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••••••• L••
Latest filing Mar 26, 2026
First filing on the tape Dec 2, 2013 · 20 filings
SEC status approved since Jan 2, 2014
RAUM
$241M
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
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$241M as of Mar 26, 2026
Mar 28, 2014$110M then
HNW client RAUM$0 as of Mar 27, 2024
Mar 25, 2019$0 then
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Mar 28, 20140 then
Employees (5.A)3 as of Mar 26, 2026
Mar 28, 20147 then
Private funds5 as of Mar 26, 2026
Mar 17, 20153 then
RAUM -14% over the last fiscal year-9.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 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
- $24.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.8%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
- -14%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
- has discretionary authority over which securities are bought or sold (8.C.1)
- 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$230M98%
- State and municipal entities$4.3M1.8%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.95 institutional_share=0.02 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••••••••• C•••••• P••••••• I• L••• | Private Equity Fund | $193M | 81 | Mar 17, 2015 |
| T•• B•••••• C••• L••• | Private Equity Fund | $57.1M | 7 | Mar 28, 2018 |
| T••••••••• C•••••• P••••••• I••• L••• | Private Equity Fund | $44.4M | 8 | Mar 17, 2015 |
| T••••••••• N•••••• I•••••••• I• L••• | Private Equity Fund | $7.3M | 63 | Mar 17, 2015 |
| T•• P•••• C••• L••• | Private Equity Fund | $3.8M | 5 | Mar 28, 2018 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• J•••• U• · Principal Of T••••••••• Capital Management, LLCcontrolsince 04/2015 · owns 10% to 25%
- C••• C••••••• M••••••• · Principal Of T••••••••• Capital Management, LLCcontrolsince 04/2015 · owns 10% to 25%
- G•••••• D•••• · Co- Foundercontrolsince 12/2007 · owns 5% to 10%
- H•••••• R•••••• B•••• · Member Of T••••••••• Capital Management, LLCcontrolsince 04/2015 · owns 10% to 25%
- M•••••• C•••••• C•••••••• · Chief Compliance Officer / Chief Financial Officercontrolsince 12/2023 · owns less than 5%
- S••••••• J••• K••• · Co- Managing Partnercontrolsince 12/2007 · owns 10% to 25%
- T•••••• T•••• M••••••• · Member Of T••••••••• Capital Management, LLCcontrolsince 04/2015 · owns 10% to 25%
Related persons
Schedule D 7.A
- T••••• A••••• G•• L••pooled vehicle sponsorn
- T••••• A•••••• L•pooled vehicle sponsorn
- T••••• F•••• I•• L•pooled vehicle sponsorn
- T••••• F••••• L•pooled vehicle sponsorn
- T••••••••• C•••••• G• I• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 11 to 10Aug 15, 2025 to Mar 26, 2026
- Advisory employees · 5 to 3Aug 15, 2025 to Mar 26, 2026
- Pooled vehicle clients · 6 to 5Aug 15, 2025 to Mar 26, 2026
- Employees · 5 to 3Aug 15, 2025 to Mar 26, 2026
- Private funds · 6 to 5Aug 15, 2025 to Mar 26, 2026
- Discretionary RAUM · $280M to $241MAug 15, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $251M to $230MAug 15, 2025 to Mar 26, 2026
- RAUM · $280M to $241MAug 15, 2025 to Mar 26, 2026
- HQ city · DALLAS to LITTLE ELMMar 24, 2025 to Aug 15, 2025
- Accounts · 13 to 11Mar 27, 2024 to Mar 24, 2025
- Charity clients · 0.0 to unsetMar 27, 2024 to Mar 24, 2025
- Corporate clients · 0.0 to unsetMar 27, 2024 to Mar 24, 2025
- HNW clients · 0.0 to unsetMar 27, 2024 to Mar 24, 2025
- Individual clients · 0.0 to unsetMar 27, 2024 to Mar 24, 2025
- Pension plan clients · 0.0 to unsetMar 27, 2024 to Mar 24, 2025
- Pooled vehicle clients · 12 to 6Mar 27, 2024 to Mar 24, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 24, 2025
