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••• B••••• C•••••• P•••••••• L••
Latest filing Mar 25, 2026
First filing on the tape Feb 14, 2012 · 27 filings
SEC status approved since Mar 30, 2012
RAUM
$5.2B
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
22
22 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
9
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$5.2B as of Mar 25, 2026
Mar 25, 2013$962M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Mar 25, 20130 then
Employees (5.A)22 as of Mar 25, 2026
Mar 25, 20137 then
Private funds9 as of Mar 25, 2026
Mar 25, 20132 then
RAUM +20% over the last fiscal year+16% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 25, 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
- $400MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%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
- $5.0B, 9 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)
- 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$5.2B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 13reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $5.0B for 9 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=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
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| P•••••• S••••• F••• V• L• | Private Equity Fund | $994M | 116 | Mar 24, 2023 |
| P•••••• S••••• F••• I•• L• | Private Equity Fund | $963M | 81 | Mar 27, 2017 |
| P•••••• S••••• F••• I••• L• | Private Equity Fund | $662M | 3 | Mar 14, 2014 |
| T••• B••••• N••••• G••• F•••• L• | Private Equity Fund | $491M | 89 | Mar 29, 2021 |
| T••• B••••• T•••• F•••• L••• | Private Equity Fund | $310M | 28 | Mar 28, 2024 |
| P•••••• S••••• F••• I•• L• | Private Equity Fund | $186M | 3 | Feb 14, 2012 |
| P•••••• S••••• F•••• L• | Private Equity Fund | $43.1M | 3 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- G••••••••• B••••• P•••••• · Partner, Elected Managercontrolsince 10/2005 · owns 10% to 25%
- L••••••• P••••••• J••• · Partner, Elected Managercontrolsince 04/2007 · owns 10% to 25%
- P•••••• M•••••••• N•• · Partner, Elected Manager, Chief Financial Officer, Chief Compliance Officercontrolsince 04/2006 · owns less than 5%
- P••••••••• F• M•••••• · Partner, Elected Managercontrolsince 04/2019 · owns 10% to 25%
Entity owners
- T••••••• F•••••••• F•• L•••••••• · Non-Managing Memberdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- P•••••• S••••• G• I•• L••bankpooled vehicle sponsory
- P•••••• S••••• G• I••• L••bankpooled vehicle sponsory
- P•••••• S••••• G• I•• L••bankpooled vehicle sponsory
- P•••••• S••••• G• V• L•bankpooled vehicle sponsory
- P•••••• S••••• G• V•• L•bankpooled vehicle sponsory
- P•••••• S••••• G•• L••bankpooled vehicle sponsory
- T••••••• F•••••••• F•• L••••••••investment adviserpooled vehicle sponsorreal estateyRAUM $129B
- T••• B••••• N••••• G••• G• I•• L•bankpooled vehicle sponsory
- T••• B••••• N••••• G••• G•• L•bankpooled vehicle sponsory
- T••• B••••• T•••• G•• L•bankpooled vehicle sponsory
Advisers that list T••• B••••• C•••••• P•••••••• L•• as a related person
Offices
Schedule D 1.F, the 25 largest
- Winston-Salem, NC2 employees
What changed
consecutive filings, newest first
- Accounts · 11 to 13Mar 26, 2025 to Mar 25, 2026
- Advisory employees · 20 to 22Mar 26, 2025 to Mar 25, 2026
