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•••••••
Legal name T•••••••• P•••••••• L•••
Latest filing Sep 4, 2026
First filing on the tape Mar 26, 2013 · 25 filings
SEC status approved since Apr 10, 2013
RAUM
$489M
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
11 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$443M as of Mar 30, 2026
Mar 27, 2014$467M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 27, 20140 then
Employees (5.A)11 as of Mar 30, 2026
Mar 27, 201418 then
Private funds3 as of Mar 30, 2026
Mar 27, 20143 then
RAUM +58% over the last fiscal year-0.7% a year over threeIARs 0 to 0offices 2 to 0
Practice profile
derived from the filing of Sep 4, 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
- $122MderivedRAUM 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
- +43%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
- $443M, 3 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$489M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $443M for 3 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•••••••• P••••••• R••••• F••• V• L••• | Real Estate Fund | $330M | 45 | Mar 29, 2019 |
| T•••••••• P••••••• R••••• F••• I•• L••• | Real Estate Fund | $82.8M | 40 | Mar 31, 2015 |
| T•••••••• P••••••• R••••• F••• I••• L•••no longer reported | Real Estate Fund | $29.7M | 33 | Mar 26, 2013 |
| T•••••••• P••••••• R••••• F•••• L• P•no longer reported | Real Estate Fund | $16.7M | 43 | Mar 26, 2013 |
| T•••••••• P••••••• R••••• F••• I•• L•••no longer reported | Real Estate Fund | $2.1M | 41 | Mar 26, 2013 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• R•••••• H••••• · Presidentcontrolsince 05/2019 · owns less than 5%
- C•••••• A•••• J••••• · Executive Managing Directorcontrolsince 05/2021 · owns less than 5%
- C••• J•••••• J•••••• · Senior Executive Vice Presidentcontrolsince 05/2019 · owns less than 5%
- D•••• A••••••• W•••• · Chief Executive Officercontrolsince 11/2004 · owns less than 5%
- F••••• R•••••• A••• · Executive Managing Directorcontrolsince 05/2021 · owns less than 5%
- F•••••• W•••••• H••••••• · Executive Managing Directorcontrolsince 05/2021 · owns less than 5%
- H••••• M•••• M•••••• · Chief Executive Officercontrolsince 11/2004 · owns less than 5%
- M•••••• W••••••• C••••••• · Executive Managing Directorcontrolsince 05/2021 · owns less than 5%
- R•••••• J••••• D•••• · Executive Managing Directorcontrolsince 05/2021 · owns less than 5%
- W•••••• K•••• M•••••• · Chief Compliance Officercontrolsince 01/2019 · owns less than 5%
- F••••• R•••••• A••• · Sole Membercontrolsince 06/2012 · owns 75% or more of R•• H•••••••• L••
- F••••• R•••••• A••• · Managercontrolsince 06/2001 · owns F of G••••••• R••• E••••• P•••••••• L••
- F••••• R•••••• A••• · Limited Partnercontrolsince 01/2000 · owns 75% or more of F•••• F••••• H•••••••• L•
Entity owners
- G••• T•••••••• G• H••••••• L•• · General Partnerdirect · owns less than 5%
- G••••••• R••• E••••• P•••••••• L•• · Limited Partnerdirect · owns 75% or more
- F•••• F••••• H•••••••• L• · Class A Memberindirect · owns 50% to 75% of G••••••• R••• E••••• P•••••••• L••
- F•••• H••••••• ••••••••• L•• · Ownerindirect · owns F of G••••••• R••• E••••• P•••••••• L••
- R•• H•••••••• L•• · General Partnerindirect · owns F of F•••• F••••• H•••••••• L•
Related persons
Schedule D 7.A
- G••••••• R••• E••••• P•••••••• L••pooled vehicle sponsory
- T••• I• G•• L•••••pooled vehicle sponsory
- T••• V• G•• L•••••pooled vehicle sponsory
Advisers that list T•••••••• P••••••• as a related person
- 160665 n
Offices
Schedule D 1.F, the 25 largest
- Charleston, SC2 employees
- Newport Beach, CA2 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Mar 30, 2026private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2025-04-28 and 2026-03-30; the peer median change was 0.0% (735 comparable advisers, 95.0th percentile of changes)peers: asset managers, $100M to $500M (735) · 95% percentile
- employee count dropChange between filings · filing Mar 30, 2026employees (Item 5.A) moved from 22.0 to 11.0 (-50.0%) between the annual amendments of 2025-04-28 and 2026-03-30; the peer median change was 0.0% (393 comparable advisers, 2.0th percentile of changes)peers: asset managers, $100M to $500M (393) · 2.3% percentile
What changed
consecutive filings, newest first
- Accounts · 3 to 4Mar 30, 2026 to Sep 4, 2026
- Pooled vehicle clients · 3 to 4Mar 30, 2026 to Sep 4, 2026
