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•• P••••••• G•••• L••
Latest filing Mar 30, 2026
First filing on the tape Feb 15, 2012 · 19 filings
SEC status approved since Mar 30, 2012
RAUM
$1.7B
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
10
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
17
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$1.7B as of Mar 30, 2026
Mar 28, 2013$3.4B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 28, 20130 then
Employees (5.A)10 as of Mar 30, 2026
Mar 28, 201322 then
Private funds17 as of Mar 30, 2026
Mar 28, 201313 then
RAUM +6.2% over the last fiscal year+5.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 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
- $100MderivedRAUM 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
- +6.2%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
- 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)
- 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$1.7B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 17reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
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
65 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| P••••••• X• M••••••••• H•••••• F•••• L••• | Real Estate Fund | $854M | 31 | Mar 30, 2020 |
| P••••••• X•• M••••••••• H•••••• F•••• L••• | Real Estate Fund | $182M | 2 | Mar 30, 2020 |
| P••••••• X•• M••••••••• H•••••• F•••• L••• | Real Estate Fund | $161M | 5 | Mar 29, 2022 |
| T•• X• I• J• L• | Real Estate Fund | $139M | 2 | Mar 29, 2022 |
| T•• X• J•••• V•••••• V• L•• | Real Estate Fund | $47.0M | 2 | Mar 31, 2023 |
| T•• X• J•••• V•••••• I• L•• | Real Estate Fund | $46.6M | 2 | Mar 29, 2022 |
| T•• X• J•••• V•••••• I•• L•• | Real Estate Fund | $45.8M | 2 | Mar 29, 2022 |
| T•• P••••••• F••• V• L•••no longer reported | Real Estate Fund | $33.5M | 27 | Feb 15, 2012 |
| T•• X• J•••• V•••••• I• L•• | Real Estate Fund | $32.8M | 2 | Mar 29, 2022 |
| T•• X• J•••• V•••••• I• L•• | Real Estate Fund | $32.7M | 2 | Mar 31, 2023 |
| P••••••• X•• M••••••••• H•••••• F•••• L••• | Real Estate Fund | $28.1M | 2 | Mar 30, 2020 |
| T•• X• J•••• V•••••• V• L•• | Real Estate Fund | $25.5M | 3 | Mar 29, 2022 |
| T•• P••••••• F••• V••• L•••no longer reported | Real Estate Fund | $16.0M | 33 | Feb 15, 2012 |
| T•• N•• Y••• M•••• F•••• L•••no longer reported | Other Private Fund | $13.1M | 2 | Feb 15, 2012 |
| P••••••• V••• M••••••••• V•••• F•••• L•••no longer reported | Real Estate Fund | $11.4M | 16 | Mar 28, 2014 |
| T•• X• J•••• V•••••• V•• L•• | Real Estate Fund | $10.6M | 2 | Mar 29, 2024 |
| P••••••• I• M••••••••• V•••• F•••• L• | Real Estate Fund | $9.8M | 17 | Mar 30, 2018 |
| T•• P••••••• F••• V•• L•••no longer reported | Real Estate Fund | $5.6M | 34 | Feb 15, 2012 |
| T•• I• I• J• L• | Real Estate Fund | $4.9M | 2 | Mar 31, 2021 |
| O•• F•••• L•••no longer reported | Real Estate Fund | $4.5M | 3 | Feb 15, 2012 |
| N•• R••••••••• F•••• L•••no longer reported | Real Estate Fund | $4.0M | 4 | Feb 15, 2012 |
| M•••••••• V••••• F•••• L•••no longer reported | Real Estate Fund | $3.3M | 7 | Feb 15, 2012 |
| P••••••• I••• M••••••••• V•••• F•••• L••• | Real Estate Fund | $2.4M | 2 | Mar 30, 2018 |
| T•• P••••••• F••• V••••• L•no longer reported | Real Estate Fund | $2.3M | 2 | Feb 15, 2012 |
| T•• P••••••• F••• V••••• L•no longer reported | Real Estate Fund | $2.3M | 2 | Feb 15, 2012 |
| T•• V••• C•••••••• I• L••no longer reported | Real Estate Fund | $2.1M | 2 | Mar 30, 2016 |
