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•••••• M•••••••••
Legal name T•• C•••••• M••••••••• L•
Latest filing Mar 26, 2026
First filing on the tape Jul 18, 2018 · 16 filings
SEC status approved since Aug 17, 2018
RAUM
$2.6B
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
27
17 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
13
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$2.6B as of Mar 26, 2026
Mar 28, 2019$483M then
HNW client RAUM$0 as of Mar 26, 2026
Mar 28, 2019$0 then
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Mar 28, 20190 then
Employees (5.A)27 as of Mar 26, 2026
Mar 28, 201914 then
Private funds13 as of Mar 26, 2026
Mar 28, 20192 then
RAUM +1.9% over the last fiscal year-1.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 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
- $204MderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.9%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
- $2.3B, 13 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)
- 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$2.6B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 13reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.3B for 13 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
14 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•• 3••••• L• | Private Equity Fund | $634M | 254 | Mar 29, 2021 |
| T•• 3••••• L• | Private Equity Fund | $598M | 68 | Mar 29, 2021 |
| T•• 2••••• L• | Private Equity Fund | $573M | 77 | Dec 13, 2018 |
| T•• 2••••• L• | Private Equity Fund | $323M | 5 | Dec 13, 2018 |
| T•• C•••••••• L• | Private Equity Fund | $90.9M | 61 | Mar 30, 2022 |
| T•• 3•• L•••••••• L• | Private Equity Fund | $75.0M | 3 | Mar 26, 2024 |
| T•• 3•• F••• C••••••••• L• | Private Equity Fund | $47.8M | 6 | Mar 26, 2024 |
| T•• 3•• C••••••••• L• | Private Equity Fund | $19.8M | 1 | Mar 26, 2024 |
| T•• C•••••••• L• | Private Equity Fund | $8.9M | 20 | Mar 30, 2022 |
| T•• 2•• E•• M••••••••• L•• | Private Equity Fund | $529,546 | 7 | Mar 26, 2024 |
| T•• 2•• E•• E•• L•• | Private Equity Fund | $96,459 | 8 | Mar 26, 2024 |
| T•• 2•• E•• Z•••• L•• | Private Equity Fund | $95,976 | 10 | Mar 26, 2024 |
| T•• 3•• J••••• C••••••••• L• | Private Equity Fund | $0 | 0 | Mar 26, 2024 |
| T•• C•••••••• L•no longer reported | Private Equity Fund | $0 | 0 | Mar 30, 2022 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• P••••• A•••• · Managing Partnercontrolsince 10/2018 · owns less than 5%
- G•••••••• L•••••• R•• · General Counsel & Chief Compliance Officercontrolsince 10/2018 · owns less than 5%
- J•••••• J••••• A••• · Managing Partnercontrolsince 10/2018 · owns less than 5%
- K••••• M•••• S•••• · Chief Financial Officercontrolsince 08/2023 · owns less than 5%
- K••••• M•••• J••• · Managing Partnercontrolsince 10/2018 · owns less than 5%
- C••••••• M••••• B•••• · Trusteecontrolsince 03/1994 · owns F of C•••••• T••••
- C••••••• P••••• A•••• · Membercontrolsince 10/2018 · owns 25% to 50% of T•• C•••••• M••••••••• G•• L••
- C••••••• P••••• A•••• · Member And Managing Membercontrolsince 10/2018 · owns 75% or more of P• C•••••• 2••• A••••••••• L••
- C••••••• P••••• A•••• · Trusteecontrolsince 03/1994 · owns F of C•••••• T••••
- J•••••• J••••• A••• · Trusteecontrolsince 05/2017 · owns F of J••••• F••••• T••••
- J•••••• J••••• A••• · Membercontrolsince 10/2018 · owns 25% to 50% of T•• C•••••• M••••••••• G•• L••
- J•••••• J••••• M••••••• · Trusteecontrolsince 05/2017 · owns F of J••••• F••••• T••••
- K••••• F••••• B•••••• · Trusteecontrolsince 05/2020 · owns F of K•••• F••••• T••••
- K••••• M•••• J••• · Membercontrolsince 10/2018 · owns 25% to 50% of T•• C•••••• M••••••••• G•• L••
- K••••• M•••• J••• · Trusteecontrolsince 05/2020 · owns F of K•••• F••••• T••••
- Z•••• C••••••••• J••• · Special Managing Membercontrolsince 10/2018 · owns F of P• C•••••• 2••• A••••••••• L••
Entity owners
- C• P•••••• L• · Limited Partnerdirect · owns 25% to 50%
