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.
SEC-registered adviser
Thl Managers Vii, LLC
Latest filing Jul 2, 2026
First filing on the tape Apr 17, 2014 · 33 filings
SEC status approved since May 19, 2014
RAUM
$21B
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
150
92 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
26
reported on Schedule D
History
33 filings and snapshots on the tape
RAUM$21B as of Jul 2, 2026
Mar 31, 2015$946M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 2, 2026
Mar 31, 20150 then
Employees (5.A)150 as of Jul 2, 2026
Mar 31, 201570 then
Private funds26 as of Jul 2, 2026
Mar 31, 20153 then
RAUM +6.0% over the last fiscal year+12% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 2, 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
- $826MderivedRAUM 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
- +6.0%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, otherreportedItem 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
- 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$21B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 26reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUMreported
- 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
21 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Thomas H. Lee Parallel Fund Ix, L.P. | Private Equity Fund | $3.6B | 105 | Mar 31, 2021 |
| Thomas H. Lee Parallel Fund Viii, L.P. | Private Equity Fund | $1.8B | 74 | Mar 30, 2018 |
| Thomas H. Lee Equity Fund Ix, L.P. | Private Equity Fund | $1.8B | 81 | Mar 31, 2021 |
| Thomas H. Lee Equity Fund Viii, L.P. | Private Equity Fund | $1.0B | 79 | Mar 30, 2018 |
| Thl Ht Parallel Spv, L.P. | Private Equity Fund | $1.0B | 29 | Mar 31, 2021 |
| Thl Ht Spv, L.P. | Private Equity Fund | $846M | 38 | Mar 31, 2021 |
| Thl Aml Parallel Spv, L.P. | Private Equity Fund | $734M | 9 | Mar 31, 2023 |
| Thl Automation Parallel Fund II, L.P. | Private Equity Fund | $716M | 12 | Mar 29, 2024 |
| Thl Automation Parallel Fund, L.P. | Private Equity Fund | $562M | 17 | Mar 29, 2020 |
| Thl Aml Spv, L.P. | Private Equity Fund | $556M | 33 | Mar 31, 2023 |
| Thomas H. Lee Parallel (Cayman) Fund Vii, L.P. | Private Equity Fund | $471M | 22 | Mar 31, 2015 |
| Thomas H. Lee Equity Fund Vii, L.P. | Private Equity Fund | $445M | 80 | Mar 31, 2015 |
| Thomas H. Lee Equity Fund Vi (2019), L.P.no longer reported | Private Equity Fund | $434M | 61 | Mar 29, 2020 |
| Thomas H. Lee Parallel Fund Vii, L.P. | Private Equity Fund | $351M | 39 | Mar 31, 2015 |
| Thl Executive Fund Ix, L.P. | Private Equity Fund | $154M | 119 | Mar 31, 2022 |
| Thl Automation Fund, L.P. | Private Equity Fund | $82.5M | 19 | Mar 29, 2020 |
| Thl Executive Fund Viii, L.P. | Private Equity Fund | $80.9M | 91 | Mar 30, 2018 |
| Thl Automation Fund II, L.P. | Private Equity Fund | $80.6M | 12 | Mar 29, 2024 |
| Thl Automation Executive Fund, L.P. | Private Equity Fund | $55.5M | 72 | Mar 29, 2020 |
| Thl Executive Fund Vii, L.P. | Private Equity Fund | $43.5M | 65 | Mar 31, 2017 |
| Thl Automation Executive Fund II, L.P. | Private Equity Fund | $36.8M | 51 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Martin Todd Abbrecht · Co-Chief Executive Officercontrolsince 03/2014 · owns less than 5%
- Chesterfield James Carlisle · Managing Directorcontrolsince 01/2023 · owns less than 5%
- Garrison Daniel Jones · Managing Directorcontrolsince 01/2023 · owns less than 5%
- Matthew Joshua Nelson · Managing Directorcontrolsince 01/2023 · owns less than 5%
- B Gnaneshwar Rao · Managing Directorcontrolsince 01/2023 · owns less than 5%
- Mitchell Scott Sperling · Co-Chief Executive Officercontrolsince 03/2014 · owns less than 5%
- Hope Shari Wolkon · General Counsel; Managing Directorcontrolsince 03/2014 · owns less than 5%
- Nmn Mayeti Gametchu · Chief Compliance Officer; Regulatory Counselsince 12/2023 · owns less than 5%
Entity owners
- Thomas H. Lee Partners, L.P. · Managing Memberdirect · owns 75% or more
- Thl Holdco, LLC · Managing Memberindirect · owns F of Thomas H. Lee Advisors, LLC
- Thomas H. Lee Advisors, LLC · General Partnerindirect · owns F of Thomas H. Lee Partners, L.P.