| T•• I• J•••• V•••••• X• L•• | Real Estate Fund | $2.1M | 2 | Mar 30, 2020 |
| T•• X• J•••• V•••••• V•••• L•• | Real Estate Fund | $1.8M | 36 | Mar 29, 2024 |
| T•• X• J•••• V•••••• V•• L•• | Real Estate Fund | $1.7M | 23 | Mar 29, 2022 |
| T•• V••• C•••••••• V•• L••no longer reported | Real Estate Fund | $1.5M | 2 | Mar 30, 2016 |
| T•• V••• C•••••••• I•• L••no longer reported | Real Estate Fund | $1.5M | 2 | Mar 30, 2016 |
| P••••••• V••••• M••••••••• V•••• F•••• L•••no longer reported | Real Estate Fund | $1.4M | 2 | Mar 30, 2018 |
| T•• I• J•••• V•••••• X•••• L•• | Real Estate Fund | $1.4M | 2 | Mar 31, 2021 |
| T•• V••• J•••• V•••••• X•• L••no longer reported | Real Estate Fund | $1.3M | 2 | Mar 31, 2017 |
| T•• V••• J•••• V•••••• X•• L••no longer reported | Real Estate Fund | $1.2M | 2 | Mar 31, 2017 |
| T•• V••• J•••• V•••••• X••• L••no longer reported | Real Estate Fund | $1.2M | 2 | Mar 31, 2017 |
| T•• V••• C•••••••• I• L••no longer reported | Real Estate Fund | $1.2M | 2 | Mar 30, 2016 |
| T•• V••• C•••••••• V• L••no longer reported | Real Estate Fund | $941,280 | 2 | Mar 30, 2016 |
| T•• I• J•••• V•••••• X• L•• | Real Estate Fund | $649,230 | 2 | Mar 30, 2020 |
| T•• I• J•••• V•••••• X•• L•• | Real Estate Fund | $632,948 | 2 | Mar 30, 2020 |
Owners and control persons
Schedule A and B, latest filing
- A••••• R••••••• L•••• · Manager And Founding Principalcontrolsince 12/1998 · owns less than 5%
- M•••••••• A•••• J••••• · Vice President, General Counsel, And Chief Compliance Officercontrolsince 02/2019 · owns less than 5%
- S•••••• R•••••• W•••••• · Vice President, Treasurer, Chief Financial Officercontrolsince 02/2012 · owns less than 5%
- A••••• R••••••• L•••• · Membercontrolsince 11/1998 · owns 75% or more of C••••• L••
- A••••• R••••••• L•••• · Membercontrolsince 05/1999 · owns 75% or more of R•••• L••
Entity owners
- T•• P••••••• G•••• I• L• · Memberdirect · owns 50% to 75%
- T•• P••••••• G••••• L• · Memberdirect · owns 50% to 75%
- C••••• L•• · General Partnerindirect · owns F of T•• P••••••• G••••• L•
- C••••• L•• · General Partnerindirect · owns F of The P••••••• Group II, LP
- R•••• L•• · Limited Partnerindirect · owns 75% or more of T•• P••••••• G•••• I• L•
- R•••• L•• · Limited Partnerindirect · owns 75% or more of T•• P••••••• G••••• L•
Related persons
Schedule D 7.A
- T•• I• G• L••pooled vehicle sponsorn
- T•• I• J•••• V•••••• X• G• L••pooled vehicle sponsorn
- T•• X• I• J• G• L••pooled vehicle sponsorn
- T•• X• J•••• V•••••• I• G• L••pooled vehicle sponsorn
- T•• X• J•••• V•••••• I• G• L••pooled vehicle sponsorn
- T•• X• J•••• V•••••• I•• G• L••pooled vehicle sponsorn
- T•• X• J•••• V•••••• I• G• L••pooled vehicle sponsorn
- T•• X• J•••• V•••••• V• G• L••pooled vehicle sponsorn
- T•• X• J•••• V•••••• V• G• L••pooled vehicle sponsorn
- T•• X• J•••• V•••••• V•• G• L••pooled vehicle sponsorn
- T•• X• M•• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Boca Raton, FL3 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- employee count dropChange between filings · filing Mar 30, 2026employees (Item 5.A) moved from 16.0 to 10.0 (-38.0%) between the annual amendments of 2025-03-26 and 2026-03-30; the peer median change was 0.0% (1109 comparable advisers, 2.0th percentile of changes)peers: asset managers, $1B to $5B (1,109) · 1.7% percentile
What changed
consecutive filings, newest first
- Accounts · 14 to 17Oct 9, 2025 to Mar 30, 2026
- Advisory employees · 9 to 10Oct 9, 2025 to Mar 30, 2026
