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•• C••••••• P••••••• L•

Asset manager (funds and pooled vehicles)Larkspur, CaliforniaCRD 160826SEC 801-74089websiteIAPD
Latest filing Apr 30, 2026
First filing on the tape Feb 14, 2012 · 29 filings
SEC status approved since Mar 30, 2012
RAUM
$14B
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
73
36 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
18
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$14B as of Apr 30, 2026
Mar 28, 2013$2.8B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 30, 2026
Mar 28, 20130 then
Employees (5.A)73 as of Apr 30, 2026
Mar 28, 201326 then
Private funds18 as of Apr 30, 2026
Mar 28, 20134 then
RAUM +1.1% over the last fiscal year-8.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 30, 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
$792MderivedRAUM 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
unknownderived5 offices incl. principal (1.F.5)
RAUM growth, one year
+1.1%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 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$14B100%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
18reported
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
      23 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      T••• L•Private Equity Fund$3.5B74Mar 31, 2022
      T•••• L•••Private Equity Fund$2.9B64Mar 30, 2016
      T••• P••••••• L•Private Equity Fund$2.7B34Mar 31, 2022
      T••• L•Private Equity Fund$2.2B52Mar 29, 2019
      T••• P••••••• L•Private Equity Fund$1.5B33Mar 29, 2019
      J••• C••••••••• 1• L•••Private Equity Fund$921M36Oct 1, 2020
      J•••••• C••••••••• L•••Private Equity Fund$603M16Mar 31, 2022
      T••••• L•••Private Equity Fund$574M63Mar 30, 2016
      T••• L•••Private Equity Fund$302M62Feb 14, 2012
      B••••• C••••••••• H••••••• 1• L••• A•• A••••••••Private Equity Fund$230M12Mar 31, 2023
      M•••••• C••••••••• L•••Private Equity Fund$166M19Mar 29, 2017
      J•••••• C••••••••• I•• L•••Private Equity Fund$143M13Mar 29, 2024
      T•••• C••••••••• L•••Private Equity Fund$142M9Mar 31, 2022
      D• C••••••••• L•••Private Equity Fund$134M6Mar 29, 2019
      E••••• C••••••••• H••••••• 1• L••• A•• A•••••••••Private Equity Fund$87.5M11Mar 29, 2024
      D• C••••••••• B•••••• A••••••••• L•••Private Equity Fund$83.8M5Mar 31, 2022
      P• C••••••••• L•••Private Equity Fund$62.5M5Mar 29, 2019
      T••• L•••no longer reportedPrivate Equity Fund$38.2M61Feb 14, 2012
      T•• 6• P• C••••••••• L•••Private Equity Fund$30.6M4Mar 28, 2013
      T••• L•••no longer reportedPrivate Equity Fund$14.0M50Feb 14, 2012
      T•• 6• P• C••••••••• A• L•••Private Equity Fund$4.5M3Mar 30, 2016
      T••• G••• C••••••••• L•••Private Equity Fund$1.8M9Mar 30, 2016
      C••••• B•••• C••••••••• L•••Private Equity Fund$237,0966Mar 31, 2022
      Owners and control persons
      Schedule A and B, latest filing
      • D••••• J••••••• R•••• · Chief Financial Officercontrol
        since 07/2017 · owns less than 5%
      • E•••••••• C••••••• H••••• · Ceo, Senior Managing Partnercontrol
        since 11/1987 · owns less than 5%
      • M•••••• M•••• H••••• · Senior Managing Partnercontrol
        since 01/2007 · owns less than 5%
      • O•••••• J••••• L•••• · Senior Managing Partnercontrol
        since 01/2001 · owns less than 5%