- Financial planning clients · to unsetMar 30, 2026 to Sep 4, 2026
- Legal name · T•••••••• P•••••••• L••• to T•••••••• P•••••••, LPMar 30, 2026 to Sep 4, 2026
- Private funds · 3 to unsetMar 30, 2026 to Sep 4, 2026
- Discretionary RAUM · $443M to $489MMar 30, 2026 to Sep 4, 2026
- Pooled vehicle RAUM · $443M to $489MMar 30, 2026 to Sep 4, 2026
- RAUM · $443M to $489MMar 30, 2026 to Sep 4, 2026
- Succession · false to unsetMar 30, 2026 to Sep 4, 2026
- Assets in custody · $555M to $443MDec 13, 2025 to Mar 30, 2026
- Discretionary RAUM · $555M to $443MDec 13, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $555M to $443MDec 13, 2025 to Mar 30, 2026
- RAUM · $555M to $443MDec 13, 2025 to Mar 30, 2026
- Accounts · 2 to 3Jul 1, 2025 to Dec 13, 2025
- Advisory employees · 21 to 11Jul 1, 2025 to Dec 13, 2025
- Pooled vehicle clients · 2 to 3Jul 1, 2025 to Dec 13, 2025
- Assets in custody · $309M to $555MJul 1, 2025 to Dec 13, 2025
- Employees · 22 to 11Jul 1, 2025 to Dec 13, 2025
- Other offices · 2 to 0Jul 1, 2025 to Dec 13, 2025
- Private funds · 2 to 3Jul 1, 2025 to Dec 13, 2025
- Discretionary RAUM · $309M to $555MJul 1, 2025 to Dec 13, 2025
- Pooled vehicle RAUM · $309M to $555MJul 1, 2025 to Dec 13, 2025
- RAUM · $309M to $555MJul 1, 2025 to Dec 13, 2025
- Related adviser · true to falseJul 1, 2025 to Dec 13, 2025
- Related bank · true to falseJul 1, 2025 to Dec 13, 2025
- Financial planning clients · unset to Apr 28, 2025 to Jul 1, 2025
- Advisory employees · 19 to 21Mar 28, 2024 to Apr 28, 2025
- Assets in custody · $413M to $309MMar 28, 2024 to Apr 28, 2025
- Employees · 21 to 22Mar 28, 2024 to Apr 28, 2025
- Discretionary RAUM · $413M to $309MMar 28, 2024 to Apr 28, 2025
- Pooled vehicle RAUM · $413M to $309MMar 28, 2024 to Apr 28, 2025
- RAUM · $413M to $309MMar 28, 2024 to Apr 28, 2025
- Related adviser · false to trueMar 28, 2024 to Apr 28, 2025
- Related bank · false to trueMar 28, 2024 to Apr 28, 2025
- Advisory employees · 17 to 19Mar 30, 2023 to Mar 28, 2024
- Assets in custody · $472M to $413MMar 30, 2023 to Mar 28, 2024
- Employees · 19 to 21Mar 30, 2023 to Mar 28, 2024
- Financial planning clients · 0 to unsetMar 30, 2023 to Mar 28, 2024
- Other offices · 0 to 2Mar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $499M to $413MMar 30, 2023 to Mar 28, 2024
Signals
12 dated events
- T•••••••• P••••••• reported RAUM $555.3M, up 80% from $309.4M (2025-07-01 to 2025-12-13)Dec 13, 2025 · RAUM change · derived
- T•••••••• P••••••• reported RAUM $309.4M, down 25% from $413.2M (2024-03-28 to 2025-04-28)Apr 28, 2025 · RAUM change · derived
- Chappell William Maddux (Executive Managing Director) appeared on Schedule A of T•••••••• P•••••••Jun 11, 2021 · Control person joined · fact
- Derek James Ramsey (Executive Managing Director) appeared on Schedule A of T•••••••• P•••••••Jun 11, 2021 · Control person joined · fact
- Hamilton Wesley Fuller (Executive Managing Director) appeared on Schedule A of T•••••••• P•••••••Jun 11, 2021 · Control person joined · fact
- Joshua Alan Carper (Executive Managing Director) appeared on Schedule A of T•••••••• P•••••••Jun 11, 2021 · Control person joined · fact
- Alan Robert Faith (Executive Managing Director) appeared on Schedule A of T•••••••• P•••••••Jun 11, 2021 · Control person joined · fact
- Harold Robert Bennett (President) appeared on Schedule A of T•••••••• P•••••••Nov 17, 2020 · Control person joined · fact
- Jaifong Joseph Chu (Senior Managing Director) appeared on Schedule A of T•••••••• P•••••••Nov 17, 2020 · Control person joined · fact
- Michael Kurt Wolber (Chief Compliance Officer (T•••••••• P••••••• Gp, L.L.C.)) appeared on Schedule A of T•••••••• P•••••••Mar 29, 2019 · Control person joined · fact
- T•••••••• P••••••• reported RAUM $807.5M, up 63% from $494.2M (2018-03-28 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- T•••••••• P••••••• filed its initial SEC registration (Form ADV)Mar 26, 2013 · 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
- Firm profile
- linkedin.com/company/thackeray-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- T••••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 214-360-7830reportedpublic record, Form ADV, Sep 4, 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••••••• 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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