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•••••• L••••••
Latest filing Mar 24, 2026
First filing on the tape Mar 5, 2018 · 9 filings
SEC status approved since Apr 2, 2018
RAUM
$35.0M
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
6
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$35.0M as of Mar 24, 2026
Mar 29, 2019$307M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 24, 2026
Mar 29, 20190 then
Employees (5.A)6 as of Mar 24, 2026
Mar 29, 20197 then
Private funds2 as of Jun 21, 2023
Mar 29, 20191 then
RAUM n/a over the last fiscal year-48% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 24, 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
- $2.3MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween 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
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$35.0M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 15reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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 |
|---|---|---|---|---|
| T•••••• V•••• F••• | Hedge Fund | $140M | 15 | Mar 30, 2020 |
| T•••••• V•••• I•••no longer reported | Hedge Fund | $136M | 29 | Jan 29, 2018 |
| T•••••• V•••• L••• F••• | Hedge Fund | $18.0M | 5 | Mar 30, 2020 |
Owners and control persons
Schedule A and B, latest filing
- G•••••••• P••••• J•••• · Chief Compliance Officercontrolsince 04/2017 · owns less than 5%
- N•••••• J••••• P•••••• · Directorcontrolsince 01/2017 · owns less than 5%
- N•••••• J••••• P•••••• · Indirect Ownercontrolsince 09/2014 · owns 75% or more of T•••••• V•••• L••••••
Entity owners
- T•••••• V•••• L•••••• · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 0 to 15Mar 31, 2025 to Mar 24, 2026
- Discretionary RAUM · $0 to $35.0MMar 31, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · unset to 35000000.0Mar 31, 2025 to Mar 24, 2026
- RAUM · $0 to $35.0MMar 31, 2025 to Mar 24, 2026
- Accounts · unset to 0.0Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- HQ state · unset to Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · unset to 0.0Mar 29, 2024 to Mar 31, 2025
- Non-discretionary RAUM · unset to 0.0Mar 29, 2024 to Mar 31, 2025
- RAUM · unset to 0.0Mar 29, 2024 to Mar 31, 2025
- Accounts · 2.0 to unsetJun 21, 2023 to Mar 29, 2024
- Private funds · 2 to unsetJun 21, 2023 to Mar 29, 2024
- Discretionary RAUM · 250000000.0 to unsetJun 21, 2023 to Mar 29, 2024
- Non-discretionary RAUM · 0.0 to unsetJun 21, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · 250000000.0 to unsetJun 21, 2023 to Mar 29, 2024
- RAUM · 250000000.0 to unsetJun 21, 2023 to Mar 29, 2024
- Accounts · 3 to 2Mar 31, 2022 to Jun 21, 2023
- Advisory employees · 3 to 2Mar 31, 2022 to Jun 21, 2023
- Employees · 7 to 6Mar 31, 2022 to Jun 21, 2023
- Discretionary RAUM · $250M to $250MMar 31, 2022 to Jun 21, 2023
- Pooled vehicle RAUM · $51.9M to $250MMar 31, 2022 to Jun 21, 2023
- RAUM · $250M to $250MMar 31, 2022 to Jun 21, 2023
- Advisory employees · 4 to 3Mar 30, 2021 to Mar 31, 2022
- Discretionary RAUM · $330M to $250MMar 30, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $89.1M to $51.9MMar 30, 2021 to Mar 31, 2022
- RAUM · $330M to $250MMar 30, 2021 to Mar 31, 2022
- Discretionary RAUM · $419M to $330MMar 30, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $156M to $89.1MMar 30, 2020 to Mar 30, 2021
- RAUM · $419M to $330MMar 30, 2020 to Mar 30, 2021
- Accounts · 4 to 3Mar 29, 2019 to Mar 30, 2020
- Pooled vehicle clients · 3 to 2Mar 29, 2019 to Mar 30, 2020
- Private funds · 1 to 2Mar 29, 2019 to Mar 30, 2020
- Discretionary RAUM · $307M to $419MMar 29, 2019 to Mar 30, 2020
- Pooled vehicle RAUM · $136M to $156MMar 29, 2019 to Mar 30, 2020
- RAUM · $307M to $419MMar 29, 2019 to Mar 30, 2020
- Accounts · 3 to 4Mar 5, 2018 to Mar 29, 2019
- Advisory activities · 1 to 2Mar 5, 2018 to Mar 29, 2019
- Private funds · 2 to 1Mar 5, 2018 to Mar 29, 2019
- Discretionary RAUM · $108M to $307MMar 5, 2018 to Mar 29, 2019
- Pooled vehicle RAUM · $108M to $136MMar 5, 2018 to Mar 29, 2019
Signals
3 dated events
- T•••••• C•••••• L•••••• reported RAUM $418.5M, up 36% from $306.9M (2019-03-29 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- T•••••• C•••••• L•••••• reported RAUM $306.9M, up 183% from $108.4M (2018-03-05 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- T•••••• C•••••• L•••••• filed its initial SEC registration (Form ADV)Mar 5, 2018 · 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/talomon/aboutreportedpublic record, Form ADV, Sep 19, 2026
- Website
- t••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 8:00AM - 6:00PMreportedpublic record, Form ADV, Mar 24, 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