DFX Intelligence

RIA Intelligence

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SEC-registered adviser

T••••••••• R• F••• M••••••••• C•••••• I• L••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 291631SEC 801-112345website IAPD

Latest filing Jun 12, 2026

First filing on the tape Dec 21, 2017 · 18 filings

SEC status approved since Jan 30, 2018

RAUM

$568M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

14 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

18 filings and snapshots on the tape

RAUM$568M as of Jun 12, 2026

Mar 14, 2019$194M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Jun 12, 2026

Mar 14, 20190 then

Employees (5.A)23 as of Jun 12, 2026

Mar 14, 201913 then

Private funds3 as of Jun 12, 2026

Mar 14, 20191 then

RAUM +2.7% over the last fiscal year+1.6% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Jun 12, 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: $189MderivedRAUM 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: unknownderived4 offices incl. principal (1.F.5)
RAUM growth, one year: +2.9%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: otherreportedItem 5.E
Advisory activities: portfolio management for pooled vehiclesreportedItem 5.G
Custody: $568M, 3 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$568M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 3reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $568M for 3 clientsreported
Compensation: n/areported
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

Every departure Every arrival

Private funds

3 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
T••••••••• E••••••• R••• E••••• F••• I• L•	Real Estate Fund	$336M	83	Mar 31, 2022
T••••••••• E••••••• R••• E••••• F••• I• L•	Real Estate Fund	$183M	4	May 29, 2018
T••••••••• E••••••• R••• E••••• F••• I• N••••••• A•• L•	Real Estate Fund	$22.7M	4	Apr 24, 2019

Owners and control persons

Schedule A and B, latest filing

J•••••• A••••• · Managing Principalcontrol
since 12/2017 · owns less than 5%
N•••••• R•••• K• · Managing Principalcontrol
since 02/2018 · owns less than 5%
N•••••••• E••• · Chief Financial Officercontrol
since 05/2019 · owns less than 5%
W•••• J•••••• · Chief Compliance Officercontrol
since 07/2018 · owns less than 5%
J•••••• A••••• · Ownercontrol
since 12/2017 · owns 75% or more of T••••••••• R• F••• M••••••••• C•••••• I• P••••• L••

Entity owners

T••••••••• R• F••• M••••••••• C•••••• I• P••••• L•• · Owner
direct · owns 75% or more

Related persons

Schedule D 7.A

B••• P••••••• L••
pooled vehicle sponsorn
T••••••••• A•••••• L••
pooled vehicle sponsorn
T••••••••• M••••• L••
pooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

Corona Del Mar, CA3 employees
Bethesda, MD2 employees

What changed

consecutive filings, newest first

Assets in custody · $569M to $568M
Mar 26, 2026 to Jun 12, 2026
Discretionary RAUM · $569M to $568M
Mar 26, 2026 to Jun 12, 2026
Pooled vehicle RAUM · $569M to $568M
Mar 26, 2026 to Jun 12, 2026
RAUM · $569M to $568M
Mar 26, 2026 to Jun 12, 2026
Assets in custody · $553M to $569M
Sep 30, 2025 to Mar 26, 2026
Employees · 24 to 23
Sep 30, 2025 to Mar 26, 2026
Discretionary RAUM · $553M to $569M
Sep 30, 2025 to Mar 26, 2026
Pooled vehicle RAUM · $553M to $569M
Sep 30, 2025 to Mar 26, 2026
RAUM · $553M to $569M
Sep 30, 2025 to Mar 26, 2026
Financial planning clients · unset to
Mar 28, 2025 to Jul 18, 2025
Advisory employees · 15 to 14
Mar 27, 2024 to Mar 28, 2025
Assets in custody · $542M to $553M
Mar 27, 2024 to Mar 28, 2025
Employees · 23 to 24
Mar 27, 2024 to Mar 28, 2025
Financial planning clients · 0 to unset
Mar 27, 2024 to Mar 28, 2025
Other offices · 2 to 3
Mar 27, 2024 to Mar 28, 2025
Discretionary RAUM · $542M to $553M
Mar 27, 2024 to Mar 28, 2025
Pooled vehicle RAUM · $542M to $553M
Mar 27, 2024 to Mar 28, 2025
RAUM · $542M to $553M
Mar 27, 2024 to Mar 28, 2025
Related bank · true to false
Mar 27, 2024 to Mar 28, 2025
Advisory employees · 13 to 15
Mar 29, 2023 to Mar 27, 2024
Assets in custody · $541M to $542M
Mar 29, 2023 to Mar 27, 2024
Employees · 21 to 23
Mar 29, 2023 to Mar 27, 2024
Discretionary RAUM · $541M to $542M
Mar 29, 2023 to Mar 27, 2024
Pooled vehicle RAUM · $541M to $542M
Mar 29, 2023 to Mar 27, 2024
RAUM · $541M to $542M
Mar 29, 2023 to Mar 27, 2024
Advisory employees · 12 to 13
Mar 31, 2022 to Mar 29, 2023
Assets in custody · $395M to $541M
Mar 31, 2022 to Mar 29, 2023
Employees · 20 to 21
Mar 31, 2022 to Mar 29, 2023
Discretionary RAUM · $395M to $541M
Mar 31, 2022 to Mar 29, 2023
Pooled vehicle RAUM · $395M to $541M
Mar 31, 2022 to Mar 29, 2023
RAUM · $395M to $541M
Mar 31, 2022 to Mar 29, 2023
Related bank · false to true
Mar 31, 2022 to Mar 29, 2023
Accounts · 4 to 3
Mar 18, 2021 to Mar 31, 2022
Advisory employees · 11 to 12
Mar 18, 2021 to Mar 31, 2022
Pooled vehicle clients · 4 to 3
Mar 18, 2021 to Mar 31, 2022
Assets in custody · $192M to $395M
Mar 18, 2021 to Mar 31, 2022
Employees · 19 to 20
Mar 18, 2021 to Mar 31, 2022
Other offices · 1 to 2
Mar 18, 2021 to Mar 31, 2022
Private funds · 2 to 3
Mar 18, 2021 to Mar 31, 2022
Discretionary RAUM · $192M to $395M
Mar 18, 2021 to Mar 31, 2022

Signals

5 dated events

T••••••••• R• F••• M••••••••• C•••••• I• L•• reported RAUM $540.6M, up 37% from $395.2M (2022-03-31 to 2023-03-29)
Mar 29, 2023 · RAUM change · derived
T••••••••• R• F••• M••••••••• C•••••• I• L•• reported RAUM $395.2M, up 106% from $192.0M (2021-03-18 to 2022-03-31)
Mar 31, 2022 · RAUM change · derived
R•••• P•••••• (Principal) no longer on Schedule A of T••••••••• R• F••• M••••••••• C•••••• I• L•• (listed 2021-03-18, absent 2022-03-31)
Mar 31, 2022 · Control person left · inference
E••• N••••••• (Chief Financial Officer) appeared on Schedule A of T••••••••• R• F••• M••••••••• C•••••• I• L••
May 9, 2019 · Control person joined · fact
T••••••••• E•••••••• L•• filed its initial SEC registration (Form ADV)
Dec 21, 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/turnbridge-equities/aboutreportedpublic record, Form ADV, Sep 21, 2026
Website: t•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 212-651-7272reportedpublic record, Form ADV, Jun 12, 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••••••••• R• F••• M••••••••• C•••••• I• L•• 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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