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•••••• M••••••••• L••
Latest filing Aug 4, 2026
First filing on the tape Jun 27, 2014 · 28 filings
SEC status approved since Jul 10, 2014
RAUM
$8.0B
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
87
46 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
19
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$8.0B as of Aug 4, 2026
Mar 31, 2015$348M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 4, 2026
Mar 31, 20150 then
Employees (5.A)87 as of Aug 4, 2026
Mar 31, 201512 then
Private funds19 as of Aug 4, 2026
Mar 31, 20153 then
RAUM -6.6% over the last fiscal year+19% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 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
- $421MderivedRAUM 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
- -6.6%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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- 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$8.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 19reported
- 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=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
28 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•••• C•••••• F••• I•• L• | Private Equity Fund | $1.3B | 48 | Mar 30, 2018 |
| T•••• C•••••• F••• I• L• | Private Equity Fund | $1.0B | 92 | Apr 27, 2021 |
| T•••• C•••••• F••• I•• • A• L• | Private Equity Fund | $702M | 33 | Mar 30, 2018 |
| T•••• C•••••• F••• I•••• L• | Private Equity Fund | $367M | 49 | Apr 27, 2021 |
| T•••• C•••••• F••• I• L• | Private Equity Fund | $266M | 41 | Oct 21, 2015 |
| T•••• S••••••••• C•••••• F••• I• L• | Private Equity Fund | $208M | 61 | Apr 27, 2021 |
| T•••• C•••••• F••• I• ••••••••• L• | Private Equity Fund | $143M | 18 | Oct 21, 2015 |
| O•• C•••••••• O••••••••• L• | Private Equity Fund | $87.8M | 20 | Mar 28, 2024 |
| T••• I••• S•• L•• | Private Equity Fund | $79.2M | 2 | Mar 31, 2017 |
| T•••• S••••••••• C•••••• F••• I••• L• | Private Equity Fund | $68.6M | 24 | Apr 27, 2021 |
| M••••••••• C•••••••• L••• O••••••••• F•••• L• | Other Private Fund | $34.4M | 35 | Mar 31, 2021 |
| T•••• A••••••••• C••••••••• I• L• | Private Equity Fund | $25.6M | 17 | Mar 30, 2016 |
| T•••• A••••••••• P•••••••• L•no longer reported | Private Equity Fund | $25.0M | 5 | Apr 1, 2013 |
| T•••• T••••••• H••••••• L•• | Private Equity Fund | $22.4M | 3 | Mar 30, 2016 |
| T•••• C•••••• F••• I• ••••••••• L• | Private Equity Fund | $20.2M | 14 | Apr 1, 2013 |
| T•••• P•• A••••••••• P••••••• L•no longer reported | Private Equity Fund | $15.0M | 10 | Apr 1, 2013 |
| T••• H•• A••••••••• P••••••• L•no longer reported | Private Equity Fund | $15.0M | 5 | Apr 1, 2013 |
| T•••• C•••••• F••• I• L• | Private Equity Fund | $13.3M | 33 | Apr 1, 2013 |
| T•••• A••••••••• C••••••••• I• L• | Private Equity Fund | $1.2M | 15 | Mar 28, 2014 |
| T••• C• A••••••••• P••••••• L• | Private Equity Fund | $353,673 | 6 | Mar 30, 2016 |
| P•• A••••••••• P••••••• L•no longer reported | Private Equity Fund | $336,136 | 11 | Mar 30, 2016 |
| T•••• T••••••• H••••••• I• L•• | Private Equity Fund | $57,515 | 2 | Mar 31, 2017 |
| T•••• S•••••••• C•••••• F••• I• L• | Private Equity Fund | $0 | 23 | Mar 28, 2024 |
| T•••• S•••••••• C•••••• F••• I••• L• | Private Equity Fund | $0 | 4 | Mar 28, 2024 |
| T••• H•• A••••••••• P••••••• L•no longer reported | Private Equity Fund | $0 | 4 | Mar 30, 2016 |