- Private funds · 5 to 6Mar 27, 2024 to Mar 24, 2025
- Discretionary RAUM · $320M to $280MMar 27, 2024 to Mar 24, 2025
- HNW RAUM · 0.0 to unsetMar 27, 2024 to Mar 24, 2025
- Individual RAUM · 0.0 to unsetMar 27, 2024 to Mar 24, 2025
- Pension RAUM · 0.0 to unsetMar 27, 2024 to Mar 24, 2025
- Pooled vehicle RAUM · $303M to $251MMar 27, 2024 to Mar 24, 2025
- RAUM · $320M to $280MMar 27, 2024 to Mar 24, 2025
- Discretionary RAUM · $329M to $320MMar 29, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $323M to $303MMar 29, 2023 to Mar 27, 2024
- RAUM · $329M to $320MMar 29, 2023 to Mar 27, 2024
- Employees · 7 to 5Mar 24, 2022 to Mar 29, 2023
- Discretionary RAUM · $279M to $329MMar 24, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $269M to $323MMar 24, 2022 to Mar 29, 2023
- RAUM · $279M to $329MMar 24, 2022 to Mar 29, 2023
- Accounts · 15 to 13Mar 26, 2021 to Mar 24, 2022
- Advisory employees · 7 to 5Mar 26, 2021 to Mar 24, 2022
- Pooled vehicle clients · 14 to 12Mar 26, 2021 to Mar 24, 2022
- Employees · 9 to 7Mar 26, 2021 to Mar 24, 2022
- Other offices · 1 to 0Mar 26, 2021 to Mar 24, 2022
- Discretionary RAUM · $410M to $279MMar 26, 2021 to Mar 24, 2022
- Pooled vehicle RAUM · $388M to $269MMar 26, 2021 to Mar 24, 2022
- RAUM · $410M to $279MMar 26, 2021 to Mar 24, 2022
- Advisory employees · 11 to 7Jun 2, 2020 to Mar 26, 2021
Signals
12 dated events
- Marshall Todd Tomlin (Member Of Turnbridge Capital Management, Llc) appeared on Schedule A of T••••••••• C••••••• L••Mar 27, 2024 · Control person joined · fact
- Christian Collin Martin (Chief Compliance Officer / Chief Financial Officer) appeared on Schedule A of T••••••••• C••••••• L••Mar 27, 2024 · Control person joined · fact
- U John Clarke (Principal Of Turnbridge Capital Management, Llc) appeared on Schedule A of T••••••••• C••••••• L••Mar 27, 2024 · Control person joined · fact
- Mitchell Charles Cox (Principal Of Turnbridge Capital Management, Llc) appeared on Schedule A of T••••••••• C••••••• L••Mar 27, 2024 · Control person joined · fact
- Bryan Robert Horton (Member Of Turnbridge Capital Management, Llc) appeared on Schedule A of T••••••••• C••••••• L••Mar 27, 2024 · Control person joined · fact
- T••••••••• C••••••• L•• reported RAUM $279.0M, down 32% from $409.9M (2021-03-26 to 2022-03-24)Mar 24, 2022 · RAUM change · derived
- Mitchell Charles Cox (Principal Of Turnbridge Capital Management, Llc) no longer on Schedule A of T••••••••• C••••••• L•• (listed 2019-03-25, absent 2020-03-25)Mar 25, 2020 · Control person left · inference
- Bryan Robert Horton (Principal Of Turnbridge Capital Management, Llc) no longer on Schedule A of T••••••••• C••••••• L•• (listed 2019-03-25, absent 2020-03-25)Mar 25, 2020 · Control person left · inference
- Marshall Todd Tomlin (Principal Of Turnbridge Capital Management, Llc) no longer on Schedule A of T••••••••• C••••••• L•• (listed 2019-03-25, absent 2020-03-25)Mar 25, 2020 · Control person left · inference
- U John Clarke (Principal Of Turnbridge Capital Management, Llc) no longer on Schedule A of T••••••••• C••••••• L•• (listed 2019-03-25, absent 2020-03-25)Mar 25, 2020 · Control person left · inference
- T••••••••• C••••••• L•• reported RAUM $714.5M, up 25% from $570.4M (2017-03-30 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
- T••••••••• C••••••• L•• filed its initial SEC registration (Form ADV)Dec 2, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- T••••••••• C••••••• L•• · Independent Sponsorsshared crd · capital_provider
- T••••••••• C••••••• L•• · 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
- 214-624-5010reportedpublic record, Form ADV, Mar 26, 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