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••• P•••• C•••••• L••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 281731SEC 801-106871website IAPD

Latest filing Apr 30, 2026

First filing on the tape Oct 29, 2015 · 24 filings

SEC status approved since Nov 4, 2015

RAUM

$356M

reported, Item 5.F

Discretionary

86%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

10 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

24 filings and snapshots on the tape

RAUM$356M as of Apr 30, 2026

Mar 27, 2017$92.4M then

HNW client RAUM$0 as of Apr 30, 2026

Mar 28, 2018$1.8M then

State-registered IARs (5.B.3)0 as of Apr 30, 2026

Mar 21, 20160 then

Employees (5.A)10 as of Apr 30, 2026

Mar 21, 20164 then

Private funds5 as of Apr 30, 2026

Mar 27, 20171 then

RAUM +6.1% over the last fiscal year-12% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Apr 30, 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: $71.2MderivedRAUM over accounts (5.F.2.f)
Discretionary: 86%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: +6.1%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: +0.0%derived
Compensation: percentage of assets, fixed fees, performance-basedreportedItem 5.E
Advisory activities: portfolio management for individuals, 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)
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

Pooled investment vehicles$356M100%

Individual clients: 1reported
HNW clients: 0reported
Pension plan clients: 0reported
Charitable clients: 0reported
Accounts: 5reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $0 for 0 clientsreported
Compensation: % of AUM, fixed, 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

Every departure Every arrival

Private funds

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

Fund	Type	Gross assets	Owners	First reported
T•• S••••••• I•••••••• L•	Private Equity Fund	$151M	13	Mar 30, 2020
C• I••••••••• L••	Other Private Fund	$106M	3	Mar 31, 2023
T•• A• I•••••••• L•	Private Equity Fund	$69.9M	6	Mar 30, 2022
T•• F• I•••••••• L•	Private Equity Fund	$60.0M	17	Mar 29, 2021
T•• C••••• I•••••••• L•	Private Equity Fund	$31.8M	12	Mar 28, 2018
T•• B•••••••• I•••••••• L•	Private Equity Fund	$28.5M	24	Aug 23, 2016
T•• S••••••• I•••••••• I• L•	Private Equity Fund	$18.5M	12	Mar 31, 2023
E• I•••••••• L••	Other Private Fund	$17.7M	6	Mar 31, 2023
T•• U•• L••	Private Equity Fund	$3.3M	2	Mar 29, 2024
I• B•••••••• L•	Private Equity Fund	$1.5M	12	Mar 30, 2020
T•• O•••••• I•••••••• L•no longer reported	Private Equity Fund	$0	12	Mar 30, 2020

Owners and control persons

Schedule A and B, latest filing

B•••• H•••••• J••••••• · Partnercontrol
since 01/2019 · owns less than 5%
G•••••• L•••••••• H••• · Managing Partnercontrol
since 01/2019 · owns less than 5%
S••• M•••••• · Chief Compliance Officercontrol
since 01/2019 · owns less than 5%
G•••••• L•••••••• H••• · Ownercontrol
since 08/2015 · owns 75% or more of L• C•••••• I•••••••• L••

Entity owners

2• S••••• L•• · Owner
direct · owns 75% or more
L• C•••••• I•••••••• L•• · Owner
indirect · owns 75% or more of 2• S••••• L••

Related persons

Schedule D 7.A

T•• A• I•••••••• G• L••
pooled vehicle sponsorn
T•• C••••• I•••••••• G• L••
pooled vehicle sponsorn
T•• F• I•••••••• G• L••
pooled vehicle sponsorn
T•• S••••••• I•••••••• G• L••
pooled vehicle sponsorn
T•• S••••••• I•••••••• I• G• L••
pooled vehicle sponsorn

