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•••••• N•••• A•••••• L••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 289075SEC 801-111758websiteIAPD
Latest filing Jul 1, 2026
First filing on the tape Aug 28, 2017 · 32 filings
SEC status approved since Sep 28, 2017
RAUM
$6.2B
reported, Item 5.F
Discretionary
76%
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
56
38 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
29
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$6.2B as of Jul 1, 2026
Mar 28, 2018$27.5M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 1, 2026
Mar 28, 20180 then
Employees (5.A)56 as of Jul 1, 2026
Mar 28, 20181 then
Private funds29 as of Jul 1, 2026
Mar 30, 20201 then
RAUM +1.3% over the last fiscal year+22% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 1, 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
$181MderivedRAUM over accounts (5.F.2.f)
Discretionary
76%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
-5.0%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-based, otherreportedItem 5.E
Advisory activities
portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Custody
$1.4B, 23 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
  • 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)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$5.3B100%
  • Corporations and businesses$10.2M0.2%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
34reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$1.4B for 23 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=0.87 institutional_share=0.0 related_bd=false related_bank=true bd_reps=4.0derived
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
      32 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      T•••••• S•••• D•••••••Other Private Fund$2.2B409Mar 31, 2022
      T•••••• I••••••••• C•••• A•••••no longer reportedOther Private Fund$1.0B316Mar 31, 2022
      T•••••• 2•••Other Private Fund$742M252Mar 31, 2021
      T•••••• U••• C•• I• L•••Securitized Asset Fund$500M10Mar 28, 2024
      T•••••• U••• C•• V• L•••Securitized Asset Fund$500M17Mar 28, 2024
      T•••••• I••••••••• C•••• A•••••Other Private Fund$460M267Mar 28, 2024
      T•••••• U••• C•• I•• L•••Securitized Asset Fund$446M16Mar 28, 2024
      T•••••• S••••• F•••Other Private Fund$413M230Mar 31, 2022
      T•••••• U••• C•• I• L•••Securitized Asset Fund$400M9Mar 31, 2022
      S••• A•••••• I••••••••• F••• I• ••••••••• L•Private Equity Fund$398M16Mar 30, 2020
      T•••••• C••••• C•••• T••••Other Private Fund$368M190Mar 31, 2021
      T•••••• U••• C•• I• L•••Securitized Asset Fund$325M15Mar 31, 2023
      T•••••• E••••••• H••• Y••••Other Private Fund$302M609Mar 31, 2021
      T•••••• 2•••no longer reportedOther Private Fund$243M163Mar 31, 2021
      S••• A•••••• I••••••••• F••• I•• L•Private Equity Fund$221M11Mar 30, 2020
      T•••••• 2•••Other Private Fund$202M175Mar 31, 2023
      T•••••• P•••••• D••• S••••••••• ••••••••• S•••Private Equity Fund$189M160Mar 31, 2021
      T•••••• P•• I• C• G•••••• S•••Other Private Fund$175M16Mar 31, 2023
      S••• A•••••• I••••••••• F•••• L•Private Equity Fund$152M51Mar 14, 2013
      T•••••• P•••••• D••• S••••••••• ••••••••• L•Other Private Fund$120M7Mar 31, 2021
      T•••••• G•••• D•••••• C•• E••••• L•Other Private Fund$112M2Mar 31, 2023
      M••••••• P• R•••••• L•Private Equity Fund$87.7M1Mar 31, 2023
      T•••••• P•• I• C••••••••• L•Other Private Fund$83.2M2Mar 31, 2023
      T•••••• P•••••• D••• S••••••••• I• ••••••••• L•Other Private Fund$79.0M1Mar 28, 2024
      M••• U•••• • T•••••• S•••••••• F•••• H••• Y•••• F•••Other Private Fund$49.3M500Mar 30, 2020
      T•••••• I••••• C•••••Other Private Fund$39.8M5Mar 31, 2022
      T•••••• G••••• C•••••no longer reportedOther Private Fund$33.0M5Mar 31, 2021
      T•••••• 2•••Other Private Fund$19.3M12Mar 28, 2024
      T•••••• P•••••• D••• S••••••••• I• ••••••••• S•••Other Private Fund$15.3M40Mar 28, 2024
