM
$23B
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
79
44 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
34
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$23B as of Mar 27, 2026
Mar 27, 2013$4.4B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 27, 20130 then
Employees (5.A)79 as of Mar 27, 2026
Mar 27, 201351 then
Private funds34 as of Mar 27, 2026
Mar 27, 201313 then
RAUM +12% over the last fiscal year+4.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 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
$662MderivedRAUM 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
unknownderived3 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, otherreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
yesreportedItem 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)
  • 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)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$23B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
34reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$0 for 0 clientsreported
Compensation
% of AUMreported
Class basis
private_client_share=0.0 fund_share=1.0 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
      44 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      T•• X• L•••Private Equity Fund$4.5B85Mar 29, 2019
      T•• X•• L•••Private Equity Fund$2.5B72Mar 31, 2021
      T•• I•• L•••Private Equity Fund$2.3B65Mar 31, 2017
      T•• V•••• L•••Private Equity Fund$2.3B61Mar 31, 2014
      T•• X••• L•••Private Equity Fund$1.5B56Mar 31, 2023
      T•• X• ••• L•••Private Equity Fund$1.1B43Mar 29, 2019
      T•• X• ••• L•••Private Equity Fund$801M53Mar 31, 2021
      T•• X•• ••• L•••Private Equity Fund$777M45Mar 31, 2023
      T•• I• ••• L•••Private Equity Fund$628M36Mar 31, 2017
      T•• V••• ••• L•••Private Equity Fund$581M34Mar 31, 2014
      T•• X•• ••••• S•••Private Equity Fund$388M14Mar 31, 2023
      T•• M••••• F•••• L•••Private Equity Fund$297M100Feb 13, 2012
      T•• V••••••• F••• I• ••• L•••Private Equity Fund$236M15Mar 31, 2022
      T•• X• M••••• F•••• L•••Private Equity Fund$232M44Mar 29, 2019
      T•• X• ••• L•••Private Equity Fund$220M102Mar 29, 2019
      T•• X• ••••• S•••Private Equity Fund$189M5Mar 31, 2021
      T•• X• M••••• F•••• L•••Private Equity Fund$185M62Mar 31, 2021
      T•• X• ••• L•••Private Equity Fund$179M123Mar 31, 2021
      T•• X•• ••• L•••Private Equity Fund$151M95Mar 31, 2023
      T•• V••• ••• L•••Private Equity Fund$140M101Mar 31, 2014
      T•• V••••••• F••• I• ••• L•••Private Equity Fund$135M121Mar 31, 2022
      T•• V••••••• F••• I• L•••Private Equity Fund$125M18Mar 31, 2022
      T•• B•• C•• L•••Private Equity Fund$123M18Mar 30, 2020
      T•• I• ••• L•••Private Equity Fund$120M88Mar 31, 2017
      T•• V••• L•••Private Equity Fund$105M145Feb 13, 2012
      T•• X•• M••••• F•••• L•••Private Equity Fund$103M13Mar 31, 2023
      T•• V• I• M••••• F•••• L•••Private Equity Fund$92.6M73Mar 31, 2022
      T•• T•• C•• L•••Private Equity Fund$65.1M11Mar 31, 2022
      T•• V•• ••• L•••Private Equity Fund$54.1M86Feb 13, 2012
      T•• I•• L•••no longer reportedVenture Capital Fund$42.4M388Feb 13, 2012
      T•• D•• C•• L•••Private Equity Fund$22.2M3Mar 31, 2022
      T•• V• •••••••• L•••no longer reportedVenture Capital Fund$12.9M160Feb 13, 2012
      T•• I•• •• L••••••••• T••••no longer reportedVenture Capital Fund$10.3M160Mar 31, 2015
      T•• I•• ••• L•••no longer reportedVenture Capital Fund$10.1M163Feb 13, 2012
      T•• I• S•••••••• P•••••••• L•••no longer reportedVenture Capital Fund$9.4M62Feb 13, 2012
      T•• V• L•••no longer reportedVenture Capital Fund$644,305160Feb 13, 2012
      T•• I•• S•••••••• P•••••••• L•••no longer reportedVenture Capital Fund$452,36221Feb 13, 2012