Advisers that list T••• P•••• C•••••• L•• as a related person

173291 y

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Discretionary RAUM · $318M to $308M
Mar 31, 2026 to Apr 30, 2026
Pooled vehicle RAUM · $366M to $356M
Mar 31, 2026 to Apr 30, 2026
RAUM · $366M to $356M
Mar 31, 2026 to Apr 30, 2026
Advisory employees · 9 to 10
Apr 30, 2025 to Mar 31, 2026
Employees · 9 to 10
Apr 30, 2025 to Mar 31, 2026
Discretionary RAUM · $316M to $318M
Apr 30, 2025 to Mar 31, 2026
Non-discretionary RAUM · $19.0M to $48.2M
Apr 30, 2025 to Mar 31, 2026
Pooled vehicle RAUM · $335M to $366M
Apr 30, 2025 to Mar 31, 2026
RAUM · $335M to $366M
Apr 30, 2025 to Mar 31, 2026
Accounts · 8 to 5
Apr 4, 2024 to Apr 30, 2025
Pooled vehicle clients · 7 to 5
Apr 4, 2024 to Apr 30, 2025
Assets in custody · $5.3M to $0
Apr 4, 2024 to Apr 30, 2025
Financial planning clients · unset to
Apr 4, 2024 to Apr 30, 2025
Private funds · 7 to 5
Apr 4, 2024 to Apr 30, 2025
Discretionary RAUM · $388M to $316M
Apr 4, 2024 to Apr 30, 2025
Non-discretionary RAUM · $17.7M to $19.0M
Apr 4, 2024 to Apr 30, 2025
Pooled vehicle RAUM · $404M to $335M
Apr 4, 2024 to Apr 30, 2025
RAUM · $406M to $335M
Apr 4, 2024 to Apr 30, 2025
Accounts · 9 to 8
Apr 28, 2023 to Mar 29, 2024
Advisory employees · 7 to 9
Apr 28, 2023 to Mar 29, 2024
Charity clients · unset to 0.0
Apr 28, 2023 to Mar 29, 2024
Corporate clients · unset to 0.0
Apr 28, 2023 to Mar 29, 2024
HNW clients · unset to 0.0
Apr 28, 2023 to Mar 29, 2024
Individual clients · unset to 1.0
Apr 28, 2023 to Mar 29, 2024
Pension plan clients · unset to 0.0
Apr 28, 2023 to Mar 29, 2024
Pooled vehicle clients · 9 to 7
Apr 28, 2023 to Mar 29, 2024
Assets in custody · $0 to $5.3M
Apr 28, 2023 to Mar 29, 2024
Employees · 7 to 9
Apr 28, 2023 to Mar 29, 2024
Private funds · 9 to 7
Apr 28, 2023 to Mar 29, 2024
Discretionary RAUM · $395M to $388M
Apr 28, 2023 to Mar 29, 2024
Individual RAUM · unset to 0.0
Apr 28, 2023 to Mar 29, 2024
Non-discretionary RAUM · $128M to $17.7M
Apr 28, 2023 to Mar 29, 2024
Pension RAUM · unset to 0.0
Apr 28, 2023 to Mar 29, 2024
Pooled vehicle RAUM · $523M to $404M
Apr 28, 2023 to Mar 29, 2024
RAUM · $523M to $406M
Apr 28, 2023 to Mar 29, 2024
Accounts · 6 to 9
May 18, 2022 to Mar 31, 2023
Advisory employees · 9 to 7
May 18, 2022 to Mar 31, 2023
Advisory activities · 1 to 2
May 18, 2022 to Mar 31, 2023
Pooled vehicle clients · 6 to 9
May 18, 2022 to Mar 31, 2023
Employees · 10 to 7
May 18, 2022 to Mar 31, 2023

Signals

5 dated events

T••• P•••• C•••••• L•• reported RAUM $523.5M, up 26% from $414.0M (2022-05-18 to 2023-03-31)
Mar 31, 2023 · RAUM change · derived
Evan Jonathan Friesel (Manager) no longer on Schedule A of T••• P•••• C•••••• L•• (listed 2022-05-18, absent 2023-03-31)
Mar 31, 2023 · Control person left · inference
T••• P•••• C•••••• L•• reported RAUM $476.4M, up 229% from $144.9M (2019-04-29 to 2020-03-30)
Mar 30, 2020 · RAUM change · derived
Miranda Sun (Chief Compliance Officer) appeared on Schedule A of T••• P•••• C•••••• L••
Mar 28, 2019 · Control person joined · fact
T••• P•••• C•••••• L•• filed its initial SEC registration (Form ADV)
Oct 29, 2015 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

T••• P•••• C•••••• L•• · Independent Sponsors
shared crd · capital_provider
T••• P•••• C•••••• L•• · Private Equity
shared crd · organization

How to reach

public business contact points only, each with its source

Website: T•••P••••CAP.COMreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 3475945598reportedpublic record, Form ADV, Apr 30, 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