DFX Intelligence

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T•• C••••• C•••••• M••••••••• L•

Asset manager (funds and pooled vehicles)SEC-registered2 private funds· New York, New Yorkwebsite

Asset manager (funds and pooled vehicles), based in New York, New York, reporting $1.9B of regulatory assets.

Composed from this adviser's Form ADV classification, location and filed figures.

As of 2026-03-31 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Regulatory AUM: $1.9B
Advisors: 0
RAUM change, 1 year: -18%
Private clients: 0.0%

See where advisers went See teams that moved

Advisors Where the RAUM sits

As of 2026-03-31 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

What matters now

-18.5%
RAUM, one year
RAUM $2.3B to $1.88B (-18.5%) on the Form ADV filed 31 Mar 2026.
The one filed measure of whether clients are staying.
FactForm ADV Item 5History →

Every filed figure, and the identifiersCRD 171848 · SEC 801-79987 · 19 filingsShow

CRD 171848SEC 801-79987First filing on the tape Jun 23, 2014, latest Mar 31, 2026SEC status approved since Jul 8, 2014IAPD

RAUM

$1.9B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

Not computed

derived; firm RAUM over IAPD count

Employees

8 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

19 filings and snapshots on the tape

RAUM -9.5% a year over three years · the tape starts Jun 23, 2014

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow

RAUM$1.9B as of Mar 31, 2026

Mar 27, 2015$2.1B then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Mar 31, 2026

Mar 27, 20150 then

Employees (5.A)14 as of Mar 31, 2026

Mar 27, 201512 then

Private funds2 as of Mar 31, 2026

Mar 27, 20151 then

RAUM -18% over the last fiscal year-9.5% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Mar 31, 2026; every figure names its basis

The rule behind each archetype, and every derived figureShow

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: $235MderivedRAUM 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 office incl. principal (1.F.5)
RAUM growth, one year: -18%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: $1.9B, 8 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)
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)
an independent public accountant performs a surprise examination (9.C.1)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

100% pooled investment vehicles

The breakdown by client type, and the client counts1 client typesShow

Pooled investment vehicles$1.9B100%

Individual clients: 0reported
HNW clients: 0reported
Pension plan clients: 0reported
Charitable clients: 0reported
Accounts: 8reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $1.9B for 8 clientsreported
Compensation: % of AUM, performancereported
Class basis: RAUM: 0% private clients, 100% pooled funds, 0% institutions; no related broker-dealer; a related bankderived

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Advisors registered through the firm

0 on IAPD today; the longest tenured first

No representative is registered through this CRD on IAPD.

Private funds

3 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
T•• C••••• C•••••• M••••• F•••• L•••	Hedge Fund	$1.7B	61	Jun 23, 2014
L••• C•••• C•••••• M••••• F•••• L••	Hedge Fund	$141M	16	Mar 28, 2024
B•• C•••• C•••••• M••••• F•••• L••no longer reported	Hedge Fund	$98.7M	11	Nov 1, 2021

Owners and control persons

Schedule A and B, latest filing

L••• M•••• A•••• · G•••••• C•••••• A•• C•••• C••••••••• O••••••• T•• C••••• C•••••• M••••••••• L•control
since 04/2015 · owns less than 5%
P•••••• R•••• A•••• · C•••• E•••••••• O•••••• A•• M••••••• M•••••• T•• C••••• C•••••• A•••••••• L••control
since 01/2014 · owns 75% or more
W••••••• R••••••• A••••• · C•••• F•••••••• O••••••• T•• C••••• C•••••• M••••••••• L•control
since 03/2023 · owns less than 5%
P•••••• R•••• A•••• · Managing Membercontrol
since 01/2014 · owns 75% or more of T•• C••••• G•• L••

Entity owners

T•• C••••• G•• L•• · G•••••• P•••••• O• T•• C••••• C•••••• M••••••••• L•
direct · owns 75% or more

Related persons

Schedule D 7.A

T•• C••••• A•••••••• L••
investment adviserbankpooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Accounts · 10 to 8
Mar 31, 2025 to Mar 31, 2026
Advisory employees · 9 to 8
Mar 31, 2025 to Mar 31, 2026
Pooled vehicle clients · 10 to 8
Mar 31, 2025 to Mar 31, 2026
Assets in custody · $2.3B to $1.9B
Mar 31, 2025 to Mar 31, 2026
Employees · 15 to 14
Mar 31, 2025 to Mar 31, 2026