      • W••••••••• A•••••• S••••• · Chief Compliance Officercontrol
        since 08/2021 · owns less than 5%
      • E•••••••• C••••••• H••••• · Senior Managing Membercontrol
        since 11/1987 · owns 25% to 50% of T•• A•••••• T•••• L••
      • M•••••• M•••• H••••• · Senior Managing Membercontrol
        since 01/2007 · owns 25% to 50% of T•• A•••••• T•••• L••
      • O•••••• J••••• L•••• · Senior Managing Membercontrol
        since 01/2001 · owns 25% to 50% of T•• A•••••• T•••• L••
      • L••••••• P•••••• S••••• · Managing Partner
        since 01/2009 · owns 5% to 10%
      • W••••• C••••• S••••• A••••• · Managing Partner
        since 03/2016 · owns 5% to 10%
      Entity owners
      • T•• A•••••• T•••• L•• · General Partner
        direct · owns less than 5%
      • T•• A•••••• M•••• L•• · Non-Managing Partner
        direct · owns 50% to 75%
      • D••• C•••••• P••••••• I• H••••••• •• L• · Non-Managing Member
        indirect · owns 25% to 50% of T•• A•••••• I••••••••• L••
      • T•• A•••••• I••••••••• L•• · Managing Member
        indirect · owns 75% or more of T•• A•••••• M•••• L••
      • T•• A•••••• T•••• L•• · Managing Member
        indirect · owns 50% to 75% of T•• A•••••• I••••••••• L••
      Related persons
      Schedule D 7.A
      • A••••••••• S•••••••• L•
        insurancey
      • M•••••• M••••••••• L•••••
        investment adviserpooled vehicle sponsorn
      • S••• C•••• M••••••••• L•••••
        investment adviserpooled vehicle sponsorn
      • T•• C••••••• U• L••
        investment advisern
      • T••• M••••••••• ••••••• L•••
        pooled vehicle sponsorn
      • T••• M••••••••• L•••••
        investment adviserbankpooled vehicle sponsorn
      • T••• A• M••••••••• ••••••• L•••
        pooled vehicle sponsorn
      • T••• A• M••••••••• L•••••
        investment adviserbankpooled vehicle sponsorn
      • T••• B• M••••••••• ••••••• I• L•••
        pooled vehicle sponsorn
      • T••• B• M••••••••• ••••••• L•••
        pooled vehicle sponsorn
      • T••• B• M••••••••• L•••••
        investment adviserbankpooled vehicle sponsorn
      • T••• L•••• T••• G• L••
        investment adviserpooled vehicle sponsorn
      • T••• M••••••••• G• L••• •••••• L••
        pooled vehicle sponsorn
      • T••• M••••••••• G• L••• •••••• L••••
        pooled vehicle sponsorn
      • T••• M••••••••• L• •••••••
        investment adviserbankpooled vehicle sponsorn
      • T••• L•••• T••• G• L••
        investment adviserpooled vehicle sponsorn
      • T••• M••••••••• G• L••• •••••• L••••
        pooled vehicle sponsorn
      • T••• M••••••••• G• L••• •••••• L••••
        pooled vehicle sponsorn
      • T••• M••••••••• L• •••••••
        investment adviserpooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      • New York, NY18 employees
      • Stamford, CT5 employees
      • Las Vegas, NV1 employees
      What changed
      consecutive filings, newest first
      • Discretionary RAUM · $14B to $14B
        Mar 31, 2026 to Apr 30, 2026
      • Pooled vehicle RAUM · $14B to $14B
        Mar 31, 2026 to Apr 30, 2026
      • RAUM · $14B to $14B
        Mar 31, 2026 to Apr 30, 2026
      • Accounts · 20 to 18
        Mar 28, 2025 to Mar 31, 2026
      • Advisory employees · 35 to 36
        Mar 28, 2025 to Mar 31, 2026
      • Pooled vehicle clients · 20 to 18
        Mar 28, 2025 to Mar 31, 2026
      • Employees · 77 to 73
