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•••• H•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Jun 19, 2019 · 8 filings
SEC status approved since Jul 19, 2019
RAUM
$312M
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
11
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$312M as of Mar 31, 2026
Mar 29, 2020$180M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20200 then
Employees (5.A)11 as of Mar 31, 2026
Mar 29, 20209 then
Private funds3 as of Mar 31, 2026
Mar 29, 20201 then
RAUM +6.7% over the last fiscal year-5.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $104MderivedRAUM 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
- +6.7%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-basedreportedItem 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
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$312M100%
- 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
- $0 for 0 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 |
|---|---|---|---|---|
| T•••• F••• I•• L••• | Private Equity Fund | $188M | 70 | Mar 30, 2021 |
| T•••• F••• I• L••• | Private Equity Fund | $154M | 55 | Feb 6, 2018 |
| T•••• A•••• F••• I• L••• | Private Equity Fund | $16.3M | 4 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• J•••••••• P•• · Managing Partner, Managing Membercontrolsince 02/2017 · owns 50% to 75%
- L•••••• E•••• C•••••••• · Managing Partner, Managing Membercontrolsince 02/2017 · owns 50% to 75%
- S•••••• J•••• H•••• · Vp Of Finance And Administration, Chief Compliance Officercontrolsince 06/2019 · owns less than 5%
Related persons
Schedule D 7.A
- T•••• A•••• F••• I• G•• L•••pooled vehicle sponsory
- T•••• F••• G• I•• L•••pooled vehicle sponsory
- T•••• F••• G•• L•••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Employees · 10 to 11Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $292M to $312MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $292M to $312MMar 31, 2025 to Mar 31, 2026
- RAUM · $292M to $312MMar 31, 2025 to Mar 31, 2026
- Advisory employees · 8 to 9Mar 29, 2024 to Mar 31, 2025
- Employees · 9 to 10Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $358M to $292MMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $358M to $292MMar 29, 2024 to Mar 31, 2025
- RAUM · $358M to $292MMar 29, 2024 to Mar 31, 2025
- Advisory employees · 9 to 8Mar 31, 2023 to Mar 29, 2024
- Employees · 10 to 9Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $373M to $358MMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $373M to $358MMar 31, 2023 to Mar 29, 2024
- RAUM · $373M to $358MMar 31, 2023 to Mar 29, 2024
- Advisory employees · 10 to 9Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $429M to $373MMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $429M to $373MMar 31, 2022 to Mar 31, 2023
- RAUM · $429M to $373MMar 31, 2022 to Mar 31, 2023
- Accounts · 2 to 3Mar 30, 2021 to Mar 31, 2022
- Advisory employees · 8 to 10Mar 30, 2021 to Mar 31, 2022
- Pooled vehicle clients · 2 to 3Mar 30, 2021 to Mar 31, 2022
- Employees · 9 to 10Mar 30, 2021 to Mar 31, 2022
- Private funds · 2 to 3Mar 30, 2021 to Mar 31, 2022
- Discretionary RAUM · $346M to $429MMar 30, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $346M to $429MMar 30, 2021 to Mar 31, 2022
- RAUM · $346M to $429MMar 30, 2021 to Mar 31, 2022
- Accounts · 1 to 2Mar 29, 2020 to Mar 30, 2021
- Pooled vehicle clients · 1 to 2Mar 29, 2020 to Mar 30, 2021
- Private funds · 1 to 2Mar 29, 2020 to Mar 30, 2021
- Discretionary RAUM · $180M to $346MMar 29, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $180M to $346MMar 29, 2020 to Mar 30, 2021
- RAUM · $180M to $346MMar 29, 2020 to Mar 30, 2021
- Employees · 10 to 9Jun 19, 2019 to Mar 29, 2020
- Private funds · 2 to 1Jun 19, 2019 to Mar 29, 2020
- Discretionary RAUM · $152M to $180MJun 19, 2019 to Mar 29, 2020
- Pooled vehicle RAUM · $152M to $180MJun 19, 2019 to Mar 29, 2020
- RAUM · $152M to $180MJun 19, 2019 to Mar 29, 2020
Signals
2 dated events
- T•••• H•••••••• L•• reported RAUM $345.7M, up 92% from $179.7M (2020-03-29 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- T•••• H•••••••• L•• filed its initial SEC registration (Form ADV)Jun 19, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- T•••• H•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- T•••• H•••••••• L•• · Private Equityshared crd · organization
- T•••• H•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/tiliaholdingsreportedpublic record, Form ADV, Sep 19, 2026
- Website
- T••••LLC.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 312-535-0225reportedpublic record, Form ADV, Mar 31, 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