- Pooled vehicle clients · 11 to 13Mar 26, 2025 to Mar 25, 2026
- Assets in custody · $4.2B to $5.0BMar 26, 2025 to Mar 25, 2026
- Employees · 20 to 22Mar 26, 2025 to Mar 25, 2026
- Private funds · 8 to 9Mar 26, 2025 to Mar 25, 2026
- Discretionary RAUM · $4.3B to $5.2BMar 26, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $4.3B to $5.2BMar 26, 2025 to Mar 25, 2026
- RAUM · $4.3B to $5.2BMar 26, 2025 to Mar 25, 2026
- Accounts · 10 to 11Jun 28, 2024 to Mar 26, 2025
- Advisory employees · 19 to 20Jun 28, 2024 to Mar 26, 2025
- Pooled vehicle clients · 10 to 11Jun 28, 2024 to Mar 26, 2025
- Assets in custody · $3.6B to $4.2BJun 28, 2024 to Mar 26, 2025
- Employees · 19 to 20Jun 28, 2024 to Mar 26, 2025
- Financial planning clients · unset to Jun 28, 2024 to Mar 26, 2025
- Private funds · 7 to 8Jun 28, 2024 to Mar 26, 2025
- Discretionary RAUM · $3.8B to $4.3BJun 28, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $3.8B to $4.3BJun 28, 2024 to Mar 26, 2025
- RAUM · $3.8B to $4.3BJun 28, 2024 to Mar 26, 2025
- Assets in custody · $3.6B to $3.6BMar 28, 2024 to Jun 28, 2024
- Discretionary RAUM · $3.7B to $3.8BMar 28, 2024 to Jun 28, 2024
- Pooled vehicle RAUM · $3.7B to $3.8BMar 28, 2024 to Jun 28, 2024
- RAUM · $3.7B to $3.8BMar 28, 2024 to Jun 28, 2024
- Accounts · 8 to 10Dec 14, 2023 to Mar 28, 2024
- Advisory employees · 18 to 19Dec 14, 2023 to Mar 28, 2024
- Pooled vehicle clients · 8 to 10Dec 14, 2023 to Mar 28, 2024
- Assets in custody · $3.3B to $3.6BDec 14, 2023 to Mar 28, 2024
- Employees · 18 to 19Dec 14, 2023 to Mar 28, 2024
- Private funds · 6 to 7Dec 14, 2023 to Mar 28, 2024
- Discretionary RAUM · $3.4B to $3.7BDec 14, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $3.4B to $3.7BDec 14, 2023 to Mar 28, 2024
- RAUM · $3.4B to $3.7BDec 14, 2023 to Mar 28, 2024
- Assets in custody · $3.2B to $3.3BMay 31, 2023 to Jun 30, 2023
- Discretionary RAUM · $3.4B to $3.4BMay 31, 2023 to Jun 30, 2023
- Pooled vehicle RAUM · $3.4B to $3.4BMay 31, 2023 to Jun 30, 2023
- RAUM · $3.4B to $3.4BMay 31, 2023 to Jun 30, 2023
- Accounts · 7 to 8Jan 13, 2023 to Mar 24, 2023
- Advisory employees · 16 to 18Jan 13, 2023 to Mar 24, 2023
- Pooled vehicle clients · 7 to 8Jan 13, 2023 to Mar 24, 2023
- Assets in custody · $2.3B to $3.2BJan 13, 2023 to Mar 24, 2023
Signals
3 dated events
- T••• B••••• C•••••• P•••••••• L•• reported RAUM $3.4B, up 39% from $2.4B (2023-01-13 to 2023-03-24)Mar 24, 2023 · RAUM change · derived
- Edward Joseph Dimberio (Partner, Elected Manager) no longer on Schedule A of T••• B••••• C•••••• P•••••••• L•• (listed 2022-03-31, absent 2023-01-13)Jan 13, 2023 · Control person left · inference
- Matthew F Petronzio (Partner, Elected Manager) appeared on Schedule A of T••• B••••• C•••••• P•••••••• L••Mar 29, 2021 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- T••• B••••• C•••••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- T••• B••••• C•••••• P•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/T•••-B•••••-CAPITAL-PARTNERS-LLCreportedpublic record, Form ADV, Sep 19, 2026
- Website
- T•••B•••••CAPITAL.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 312-284-5600reportedpublic record, Form ADV, Mar 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
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026