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••••••
Legal name T••••• L••
Latest filing Jun 12, 2026
First filing on the tape Mar 12, 2013 · 32 filings
SEC status approved since Mar 28, 2013
RAUM
$4.0B
reported, Item 5.F
Discretionary
83%
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
46
27 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
19
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$4.0B as of Jun 12, 2026
Mar 31, 2014$629M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 12, 2026
Mar 31, 20140 then
Employees (5.A)46 as of Jun 12, 2026
Mar 31, 20147 then
Private funds19 as of Jun 12, 2026
Mar 31, 201412 then
RAUM +17% over the last fiscal year+6.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 12, 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
- $189MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 83%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
- +17%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 vehicles, otherreportedItem 5.G
- Custody
- $2.7B, 21 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
- buys or sells securities as principal to or from clients (8.A.2)
- 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$4.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 21reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.7B for 21 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
31 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•••••••• E••••• F••• I• L• | Private Equity Fund | $1.3B | 66 | Mar 30, 2020 |
| T•••••••• E••••• F••• I•• L• | Private Equity Fund | $675M | 84 | Mar 29, 2018 |
| T•••••••• E••••• F••• I• L• | Private Equity Fund | $381M | 102 | Mar 31, 2014 |
| T•••••••• E•• O••••••••• F••• I• L• | Private Equity Fund | $291M | 15 | Mar 30, 2016 |
| G•••••••• M•••••••• C•••••••• L• | Private Equity Fund | $129M | 31 | Mar 30, 2020 |
| S••••• C•••• M•••••••• C•••••••• L• | Private Equity Fund | $119M | 28 | Mar 30, 2019 |
| T•••••••• R•••••••• F••• L• | Private Equity Fund | $106M | 110 | Mar 31, 2023 |
| T• T•• H••••• L• | Private Equity Fund | $50.7M | 3 | Mar 31, 2015 |
| T•••••••• E•• O••••••••• F••• L• | Private Equity Fund | $42.1M | 34 | Mar 31, 2014 |
| B••• T••• E••••••••• C•••••••• L• | Private Equity Fund | $31.4M | 5 | Mar 31, 2023 |
| T• S••••••••• A••••••••• L•no longer reported | Private Equity Fund | $5.0M | 3 | Mar 31, 2017 |
| T• E•••• A••••••• L• | Private Equity Fund | $4.4M | 4 | Mar 31, 2015 |
| T• B••• S•••••• L•no longer reported | Private Equity Fund | $4.1M | 82 | Mar 31, 2014 |
| T• B••• A••••••••• L•no longer reported | Private Equity Fund | $4.0M | 7 | Mar 31, 2015 |
| T• S••••••••• S•••••• I• L•no longer reported | Private Equity Fund | $2.2M | 72 | Mar 31, 2017 |
| T•••••••• E••••• F••• I• ••••• L• | Private Equity Fund | $1.7M | 7 | Mar 31, 2015 |
| T•••••••• E••••• F••• I• L•no longer reported | Private Equity Fund | $1.6M | 3 | Jul 18, 2013 |
| T•••• A••••••••• L•no longer reported | Private Equity Fund | $761,206 | 9 | Jul 18, 2013 |
| S•• B•••• R••••••• L•no longer reported | Private Equity Fund | $684,051 | 42 | Jul 18, 2013 |
| T• B••••• L•no longer reported | Private Equity Fund | $265,603 | 33 | Jul 18, 2013 |
| T• B••• S•••••• ••••• L•no longer reported | Private Equity Fund | $92,650 | 13 | Mar 31, 2017 |
| T•••• A••••••••• B• L•no longer reported | Private Equity Fund | $85,770 | 2 | Jul 18, 2013 |
| B••• N••• L•no longer reported | Private Equity Fund | $60,248 | 7 | Mar 31, 2014 |
| T• S••••••••• S•••••• I• ••••• L•no longer reported | Private Equity Fund | $46,311 | 7 | Mar 31, 2017 |
| B••• N•••••• L•no longer reported | Private Equity Fund | $18,391 | 16 | Mar 31, 2014 |
| H•••••• H••••••• L•no longer reported | Private Equity Fund | $2,189 | 4 | Mar 30, 2019 |
| B••• U•••••• L•no longer reported | Private Equity Fund | $184 | 16 | Mar 31, 2014 |
| B••• U••• L•no longer reported | Private Equity Fund | $96 | 7 | Mar 31, 2014 |
| H• G•• P••••••• B••••• L•no longer reported | Private Equity Fund | $84 | 10 | Mar 30, 2019 |
| B•••• H••••• L•no longer reported | Private Equity Fund | $10 | 4 | Mar 30, 2019 |
| H••• G•• P••••••• L•no longer reported | Private Equity Fund | $0 | 2 | Mar 30, 2019 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• B••••• M•••••• · Chief Compliance Officer And Vice President Of Tax And Financecontrolsince 09/2013 · owns less than 5%
- D•••••• J••••• H•••••• · Managing Partnercontrolsince 03/2013 · owns less than 5%
- H••••••• J••••• E••••• · Managing Partnercontrolsince 03/2013 · owns less than 5%
- B•••••••• B••••• M•••••• · Vice Presidentcontrolsince 12/2014 · owns F of T• G• H•••••••• L••
- B•••••••• B••••• M•••••• · Chief Financial Officer And Vice President Of Tax And Financecontrolsince 11/2014 · owns F of T•••••••• C••••••• L••
- D•••••• J••••• H•••••• · Trusteecontrolsince 10/2021 · owns F of 2••• D••••• F••••• T••••
