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••••• W••••• I••••••••• M•••••••••
Legal name T••••• W••••• I••••••••• M••••••••• L••••••
Latest filing Jun 18, 2026
First filing on the tape Oct 3, 2013 · 20 filings
SEC status approved since Oct 18, 2013
RAUM
$24B
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
145
18 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
3
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$24B as of Jun 18, 2026
Sep 29, 2014$2.0B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 18, 2026
Sep 29, 20140 then
Employees (5.A)145 as of Jun 18, 2026
Sep 29, 201415 then
Private funds3 as of Jun 18, 2026
Sep 29, 20143 then
RAUM +1.7% over the last fiscal year-0.7% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 18, 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
- $1.9BderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.7%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
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$24B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 13reported
- 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=true 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T••••• W••••• A••••••••• C••••• M••••• F••• | Hedge Fund | $4.3B | 87 | Oct 3, 2013 |
| T••••• W••••• P••••••• M••••• F•••no longer reported | Hedge Fund | $3.6B | 67 | Mar 30, 2016 |
| T••••• W••••• G••••• E••••• F•••• M••••• F•••no longer reported | Hedge Fund | $3.3B | 0 | Sep 25, 2015 |
| T••••• W••••• H•••• A•••••••• M••••• F••• | Hedge Fund | $1.3B | 25 | Oct 3, 2013 |
| T••••• W••••• D••••••••• S••••••••• M••••• F••• | Hedge Fund | $561M | 48 | Oct 3, 2013 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• P•••• C••••••••• · Directorcontrolsince 02/2006 · owns less than 5%
- C•••••• M••• · Directorcontrolsince 08/2020 · owns less than 5%
- C•••••••• E•••• · Chief Compliance Officersince 05/2024 · owns less than 5%
- M•••••••• D•••• · Directorsince 10/2022 · owns less than 5%
Entity owners
- T••••• W••••• G••••• L•••••• · Parent Company Of T••••• W••••• I••••••••• M••••••••• L••••••direct · owns 75% or more
- T• I• L•••••• · Parent Companyindirect · owns 75% or more of W••••• T••••• W••••• U• H••••••• L••••••
- T••••• W••••• • C•• · Parent Companyindirect · owns 75% or more of W••••• W•••• I••••••••• I••• · public reporting company
- T••••• W••••• D••••••• H••••••• L•• · Parent Companyindirect · owns 75% or more of W••••• T••••• W••••• U• L••
- T••••• W••••• D••••••• I••• · Parent Companyindirect · owns 75% or more of T••••• W••••• G••••• H••••••• L••••••
- T••••• W••••• G••••• H••••••• L•••••• · Parent Companyindirect · owns 75% or more of T••••• W••••• G••••• L••••••
- T••••• W••••• G••••• L•••••• · Parent Companyindirect · owns 75% or more of T••••• W••••• G••••• L••••••
- T•••••• A••••••••• P•• · Parent Companyindirect · owns 75% or more of W••••• G•••• L••••••
- W••••• W•••• I••••••••• I••• · Parent Companyindirect · owns 75% or more of T••••• W••••• G••••• H••••••• L•••••• · public reporting company
- W••••• G•••• L•••••• · Parent Companyindirect · owns 75% or more of W••••• N•••• A•••••• I••
- W••••• I••••••••• U• H••••••• L•••••• · Parent Companyindirect · owns 75% or more of T• I• L••••••
- W••••• N••••••••• H••••••• B••• · Parent Companyindirect · owns 75% or more of W••••• I••••••••• U• H••••••• L••••••
- W••••• N•••• A•••••• I•• · Parent Companyindirect · owns 75% or more of W••••• U• H•••••• C•••••• L••
- W••••• T••••• W••••• P•• · Parent Companyindirect · owns 75% or more of W••••• T••••• W••••• S•• H••••••• U•••••••• C•••••• · public reporting company
- W••••• T••••• W••••• S•• H••••••• U•••••••• C•••••• · Parent Companyindirect · owns 75% or more of W••••• N••••••••• H••••••• B•••
- W••••• T••••• W••••• U• H••••••• L•••••• · Parent Companyindirect · owns 75% or more of T•••••• A••••••••• P••
- W••••• T••••• W••••• U• L•• · Parent Companyindirect · owns 75% or more of W••••• W•••• I••••••••• I•••
- W••••• U• H•••••• C•••••• L•• · Parent Companyindirect · owns 75% or more of W•• D••••••• H••••••• L••
- W•• D••••••• H••••••• L•• · Parent Companyindirect · owns 75% or more of T••••• W••••• D••••••• H••••••• L••
Related persons
Schedule D 7.A
- C•••• G••••• F••• M••••••• •••••••• L••••••pooled vehicle sponsorn
- T••••• W••••• I••••••••• S•••••••• I•••investment adviserbankLP sponsornRAUM $63B
- T••••• W••••• L••••••investment advisern
- W••••••• F•••••••• S•••••••• L•••••broker-dealern
Advisers that list T••••• W••••• I••••••••• M••••••••• as a related person
- 110473 n
Offices
Schedule D 1.F, the 25 largest