Full history · 78 changes

Private funds · 3 to 2
Mar 31, 2025 to Mar 31, 2026
Discretionary RAUM · $2.3B to $1.9B
Mar 31, 2025 to Mar 31, 2026
Pooled vehicle RAUM · $2.3B to $1.9B
Mar 31, 2025 to Mar 31, 2026
RAUM · $2.3B to $1.9B
Mar 31, 2025 to Mar 31, 2026
Assets in custody · $2.3B to $2.3B
Mar 28, 2024 to Mar 31, 2025
Financial planning clients · unset to
Mar 28, 2024 to Mar 31, 2025
Discretionary RAUM · $2.3B to $2.3B
Mar 28, 2024 to Mar 31, 2025
Pooled vehicle RAUM · $2.3B to $2.3B
Mar 28, 2024 to Mar 31, 2025
RAUM · $2.3B to $2.3B
Mar 28, 2024 to Mar 31, 2025
Accounts · 7 to 10
Mar 31, 2023 to Mar 28, 2024
Pooled vehicle clients · 7 to 10
Mar 31, 2023 to Mar 28, 2024
Assets in custody · $2.5B to $2.3B
Mar 31, 2023 to Mar 28, 2024
Private funds · 2 to 3
Mar 31, 2023 to Mar 28, 2024
Discretionary RAUM · $2.5B to $2.3B
Mar 31, 2023 to Mar 28, 2024
Pooled vehicle RAUM · $2.5B to $2.3B
Mar 31, 2023 to Mar 28, 2024
RAUM · $2.5B to $2.3B
Mar 31, 2023 to Mar 28, 2024
Advisory employees · 8 to 9
Mar 31, 2022 to Mar 31, 2023
Assets in custody · $2.7B to $2.5B
Mar 31, 2022 to Mar 31, 2023
Employees · 14 to 15
Mar 31, 2022 to Mar 31, 2023
Discretionary RAUM · $2.7B to $2.5B
Mar 31, 2022 to Mar 31, 2023
Pooled vehicle RAUM · $2.7B to $2.5B
Mar 31, 2022 to Mar 31, 2023
RAUM · $2.7B to $2.5B
Mar 31, 2022 to Mar 31, 2023
Accounts · 4 to 7
Nov 1, 2021 to Mar 31, 2022
Charity clients · unset to 0.0
Nov 1, 2021 to Mar 31, 2022
Corporate clients · unset to 0.0
Nov 1, 2021 to Mar 31, 2022
HNW clients · unset to 0.0
Nov 1, 2021 to Mar 31, 2022
Individual clients · unset to 0.0
Nov 1, 2021 to Mar 31, 2022
Pension plan clients · unset to 0.0
Nov 1, 2021 to Mar 31, 2022
Pooled vehicle clients · 4 to 7
Nov 1, 2021 to Mar 31, 2022
Assets in custody · $2.8B to $2.7B
Nov 1, 2021 to Mar 31, 2022
Discretionary RAUM · $2.8B to $2.7B
Nov 1, 2021 to Mar 31, 2022
Pooled vehicle RAUM · $2.8B to $2.7B
Nov 1, 2021 to Mar 31, 2022
RAUM · $2.8B to $2.7B
Nov 1, 2021 to Mar 31, 2022
Private funds · 1 to 2
Mar 31, 2021 to Nov 1, 2021
Assets in custody · $2.6B to $2.8B
Mar 30, 2020 to Mar 31, 2021
Discretionary RAUM · $2.6B to $2.8B
Mar 30, 2020 to Mar 31, 2021
Pooled vehicle RAUM · $2.6B to $2.8B
Mar 30, 2020 to Mar 31, 2021
RAUM · $2.6B to $2.8B
Mar 30, 2020 to Mar 31, 2021
Assets in custody · $2.5B to $2.6B
Mar 28, 2019 to Mar 30, 2020
Employees · 13 to 14
Mar 28, 2019 to Mar 30, 2020
Discretionary RAUM · $2.5B to $2.6B
Mar 28, 2019 to Mar 30, 2020
Pooled vehicle RAUM · $2.5B to $2.6B
Mar 28, 2019 to Mar 30, 2020
RAUM · $2.5B to $2.6B
Mar 28, 2019 to Mar 30, 2020
Advisory employees · 9 to 8
Mar 29, 2018 to Mar 28, 2019
Assets in custody · $2.9B to $2.5B