- D•••••• J••••• H•••••• · Managing Partnercontrolsince 11/2014 · owns F of T•••••••• C••••••• L••
- D•••••• J••••• H•••••• · Vice Presidentcontrolsince 12/2014 · owns F of T• G• H•••••••• L••
- H••••••• J••••• E••••• · Vice Presidentcontrolsince 12/2014 · owns F of T• G• H•••••••• L••
- H••••••• J••••• E••••• · Trusteecontrolsince 11/2021 · owns F of 2••• H•••••• F••••• T••••
- H••••••• J••••• E••••• · Managing Partnercontrolsince 11/2014 · owns F of T•••••••• C••••••• L••
Entity owners
- T•••••••• C••••••• L•• · Sole Memberdirect · owns 75% or more
- 2••• D••••• F••••• T•••• · Ownerindirect · owns 50% to 75% of D••••• H•••••••• L•
- 2••• H•••••• F••••• T•••• · Ownerindirect · owns 75% or more of E• H•••••• P•••••••• L•
- D••••• H•••••••• L• · Partnerindirect · owns 50% to 75% of T•••••••• H•••••••• L•
- E• H•••••• P•••••••• L• · Partnerindirect · owns 50% to 75% of T•••••••• H•••••••• L•
- T•••••••• H•••••••• L• · Memberindirect · owns 75% or more of T•••••••• C••••••• L••
- T• G• H•••••••• L•• · General Partnerindirect · owns F of T•••••••• H•••••••• L•
Related persons
Schedule D 7.A
- T•••••••• E••••• F••• I••• C••••• G•• L••investment adviserpooled vehicle sponsorn
- T• G• B••••• L••investment adviserpooled vehicle sponsorn
- T• G• E•• F••• I• L•investment adviserpooled vehicle sponsorn
- T• G• E•• F••• L•investment adviserpooled vehicle sponsorn
- T• G• E•••• G•• L••investment adviserpooled vehicle sponsorn
- T• G• E•••• L•investment adviserpooled vehicle sponsorn
- T• G• E••••• L•investment adviserpooled vehicle sponsorn
- T• G• E•••• L•investment adviserpooled vehicle sponsorn
- T• G• R•••••••• L•investment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $4.0B to $3.3BMar 31, 2026 to Jun 12, 2026
- Non-discretionary RAUM · $0 to $660MMar 31, 2026 to Jun 12, 2026
- Accounts · 16 to 21Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 16 to 21Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $3.2B to $2.7BMar 31, 2025 to Mar 31, 2026
- Private funds · 15 to 19Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $3.4B to $4.0BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $3.4B to $4.0BMar 31, 2025 to Mar 31, 2026
- RAUM · $3.4B to $4.0BMar 31, 2025 to Mar 31, 2026
- Accounts · 14 to 16Mar 28, 2024 to Mar 31, 2025
- Advisory employees · 22 to 27Mar 28, 2024 to Mar 31, 2025
- Pooled vehicle clients · 14 to 16Mar 28, 2024 to Mar 31, 2025
- Assets in custody · $2.5B to $3.2BMar 28, 2024 to Mar 31, 2025
- Employees · 48 to 46Mar 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 31, 2025
- Other offices · 0 to 1Mar 28, 2024 to Mar 31, 2025
- Private funds · 12 to 15Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $3.1B to $3.4BMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $3.1B to $3.4BMar 28, 2024 to Mar 31, 2025
- RAUM · $3.1B to $3.4BMar 28, 2024 to Mar 31, 2025
- Advisory employees · 20 to 22Mar 31, 2023 to Mar 28, 2024
- Advisory activities · 1 to 2Mar 31, 2023 to Mar 28, 2024
- Assets in custody · $2.6B to $2.5BMar 31, 2023 to Mar 28, 2024
- Employees · 41 to 48Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $3.3B to $3.1BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $3.3B to $3.1BMar 31, 2023 to Mar 28, 2024
- RAUM · $3.3B to $3.1BMar 31, 2023 to Mar 28, 2024
- Related adviser · false to trueMar 31, 2023 to Mar 28, 2024
- Accounts · 12 to 14Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 12 to 14Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $2.7B to $2.6BMar 31, 2022 to Mar 31, 2023
- Employees · 43 to 41Mar 31, 2022 to Mar 31, 2023
- Private funds · 10 to 12Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $3.4B to $3.3BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $3.4B to $3.3BMar 31, 2022 to Mar 31, 2023
- RAUM · $3.4B to $3.3BMar 31, 2022 to Mar 31, 2023
- Advisory employees · 19 to 20Jul 7, 2021 to Mar 31, 2022
- Assets in custody · $1.6B to $2.7BJul 7, 2021 to Mar 31, 2022
- Employees · 26 to 43Jul 7, 2021 to Mar 31, 2022
- Discretionary RAUM · $2.8B to $3.4BJul 7, 2021 to Mar 31, 2022
Signals
4 dated events
- T•••••••• C•••••• reported RAUM $3.3B, up 39% from $2.3B (2019-04-04 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- T•••••••• C•••••• reported RAUM $2.3B, up 29% from $1.8B (2018-07-17 to 2019-03-30)Mar 30, 2019 · RAUM change · derived
- T•••••••• C•••••• reported RAUM $1.8B, up 44% from $1.3B (2017-09-28 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- T••••• L•• filed its initial SEC registration (Form ADV)Mar 12, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- T•••••••• C•••••• · Independent Sponsorsshared crd · capital_provider
- T•••••••• C•••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/T••••••••-CAPITAL-LLCreportedpublic record, Form ADV, Sep 18, 2026
- Website
- T••••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 214-269-1183reportedpublic record, Form ADV, Jun 12, 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