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• F•••••• T•••• M••••••••• L•••
Latest filing Mar 27, 2026
First filing on the tape Jul 18, 2017 · 18 filings
SEC status approved since Aug 23, 2017
RAUM
$4.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$2.2B
derived; firm RAUM over IAPD count
Employees
19
19 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$4.4B as of Mar 27, 2026
Mar 29, 2018$3.4B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 29, 20180 then
Employees (5.A)19 as of Mar 27, 2026
Mar 29, 201817 then
Private funds: no history
RAUM +18% over the last fiscal year-7.4% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
- RAUM per advisor
- $2.2BderivedRAUM 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
- $4.4BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 9.5derivedItem 5.A over advisors
- Advisors per office
- 0.7derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- fixed fees, otherreportedItem 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
- 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)
- 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$4.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- fixedreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=1.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- D•••••••• M•••••• L•••• · Chief Accounting Officercontrolsince 02/2021 · owns less than 5%
- H•••••• R••••••• J•••• · Chief Compliance Officercontrolsince 02/2021 · owns less than 5%
- K••••• J••••• · Vice Presidentcontrolsince 01/2023 · owns less than 5%
- W•••••••• S•••••• A••••• · Treasurercontrolsince 02/2021 · owns less than 5%
Entity owners
- T•• R••• E••••• A•••••••• L•• · General Partnerdirect · owns 75% or more
- T•• G•••• H••••••• ••••• L••• · L•••••• Partnerindirect · owns 50% to 75% of T•• O•••••••• G•••• I•• L•••
- T•• H••••••• I• S••• L••• · Managing M•••••indirect · owns 75% or more of T•• R••• E••••• A•••••••• L••
- T•• O•••••••• G•••• I•• L••• · General Partnerindirect · owns 75% or more of T•• H••••••• I• S••• L•••
- T•• N•• H•••••••• L•• · L•••••• Partnerindirect · owns 75% or more of T•• G•••• H••••••• ••••• L•••
- T•• P•••••• H•••••••• L••• · Shareholderindirect · owns 75% or more of T•• N•• H•••••••• L••
Related persons
Schedule D 7.A
- A• A•••• G• L••bankpooled vehicle sponsorn
- A• A•• L••bankpooled vehicle sponsorn
- A• A•••••• G• L••bankpooled vehicle sponsorn
- A• A••• C••••• G•• L••bankpooled vehicle sponsorn
- A• A••• I• L••bankpooled vehicle sponsorn
- A• A••• I•• L••bankpooled vehicle sponsorn
- A• A••• I• L••bankpooled vehicle sponsorn
- A• A••• L••bankpooled vehicle sponsorn
- A• A••• V• L••bankpooled vehicle sponsorn
- A• A•••• B•••• C••••• G•• L••bankpooled vehicle sponsorn
- A• C•••••• R••••••• V••• L••bankpooled vehicle sponsorn
- A• C•••••• S•••••••• G•• L••bankpooled vehicle sponsorn
- A• C••••• S••••• G• L••bankpooled vehicle sponsorn
- A• C•• E••••• F••• G•• L••bankpooled vehicle sponsorn
- A• C•••••••• C••••• O••••••••• G• L••pooled vehicle sponsorn
- A• C••••• S•••••••• F••• G•• L••bankpooled vehicle sponsorn
- A• C••••• S•••••••• F••• I• G•• L••bankpooled vehicle sponsorn
- A• C•••• G• L••bankpooled vehicle sponsorn
- A• C•••• I• G• L••bankpooled vehicle sponsorn
- A• C•••• I•• G• L••bankpooled vehicle sponsorn
- A• C•••• •••••• D••••••••• F••• G•• L••bankpooled vehicle sponsorn
- A• D••••• L•••••• E•••••••• F••• G•• L••bankpooled vehicle sponsorn
- A• D••••• L•••••• F••• ••• G•• L••pooled vehicle sponsorn
- A• D••••• L•••••• F••• ••• G•• L••bankpooled vehicle sponsorn
- A• D••••• L•••••• F••• G•• L••bankpooled vehicle sponsorn
- A• D••••• L•••••• F••• I• G•• L••bankpooled vehicle sponsorn