Mar 29, 2018 to Mar 28, 2019
Discretionary RAUM · $2.9B to $2.5B
Mar 29, 2018 to Mar 28, 2019
Pooled vehicle RAUM · $2.9B to $2.5B
Mar 29, 2018 to Mar 28, 2019
RAUM · $2.9B to $2.5B
Mar 29, 2018 to Mar 28, 2019
Pooled vehicle clients · unset to 4.0
Mar 30, 2017 to Mar 29, 2018
Assets in custody · $2.9B to $2.9B
Mar 30, 2017 to Mar 29, 2018
Other offices · unset to 0.0
Mar 30, 2017 to Mar 29, 2018
Discretionary RAUM · $2.9B to $2.9B
Mar 30, 2017 to Mar 29, 2018
Pooled vehicle RAUM · unset to 2940568057.0
Mar 30, 2017 to Mar 29, 2018
RAUM · $2.9B to $2.9B
Mar 30, 2017 to Mar 29, 2018
Assets in custody · $2.5B to $2.9B
Feb 8, 2017 to Mar 30, 2017
Employees · 12 to 13
Feb 8, 2017 to Mar 30, 2017
Discretionary RAUM · $2.5B to $2.9B
Feb 8, 2017 to Mar 30, 2017
RAUM · $2.5B to $2.9B
Feb 8, 2017 to Mar 30, 2017
Assets in custody · $2.1B to $2.5B
Apr 14, 2015 to Mar 29, 2016
Employees · 13 to 12
Apr 14, 2015 to Mar 29, 2016
Discretionary RAUM · $2.1B to $2.5B
Apr 14, 2015 to Mar 29, 2016
RAUM · $2.1B to $2.5B
Apr 14, 2015 to Mar 29, 2016
Employees · 12 to 13
Mar 27, 2015 to Apr 14, 2015
Assets in custody · $2.1B to $2.1B
Nov 5, 2014 to Mar 27, 2015
Financial planning clients · 0 to unset
Nov 5, 2014 to Mar 27, 2015
Discretionary RAUM · $2.1B to $2.1B
Nov 5, 2014 to Mar 27, 2015
RAUM · $2.1B to $2.1B
Nov 5, 2014 to Mar 27, 2015
Business name · T•• C••••• to T•• C••••• C•••••• M••••••••• L•
Jun 23, 2014 to Nov 5, 2014
Assets in custody · $100 to $2.1B
Jun 23, 2014 to Nov 5, 2014
Employees · 13 to 12
Jun 23, 2014 to Nov 5, 2014
Legal name · T•• C••••• C•••••• M••••••••• LP to T•• C••••• C•••••• M••••••••• L•
Jun 23, 2014 to Nov 5, 2014
Discretionary RAUM · $100 to $2.1B
Jun 23, 2014 to Nov 5, 2014
RAUM · $100 to $2.1B
Jun 23, 2014 to Nov 5, 2014

Signals

5 dated events

••• Locked
Mar 31, 2026 · private fund no longer reported · inference
••• Locked
Mar 31, 2026 · ria ownership band change · fact
••• Locked
Mar 31, 2023 · Control person joined · fact
••• Locked
Mar 31, 2023 · Control person left · inference
••• Locked
Jun 23, 2014 · 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: ••• Lockedreportedpublic record, Form ADV, Mar 31, 2026
Principal office phone: ••• Lockedreportedpublic record, Form ADV, Mar 31, 2026

Provenance

Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show

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: Not computedderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026

Across the graphs

T•• C••••• C•••••• M••••••••• L• is the same institution as 1 record in Allocators.

Allocators1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

Checking your plan…

Not yet on record: net advisor flow, 12 months.