      T•••••• G••••• S•••• D•••••••no longer reportedOther Private Fund$13.4M5Mar 31, 2022
      S••• A•••••• I••••••••• F••• A••••••••• L•Private Equity Fund$12.1M7Mar 14, 2013
      S••••no longer reportedOther Private Fund$3.9M79Mar 31, 2021
      Owners and control persons
      Schedule A and B, latest filing
      • C••••••• M•••••• · President And Chairman Of The Boardcontrol
        since 12/2017 · owns less than 5%
      • G••••••••• F••••••• · Director, Deputy Chief Executive Officer Of T•••••• I••••••••• M•••••••••, Global Head Of Salescontrol
        since 06/2019 · owns less than 5%
      • B•••••••• A••• E•••••••• · Director, General Counsel And Secretary
        since 06/2021 · owns less than 5%
      • E••••••• W•••••• · Chief Compliance Officer
        since 08/2023 · owns less than 5%
      • V••••••••• T••••• · Director And Vice President Of Human Resources
        since 07/2023 · owns less than 5%
      • F••••••••• A••••••• D• · Owner
        since 12/2002 · owns 75% or more of A••••
      Entity owners
      • T•••••• C•••••• S•• · Sole Member
        direct · owns 75% or more
      • T•••••• C•••••• A••••••• · Owner
        indirect · owns 75% or more of T•••••• C•••••• C•••••••••
      • T•••••• C•••••• A••••••• · Owner
        indirect · owns 50% to 75% of T•••••• C•••••• S••
      • T•••••• C•••••• C••••••••• · Owner
        indirect · owns F of T•••••• C•••••• S••
      • A•••• · Owner
        indirect · owns 25% to 50% of T•••••• C•••••• A•••••••
      Related persons
      Schedule D 7.A
      • S••• A•••••• F••• G• L••
        pooled vehicle sponsorn
      • S••• A•••••• F••• I• G• L••
        pooled vehicle sponsorn
      • T•••••• C•••••• A•••••••
        investment adviserpooled vehicle sponsory
      • T•••••• C•••••• E••••• L••••••
        pooled vehicle sponsorn
      • T•••••• C•••••• S••
        investment adviserpooled vehicle sponsory
      • T•••••• I••••••••• M•••••••••
        broker-dealerinvestment advisern
      • T•••••• I••••••••• M••••••••• A••• P••• L••
        investment adviserpooled vehicle sponsorn
      • T•••••• I••••••••• M••••••••• U•
        investment advisern
      • T•••••• P•• G• S•••••••
        pooled vehicle sponsorn
      • T•••••• P•• I• G• L••
        pooled vehicle sponsory
      Advisers that list T•••••• C•••••• N•••• A•••••• L•• as a related person
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Assets in custody · $1.3B to $1.4B
        Mar 30, 2026 to May 1, 2026
      • Discretionary RAUM · $4.7B to $4.7B
        Mar 30, 2026 to May 1, 2026
      • Non-discretionary RAUM · $1.1B to $1.5B
        Mar 30, 2026 to May 1, 2026
      • Pooled vehicle RAUM · $5.0B to $5.3B
        Mar 30, 2026 to May 1, 2026
      • RAUM · $5.8B to $6.2B
        Mar 30, 2026 to May 1, 2026
      • Accounts · 36 to 34
        Sep 12, 2025 to Mar 30, 2026
      • Advisory employees · 37 to 38
        Sep 12, 2025 to Mar 30, 2026
      • BD registered reps · 5 to 4
        Sep 12, 2025 to Mar 30, 2026
      • Pooled vehicle clients · 32 to 29
        Sep 12, 2025 to Mar 30, 2026
      • Assets in custody · $2.3B to $1.3B
        Sep 12, 2025 to Mar 30, 2026
      • Employees · 53 to 56
        Sep 12, 2025 to Mar 30, 2026
      • Private funds · 31 to 29
        Sep 12, 2025 to Mar 30, 2026
      • Discretionary RAUM · $5.2B to $4.7B
        Sep 12, 2025 to Mar 30, 2026
      • Non-discretionary RAUM · $918M to $1.1B
        Sep 12, 2025 to Mar 30, 2026
      • Pooled vehicle RAUM · $5.4B to $5.0B
        Sep 12, 2025 to Mar 30, 2026
      • RAUM · $6.1B to $5.8B
        Sep 12, 2025 to Mar 30, 2026
      • Related bank · false to true
        Sep 12, 2025 to Mar 30, 2026
      • Financial planning clients · unset to
        Mar 28, 2025 to Jun 27, 2025
      • Accounts · 31 to 36
        Aug 16, 2024 to Mar 28, 2025
      • Advisory employees · 36 to 37
        Aug 16, 2024 to Mar 28, 2025
