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SEC-registered adviser
T•••• I•••••••••
Asset manager (funds and pooled vehicles)San Francisco, CaliforniaCRD 169347SEC 801-78779websiteIAPD
Legal name T•••• I••••••••• L•
Latest filing Apr 1, 2026
First filing on the tape Oct 31, 2013 · 16 filings
SEC status approved since Nov 15, 2013
RAUM
$4.3B
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
24
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$4.3B as of Apr 1, 2026
Mar 20, 2014$600M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 1, 2026
Mar 20, 20140 then
Employees (5.A)24 as of Apr 1, 2026
Mar 20, 20148 then
Private funds2 as of Apr 1, 2026
Mar 20, 20141 then
RAUM +6.2% over the last fiscal year+12% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 1, 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
- $717MderivedRAUM 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
- +6.2%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
- $1.3B, 2 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.3B for 2 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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T••• L• | Hedge Fund | $2.4B | 95 | Oct 31, 2013 |
| T•••• I•••• O••••••••• M••••• F••• L• | Hedge Fund | $854M | 38 | Mar 31, 2021 |
Owners and control persons
Schedule A and B, latest filing
- J••••••• H••••• A•• · Ccocontrolsince 07/2024 · owns less than 5%
- K••• J•••••••• N• C•••• · Cfocontrolsince 01/2024 · owns less than 5%
- S•••• S••••••• P••••• · Managing Principal, Trustee Of S••• R•••••••• T••••controlsince 06/2013 · owns 75% or more
- S•••• S••••••• P••••• · Managing Principalcontrolsince 06/2013 · owns F of T•••• C•••••• M••••••••• L••
Entity owners
- T•••• C•••••• M••••••••• L•• · General Partner Of The Investment Managerdirect · owns less than 5%
- S••• R•••••••• T•••• · Limited Partnerdirect · owns 75% or more
Related persons
Schedule D 7.A
- T•••• I••••••••• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $1.3B to $1.3BMar 31, 2025 to Mar 31, 2026
- Employees · 22 to 24Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $4.1B to $4.3BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $4.1B to $4.3BMar 31, 2025 to Mar 31, 2026
- RAUM · $4.1B to $4.3BMar 31, 2025 to Mar 31, 2026
- Advisory employees · 9 to 12Aug 9, 2024 to Mar 31, 2025
- Assets in custody · $1.1B to $1.3BAug 9, 2024 to Mar 31, 2025
- Employees · 17 to 22Aug 9, 2024 to Mar 31, 2025
- Financial planning clients · unset to Aug 9, 2024 to Mar 31, 2025
- Discretionary RAUM · $3.3B to $4.1BAug 9, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $3.3B to $4.1BAug 9, 2024 to Mar 31, 2025
- RAUM · $3.3B to $4.1BAug 9, 2024 to Mar 31, 2025
- Advisory employees · 7 to 9Mar 31, 2023 to Mar 29, 2024
- Assets in custody · $758M to $1.1BMar 31, 2023 to Mar 29, 2024
- Employees · 14 to 17Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $3.1B to $3.3BMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $3.1B to $3.3BMar 31, 2023 to Mar 29, 2024
- RAUM · $3.1B to $3.3BMar 31, 2023 to Mar 29, 2024
- Assets in custody · $833M to $758MMar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $3.6B to $3.1BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $3.6B to $3.1BMar 31, 2022 to Mar 31, 2023
- RAUM · $3.6B to $3.1BMar 31, 2022 to Mar 31, 2023
- Advisory employees · 5 to 7Mar 31, 2021 to Mar 31, 2022
- Assets in custody · $357M to $833MMar 31, 2021 to Mar 31, 2022
- Employees · 11 to 14Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $2.2B to $3.6BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $2.2B to $3.6BMar 31, 2021 to Mar 31, 2022
- RAUM · $2.2B to $3.6BMar 31, 2021 to Mar 31, 2022
- Accounts · 3 to 6Mar 30, 2020 to Mar 31, 2021
- Pooled vehicle clients · 3 to 6Mar 30, 2020 to Mar 31, 2021
- Assets in custody · $284M to $357MMar 30, 2020 to Mar 31, 2021
- Private funds · 1 to 2Mar 30, 2020 to Mar 31, 2021
- Discretionary RAUM · $1.4B to $2.2BMar 30, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $1.4B to $2.2BMar 30, 2020 to Mar 31, 2021
- RAUM · $1.4B to $2.2BMar 30, 2020 to Mar 31, 2021
- Assets in custody · $287M to $284MMar 29, 2019 to Mar 30, 2020
- Discretionary RAUM · $1.2B to $1.4BMar 29, 2019 to Mar 30, 2020
- Pooled vehicle RAUM · $1.2B to $1.4BMar 29, 2019 to Mar 30, 2020
- RAUM · $1.2B to $1.4BMar 29, 2019 to Mar 30, 2020
- Assets in custody · $333M to $287MMar 29, 2018 to Mar 29, 2019
Signals
6 dated events
- Martin Thomas Glaser (Cco) no longer on Schedule A of T•••• I••••••••• (listed 2024-03-29, absent 2024-08-09)Aug 9, 2024 · Control person left · inference
- Ann Heidi Johnson (Cco) appeared on Schedule A of T•••• I•••••••••Aug 9, 2024 · Control person joined · fact
- Na Chong Jennifer Kim (Cfo) appeared on Schedule A of T•••• I•••••••••Mar 29, 2024 · Control person joined · fact
- T•••• I••••••••• reported RAUM $3.6B, up 60% from $2.2B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- T•••• I••••••••• reported RAUM $2.2B, up 66% from $1.4B (2020-03-30 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- T•••• I••••••••• L• filed its initial SEC registration (Form ADV)Oct 31, 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/think-investmentsreportedpublic record, Form ADV, Sep 21, 2026
- Website
- t•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 415-675-3271reportedpublic record, Form ADV, Apr 1, 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