      T•• I•• S•••••••• P••••••• L••••••••• T••••no longer reportedVenture Capital Fund$437,41021Mar 31, 2015
      T•• I••• L•••no longer reportedVenture Capital Fund$374,22510Feb 13, 2012
      T•• I•• L••••••••• T••••no longer reportedVenture Capital Fund$361,7469Mar 31, 2015
      All funds of T••
      Owners and control persons
      Schedule A and B, latest filing
      • B•••• S••••• E•••••••• · Chief Compliance Officercontrol
        since 03/2024 · owns less than 5%
      • D••••• J•••• A••••• · Director Of Tcmi, Inc.control
        since 04/2023 · owns less than 5%
      • E•••••• E••• · Chief Financial Officercontrol
        since 09/2019 · owns less than 5%
      • F•••••• F•••••••• D•••• · Chief Legal Officercontrol
        since 09/2011 · owns less than 5%
      • H•••• J••• C••••••• · Stockholder And Director Of Tcmi, Inc.control
        since 06/1995 · owns 75% or more
      Related persons
      Schedule D 7.A
      • T••••••••• C•••••••• M••••••••• I•• L•••
        investment adviserbankpooled vehicle sponsorn
      • T••••••••• C•••••••• M••••••••• I•• L•••
        investment adviserbankpooled vehicle sponsorn
      • T••••••••• C•••••••• M••••••••• V• I• L•••
        investment adviserbankpooled vehicle sponsorn
      • T••••••••• C•••••••• M••••••••• V• I• L•••
        investment adviserbankpooled vehicle sponsorn
      • T••••••••• C•••••••• M••••••••• V••• L•••
        investment adviserbankpooled vehicle sponsorn
      • T••••••••• C•••••••• M••••••••• V••• L•••
        investment adviserbankpooled vehicle sponsorn
      • T••••••••• C•••••••• M••••••••• V•••• L•••
        investment adviserbankpooled vehicle sponsorn
      • T••••••••• C•••••••• M••••••••• V•••• L•••
        investment adviserbankpooled vehicle sponsorn
      • T••••••••• C•••••••• M••••••••• X• L•••
        investment adviserbankpooled vehicle sponsorn
      • T••••••••• C•••••••• M••••••••• X• L•••
        investment adviserbankpooled vehicle sponsorn
      • T••••••••• C•••••••• M••••••••• X•• L•••
        investment adviserbankpooled vehicle sponsorn
      • T••••••••• C•••••••• M••••••••• X•• L•••
        investment adviserbankpooled vehicle sponsorn
      • T••••••••• C•••••••• M••••••••• X•• S•• R•••
        investment adviserbankpooled vehicle sponsorn
      • T••••••••• C•••••••• M••••••••• X••• L•••
        investment adviserbankpooled vehicle sponsorn
      • T••••••••• C•••••••• M••••••••• X••• L•••
        investment adviserbankpooled vehicle sponsorn
      • T••••••••• C•••••••• M••••••••• X••• S•• R•••
        investment adviserbankpooled vehicle sponsorn
      • T••••••••• C•••••••• V••••••• U•• L•••••
        investment advisery
      Offices
      Schedule D 1.F, the 25 largest
      • New York, NY18 employees
      • London, United Kingdom10 employees
      • San Francisco, CA8 employees
      What changed
      consecutive filings, newest first
      • Accounts · 31 to 34
        Dec 4, 2025 to Mar 27, 2026
      • Advisory employees · 46 to 44
        Dec 4, 2025 to Mar 27, 2026
      • Pooled vehicle clients · 31 to 34
        Dec 4, 2025 to Mar 27, 2026
      • Employees · 82 to 79
        Dec 4, 2025 to Mar 27, 2026
      • Private funds · 31 to 34
        Dec 4, 2025 to Mar 27, 2026
      • Discretionary RAUM · $20B to $23B
        Dec 4, 2025 to Mar 27, 2026
      • Pooled vehicle RAUM · $20B to $23B
        Dec 4, 2025 to Mar 27, 2026
      • RAUM · $20B to $23B
        Dec 4, 2025 to Mar 27, 2026
      • Accounts · 30 to 31
        Mar 27, 2024 to Mar 28, 2025
      • Advisory employees · 48 to 46
        Mar 27, 2024 to Mar 28, 2025
      • Pooled vehicle clients · 30 to 31
        Mar 27, 2024 to Mar 28, 2025
      • Employees · 85 to 82
        Mar 27, 2024 to Mar 28, 2025
      • Financial planning clients · unset to
        Mar 27, 2024 to Mar 28, 2025