| S••••••• T••••• M•••• L••no longer reported | Private Equity Fund | $0 | 0 | Mar 30, 2016 |
| T•••• C•••••• F••• V•• L• | Private Equity Fund | $0 | 43 | Mar 28, 2024 |
| T•••• C•••••• F••• V• L• | Private Equity Fund | $0 | 67 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• B••••• M•••••••• · Partnercontrolsince 05/2018 · owns less than 5%
- J•••••••• J••••• T••••• · General Counselcontrolsince 07/2022 · owns less than 5%
- N•••••••• J•••••••• A••••• · Chief Compliance Officercontrolsince 10/2014 · owns less than 5%
- S•••••• M••••••• C••••• · Managing Partnercontrolsince 10/2012 · owns less than 5%
- S•••••••• D••••• M•••••• · Partnercontrolsince 06/2016 · owns less than 5%
- W•••••••• K•••••••• M•••• · Chief Financial Officercontrolsince 11/2021 · owns less than 5%
- Y••••• S••••••• M•••••• · Partner & Chief Operating Officercontrolsince 04/2023 · owns less than 5%
- Z•••••• C••••••••• · Partnercontrolsince 10/2012 · owns less than 5%
- S•••••• M••••••• C••••• · Trusteecontrolsince 10/2020 · owns F of C••••• S••••• S•••••• L••••••• A••••• T••••
- Z•••••• C••••••••• · L•••••• Partnercontrolsince 10/2012 · owns 25% to 50% of T•••• M•••••••• H••••••• L•
Entity owners
- T•••• M•••••••• H••••••• L• · Memberdirect · owns 75% or more
- C••••• S••••• S•••••• L••••••• A••••• T•••• · L•••••• Partnerindirect · owns 50% to 75% of T•••• M•••••••• H••••••• L•
Related persons
Schedule D 7.A
- O•• C•••••••• O••••••••• G• L••investment adviserbankpooled vehicle sponsorn
- T••• C• A••••••••• P••••••• G• L••investment adviserbankpooled vehicle sponsorn
- T•••• A••••••••• C••••••••• I• G• L••investment adviserbankpooled vehicle sponsorn
- T•••• A••••••••• C••••••••• I• G• L••investment adviserbankpooled vehicle sponsorn
- T•••• C•••••• F••• I• G• ••••••••• L••investment adviserbankpooled vehicle sponsorn
- T•••• C•••••• F••• I• G• L••investment adviserbankpooled vehicle sponsorn
- T•••• C•••••• F••• I• G• ••••••••• L••investment adviserbankpooled vehicle sponsorn
- T•••• C•••••• F••• I• G• L••investment adviserbankpooled vehicle sponsorn
- T•••• C•••••• F••• I•• G• L••investment adviserbankpooled vehicle sponsorn
- T•••• C•••••• F••• I• G• L••investment adviserbankpooled vehicle sponsorn
- T•••• C•••••• F••• V• G• L••investment adviserbankpooled vehicle sponsorn
- T•••• M••••••••• C••••• P••••••• G• L••investment adviserbankpooled vehicle sponsorn
- T•••• S••••••••• C•••••• F••• I• G• L••investment adviserbankpooled vehicle sponsorn
- T•••• S••••••••• C•••••• P••••••• F••• I• G• L••investment adviserbankpooled vehicle sponsorn
- T•••• T••••••• M••••••••• L••investment adviserpooled vehicle sponsorn
- V••• C•••••• L••••••investment adviserbankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 54 to 46Oct 3, 2025 to Mar 31, 2026
- Employees · 83 to 87Oct 3, 2025 to Mar 31, 2026
- Discretionary RAUM · $8.6B to $8.0BOct 3, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $8.6B to $8.0BOct 3, 2025 to Mar 31, 2026
- RAUM · $8.6B to $8.0BOct 3, 2025 to Mar 31, 2026
- Accounts · 22 to 19Mar 28, 2024 to Mar 28, 2025
- Advisory employees · 47 to 54Mar 28, 2024 to Mar 28, 2025
- Pooled vehicle clients · 22 to 19Mar 28, 2024 to Mar 28, 2025
- Employees · 71 to 83Mar 28, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 28, 2025
- Private funds · 22 to 19Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $6.7B to $8.6BMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $6.7B to $8.6BMar 28, 2024 to Mar 28, 2025