- A• D••••• L•••••• F••• I•• G•• L••bankpooled vehicle sponsorn
- A• D••••• L•••••• F••• I• A•••• G•• L••bankpooled vehicle sponsorn
- A• D••••• L•••••• F••• I• G•• L••bankpooled vehicle sponsorn
- A• D••••• L•••••• F••• V• G•• L••bankpooled vehicle sponsorn
Advisers that list T•• R• F•••••• T•••• M••••••••• L••• as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Fort Worth, Tx · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- New York, NY16 employees
- San Francisco, CA2 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- large related person networkStatic outlier · filing Mar 27, 2026related persons on Schedule D 7.A of 376.0 against a peer median of 7.0 (850 comparable advisers, 100.0th percentile, 83.0 robust deviations)peers: ASSET_M••••••, $1B to $5B (850) · 100% percentile
What changed
consecutive filings, newest first
- Advisory employees · 18 to 19Mar 28, 2025 to Mar 27, 2026
- BD registered reps · 0 to 1Mar 28, 2025 to Mar 27, 2026
- Employees · 18 to 19Mar 28, 2025 to Mar 27, 2026
- Discretionary RAUM · $3.7B to $4.4BMar 28, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $3.7B to $4.4BMar 28, 2025 to Mar 27, 2026
- RAUM · $3.7B to $4.4BMar 28, 2025 to Mar 27, 2026
- Advisory employees · 19 to 18Sep 27, 2024 to Mar 28, 2025
- Employees · 19 to 18Sep 27, 2024 to Mar 28, 2025
- Financial planning clients · unset to Sep 27, 2024 to Mar 28, 2025
- Discretionary RAUM · $4.2B to $3.7BSep 27, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $4.2B to $3.7BSep 27, 2024 to Mar 28, 2025
- RAUM · $4.2B to $3.7BSep 27, 2024 to Mar 28, 2025
- Related insurance company · true to falseSep 27, 2024 to Mar 28, 2025
- Discretionary RAUM · $5.5B to $4.2BDec 1, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $5.5B to $4.2BDec 1, 2023 to Mar 28, 2024
- RAUM · $5.5B to $4.2BDec 1, 2023 to Mar 28, 2024
- Discretionary RAUM · $5.2B to $5.5BJun 28, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $5.2B to $5.5BJun 28, 2022 to Mar 30, 2023
- RAUM · $5.2B to $5.5BJun 28, 2022 to Mar 30, 2023
- Related insurance company · false to trueJun 28, 2022 to Mar 30, 2023
- Advisory employees · 16 to 19Feb 11, 2022 to Mar 30, 2022
- Employees · 16 to 19Feb 11, 2022 to Mar 30, 2022
- Discretionary RAUM · $4.9B to $5.2BFeb 11, 2022 to Mar 30, 2022
- Pooled vehicle RAUM · $4.9B to $5.2BFeb 11, 2022 to Mar 30, 2022
- RAUM · $4.9B to $5.2BFeb 11, 2022 to Mar 30, 2022
- Advisory employees · 21 to 16May 15, 2020 to Mar 30, 2021
- Employees · 21 to 16May 15, 2020 to Mar 30, 2021
- Discretionary RAUM · $5.9B to $4.9BMay 15, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $5.9B to $4.9BMay 15, 2020 to Mar 30, 2021
- RAUM · $5.9B to $4.9BMay 15, 2020 to Mar 30, 2021
- Advisory employees · 17 to 21Mar 29, 2019 to Mar 30, 2020
- Employees · 17 to 21Mar 29, 2019 to Mar 30, 2020
- Discretionary RAUM · $4.5B to $5.9BMar 29, 2019 to Mar 30, 2020
- Pooled vehicle RAUM · $4.5B to $5.9BMar 29, 2019 to Mar 30, 2020
- RAUM · $4.5B to $5.9BMar 29, 2019 to Mar 30, 2020
- Discretionary RAUM · $3.4B to $4.5BMar 29, 2018 to Mar 29, 2019
- Pooled vehicle RAUM · $3.4B to $4.5BMar 29, 2018 to Mar 29, 2019
- RAUM · $3.4B to $4.5BMar 29, 2018 to Mar 29, 2019
- Pooled vehicle clients · unset to 1.0Aug 9, 2017 to Mar 29, 2018
- Other offices · unset to 2.0Aug 9, 2017 to Mar 29, 2018
Signals
23 dated events
- Nmn David Bonderman (Shareholder) no longer on Schedule A of T•• R• F•••••• T•••• M••••••••• L••• (listed 2024-03-28, absent 2024-09-27)Sep 27, 2024 · Control person left · inference
- George James Coulter (Shareholder) no longer on Schedule A of T•• R• F•••••• T•••• M••••••••• L••• (listed 2024-03-28, absent 2024-09-27)Sep 27, 2024 · Control person left · inference
