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•• M•••••••• R••• E••••• G••••• L•
Latest filing Apr 23, 2026
First filing on the tape Mar 30, 2012 · 22 filings
SEC status approved since Jul 20, 2012
RAUM
$2.4B
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
33
13 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
3
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$2.4B as of Apr 23, 2026
Apr 2, 2013$354M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 23, 2026
Apr 2, 20130 then
Employees (5.A)33 as of Apr 23, 2026
Apr 2, 201329 then
Private funds3 as of Apr 23, 2026
Apr 2, 20132 then
RAUM +3.5% over the last fiscal year+3.7% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 23, 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
- $810MderivedRAUM 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
- +3.5%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)
- has custody of client securities (9.A.1.b)
- 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$2.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- 0reported
- 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
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•••••••• R••• E••••• I•••••••• V• L• | Real Estate Fund | $1.4B | 328 | Mar 24, 2021 |
| M•••••••• M••••••••• I•••••••• L•no longer reported | Real Estate Fund | $1.1B | 1 | Mar 30, 2012 |
| M•••••••• R••• E••••• I•••••••• I•• L• | Real Estate Fund | $637M | 136 | Mar 28, 2017 |
| M•••••••• R••• E••••• I•••••••• I••• L•no longer reported | Real Estate Fund | $350M | 100 | Apr 2, 2013 |
| M••• I•• I••••••••• L•no longer reported | Real Estate Fund | $350M | 92 | Mar 31, 2014 |
| M•••••••• R••• E••••• I•••••••• I• L•no longer reported | Real Estate Fund | $34.5M | 112 | Mar 30, 2012 |
| M•••••••• I•• R•••• L••no longer reported | Real Estate Fund | $31.8M | 189 | Mar 31, 2014 |
Owners and control persons
Schedule A and B, latest filing
- A••••••• J•••• R•••••• · Chief Compliance Officercontrolsince 09/2015 · owns less than 5%
- B•••••••• C••••••••• · Chief Operating Officercontrolsince 01/2023 · owns less than 5%
- G•••••••• J••••••• L•• · Managing Partnercontrolsince 08/2003 · owns 25% to 50%
- L•••••• R•••••• P••• · Managing Partnercontrolsince 08/2004 · owns less than 5%
- Y•••• Y••• · Chief Financial Officercontrolsince 01/2023 · owns less than 5%
Entity owners
- L••••• F••••• P••••••••• L• · Partnerdirect · owns 25% to 50%
- T•• M•••••••• G••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- M••• G• I•• L••pooled vehicle sponsory
- M••• V• G•• L••pooled vehicle sponsory
- M••• V• G•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Boca Raton, FL2 employees
What changed
consecutive filings, newest first
- Discretionary RAUM · $2.7B to $2.4BMar 27, 2026 to Apr 23, 2026
- Pooled vehicle RAUM · $2.7B to $2.4BMar 27, 2026 to Apr 23, 2026
- RAUM · $2.7B to $2.4BMar 27, 2026 to Apr 23, 2026
- Assets in custody · $2.3B to $2.7BMar 26, 2025 to Mar 27, 2026
- Employees · 27 to 33Mar 26, 2025 to Mar 27, 2026
- Discretionary RAUM · $2.3B to $2.7BMar 26, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $2.3B to $2.7BMar 26, 2025 to Mar 27, 2026
- RAUM · $2.3B to $2.7BMar 26, 2025 to Mar 27, 2026
- Accounts · 2 to 3Mar 29, 2024 to Mar 26, 2025
- Advisory employees · 9 to 13Mar 29, 2024 to Mar 26, 2025
- Pooled vehicle clients · 2 to 3Mar 29, 2024 to Mar 26, 2025
- Assets in custody · $2.1B to $2.3BMar 29, 2024 to Mar 26, 2025
- Employees · 20 to 27Mar 29, 2024 to Mar 26, 2025
- Financial planning clients · 0 to 0Mar 29, 2024 to Mar 26, 2025
- Private funds · 2 to 3Mar 29, 2024 to Mar 26, 2025
- Discretionary RAUM · $2.1B to $2.3BMar 29, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $2.1B to $2.3BMar 29, 2024 to Mar 26, 2025
- RAUM · $2.1B to $2.3BMar 29, 2024 to Mar 26, 2025
- Assets in custody · $2.2B to $2.1BApr 26, 2023 to Mar 29, 2024
- Employees · 18 to 20Apr 26, 2023 to Mar 29, 2024
- Discretionary RAUM · $2.2B to $2.1BApr 26, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $2.2B to $2.1BApr 26, 2023 to Mar 29, 2024
- RAUM · $2.2B to $2.1BApr 26, 2023 to Mar 29, 2024
- Advisory employees · 7 to 9Mar 28, 2022 to Mar 30, 2023
- Assets in custody · $1.7B to $2.2BMar 28, 2022 to Mar 30, 2023
- Employees · 15 to 18Mar 28, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.7B to $2.2BMar 28, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.7B to $2.2BMar 28, 2022 to Mar 30, 2023
- RAUM · $1.7B to $2.2BMar 28, 2022 to Mar 30, 2023
- Assets in custody · $1.0B to $1.7BMar 24, 2021 to Mar 28, 2022
- Discretionary RAUM · $1.0B to $1.7BMar 24, 2021 to Mar 28, 2022
- Pooled vehicle RAUM · $1.0B to $1.7BMar 24, 2021 to Mar 28, 2022
- RAUM · $1.0B to $1.7BMar 24, 2021 to Mar 28, 2022
- Accounts · 1 to 2Mar 28, 2020 to Mar 24, 2021
- Advisory employees · 5 to 7Mar 28, 2020 to Mar 24, 2021
- Pooled vehicle clients · 1 to 2Mar 28, 2020 to Mar 24, 2021
- Assets in custody · $790M to $1.0BMar 28, 2020 to Mar 24, 2021
- Employees · 18 to 15Mar 28, 2020 to Mar 24, 2021
- Private funds · 1 to 2Mar 28, 2020 to Mar 24, 2021
- Discretionary RAUM · $872M to $1.0BMar 28, 2020 to Mar 24, 2021
Signals
4 dated events
- C••••••••• B••••••• (Chief Operating Officer) appeared on Schedule A of T•• M•••••••• R••• E••••• G••••• L•Apr 26, 2023 · Control person joined · fact
- Y••• Y••• (Chief Financial Officer) appeared on Schedule A of T•• M•••••••• R••• E••••• G••••• L•Apr 26, 2023 · Control person joined · fact
- T•• M•••••••• R••• E••••• G••••• L• reported RAUM $1.7B, up 72% from $1.0B (2021-03-24 to 2022-03-28)Mar 28, 2022 · RAUM change · derived
- T•• M•••••••• R••• E••••• G••••• L• reported RAUM $872.1M, up 103% from $429.2M (2019-03-26 to 2020-03-28)Mar 28, 2020 · 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
- M••••••••GP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 214-442-8150reportedpublic record, Form ADV, Apr 23, 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•• M•••••••• R••• E••••• 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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