- Pooled vehicle clients · 14 to 17Oct 9, 2025 to Mar 30, 2026
- Employees · 16 to 10Oct 9, 2025 to Mar 30, 2026
- Other offices · 0 to 1Oct 9, 2025 to Mar 30, 2026
- Private funds · 14 to 17Oct 9, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.6B to $1.7BOct 9, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.6B to $1.7BOct 9, 2025 to Mar 30, 2026
- RAUM · $1.6B to $1.7BOct 9, 2025 to Mar 30, 2026
- HQ city · NEW Y••• to BOCA RATONMar 26, 2025 to Oct 9, 2025
- HQ state · NY to FLMar 26, 2025 to Oct 9, 2025
- Other offices · 1 to 0Mar 26, 2025 to Oct 9, 2025
- Accounts · 19 to 14Mar 29, 2024 to Mar 26, 2025
- Advisory employees · 10 to 9Mar 29, 2024 to Mar 26, 2025
- Pooled vehicle clients · 19 to 14Mar 29, 2024 to Mar 26, 2025
- Employees · 18 to 16Mar 29, 2024 to Mar 26, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 26, 2025
- Private funds · 19 to 14Mar 29, 2024 to Mar 26, 2025
- Discretionary RAUM · $1.6B to $1.6BMar 29, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $1.6B to $1.6BMar 29, 2024 to Mar 26, 2025
- RAUM · $1.6B to $1.6BMar 29, 2024 to Mar 26, 2025
- Accounts · 34 to 19Mar 31, 2023 to Mar 29, 2024
- Advisory employees · 9 to 10Mar 31, 2023 to Mar 29, 2024
- Pooled vehicle clients · 34 to 19Mar 31, 2023 to Mar 29, 2024
- Employees · 16 to 18Mar 31, 2023 to Mar 29, 2024
- Private funds · 34 to 19Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.5B to $1.6BMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.5B to $1.6BMar 31, 2023 to Mar 29, 2024
- RAUM · $1.5B to $1.6BMar 31, 2023 to Mar 29, 2024
- Accounts · 37 to 34Mar 29, 2022 to Mar 31, 2023
- Advisory employees · 13 to 9Mar 29, 2022 to Mar 31, 2023
- Pooled vehicle clients · 37 to 34Mar 29, 2022 to Mar 31, 2023
- Employees · 20 to 16Mar 29, 2022 to Mar 31, 2023
- Private funds · 37 to 34Mar 29, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.2B to $1.5BMar 29, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.2B to $1.5BMar 29, 2022 to Mar 31, 2023
- RAUM · $1.2B to $1.5BMar 29, 2022 to Mar 31, 2023
- Accounts · 36 to 37Mar 31, 2021 to Mar 29, 2022
- Pooled vehicle clients · 36 to 37Mar 31, 2021 to Mar 29, 2022
- Employees · 18 to 20Mar 31, 2021 to Mar 29, 2022
Signals
5 dated events
- Anthony Peter Calatozzo (Vice President And Secretary) no longer on Schedule A of T•• P••••••• G•••• L•• (listed 2022-03-29, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- T•• P••••••• G•••• L•• reported RAUM $1.2B, down 31% from $1.8B (2021-03-31 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
- J••••• A••• Mcgovern (Vice President, General Counsel, And Chief Compliance Officer) appeared on Schedule A of T•• P••••••• G•••• L••Mar 30, 2020 · Control person joined · fact
- T•• P••••••• G•••• L•• reported RAUM $2.1B, up 30% from $1.6B (2018-03-30 to 2019-03-27)Mar 27, 2019 · RAUM change · derived
- Floyd Albert Lattin (Manager And Founding Principal) no longer on Schedule A of T•• P••••••• G•••• L•• (listed 2018-03-30, absent 2019-03-27)Mar 27, 2019 · Control person left · inference
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
- Firm profile
- linkedin.com/company/the-praedium-groupreportedpublic record, Form ADV, Sep 19, 2026
- Website
- P•••••••GROUP.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (212) 224-5600reportedpublic record, Form ADV, Mar 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
Across the graphs
T•• P••••••• G•••• 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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