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.

Former SEC-registered adviser

T••••••••

Former SEC-registered adviserLos Angeles, CaliforniaCRD 286384SEC 801-111978IAPD
Legal name T•••••••• P•••••••• L••
Latest filing Mar 26, 2021
First filing on the tape Sep 29, 2017 · 5 filings
RAUM
$90.3M
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
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
$90.3M gross assets
History
5 filings and snapshots on the tape
RAUM$90.3M as of Mar 26, 2021
Mar 28, 2018$111M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2021
Mar 28, 20180 then
Employees (5.A)8 as of Mar 26, 2021
Mar 28, 20186 then
Private funds3 as of Mar 26, 2021
Mar 28, 20182 then
RAUM -21% over the last fiscal year-6.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 2021; 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
$30.1MderivedRAUM 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
-21%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 vehicles, otherreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$90.3M100%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
3reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
absent from the latest SEC rosterderived
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 departureEvery arrival
      Private funds
      5 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      T•••••••• R• F••• I••• L•••Real Estate Fund$65.2M33Mar 18, 2019
      T•••••••• R• F••• I•• L••••••Real Estate Fund$1.4M2Dec 3, 2021
      T•••••••• R• F••• I•• V••••••• P••• M•••••• L••Real Estate Fund$911,60824Dec 3, 2021
      T•••••••• R• F••• I•• L•Real Estate Fund$20,00030Sep 29, 2017
      T•••••••• R• F••• I• L•Real Estate Fund$20,0005Sep 29, 2017
      Owners and control persons
      Schedule A and B, latest filing
      • B••••••• E••••• E•• · Chief Compliance Officer And M•••••control
        since 04/2013 · owns 25% to 50%
      • K••••• J••••••• S•••• · M•••••control
        since 04/2013 · owns 25% to 50%
      • K•••••• J•••••• M•••••• · M•••••control
        since 04/2013 · owns 25% to 50%
      Related persons
      Schedule D 7.A
      • T•••••••• R• F••• I• G•••••• P••••••• L••
        pooled vehicle sponsory
      • T•••••••• R• F••• I• G•••••• P••••••• L••
        pooled vehicle sponsory
      • T•••••••• R• F••• I•• G•••••• P••••••• L••
        pooled vehicle sponsory
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Discretionary RAUM · $114M to $90.3M
        Mar 23, 2020 to Mar 26, 2021
      • Pooled vehicle RAUM · $114M to $90.3M
        Mar 23, 2020 to Mar 26, 2021
      • RAUM · $114M to $90.3M
        Mar 23, 2020 to Mar 26, 2021
      • Advisory employees · 6 to 5
        Mar 18, 2019 to Mar 23, 2020
      • Discretionary RAUM · $131M to $114M
        Mar 18, 2019 to Mar 23, 2020
      • Pooled vehicle RAUM · $131M to $114M
        Mar 18, 2019 to Mar 23, 2020
      • RAUM · $131M to $114M
        Mar 18, 2019 to Mar 23, 2020
      • Accounts · 2 to 3
        Mar 28, 2018 to Mar 18, 2019
      • Advisory employees · 5 to 6
        Mar 28, 2018 to Mar 18, 2019
      • Pooled vehicle clients · 2 to 3
        Mar 28, 2018 to Mar 18, 2019
      • Employees · 6 to 8
        Mar 28, 2018 to Mar 18, 2019
      • Private funds · 2 to 3
        Mar 28, 2018 to Mar 18, 2019
      • Discretionary RAUM · $111M to $131M
        Mar 28, 2018 to Mar 18, 2019
      • Pooled vehicle RAUM · $111M to $131M
        Mar 28, 2018 to Mar 18, 2019
      • RAUM · $111M to $131M
        Mar 28, 2018 to Mar 18, 2019
      • Charity clients · unset to 0.0
        Sep 29, 2017 to Mar 28, 2018
      • Corporate clients · unset to 0.0
        Sep 29, 2017 to Mar 28, 2018
      • HNW clients · unset to 0.0
        Sep 29, 2017 to Mar 28, 2018
      • Individual clients · unset to 0.0
        Sep 29, 2017 to Mar 28, 2018
      • Pension plan clients · unset to 0.0
        Sep 29, 2017 to Mar 28, 2018
      • Pooled vehicle clients · unset to 2.0
        Sep 29, 2017 to Mar 28, 2018
      • Assets in custody · 102500000.0 to unset
        Sep 29, 2017 to Mar 28, 2018
      • Custody of client assets · true to false
        Sep 29, 2017 to Mar 28, 2018
      • Other offices · unset to 0.0
        Sep 29, 2017 to Mar 28, 2018
      • Discretionary RAUM · $103M to $111M
        Sep 29, 2017 to Mar 28, 2018
      • Pooled vehicle RAUM · unset to 110801763.0
        Sep 29, 2017 to Mar 28, 2018
      • RAUM · $103M to $111M
        Sep 29, 2017 to Mar 28, 2018
      Signals
      1 dated events
      • Tryperion filed its initial SEC registration (Form ADV)
        Sep 29, 2017 · 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
      Firm profile
      LINKEDIN.COM/COMPANY/T••••••••-PARTNERSreportedpublic record, Form ADV, Sep 19, 2026
      Website
      T••••••••.COMreportedpublic record, Form ADV, Sep 19, 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
      Former SEC-registered adviserderiveda 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
      Across the graphs

      T•••••••• is the same institution as 1 record in Real Estate Funds.

      Real Estate Funds1

      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…