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•••••• F••• M••••••••• L•••••• P•••••••••
Latest filing Jun 2, 2026
First filing on the tape May 16, 2024 · 6 filings
SEC status approved since Jun 14, 2024
RAUM
$2.0B
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
42
6 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
12
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$2.0B as of Jun 2, 2026
Mar 31, 2025$515M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 2, 2026
Mar 31, 20250 then
Employees (5.A)42 as of Jun 2, 2026
Mar 31, 202539 then
Private funds12 as of Jun 2, 2026
Mar 31, 202511 then
RAUM +287% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jun 2, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- 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
- $68.8MderivedRAUM 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
- +287%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
- 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
- is a broker-dealer (6.A.1)
- 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)
- 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 29reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
12 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T••• C•••••• P•••••• R••• E••••• F••• U• M••••• L•••••• P••••••••• | Real Estate Fund | $294M | 39 | Mar 31, 2022 |
| T••• U• • M••••• P••••••••• L• | Real Estate Fund | $35.1M | 9 | Mar 31, 2023 |
| T••• U• • M••••• P••••••••• L• | Real Estate Fund | $33.6M | 68 | Feb 28, 2019 |
| T••• U• • M••••• P••••••••• L• | Real Estate Fund | $29.1M | 55 | Mar 29, 2024 |
| T• T•••••• H•••••• M•••••• L•no longer reported | Real Estate Fund | $13.2M | 11 | Feb 28, 2019 |
| T••• U• • C••••• S•••• O••••• L••• M••••• L• | Real Estate Fund | $8.3M | 33 | Mar 29, 2024 |
| T••• U• • M••••• P••••••••• L• | Real Estate Fund | $5.4M | 33 | Mar 30, 2017 |
| T• P••••• L•••••• P••••••••• | Real Estate Fund | $4.5M | 1 | Mar 31, 2022 |
| T••• U• • M••••• P••••••••• L• | Real Estate Fund | $3.1M | 20 | Feb 28, 2018 |
| T••• U• • M••••• P••••••••• L• | Real Estate Fund | $2.7M | 76 | Mar 31, 2021 |
| T••• U• • M••••• P••••••••• L• | Real Estate Fund | $226,581 | 37 | Mar 30, 2017 |
| T••• C•••••• U• R••• E••••• D••• F••• I• L•no longer reported | Private Equity Fund | $0 | 0 | Mar 29, 2017 |
Owners and control persons
Schedule A and B, latest filing
- G•••••• M••••• · Founder And Executive Chairmancontrolsince 08/1997 · owns less than 5%
- K••••••• B••••• R•••••• D••• · Presidentcontrolsince 09/2021 · owns less than 5%
- M••••••••• G••••••• · Chief Financial Officer And Chief Operating Officercontrolsince 09/2021 · owns less than 5%
- G•••••• M••••• · Trusteecontrolsince 07/2010 · owns F of T•• G••••• I••••••••• T••••
- G•••••• M••••• · Preferred Shareholdercontrolsince 11/2011 · owns 75% or more of J••••• C•••••• I•••
- H••••••••• J••• · Trusteecontrolsince 11/2021 · owns F of J•• W••••• M•••••••••
- L••••••••• S••••• · Chief Compliance Officersince 09/2021 · owns less than 5%
- S•••••• C•••••••• · Chief Risk Officersince 09/2021 · owns less than 5%
Entity owners
- T••• C•••••• F••• M••••••••• ••••• C••••••••• · General Partnerdirect · owns less than 5%
- T••• C•••••• G•••• L• · Sole L•••••• Partnerdirect · owns 75% or more
- 1•••••• B• U•••••••• L•••••••• C••••••••• · L•••••• Partnerindirect · owns 25% to 50% of T••• C•••••• G•••• L•
- B••••••••• C••••••• I••••••••• I••• · Shareholderindirect · owns 75% or more of 1•••••• B• U•••••••• L•••••••• C•••••••••
- J•• W••••• M••••••••• · Shareholderindirect · owns 75% or more of B••••••••• C••••••• I••••••••• I•••
- J••••• C•••••• I••• · L•••••• Partnerindirect · owns 50% to 75% of T••• C•••••• G•••• L•
- T•• G••••• I••••••••• T•••• · Common Shareholderindirect · owns 75% or more of J••••• C•••••• I•••
- T••• C•••••• G•••• G• I••• · General Partnerindirect · owns F of T••• C•••••• G•••• L•
Related persons
Schedule D 7.A
- T• G•• L••pooled vehicle sponsorn
- T• P••••• G••• I•••pooled vehicle sponsorn
- T••• C•••••• P•••••• R••• E••••• F••• U• M••••• G• C• I•••pooled vehicle sponsorn
- T••• U• • G•• L•pooled vehicle sponsorn
- T••• U• • C••••• S•••• O••••• L••• G•• L•pooled vehicle sponsorn
- T••• U• • G•• L•pooled vehicle sponsorn
- T••• U• • G•• L•pooled vehicle sponsorn
- T••• U• • G•• L•pooled vehicle sponsorn
- T••• U• • G•• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Addison, TX1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $515,402,415 to $1,996,552,283 (+287.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1368 comparable advisers, 99.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 99% percentile
What changed
consecutive filings, newest first
- BD registered reps · 10 to 0Mar 31, 2026 to Jun 2, 2026
- Accounts · 21 to 29Mar 31, 2025 to Mar 31, 2026
- BD registered reps · 11 to 10Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 21 to 29Mar 31, 2025 to Mar 31, 2026
- Employees · 39 to 42Mar 31, 2025 to Mar 31, 2026
- Private funds · 11 to 12Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $515M to $2.0BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $515M to $2.0BMar 31, 2025 to Mar 31, 2026
- RAUM · $515M to $2.0BMar 31, 2025 to Mar 31, 2026
- Accounts · 19 to 21Jun 3, 2024 to Mar 31, 2025
- BD registered reps · 16 to 11Jun 3, 2024 to Mar 31, 2025
- Pooled vehicle clients · 19 to 21Jun 3, 2024 to Mar 31, 2025
- Employees · 44 to 39Jun 3, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jun 3, 2024 to Mar 31, 2025
- HQ state · unset to Jun 3, 2024 to Mar 31, 2025
- Private funds · 10 to 11Jun 3, 2024 to Mar 31, 2025
- Discretionary RAUM · $416M to $515MJun 3, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $416M to $515MJun 3, 2024 to Mar 31, 2025
- RAUM · $416M to $515MJun 3, 2024 to Mar 31, 2025
- Private funds · 20 to 10May 16, 2024 to May 28, 2024
Signals
2 dated events
- T••• C•••••• F••• M••••••••• L•••••• P••••••••• reported RAUM $2.0B, up 287% from $515.4M (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- T••• C•••••• F••• M••••••••• L•••••• P••••••••• filed its initial SEC registration (Form ADV)May 16, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- T••• C•••••• F••• M••••••••• L•••••• P••••••••• · Private Equityshared crd · organization
- T••• C•••••• F••• M••••••••• L•••••• P••••••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/T•••-CAPITAL-CORPORATIONreportedpublic record, Form ADV, Sep 19, 2026
- Website
- T•••CAPITAL.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 604-689-0821reportedpublic record, Form ADV, Jun 2, 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
Across the graphs
T••• C•••••• F••• M••••••••• L•••••• P••••••••• 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.
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