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•••••• R••• P•••••••• L•••
Latest filing Mar 30, 2026
First filing on the tape Mar 20, 2017 · 19 filings
SEC status approved since Oct 27, 2017
RAUM
$1.4B
reported, Item 5.F
Discretionary
99%
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
21
12 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
10
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$1.4B as of Mar 30, 2026
Mar 29, 2018$64.1M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 29, 20180 then
Employees (5.A)21 as of Mar 30, 2026
Mar 29, 20187 then
Private funds10 as of Mar 30, 2026
Mar 29, 20185 then
RAUM +17% over the last fiscal year+16% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 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
- $125MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $975M, 11 clientsreportedItem 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $975M for 11 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.99 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
13 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•••••• R••• F••• I• L• | Private Equity Fund | $494M | 66 | Mar 31, 2021 |
| T•••••• R••• F••• I•• L• | Private Equity Fund | $269M | 58 | Mar 28, 2024 |
| T•••••• R••• F••• I• L• | Private Equity Fund | $190M | 63 | Mar 20, 2017 |
| T•••••• R••• C••••••••• F••• I•• L•• | Private Equity Fund | $65.4M | 5 | Mar 31, 2021 |
| T•••••• R••• O••••••• F••• I• L• | Private Equity Fund | $38.0M | 7 | Mar 29, 2018 |
| T•••••• R••• D••• L•• | Private Equity Fund | $31.8M | 6 | Mar 29, 2018 |
| E••••••• F••• P•••••• D••• F••• L•• | Hedge Fund | $25.1M | 3 | Mar 31, 2022 |
| T•• F••• I•• C• L• | Private Equity Fund | $25.0M | 1 | Mar 28, 2024 |
| T•••••• R••• S•• L•• | Private Equity Fund | $3.3M | 6 | Mar 28, 2019 |
| T•••••• R••• C••••••••• F••• I• L•• | Private Equity Fund | $1.7M | 2 | Mar 29, 2018 |
| T•••••• R••• F••••• L••no longer reported | Private Equity Fund | $864,691 | 5 | Mar 28, 2019 |
| T•••••• R••• P• F••• L•• | Private Equity Fund | $645,499 | 3 | Mar 28, 2019 |
| T•••••• R••• C••••••••• F••• I• L••no longer reported | Private Equity Fund | $77,127 | 5 | Sep 29, 2017 |
Owners and control persons
Schedule A and B, latest filing
- A••••• S•••• •••• · Chief Compliance Officer And Presidentcontrolsince 12/2016 · owns 10% to 25%
- C••••••• M•••••• A•••••••• · Managing Partnercontrolsince 12/2016 · owns 25% to 50%
- H•••••••• J•••• M•••••• · Chief Operating Officercontrolsince 01/2024 · owns less than 5%
- M•••••• D••••• S••••• · Partnercontrolsince 12/2016 · owns 25% to 50%
- C••••••• M•••••• A•••••••• · Managing Membercontrolsince 12/2016 · owns 25% to 50% of T•• M••••••••• G• L••
- M•••••• D••••• S••••• · Membercontrolsince 12/2016 · owns 25% to 50% of T•• M••••••••• G• L••
Entity owners
- T•• M••••••••• G• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- T•• S•••••••• E••••••• F••• L••pooled vehicle sponsorn
- T•••••• R••• P••••••• G• I• L••pooled vehicle sponsorn
- T•••••• R••• P••••••• G• I•• L••pooled vehicle sponsorn
- T•••••• R••• P••••••• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Alexandria, VA1 employees
- Old Greenwich, CT1 employees
What changed
consecutive filings, newest first
- Private funds · 12 to 10Mar 28, 2025 to Mar 30, 2026
- Accounts · 13 to 11Mar 28, 2025 to Mar 30, 2026
- Advisory employees · 11 to 12Mar 28, 2025 to Mar 30, 2026
- Pooled vehicle clients · 12 to 10Mar 28, 2025 to Mar 30, 2026
- Assets in custody · $835M to $975MMar 28, 2025 to Mar 30, 2026
- Employees · 22 to 21Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.2B to $1.4BMar 28, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $14.7M to $12.0MMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.2B to $1.4BMar 28, 2025 to Mar 30, 2026
- RAUM · $1.2B to $1.4BMar 28, 2025 to Mar 30, 2026
- Accounts · 12 to 13Mar 28, 2024 to Mar 28, 2025
- Advisory employees · 6 to 11Mar 28, 2024 to Mar 28, 2025
- Pooled vehicle clients · 11 to 12Mar 28, 2024 to Mar 28, 2025
- Assets in custody · $683M to $835MMar 28, 2024 to Mar 28, 2025
- Employees · 17 to 22Mar 28, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 28, 2025
- Private funds · 11 to 12Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.1B to $1.2BMar 28, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $15.7M to $14.7MMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.1B to $1.2BMar 28, 2024 to Mar 28, 2025
- RAUM · $1.2B to $1.2BMar 28, 2024 to Mar 28, 2025
- Accounts · 10 to 12Mar 30, 2023 to Mar 28, 2024
- Advisory employees · 8 to 6Mar 30, 2023 to Mar 28, 2024
- Pooled vehicle clients · 9 to 11Mar 30, 2023 to Mar 28, 2024
- Assets in custody · $529M to $683MMar 30, 2023 to Mar 28, 2024
- Employees · 18 to 17Mar 30, 2023 to Mar 28, 2024
- Private funds · 9 to 11Mar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $851M to $1.1BMar 30, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $19.4M to $15.7MMar 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $854M to $1.1BMar 30, 2023 to Mar 28, 2024
- RAUM · $870M to $1.2BMar 30, 2023 to Mar 28, 2024
- Accounts · 11 to 10Apr 21, 2022 to Mar 30, 2023
- Advisory employees · 6 to 8Apr 21, 2022 to Mar 30, 2023
- Pooled vehicle clients · 10 to 9Apr 21, 2022 to Mar 30, 2023
- Assets in custody · $431M to $529MApr 21, 2022 to Mar 30, 2023
- Employees · 13 to 18Apr 21, 2022 to Mar 30, 2023
- Private funds · 10 to 9Apr 21, 2022 to Mar 30, 2023
- Discretionary RAUM · $785M to $851MApr 21, 2022 to Mar 30, 2023
- Non-discretionary RAUM · $21.0M to $19.4MApr 21, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $789M to $854MApr 21, 2022 to Mar 30, 2023
Signals
6 dated events
- T•••••• R••• P•••••••• L••• reported RAUM $1.2B, up 33% from $870.2M (2023-03-30 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Michael John Hamilton (Chief Operating Officer) appeared on Schedule A of T•••••• R••• P•••••••• L•••Mar 28, 2024 · Control person joined · fact
- T•••••• R••• P•••••••• L••• reported RAUM $684.3M, up 48% from $463.0M (2020-04-20 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- T•••••• R••• P•••••••• L••• reported RAUM $463.0M, up 76% from $263.6M (2019-07-12 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- T•••••• R••• P•••••••• L••• reported RAUM $263.6M, up 311% from $64.1M (2018-04-11 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- T•••••• R••• P•••••••• L••• filed its initial SEC registration (Form ADV)Mar 20, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Turning Rock Partners · Independent Sponsorsshared crd · capital_provider
- T•••••• R••• P•••••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- T••••••R•••PARTNERS.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-207-2396reportedpublic record, Form ADV, Mar 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