        Mar 28, 2025 to Mar 31, 2026
      • Private funds · 20 to 18
        Mar 28, 2025 to Mar 31, 2026
      • Discretionary RAUM · $14B to $14B
        Mar 28, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $14B to $14B
        Mar 28, 2025 to Mar 31, 2026
      • RAUM · $14B to $14B
        Mar 28, 2025 to Mar 31, 2026
      • Accounts · 21 to 20
        Mar 29, 2024 to Mar 28, 2025
      • Advisory employees · 39 to 35
        Mar 29, 2024 to Mar 28, 2025
      • Pooled vehicle clients · 21 to 20
        Mar 29, 2024 to Mar 28, 2025
      • Employees · 71 to 77
        Mar 29, 2024 to Mar 28, 2025
      • Financial planning clients · unset to
        Mar 29, 2024 to Mar 28, 2025
      • Other offices · 3 to 4
        Mar 29, 2024 to Mar 28, 2025
      • Private funds · 21 to 20
        Mar 29, 2024 to Mar 28, 2025
      • Discretionary RAUM · $16B to $14B
        Mar 29, 2024 to Mar 28, 2025
      • Pooled vehicle RAUM · $16B to $14B
        Mar 29, 2024 to Mar 28, 2025
      • RAUM · $16B to $14B
        Mar 29, 2024 to Mar 28, 2025
      • Accounts · 19 to 21
        Jun 26, 2023 to Mar 29, 2024
      • Advisory employees · 36 to 39
        Jun 26, 2023 to Mar 29, 2024
      • Pooled vehicle clients · 19 to 21
        Jun 26, 2023 to Mar 29, 2024
      • Employees · 68 to 71
        Jun 26, 2023 to Mar 29, 2024
      • Private funds · 19 to 21
        Jun 26, 2023 to Mar 29, 2024
      • Discretionary RAUM · $19B to $16B
        Jun 26, 2023 to Mar 29, 2024
      • Pooled vehicle RAUM · $19B to $16B
        Jun 26, 2023 to Mar 29, 2024
      • RAUM · $19B to $16B
        Jun 26, 2023 to Mar 29, 2024
      • Other offices · 2 to 3
        Mar 31, 2023 to Jun 26, 2023
      • Accounts · 18 to 19
        Mar 31, 2022 to Mar 31, 2023
      • Advisory employees · 33 to 36
        Mar 31, 2022 to Mar 31, 2023
      • Pooled vehicle clients · 18 to 19
        Mar 31, 2022 to Mar 31, 2023
      • Employees · 65 to 68
        Mar 31, 2022 to Mar 31, 2023
      • Private funds · 18 to 19
        Mar 31, 2022 to Mar 31, 2023
      • Discretionary RAUM · $20B to $19B
        Mar 31, 2022 to Mar 31, 2023
      • Pooled vehicle RAUM · $20B to $19B
        Mar 31, 2022 to Mar 31, 2023
      • RAUM · $20B to $19B
        Mar 31, 2022 to Mar 31, 2023
      • Related insurance company · false to true
        Mar 31, 2022 to Mar 31, 2023
      • Accounts · 16 to 18
        Nov 15, 2021 to Mar 31, 2022
      Signals
      4 dated events
      • T•• C••••••• P••••••• L• reported RAUM $19.7B, up 76% from $11.2B (2021-11-15 to 2022-03-31)
        Mar 31, 2022 · RAUM change · derived
      • Steven Andrew Weilbacher (Chief Compliance Officer) appeared on Schedule A of T•• C••••••• P••••••• L•
        Aug 9, 2021 · Control person joined · fact
      • T•• C••••••• P••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)
        Oct 1, 2020 · Succession (Item 4) · fact
      • T•• C••••••• P••••••• L• reported RAUM $9.2B, up 89% from $4.9B (2018-03-31 to 2019-03-29)
        Mar 29, 2019 · RAUM change · derived
      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/TSG-C•••••••-PARTNERSreportedpublic record, Form ADV, Sep 18, 2026
      Website
      TSGC•••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      415-217-2300reportedpublic record, Form ADV, Apr 30, 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