Related persons
Schedule D 7.A
- Thl Advisors (Alternative) Ix, L.P.investment adviserbankpooled vehicle sponsorn
- Thl Advisors (Alternative) Vii, L.P.investment adviserbankpooled vehicle sponsorn
- Thl Advisors (Alternative) Viii, L.P.investment adviserbankpooled vehicle sponsorn
- Thl Amerilife Equity Advisors, LLCinvestment adviserbankpooled vehicle sponsorn
- Thl Automation (Alternative) Advisors, L.P.investment adviserbankpooled vehicle sponsorn
- Thl Automation Advisors II, LLCinvestment adviserbankpooled vehicle sponsorn
- Thl Automation Advisors, LLCinvestment adviserbankpooled vehicle sponsorn
- Thl Equity Advisors Ix, LLCinvestment adviserbankpooled vehicle sponsorn
- Thl Equity Advisors Vii, LLCinvestment adviserbankpooled vehicle sponsorn
- Thl Equity Advisors Viii, LLCinvestment adviserbankpooled vehicle sponsorn
- Thl Ht Advisors, LLCinvestment adviserbankpooled vehicle sponsorn
Advisers that list Thl Managers Vii, LLC as a related person
- 160701 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 23 to 26Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 90 to 92Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 23 to 26Mar 31, 2025 to Mar 31, 2026
- Employees · 149 to 150Mar 31, 2025 to Mar 31, 2026
- Private funds · 23 to 26Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $20B to $21BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $20B to $21BMar 31, 2025 to Mar 31, 2026
- RAUM · $20B to $21BMar 31, 2025 to Mar 31, 2026
- Accounts · 20 to 23Oct 15, 2024 to Mar 31, 2025
- Advisory employees · 99 to 90Oct 15, 2024 to Mar 31, 2025
- Pooled vehicle clients · 20 to 23Oct 15, 2024 to Mar 31, 2025
- Employees · 157 to 149Oct 15, 2024 to Mar 31, 2025
- Financial planning clients · unset to Oct 15, 2024 to Mar 31, 2025
- Private funds · 20 to 23Oct 15, 2024 to Mar 31, 2025
- Discretionary RAUM · $14B to $20BOct 15, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $14B to $20BOct 15, 2024 to Mar 31, 2025
- RAUM · $14B to $20BOct 15, 2024 to Mar 31, 2025
- Accounts · 17 to 20Jan 4, 2024 to Mar 29, 2024
- Advisory employees · 104 to 99Jan 4, 2024 to Mar 29, 2024
- Pooled vehicle clients · 17 to 20Jan 4, 2024 to Mar 29, 2024
- Employees · 163 to 157Jan 4, 2024 to Mar 29, 2024
- Private funds · 17 to 20Jan 4, 2024 to Mar 29, 2024
- Discretionary RAUM · $15B to $14BJan 4, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $15B to $14BJan 4, 2024 to Mar 29, 2024
- RAUM · $15B to $14BJan 4, 2024 to Mar 29, 2024
- Related broker-dealer · true to falseJan 4, 2024 to Mar 29, 2024
- Accounts · 15 to 17Jan 31, 2023 to Mar 31, 2023
- Advisory employees · 98 to 104Jan 31, 2023 to Mar 31, 2023
- Pooled vehicle clients · 15 to 17Jan 31, 2023 to Mar 31, 2023
- Employees · 134 to 163Jan 31, 2023 to Mar 31, 2023
- Private funds · 15 to 17Jan 31, 2023 to Mar 31, 2023
- Discretionary RAUM · $18B to $15BJan 31, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $18B to $15BJan 31, 2023 to Mar 31, 2023
- RAUM · $18B to $15BJan 31, 2023 to Mar 31, 2023
