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••••••• A•••• M•••••••••
Legal name T•••• P••••••• A•••• M••••••••• L••••••
Latest filing Mar 25, 2026
First filing on the tape Jun 29, 2015 · 16 filings
SEC status approved since Jul 15, 2015
RAUM
$267M
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
11
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$267M as of Mar 25, 2026
Mar 10, 2016$191M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Mar 10, 20160 then
Employees (5.A)11 as of Mar 25, 2026
Mar 10, 201612 then
Private funds3 as of Mar 25, 2026
Mar 10, 20163 then
RAUM +22% over the last fiscal year+9.0% 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
- $89.0MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%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
- 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
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$267M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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=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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•••• G••••• O••••••••• F•••• L••• | Hedge Fund | $142M | 4 | Jun 29, 2015 |
| W•••••••• O••••••••• F••• ••••••• L••• | Hedge Fund | $48.3M | 7 | Apr 2, 2012 |
| T•••• R••• E••••• F•••• L••• | Hedge Fund | $9.9M | 6 | Mar 30, 2017 |
| T•••• A•••••••• F•••• L•••no longer reported | Hedge Fund | $1.5M | 11 | Mar 30, 2015 |
Owners and control persons
Schedule A and B, latest filing
- G•••••• H•••••• I•• · Portfolio Manager Of T•••• P••••••• A•••• M••••••••• L••••••controlsince 05/2012 · owns less than 5%
- M••••••• Y••••• · Chief Investment Advisor Of T•••• P••••••• A•••• M••••••••• L••••••controlsince 05/2012 · owns less than 5%
- M•••••••• F•••• · Director Of T•••• P••••••• A•••• M••••••••• L••••••controlsince 05/2012 · owns less than 5%
- P•••••••• J•••••• J••• · Director Of T•••• P••••••• A•••• M••••••••• L••••••controlsince 09/2016 · owns less than 5%
- S••••••••• J••• · Chief Compliance Officer For UScontrolsince 06/2015 · owns less than 5%
- Z••••• A•••• A•••• · Director Of T•••• P••••••• A•••• M••••••••• L••••••controlsince 04/2019 · owns less than 5%
- M••••••• Y••••• · 100% Owner Of T•••• P••••••• U••controlsince 05/2012 · owns 75% or more of T•••• P••••••• U••
- M•••••••• F•••• · 100% Owner Of S••••• M• L•••controlsince 05/2012 · owns 75% or more of S••••• M• L•••
Entity owners
- T•••• P••••••• H•••••• L•••••• · Parent Holding Company Of T•••• P••••••• A•••• M••••••••• L••••••direct · owns 75% or more
- S••••• M• L••• · 50% Shareholder Of T•••• P••••••• H•••••• L••••••indirect · owns 50% to 75% of T•••• P••••••• H•••••• L••••••
- T•••• P••••••• U•• · 50% Shareholder Of T•••• P••••••• H•••••• L••••••indirect · owns 50% to 75% of T•••• P••••••• H•••••• L••••••
Related persons
Schedule D 7.A
- B•••••• I• P••••••pooled vehicle sponsorn
- K••••• M• L•••pooled vehicle sponsorn
- L•••• G•••••• P••••••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $218M to $267MMar 24, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $218M to $267MMar 24, 2025 to Mar 25, 2026
- RAUM · $218M to $267MMar 24, 2025 to Mar 25, 2026
- Financial planning clients · unset to Mar 22, 2024 to Mar 24, 2025
- HQ state · unset to Mar 22, 2024 to Mar 24, 2025
- Discretionary RAUM · $200M to $218MMar 22, 2024 to Mar 24, 2025
- Pooled vehicle RAUM · $200M to $218MMar 22, 2024 to Mar 24, 2025
- RAUM · $200M to $218MMar 22, 2024 to Mar 24, 2025
- Advisory employees · 7 to 6Jul 26, 2023 to Mar 22, 2024
- Employees · 12 to 11Jul 26, 2023 to Mar 22, 2024
- Discretionary RAUM · $206M to $200MJul 26, 2023 to Mar 22, 2024
- Pooled vehicle RAUM · $206M to $200MJul 26, 2023 to Mar 22, 2024
- RAUM · $206M to $200MJul 26, 2023 to Mar 22, 2024
- Advisory employees · 8 to 7Feb 22, 2022 to Mar 30, 2023
- Employees · 15 to 12Feb 22, 2022 to Mar 30, 2023
- Discretionary RAUM · $220M to $206MFeb 22, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $220M to $206MFeb 22, 2022 to Mar 30, 2023
- RAUM · $220M to $206MFeb 22, 2022 to Mar 30, 2023
- Discretionary RAUM · $197M to $220MMar 16, 2021 to Feb 22, 2022
- Pooled vehicle RAUM · $197M to $220MMar 16, 2021 to Feb 22, 2022
- RAUM · $197M to $220MMar 16, 2021 to Feb 22, 2022
- Employees · 12 to 15Dec 17, 2020 to Mar 16, 2021
- HQ city · ST. JULIAN'S to NAXXARDec 17, 2020 to Mar 16, 2021
- Discretionary RAUM · $171M to $197MDec 17, 2020 to Mar 16, 2021
- Pooled vehicle RAUM · $171M to $197MDec 17, 2020 to Mar 16, 2021
- RAUM · $171M to $197MDec 17, 2020 to Mar 16, 2021
- Related bank · true to falseDec 17, 2020 to Mar 16, 2021
- Advisory employees · 9 to 8Mar 21, 2019 to Mar 24, 2020
- Employees · 15 to 12Mar 21, 2019 to Mar 24, 2020
- Discretionary RAUM · $184M to $171MMar 21, 2019 to Mar 24, 2020
- Pooled vehicle RAUM · $184M to $171MMar 21, 2019 to Mar 24, 2020
- RAUM · $184M to $171MMar 21, 2019 to Mar 24, 2020
- Advisory employees · 8 to 9Dec 13, 2018 to Mar 21, 2019
- Discretionary RAUM · $215M to $184MDec 13, 2018 to Mar 21, 2019
- Pooled vehicle RAUM · $215M to $184MDec 13, 2018 to Mar 21, 2019
- RAUM · $215M to $184MDec 13, 2018 to Mar 21, 2019
- Accounts · 4 to 3Sep 29, 2017 to Mar 29, 2018
- Pooled vehicle clients · unset to 3.0Sep 29, 2017 to Mar 29, 2018
- Other offices · unset to 0.0Sep 29, 2017 to Mar 29, 2018
- Private funds · 4 to 3Sep 29, 2017 to Mar 29, 2018
Signals
2 dated events
- A•••• Z••••• A••• (Director Of T•••• P••••••• A•••• M••••••••• L••••••) appeared on Schedule A of T•••• P••••••• A•••• M•••••••••Mar 24, 2020 · Control person joined · fact
- T•••• P••••••• A•••• M••••••••• filed its initial SEC registration (Form ADV)Jun 29, 2015 · First SEC registration · fact
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
- T••••PARTNERS.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- +356 23717000reportedpublic 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