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.
SEC-registered adviser
Titan Fund Management, LLC
Latest filing May 11, 2026
First filing on the tape Nov 6, 2017 · 30 filings
SEC status approved since Dec 21, 2017
RAUM
$251M
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
28
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
4
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$251M as of May 11, 2026
Mar 6, 2019$126M then
HNW client RAUM$0 as of May 11, 2026
Mar 13, 2023$0 then
State-registered IARs (5.B.3)0 as of May 11, 2026
Mar 26, 20180 then
Employees (5.A)28 as of May 11, 2026
Mar 26, 20188 then
Private funds4 as of May 11, 2026
Mar 26, 20181 then
RAUM +9.4% over the last fiscal year-0.9% a year over threeIARs 1 to 0
Practice profile
derived from the filing of May 11, 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
- $62.7MderivedRAUM 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
- -5.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- -100%derivedItem 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
- Custody
- $16.6M, 4 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)
- 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)
- 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$251M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $16.6M for 4 clientsreported
- 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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Titan Development Real Estate Fund III LP | Real Estate Fund | $122M | 98 | Mar 31, 2022 |
| Titan Development Real Estate Fund II, LP | Real Estate Fund | $95.0M | 71 | Nov 25, 2020 |
| Titan Development Real Estate Fund I LP | Real Estate Fund | $11.2M | 87 | Nov 6, 2017 |
Owners and control persons
Schedule A and B, latest filing
- Gerald John Holtz · Cfocontrolsince 07/2017 · owns less than 5%
- Adam James · Executive Vice President, Chief Compliance Officercontrolsince 08/2019 · owns less than 5%
- Fritz Ben Spencer · Fund Managercontrolsince 07/2020 · owns less than 5%
- Lewis Kevin Reid · Manager & Sole Membercontrolsince 08/2011 · owns 75% or more of Reid Real Estate Investments, LLC
- Fritz Ben Spencer · Membercontrolsince 07/2017 · owns 25% to 50% of Titan Executive II, LLC
Entity owners
- Titan Executive II, LLC · 100% Ownerdirect · owns 75% or more
- Reid Real Estate Investments, LLC · Memberindirect · owns 25% to 50% of Titan Executive II, LLC
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Austin, TX1 employees
What changed
consecutive filings, newest first
- Accounts · 3 to 4Apr 8, 2026 to May 11, 2026
- Pooled vehicle clients · 3 to 4Apr 8, 2026 to May 11, 2026
- Assets in custody · $10.1M to $16.6MApr 8, 2026 to May 11, 2026
- Private funds · 3 to 4Apr 8, 2026 to May 11, 2026
- Discretionary RAUM · $218M to $251MApr 8, 2026 to May 11, 2026
- Pooled vehicle RAUM · $218M to $251MApr 8, 2026 to May 11, 2026
- RAUM · $218M to $251MApr 8, 2026 to May 11, 2026
- Assets in custody · $16.0M to $10.1MAug 5, 2025 to Mar 18, 2026
- Employees · 27 to 28Aug 5, 2025 to Mar 18, 2026
- Discretionary RAUM · $229M to $218MAug 5, 2025 to Mar 18, 2026
- Pooled vehicle RAUM · $229M to $218MAug 5, 2025 to Mar 18, 2026
- RAUM · $229M to $218MAug 5, 2025 to Mar 18, 2026
- Employees · 22 to 27Apr 11, 2025 to Aug 5, 2025
- State-registered IARs · 1 to 0Apr 11, 2025 to Aug 5, 2025
- Financial planning clients · unset to Feb 21, 2025 to Apr 11, 2025
- Assets in custody · $18.3M to $16.0MOct 7, 2024 to Feb 21, 2025
- Discretionary RAUM · $229M to $229MOct 7, 2024 to Feb 21, 2025
- Pooled vehicle RAUM · $229M to $229MOct 7, 2024 to Feb 21, 2025
- RAUM · $229M to $229MOct 7, 2024 to Feb 21, 2025
- State-registered IARs · 0 to 1Mar 26, 2024 to May 1, 2024
- Assets in custody · $9.3M to $18.3MOct 10, 2023 to Mar 26, 2024
- Discretionary RAUM · $258M to $229MOct 10, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $258M to $229MOct 10, 2023 to Mar 26, 2024
- RAUM · $258M to $229MOct 10, 2023 to Mar 26, 2024
- Pooled vehicle clients · 2 to 3Oct 7, 2022 to Mar 13, 2023
- Assets in custody · $21.0M to $9.3MOct 7, 2022 to Mar 13, 2023
- Discretionary RAUM · $239M to $258MOct 7, 2022 to Mar 13, 2023
- HNW RAUM · unset to 0.0Oct 7, 2022 to Mar 13, 2023
- Individual RAUM · unset to 0.0Oct 7, 2022 to Mar 13, 2023
- Pension RAUM · unset to 0.0Oct 7, 2022 to Mar 13, 2023
- Pooled vehicle RAUM · $239M to $258MOct 7, 2022 to Mar 13, 2023
- RAUM · $239M to $258MOct 7, 2022 to Mar 13, 2023
- Assets in custody · $116M to $21.0MMar 31, 2022 to May 11, 2022
- Discretionary RAUM · $116M to $239MMar 31, 2022 to May 11, 2022
- Pooled vehicle RAUM · $116M to $239MMar 31, 2022 to May 11, 2022
- RAUM · $116M to $239MMar 31, 2022 to May 11, 2022
- Accounts · 2 to 3Nov 2, 2021 to Mar 31, 2022
- Advisory employees · 7 to 8Nov 2, 2021 to Mar 31, 2022
- Assets in custody · $207M to $116MNov 2, 2021 to Mar 31, 2022
- Employees · 8 to 22Nov 2, 2021 to Mar 31, 2022
Signals
7 dated events
- Titan Fund Management, Llc reported RAUM $239.0M, up 106% from $116.0M (2022-03-31 to 2022-05-11)May 11, 2022 · RAUM change · derived
- William Andrew Dolan (Member) no longer on Schedule A of Titan Fund Management, Llc (listed 2020-08-17, absent 2020-11-25)Nov 25, 2020 · Control person left · inference
- Richard Kurt Browning (Member) no longer on Schedule A of Titan Fund Management, Llc (listed 2020-08-17, absent 2020-11-25)Nov 25, 2020 · Control person left · inference
- Coe James Schlicher (Managing Member) no longer on Schedule A of Titan Fund Management, Llc (listed 2019-03-06, absent 2020-01-10)Jan 10, 2020 · Control person left · inference
- Amber Lindsey Jacot (Executive Vice President, Chief Compliance Officer) no longer on Schedule A of Titan Fund Management, Llc (listed 2019-03-06, absent 2020-01-10)Jan 10, 2020 · Control person left · inference
- Adam James (Executive Vice President, Chief Compliance Officer) appeared on Schedule A of Titan Fund Management, LlcJan 10, 2020 · Control person joined · fact
- Titan Fund Management, Llc filed its initial SEC registration (Form ADV)Nov 6, 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/titan-development-ltd-/?viewAsMember=trreportedpublic record, Form ADV, Sep 17, 2026
- Website
- TITAN-DEVELOPMENT.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 505-998-0163reportedpublic record, Form ADV, May 11, 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
Titan Fund Management, LLC 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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