- John Matthew Coleman (Vice President) no longer on Schedule A of T•• R• F•••••• T•••• M••••••••• L••• (listed 2023-12-01, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- J Deborah Ginsberg (Vice President) no longer on Schedule A of T•• R• F•••••• T•••• M••••••••• L••• (listed 2023-12-01, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- B••••••• B••••••• (General Counsel) no longer on Schedule A of T•• R• F•••••• T•••• M••••••••• L••• (listed 2023-12-01, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- B••••••• B••••••• (General Counsel) appeared on Schedule A of T•• R• F•••••• T•••• M••••••••• L•••Dec 1, 2023 · Control person joined · fact
- Nolan Ken Murphy (Vice President) no longer on Schedule A of T•• R• F•••••• T•••• M••••••••• L••• (listed 2023-03-30, absent 2023-12-01)Dec 1, 2023 · Control person left · inference
- Jordan Kolar (Vice President) appeared on Schedule A of T•• R• F•••••• T•••• M••••••••• L•••Mar 30, 2023 · Control person joined · fact
- Alan Peter Smith (Vice President) no longer on Schedule A of T•• R• F•••••• T•••• M••••••••• L••• (listed 2021-10-28, absent 2022-02-11)Feb 11, 2022 · Control person left · inference
- Russell Robert Foley (Chief Financial Officer) no longer on Schedule A of T•• R• F•••••• T•••• M••••••••• L••• (listed 2021-10-28, absent 2022-02-11)Feb 11, 2022 · Control person left · inference
- Louis Martin Davidson (Chief Accounting Officer) appeared on Schedule A of T•• R• F•••••• T•••• M••••••••• L•••Feb 11, 2022 · Control person joined · fact
- Nolan Ken Murphy (Vice President) appeared on Schedule A of T•• R• F•••••• T•••• M••••••••• L•••Feb 11, 2022 · Control person joined · fact
- Andrew Steven Willmann (Treasurer) appeared on Schedule A of T•• R• F•••••• T•••• M••••••••• L•••Feb 11, 2022 · Control person joined · fact
- J Deborah Ginsberg (Vice President) appeared on Schedule A of T•• R• F•••••• T•••• M••••••••• L•••Mar 30, 2021 · Control person joined · fact
- Alan Peter Smith (Vice President) appeared on Schedule A of T•• R• F•••••• T•••• M••••••••• L•••Mar 30, 2021 · Control person joined · fact
- Russell Robert Foley (Chief Financial Officer) appeared on Schedule A of T•• R• F•••••• T•••• M••••••••• L•••Mar 30, 2021 · Control person joined · fact
- Nolan Ken Murphy (Vice President) no longer on Schedule A of T•• R• F•••••• T•••• M••••••••• L••• (listed 2020-05-15, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Andrew Steven Willmann (Treasurer) no longer on Schedule A of T•• R• F•••••• T•••• M••••••••• L••• (listed 2020-05-15, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Louis Martin Davidson (Chief Accounting Officer) no longer on Schedule A of T•• R• F•••••• T•••• M••••••••• L••• (listed 2020-05-15, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- T•• R• F•••••• T•••• M••••••••• L••• reported RAUM $5.9B, up 30% from $4.5B (2019-03-29 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Stephen Rose (Assistant Treasurer) no longer on Schedule A of T•• R• F•••••• T•••• M••••••••• L••• (listed 2019-03-29, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- T•• R• F•••••• T•••• M••••••••• L••• reported RAUM $4.5B, up 35% from $3.4B (2018-03-29 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- T•• R• F•••••• T•••• M••••••••• L••• filed its initial SEC registration (Form ADV)Jul 18, 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
- Website
- H••••://WWW.TPG.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 817-871-4000reportedpublic record, Form ADV, Mar 27, 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
- $2.2Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026