- Leeds, United Kingdom3 employees
- Reigate, United Kingdom2 employees
What changed
consecutive filings, newest first
- Employees · 161 to 145Mar 25, 2025 to Mar 26, 2026
- Discretionary RAUM · $24B to $24BMar 25, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $24B to $24BMar 25, 2025 to Mar 26, 2026
- RAUM · $24B to $24BMar 25, 2025 to Mar 26, 2026
- Accounts · 11 to 13May 16, 2024 to Mar 25, 2025
- Advisory employees · 19 to 18May 16, 2024 to Mar 25, 2025
- Pooled vehicle clients · 11 to 13May 16, 2024 to Mar 25, 2025
- Employees · 94 to 161May 16, 2024 to Mar 25, 2025
- Financial planning clients · 0 to 0May 16, 2024 to Mar 25, 2025
- HQ state · unset to May 16, 2024 to Mar 25, 2025
- Discretionary RAUM · $24B to $24BMay 16, 2024 to Mar 25, 2025
- Pooled vehicle RAUM · $24B to $24BMay 16, 2024 to Mar 25, 2025
- RAUM · $24B to $24BMay 16, 2024 to Mar 25, 2025
- Advisory employees · 16 to 19Mar 28, 2023 to Mar 26, 2024
- Employees · 53 to 94Mar 28, 2023 to Mar 26, 2024
- Discretionary RAUM · $25B to $24BMar 28, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $25B to $24BMar 28, 2023 to Mar 26, 2024
- RAUM · $25B to $24BMar 28, 2023 to Mar 26, 2024
- Discretionary RAUM · $36B to $25BMar 30, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $36B to $25BMar 30, 2022 to Mar 28, 2023
- RAUM · $36B to $25BMar 30, 2022 to Mar 28, 2023
- Private funds · 4 to 3Mar 31, 2021 to Mar 30, 2022
- Discretionary RAUM · $33B to $36BMar 31, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $33B to $36BMar 31, 2021 to Mar 30, 2022
- RAUM · $33B to $36BMar 31, 2021 to Mar 30, 2022
- Accounts · 128 to 11Mar 31, 2020 to Mar 31, 2021
- Advisory employees · 15 to 16Mar 31, 2020 to Mar 31, 2021
- Pooled vehicle clients · 8 to 11Mar 31, 2020 to Mar 31, 2021
- Employees · 60 to 53Mar 31, 2020 to Mar 31, 2021
- Discretionary RAUM · $27B to $33BMar 31, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $27B to $33BMar 31, 2020 to Mar 31, 2021
- RAUM · $27B to $33BMar 31, 2020 to Mar 31, 2021
- Accounts · 28 to 128Mar 28, 2019 to Mar 31, 2020
- Employees · 63 to 60Mar 28, 2019 to Mar 31, 2020
- Discretionary RAUM · $22B to $27BMar 28, 2019 to Mar 31, 2020
- Pooled vehicle RAUM · $22B to $27BMar 28, 2019 to Mar 31, 2020
- RAUM · $22B to $27BMar 28, 2019 to Mar 31, 2020
- Accounts · 17 to 28Feb 23, 2018 to Mar 28, 2019
- Advisory employees · 25 to 15Feb 23, 2018 to Mar 28, 2019
- Pooled vehicle clients · 7 to 8Feb 23, 2018 to Mar 28, 2019
Signals
12 dated events
- Sanjoy Ghosh (Chief Compliance Officer) no longer on Schedule A of T••••• W••••• I••••••••• M••••••••• (listed 2024-03-26, absent 2024-05-16)May 16, 2024 · Control person left · inference
- R•••• M•••• (Director) no longer on Schedule A of T••••• W••••• I••••••••• M••••••••• (listed 2023-03-28, absent 2024-03-26)Mar 26, 2024 · Control person left · inference
- T••••• W••••• I••••••••• M••••••••• reported RAUM $24.8B, down 30% from $35.6B (2022-03-30 to 2023-03-28)Mar 28, 2023 · RAUM change · derived
- Lawson Christopher Ford (Chief Executive Officer / Director) no longer on Schedule A of T••••• W••••• I••••••••• M••••••••• (listed 2020-03-31, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Robert David Evans (Director) no longer on Schedule A of T••••• W••••• I••••••••• M••••••••• (listed 2020-03-31, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- R•••• M•••• (Director) appeared on Schedule A of T••••• W••••• I••••••••• M•••••••••Mar 31, 2021 · Control person joined · fact
- M••• C••••• (Director) appeared on Schedule A of T••••• W••••• I••••••••• M•••••••••Mar 31, 2021 · Control person joined · fact
- T••••• W••••• I••••••••• M••••••••• reported RAUM $22.2B, up 33% from $16.7B (2018-02-23 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- James Paul Martin (Chief Operating Officer) no longer on Schedule A of T••••• W••••• I••••••••• M••••••••• (listed 2018-02-23, absent 2019-03-28)Mar 28, 2019 · Control person left · inference
- Ann Tina Rhodes (Director) no longer on Schedule A of T••••• W••••• I••••••••• M••••••••• (listed 2018-02-23, absent 2019-03-28)Mar 28, 2019 · Control person left · inference
- T••••• W••••• I••••••••• M••••••••• reported RAUM $16.7B, up 161% from $6.4B (2017-03-28 to 2018-02-23)Feb 23, 2018 · RAUM change · derived
- T••••• W••••• I••••••••• M••••••••• filed its initial SEC registration (Form ADV)Oct 3, 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
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 44 0203 932 2990reportedpublic record, Form ADV, Jun 18, 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