      • Other offices · 3 to 2
        Mar 27, 2024 to Mar 28, 2025
      • Private funds · 30 to 31
        Mar 27, 2024 to Mar 28, 2025
      • Discretionary RAUM · $20B to $20B
        Mar 27, 2024 to Mar 28, 2025
      • Pooled vehicle RAUM · $20B to $20B
        Mar 27, 2024 to Mar 28, 2025
      • RAUM · $20B to $20B
        Mar 27, 2024 to Mar 28, 2025
      • Advisory employees · 58 to 48
        Mar 31, 2023 to Mar 27, 2024
      • Employees · 104 to 85
        Mar 31, 2023 to Mar 27, 2024
      • Other offices · 2 to 3
        Mar 31, 2023 to Mar 27, 2024
      • Discretionary RAUM · $20B to $20B
        Mar 31, 2023 to Mar 27, 2024
      • Pooled vehicle RAUM · $20B to $20B
        Mar 31, 2023 to Mar 27, 2024
      • RAUM · $20B to $20B
        Mar 31, 2023 to Mar 27, 2024
      • Accounts · 27 to 30
        Mar 31, 2022 to Mar 31, 2023
      • Advisory employees · 54 to 58
        Mar 31, 2022 to Mar 31, 2023
      • Pooled vehicle clients · 27 to 30
        Mar 31, 2022 to Mar 31, 2023
      • Employees · 100 to 104
        Mar 31, 2022 to Mar 31, 2023
      • Other offices · 1 to 2
        Mar 31, 2022 to Mar 31, 2023
      • Private funds · 27 to 30
        Mar 31, 2022 to Mar 31, 2023
      • Discretionary RAUM · $25B to $20B
        Mar 31, 2022 to Mar 31, 2023
      • Pooled vehicle RAUM · $25B to $20B
        Mar 31, 2022 to Mar 31, 2023
      • RAUM · $25B to $20B
        Mar 31, 2022 to Mar 31, 2023
      • Accounts · 21 to 27
        Mar 3, 2022 to Mar 31, 2022
      • Advisory employees · 45 to 54
        Mar 3, 2022 to Mar 31, 2022
      • Pooled vehicle clients · 21 to 27
        Mar 3, 2022 to Mar 31, 2022
      • Employees · 84 to 100
        Mar 3, 2022 to Mar 31, 2022
      • Private funds · 21 to 27
        Mar 3, 2022 to Mar 31, 2022
      • Discretionary RAUM · $23B to $25B
        Mar 3, 2022 to Mar 31, 2022
      • Pooled vehicle RAUM · $23B to $25B
        Mar 3, 2022 to Mar 31, 2022
      Signals
      8 dated events
      • Herrick Richard Kimball (Stockholder And Director Of Tcmi, Inc.) no longer on Schedule A of Tcv (listed 2023-03-31, absent 2024-03-27)
        Mar 27, 2024 · Control person left · inference
      • Quentin Jon Reynolds (Director Of Tcmi, Inc.) no longer on Schedule A of Tcv (listed 2023-03-31, absent 2024-03-27)
        Mar 27, 2024 · Control person left · inference
      • Andrew John Doran (Director Of Tcmi, Inc.) appeared on Schedule A of Tcv
        Mar 27, 2024 · Control person joined · fact
      • Douglas Nathan Sanders (Chief Operating Officer) no longer on Schedule A of Tcv (listed 2022-03-31, absent 2023-03-31)
        Mar 31, 2023 · Control person left · inference
      • Anthony Joseph Brucchieri (Chief Compliance Officer) appeared on Schedule A of Tcv
        May 10, 2021 · Control person joined · fact
      • Tcv reported RAUM $22.6B, up 56% from $14.5B (2020-10-01 to 2021-03-31)
        Mar 31, 2021 · RAUM change · derived
      • Daniel Patrick Reilly (Chief Financial Officer) no longer on Schedule A of Tcv (listed 2019-03-29, absent 2020-03-30)
        Mar 30, 2020 · Control person left · inference
      • Erez Elisha (Chief Financial Officer) appeared on Schedule A of Tcv
        Mar 30, 2020 · Control person joined · fact
      Across DFX
      shared identifiers only, never a name match
      • Tcv · Independent Sponsors
        shared crd · capital_provider
      • Tcv · Private Equity
        shared crd · organization
      • Tcv · Venture Capital
        shared crd · organization
      How to reach
      public business contact points only, each with its source
      Website
      H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      650-614-8200reportedpublic record, Form ADV, Mar 27, 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