- RAUM · $6.7B to $8.6BMar 28, 2024 to Mar 28, 2025
- Accounts · 17 to 22Oct 25, 2023 to Mar 28, 2024
- Advisory employees · 40 to 47Oct 25, 2023 to Mar 28, 2024
- Pooled vehicle clients · 17 to 22Oct 25, 2023 to Mar 28, 2024
- Employees · 60 to 71Oct 25, 2023 to Mar 28, 2024
- Private funds · 17 to 22Oct 25, 2023 to Mar 28, 2024
- Discretionary RAUM · $4.7B to $6.7BOct 25, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $4.7B to $6.7BOct 25, 2023 to Mar 28, 2024
- RAUM · $4.7B to $6.7BOct 25, 2023 to Mar 28, 2024
- Assets in custody · unset to 0.0Mar 30, 2023 to Oct 25, 2023
- Custody of client assets · false to trueMar 30, 2023 to Oct 25, 2023
- Advisory employees · 30 to 40Mar 28, 2022 to Mar 30, 2023
- Employees · 42 to 60Mar 28, 2022 to Mar 30, 2023
- Discretionary RAUM · $4.1B to $4.7BMar 28, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $4.1B to $4.7BMar 28, 2022 to Mar 30, 2023
- RAUM · $4.1B to $4.7BMar 28, 2022 to Mar 30, 2023
- Related adviser · false to trueMar 28, 2022 to Mar 30, 2023
- Accounts · 13 to 17Jul 1, 2021 to Mar 28, 2022
- Pooled vehicle clients · 13 to 17Jul 1, 2021 to Mar 28, 2022
- Discretionary RAUM · $2.4B to $4.1BJul 1, 2021 to Mar 28, 2022
- Pooled vehicle RAUM · $2.4B to $4.1BJul 1, 2021 to Mar 28, 2022
- RAUM · $2.4B to $4.1BJul 1, 2021 to Mar 28, 2022
- Private funds · 13 to 17Mar 31, 2021 to Apr 27, 2021
- Advisory employees · 27 to 30Nov 25, 2020 to Mar 31, 2021
- Employees · 33 to 42Nov 25, 2020 to Mar 31, 2021
- Private funds · 14 to 13Nov 25, 2020 to Mar 31, 2021
- Discretionary RAUM · $1.8B to $2.4BNov 25, 2020 to Mar 31, 2021
Signals
10 dated events
- T•••• C•••••• M••••••••• L•• reported RAUM $8.6B, up 27% from $6.7B (2024-03-28 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- T•••• C•••••• M••••••••• L•• reported RAUM $6.7B, up 42% from $4.7B (2023-10-25 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Trevor James Johnston (General Counsel) appeared on Schedule A of T•••• C•••••• M••••••••• L••Oct 25, 2023 · Control person joined · fact
- T•••• C•••••• M••••••••• L•• reported RAUM $4.1B, up 70% from $2.4B (2021-07-01 to 2022-03-28)Mar 28, 2022 · RAUM change · derived
- Marie Kimberly Whitener (Chief Financial Officer) appeared on Schedule A of T•••• C•••••• M••••••••• L••Mar 28, 2022 · Control person joined · fact
- Conner Michael Searcy (Trustee) appeared on Schedule A of T•••• C•••••• M••••••••• L••Jun 3, 2021 · Control person joined · fact
- T•••• C•••••• M••••••••• L•• reported RAUM $2.4B, up 32% from $1.8B (2020-11-25 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Mcfarlane Blake Bonner (Partner) appeared on Schedule A of T•••• C•••••• M••••••••• L••Feb 7, 2019 · Control person joined · fact
- T•••• C•••••• M••••••••• L•• reported RAUM $2.1B, up 80% from $1.2B (2018-01-29 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
- T•••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 27, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- T•••• C•••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- T•••• C•••••• M••••••••• L•• · Private Equityshared crd · organization
- T•••• C•••••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- mbirdcp.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 214-499-9715reportedpublic record, Form ADV, Aug 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