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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
T•••••• P•••••••
Legal name T•••••• P••••••• L••
Latest filing May 28, 2026
First filing on the tape Mar 4, 2016 · 19 filings
SEC status approved since Mar 15, 2016
RAUM
$1.9B
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
28
26 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
10
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$1.9B as of May 28, 2026
Mar 26, 2017$357M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 28, 2026
Mar 26, 20170 then
Employees (5.A)28 as of May 28, 2026
Mar 26, 201711 then
Private funds10 as of May 28, 2026
Mar 26, 20174 then
RAUM +10% over the last fiscal year-1.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 28, 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
- $186MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +10%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, otherreportedItem 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
- 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.9B100%
- 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
- $0 for 0 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
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•••••• I••• L• | Private Equity Fund | $542M | 25 | Mar 28, 2022 |
| T•••••• I•• L• | Private Equity Fund | $523M | 21 | Mar 28, 2019 |
| T•••••• I• L• | Private Equity Fund | $334M | 71 | Mar 27, 2015 |
| T•••••• I•••• L• | Private Equity Fund | $132M | 7 | Mar 28, 2019 |
| T•••••• I••••• L• | Private Equity Fund | $123M | 9 | Mar 28, 2022 |
| T•••••• I••• L• | Private Equity Fund | $34.2M | 4 | Mar 4, 2016 |
| T•••••• A•• C•••••••• L• | Private Equity Fund | $17.9M | 7 | Sep 30, 2014 |
| T•••••• I••••• L• | Private Equity Fund | $12.3M | 30 | Mar 28, 2022 |
| T•••••• I•••• L• | Private Equity Fund | $7.3M | 18 | Mar 28, 2019 |
| T•••••• I••• L• | Private Equity Fund | $1.8M | 10 | Mar 27, 2015 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• M••••••• R••• · Managing Partner, Membercontrolsince 08/2019 · owns 10% to 25%
- B•••••• T••••••• F•••••• · Managing Partner, Chief Operations Officer, Chief Compliance Officercontrolsince 01/2014 · owns less than 5%
- L•••• D••••• R••••• · Managing Partner, Membercontrolsince 04/2013 · owns 25% to 50%
- S•••••• P•••••• S••••• · Managing Partner, Membercontrolsince 04/2013 · owns 25% to 50%
Related persons
Schedule D 7.A
- T•••••• A•• C•••••••• G•• L••pooled vehicle sponsory
- T•••••• I• G•• L••pooled vehicle sponsory
- T•••••• I• G•• L••pooled vehicle sponsory
- T•••••• I•• G•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Lehi, UT6 employees
What changed
consecutive filings, newest first
- Advisory employees · 25 to 26May 27, 2025 to Mar 23, 2026
- Charity clients · 0.0 to unsetMay 27, 2025 to Mar 23, 2026
- Corporate clients · 0.0 to unsetMay 27, 2025 to Mar 23, 2026
- HNW clients · 0.0 to unsetMay 27, 2025 to Mar 23, 2026
- Individual clients · 0.0 to unsetMay 27, 2025 to Mar 23, 2026
- Pension plan clients · 0.0 to unsetMay 27, 2025 to Mar 23, 2026
- Employees · 27 to 28May 27, 2025 to Mar 23, 2026
- Discretionary RAUM · $1.7B to $1.9BMay 27, 2025 to Mar 23, 2026
- Pooled vehicle RAUM · $1.7B to $1.9BMay 27, 2025 to Mar 23, 2026
- RAUM · $1.7B to $1.9BMay 27, 2025 to Mar 23, 2026
- Financial planning clients · unset to Mar 24, 2025 to May 27, 2025
- Discretionary RAUM · $1.7B to $1.7BMar 24, 2025 to May 27, 2025
- Pooled vehicle RAUM · $1.7B to $1.7BMar 24, 2025 to May 27, 2025
- RAUM · $1.7B to $1.7BMar 24, 2025 to May 27, 2025
- Advisory employees · 26 to 25May 21, 2024 to Mar 24, 2025
- Employees · 28 to 27May 21, 2024 to Mar 24, 2025
- Discretionary RAUM · $1.7B to $1.7BMay 21, 2024 to Mar 24, 2025
- Pooled vehicle RAUM · $1.7B to $1.7BMay 21, 2024 to Mar 24, 2025
- RAUM · $1.7B to $1.7BMay 21, 2024 to Mar 24, 2025
- Discretionary RAUM · $1.7B to $1.7BMar 13, 2024 to May 21, 2024
- Pooled vehicle RAUM · $1.7B to $1.7BMar 13, 2024 to May 21, 2024
- RAUM · $1.7B to $1.7BMar 13, 2024 to May 21, 2024
- Advisory employees · 23 to 26May 12, 2023 to Mar 13, 2024
- Employees · 25 to 28May 12, 2023 to Mar 13, 2024
- Discretionary RAUM · $1.9B to $1.7BMay 12, 2023 to Mar 13, 2024
- Pooled vehicle RAUM · $1.9B to $1.7BMay 12, 2023 to Mar 13, 2024
- RAUM · $1.9B to $1.7BMay 12, 2023 to Mar 13, 2024
- Discretionary RAUM · $1.9B to $1.9BMar 29, 2023 to May 12, 2023
- Pooled vehicle RAUM · $1.9B to $1.9BMar 29, 2023 to May 12, 2023
- RAUM · $1.9B to $1.9BMar 29, 2023 to May 12, 2023
- Advisory employees · 19 to 23May 9, 2022 to Mar 29, 2023
- Employees · 24 to 25May 9, 2022 to Mar 29, 2023
- Discretionary RAUM · $1.3B to $1.9BMay 9, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $1.3B to $1.9BMay 9, 2022 to Mar 29, 2023
- RAUM · $1.3B to $1.9BMay 9, 2022 to Mar 29, 2023
- Accounts · 7 to 10Jun 14, 2021 to Mar 28, 2022
- Pooled vehicle clients · 7 to 10Jun 14, 2021 to Mar 28, 2022
- Private funds · 7 to 10Jun 14, 2021 to Mar 28, 2022
- Discretionary RAUM · $794M to $1.3BJun 14, 2021 to Mar 28, 2022
- Pooled vehicle RAUM · $794M to $1.3BJun 14, 2021 to Mar 28, 2022
Signals
5 dated events
- T•••••• P••••••• reported RAUM $1.9B, up 54% from $1.3B (2022-05-09 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
- T•••••• P••••••• reported RAUM $1.3B, up 58% from $794.4M (2021-06-14 to 2022-03-28)Mar 28, 2022 · RAUM change · derived
- Ryan Matthew Bowman (Managing Partner, Member) appeared on Schedule A of T•••••• P•••••••Mar 25, 2020 · Control person joined · fact
- T•••••• P••••••• reported RAUM $936.9M, up 144% from $384.7M (2018-03-30 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- T•••••• P••••••• filed its initial SEC registration (Form ADV)Mar 4, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- T•••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- T•••••• P••••••• · Private Equityshared crd · organization
- T•••••• P••••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/tritium-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- tritiumpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 512-493-4100reportedpublic record, Form ADV, May 28, 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