- Related broker-dealer · false to trueJan 31, 2023 to Mar 31, 2023
- Advisory employees · 79 to 98Jan 10, 2022 to Mar 31, 2022
- Employees · 127 to 134Jan 10, 2022 to Mar 31, 2022
- Discretionary RAUM · $13B to $18BJan 10, 2022 to Mar 31, 2022
- Pooled vehicle RAUM · $13B to $18BJan 10, 2022 to Mar 31, 2022
- RAUM · $13B to $18BJan 10, 2022 to Mar 31, 2022
Signals
15 dated events
- Thl Managers Vii, Llc reported RAUM $20.3B, up 41% from $14.4B (2024-10-15 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Joseph Anthony Dinovi (Chairman; Managing Director) no longer on Schedule A of Thl Managers Vii, Llc (listed 2023-01-24, absent 2023-01-31)Jan 31, 2023 · Control person left · inference
- Martin Thomas Hagerty (Managing Director) no longer on Schedule A of Thl Managers Vii, Llc (listed 2023-01-24, absent 2023-01-31)Jan 31, 2023 · Control person left · inference
- B Gnaneshwar Rao (Managing Director) appeared on Schedule A of Thl Managers Vii, LlcJan 31, 2023 · Control person joined · fact
- Matthew Joshua Nelson (Managing Director) appeared on Schedule A of Thl Managers Vii, LlcJan 31, 2023 · Control person joined · fact
- Garrison Daniel Jones (Managing Director) appeared on Schedule A of Thl Managers Vii, LlcJan 31, 2023 · Control person joined · fact
- Chesterfield James Carlisle (Managing Director) appeared on Schedule A of Thl Managers Vii, LlcJan 31, 2023 · Control person joined · fact
- Thl Managers Vii, Llc reported RAUM $17.7B, up 35% from $13.1B (2022-01-10 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Thl Managers Vii, Llc reported RAUM $13.1B, up 36% from $9.6B (2021-01-02 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Thl Managers Vii, Llc reported RAUM $9.6B, up 39% from $6.9B (2019-12-26 to 2020-03-29)Mar 29, 2020 · RAUM change · derived
- Patrick Charles Holden (Chief Financial Officer; Managing Director) no longer on Schedule A of Thl Managers Vii, Llc (listed 2019-05-01, absent 2019-12-26)Dec 26, 2019 · Control person left · inference
- Luther Soren Oberg (Managing Director) no longer on Schedule A of Thl Managers Vii, Llc (listed 2019-05-01, absent 2019-12-26)Dec 26, 2019 · Control person left · inference
- Raymond Kent Weldon (Managing Director) no longer on Schedule A of Thl Managers Vii, Llc (listed 2019-05-01, absent 2019-12-26)Dec 26, 2019 · Control person left · inference
- Thl Managers Vii, Llc reported RAUM $5.9B, up 80% from $3.3B (2017-09-28 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
- Thl Managers Vii, Llc filed its initial SEC registration (Form ADV)Apr 17, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- THL Managers VII, LLC · Independent Sponsorsshared crd · capital_provider
- THL Managers VII, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/thomas-h-lee-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- THL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-227-1050reportedpublic record, Form ADV, Jul 2, 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