      • BD registered reps · 2 to 5
        Aug 16, 2024 to Mar 28, 2025
      • Pooled vehicle clients · 26 to 32
        Aug 16, 2024 to Mar 28, 2025
      • Assets in custody · $6.2B to $2.3B
        Aug 16, 2024 to Mar 28, 2025
      • Employees · 54 to 53
        Aug 16, 2024 to Mar 28, 2025
      • Private funds · 27 to 31
        Aug 16, 2024 to Mar 28, 2025
      • Discretionary RAUM · $8.6B to $5.2B
        Aug 16, 2024 to Mar 28, 2025
      • Non-discretionary RAUM · $506M to $918M
        Aug 16, 2024 to Mar 28, 2025
      • Pooled vehicle RAUM · $8.6B to $5.4B
        Aug 16, 2024 to Mar 28, 2025
      • RAUM · $9.1B to $6.1B
        Aug 16, 2024 to Mar 28, 2025
      • Related broker-dealer · true to false
        Aug 16, 2024 to Mar 28, 2025
      • Accounts · 25 to 31
        Sep 21, 2023 to Mar 28, 2024
      • Advisory employees · 34 to 36
        Sep 21, 2023 to Mar 28, 2024
      • BD registered reps · 6 to 2
        Sep 21, 2023 to Mar 28, 2024
      • Corporate clients · unset to 1.0
        Sep 21, 2023 to Mar 28, 2024
      • Pooled vehicle clients · 20 to 26
        Sep 21, 2023 to Mar 28, 2024
      • Assets in custody · $2.3B to $6.2B
        Sep 21, 2023 to Mar 28, 2024
      • Employees · 45 to 54
        Sep 21, 2023 to Mar 28, 2024
      • Private funds · 20 to 27
        Sep 21, 2023 to Mar 28, 2024
      • Discretionary RAUM · $3.1B to $8.6B
        Sep 21, 2023 to Mar 28, 2024
      • Non-discretionary RAUM · $322M to $506M
        Sep 21, 2023 to Mar 28, 2024
      Signals
      12 dated events
      • T•••••• C•••••• N•••• A•••••• L•• reported RAUM $6.1B, down 33% from $9.1B (2024-08-16 to 2025-03-28)
        Mar 28, 2025 · RAUM change · derived
      • T•••••• C•••••• N•••• A•••••• L•• reported RAUM $9.1B, up 168% from $3.4B (2023-09-21 to 2024-03-28)
        Mar 28, 2024 · RAUM change · derived
      • F••••••• G••••••••• (Director, Deputy Chief Executive Officer Of T•••••• I••••••••• M•••••••••, Global Head Of Sales) appeared on Schedule A of T•••••• C•••••• N•••• A•••••• L••
        Sep 1, 2023 · Control person joined · fact
      • John Timothy Grell (Ceo) no longer on Schedule A of T•••••• C•••••• N•••• A•••••• L•• (listed 2023-06-26, absent 2023-09-01)
        Sep 1, 2023 · Control person left · inference
      • G••••••• R••••• (Director) no longer on Schedule A of T•••••• C•••••• N•••• A•••••• L•• (listed 2023-06-26, absent 2023-09-01)
        Sep 1, 2023 · Control person left · inference
      • H•••• M•••••• (Director) no longer on Schedule A of T•••••• C•••••• N•••• A•••••• L•• (listed 2023-06-26, absent 2023-09-01)
        Sep 1, 2023 · Control person left · inference
      • T•••••• C•••••• N•••• A•••••• L•• reported RAUM $3.4B, up 32% from $2.6B (2022-07-22 to 2023-03-31)
        Mar 31, 2023 · RAUM change · derived
      • T•••••• C•••••• N•••• A•••••• L•• reported RAUM $2.6B, up 91% from $1.3B (2021-08-13 to 2022-03-31)
        Mar 31, 2022 · RAUM change · derived
      • T•••••• C•••••• N•••• A•••••• L•• reported RAUM $1.3B, up 633% from $183.2M (2020-08-27 to 2021-03-31)
        Mar 31, 2021 · RAUM change · derived
      • M•••••• C•••••• (Chairman Of The Board) appeared on Schedule A of T•••••• C•••••• N•••• A•••••• L••
        Mar 29, 2019 · Control person joined · fact
      • D Antoine Flamarion (Owner) appeared on Schedule A of T•••••• C•••••• N•••• A•••••• L••
        Mar 29, 2019 · Control person joined · fact
      • T•••••• C•••••• filed its initial SEC registration (Form ADV)
        Aug 28, 2017 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/tikehaustarinfrareportedpublic record, Form ADV, Sep 18, 2026
      Firm profile
      linkedin.com/company/tikehau-investment-managementreportedpublic record, Form ADV, Sep 18, 2026
      Website
      t•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      212-922-3734reportedpublic record, Form ADV, Jul 1, 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