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•••••• P••••••• L•
Latest filing Jul 8, 2026
First filing on the tape Apr 20, 2016 · 17 filings
SEC status approved since May 31, 2016
RAUM
$955M
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
8
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$955M as of Jul 8, 2026
Mar 30, 2017$246M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 8, 2026
Mar 30, 20170 then
Employees (5.A)8 as of Jul 8, 2026
Mar 30, 20178 then
Private funds3 as of Jul 8, 2026
Mar 30, 20171 then
RAUM -12% over the last fiscal year+19% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 8, 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
- $159MderivedRAUM 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
- -12%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
- 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)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$955M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- 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=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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•••••••• C•••••• M••••• F••• L• | Hedge Fund | $725M | 102 | Sep 28, 2016 |
| T•••••••• C••••••••• F••• L• | Private Equity Fund | $22.9M | 16 | Mar 26, 2020 |
| T•••••••• C••••••••• F••• S•• I• L• | Private Equity Fund | $3.9M | 6 | Mar 23, 2022 |
Owners and control persons
Schedule A and B, latest filing
- M••••• M•••• C••••••••• · Chief Investment Officer / Limited Partnercontrolsince 11/2015 · owns 50% to 75%
- N•••••••• A••• B••• · Trustee - T•• M••• C• M•••• 2••• I••••••••• F••••• T••••controlsince 11/2015 · owns 25% to 50%
- S•••••••• E•••••• J•• · Chief Compliance Officer & Chief Financial Officercontrolsince 03/2023 · owns less than 5%
- M••••• M•••• C••••••••• · Membercontrolsince 11/2015 · owns 50% to 75% of T•••••••• C•••••• P••••••• L••
- N•••••••• A••• B••• · Trusteecontrolsince 11/2015 · owns F of T•• M••• C• M•••• 2••• I••••••••• F••••• T••••
Entity owners
- T•• M••• C• M•••• 2••• I••••••••• F••••• T•••• · Limited Partnerdirect · owns 25% to 50%
- T•••••••• C•••••• P••••••• L•• · General Partnerdirect · owns less than 5%
- T•• M••• C• M•••• 2••• I••••••••• F••••• T•••• · Memberindirect · owns 25% to 50% of T•••••••• C•••••• P••••••• L••
Related persons
Schedule D 7.A
- T•••••••• C•••••• G• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Employees · 9 to 8Mar 31, 2026 to Jul 8, 2026
- Advisory employees · 7 to 6Mar 31, 2025 to Mar 31, 2026
- Employees · 10 to 9Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.1B to $955MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.1B to $955MMar 31, 2025 to Mar 31, 2026
- RAUM · $1.1B to $955MMar 31, 2025 to Mar 31, 2026
- Advisory employees · 6 to 7Mar 28, 2024 to Mar 31, 2025
- Employees · 9 to 10Mar 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $752M to $1.1BMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $752M to $1.1BMar 28, 2024 to Mar 31, 2025
- RAUM · $752M to $1.1BMar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $570M to $752MMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $570M to $752MMar 31, 2023 to Mar 28, 2024
- RAUM · $570M to $752MMar 31, 2023 to Mar 28, 2024
- Advisory employees · 5 to 6Sep 13, 2022 to Mar 31, 2023
- Employees · 8 to 9Sep 13, 2022 to Mar 31, 2023
- Discretionary RAUM · $919M to $570MSep 13, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $919M to $570MSep 13, 2022 to Mar 31, 2023
- RAUM · $919M to $570MSep 13, 2022 to Mar 31, 2023
- Accounts · 5 to 6Mar 26, 2021 to Mar 23, 2022
- Advisory employees · 4 to 5Mar 26, 2021 to Mar 23, 2022
- Pooled vehicle clients · 5 to 6Mar 26, 2021 to Mar 23, 2022
- Private funds · 2 to 3Mar 26, 2021 to Mar 23, 2022
- Discretionary RAUM · $986M to $919MMar 26, 2021 to Mar 23, 2022
- Pooled vehicle RAUM · $986M to $919MMar 26, 2021 to Mar 23, 2022
- RAUM · $986M to $919MMar 26, 2021 to Mar 23, 2022
- Advisory employees · 3 to 4Mar 26, 2020 to Mar 26, 2021
- Employees · 6 to 8Mar 26, 2020 to Mar 26, 2021
- Discretionary RAUM · $541M to $986MMar 26, 2020 to Mar 26, 2021
- Pooled vehicle RAUM · $541M to $986MMar 26, 2020 to Mar 26, 2021
- RAUM · $541M to $986MMar 26, 2020 to Mar 26, 2021
- Accounts · 3 to 5Jul 23, 2019 to Mar 26, 2020
- Pooled vehicle clients · 3 to 5Jul 23, 2019 to Mar 26, 2020
- Employees · 3 to 6Jul 23, 2019 to Mar 26, 2020
- Other offices · 1 to 0Jul 23, 2019 to Mar 26, 2020
- Private funds · 1 to 2Jul 23, 2019 to Mar 26, 2020
- Discretionary RAUM · $493M to $541MJul 23, 2019 to Mar 26, 2020
- Pooled vehicle RAUM · $493M to $541MJul 23, 2019 to Mar 26, 2020
- RAUM · $493M to $541MJul 23, 2019 to Mar 26, 2020
Signals
10 dated events
- T•••••••• C•••••• P••••••• L• reported RAUM $1.1B, up 44% from $752.3M (2024-03-28 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- T•••••••• C•••••• P••••••• L• reported RAUM $752.3M, up 32% from $570.2M (2023-03-31 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- T•••••••• C•••••• P••••••• L• reported RAUM $570.2M, down 38% from $918.8M (2022-09-13 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Stephan Greg Koskinas (Chief Operating Officer & Chief Compliance Officer) no longer on Schedule A of T•••••••• C•••••• P••••••• L• (listed 2022-09-13, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- J. Edward Scollins (Chief Compliance Officer & Chief Financial Officer) appeared on Schedule A of T•••••••• C•••••• P••••••• L•Mar 31, 2023 · Control person joined · fact
- Mulligan Kelly Uller (Chief Financial Officer) no longer on Schedule A of T•••••••• C•••••• P••••••• L• (listed 2020-03-26, absent 2021-03-26)Mar 26, 2021 · Control person left · inference
- T•••••••• C•••••• P••••••• L• reported RAUM $986.2M, up 82% from $540.7M (2020-03-26 to 2021-03-26)Mar 26, 2021 · RAUM change · derived
- Kim Soyoun Song (Managing Director) no longer on Schedule A of T•••••••• C•••••• P••••••• L• (listed 2018-12-10, absent 2019-03-26)Mar 26, 2019 · Control person left · inference
- T•••••••• C•••••• P••••••• L• reported RAUM $490.0M, up 99% from $246.2M (2017-08-21 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- T•••••••• C•••••• P••••••• L• filed its initial SEC registration (Form ADV)Apr 20, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- T•••••••• C•••••• P••••••• L• · Independent Sponsorsshared crd · capital_provider
- T•••••••• C•••••• P••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- T••••••••CAP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-443-2080reportedpublic record, Form ADV, Jul 8, 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