- J••••• F••••• T•• H•••••••• L•• · Limited Partnerdirect · owns 25% to 50%
- K•••• F••••• T•••• · Limited Partnerdirect · owns 25% to 50%
- T•• C•••••• M••••••••• G•• L•• · General Partnerdirect · owns less than 5%
- C•••••• T•••• · Limited Partnerindirect · owns 50% to 75% of C• P•••••• L•
- J••••• F••••• T•••• · Memberindirect · owns 50% to 75% of J••••• F••••• T•• H•••••••• L••
- P• C•••••• 2••• A••••••••• L•• · Limited Partnerindirect · owns 50% to 75% of C• P•••••• L•
Related persons
Schedule D 7.A
- T•• 2•• G•• L••pooled vehicle sponsorn
- T•• 3•• C•••••••• G•• L••pooled vehicle sponsorn
- T•• 3•• F••• C•••••••• G•• L••pooled vehicle sponsorn
- T•• 3•• G•• L••pooled vehicle sponsorn
- T•• 3•• J••••• C•••••••• G•• L••pooled vehicle sponsorn
- T•• C••••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Menlo Park, CA7 employees
- New York, NY5 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- employee count dropChange between filings · filing Mar 26, 2026employees (Item 5.A) moved from 40.0 to 27.0 (-33.0%) between the annual amendments of 2025-03-31 and 2026-03-26; the peer median change was 0.0% (1109 comparable advisers, 2.0th percentile of changes)peers: asset managers, $1B to $5B (1,109) · 2.1% percentile
What changed
consecutive filings, newest first
- Advisory employees · 23 to 17Mar 31, 2025 to Mar 26, 2026
- Assets in custody · $2.2B to $2.3BMar 31, 2025 to Mar 26, 2026
- Employees · 40 to 27Mar 31, 2025 to Mar 26, 2026
- Discretionary RAUM · $2.6B to $2.6BMar 31, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $2.6B to $2.6BMar 31, 2025 to Mar 26, 2026
- RAUM · $2.6B to $2.6BMar 31, 2025 to Mar 26, 2026
- Advisory employees · 26 to 23Mar 26, 2024 to Mar 31, 2025
- Assets in custody · $1.7B to $2.2BMar 26, 2024 to Mar 31, 2025
- Employees · 44 to 40Mar 26, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $2.3B to $2.6BMar 26, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $2.3B to $2.6BMar 26, 2024 to Mar 31, 2025
- RAUM · $2.3B to $2.6BMar 26, 2024 to Mar 31, 2025
- Accounts · 6 to 13Aug 17, 2023 to Mar 26, 2024
- Advisory employees · 30 to 26Aug 17, 2023 to Mar 26, 2024
- Pooled vehicle clients · 6 to 13Aug 17, 2023 to Mar 26, 2024
- Assets in custody · $1.8B to $1.7BAug 17, 2023 to Mar 26, 2024
- Employees · 48 to 44Aug 17, 2023 to Mar 26, 2024
- Private funds · 6 to 13Aug 17, 2023 to Mar 26, 2024
- Discretionary RAUM · $2.8B to $2.3BAug 17, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $2.8B to $2.3BAug 17, 2023 to Mar 26, 2024
- RAUM · $2.8B to $2.3BAug 17, 2023 to Mar 26, 2024
- Accounts · 7 to 6May 2, 2022 to Mar 31, 2023
- Advisory employees · 23 to 30May 2, 2022 to Mar 31, 2023
- Pooled vehicle clients · 7 to 6May 2, 2022 to Mar 31, 2023
- Assets in custody · $1.8B to $1.8BMay 2, 2022 to Mar 31, 2023
- Employees · 39 to 48May 2, 2022 to Mar 31, 2023
- Private funds · 7 to 6May 2, 2022 to Mar 31, 2023
- Discretionary RAUM · $3.0B to $2.8BMay 2, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $3.0B to $2.8BMay 2, 2022 to Mar 31, 2023
- RAUM · $3.0B to $2.8BMay 2, 2022 to Mar 31, 2023
- Assets in custody · $1.8B to $1.8BMar 30, 2022 to May 2, 2022
- Discretionary RAUM · $2.5B to $3.0BMar 30, 2022 to May 2, 2022
- Pooled vehicle RAUM · $2.5B to $3.0BMar 30, 2022 to May 2, 2022
- RAUM · $2.5B to $3.0BMar 30, 2022 to May 2, 2022
- Accounts · 4 to 7Jan 3, 2022 to Mar 30, 2022
- Advisory employees · 16 to 23Jan 3, 2022 to Mar 30, 2022
- Pooled vehicle clients · 4 to 7Jan 3, 2022 to Mar 30, 2022
- Assets in custody · $794M to $1.8BJan 3, 2022 to Mar 30, 2022
- Employees · 30 to 39Jan 3, 2022 to Mar 30, 2022
Signals
9 dated events
- Samir Mark Kamal (Chief Financial Officer) appeared on Schedule A of T•• C•••••• M•••••••••Aug 17, 2023 · Control person joined · fact
- T•• C•••••• M••••••••• reported RAUM $2.5B, up 134% from $1.1B (2022-01-03 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Buckley Fiona K•••• (Trustee) appeared on Schedule A of T•• C•••••• M•••••••••Mar 30, 2022 · Control person joined · fact
- Rosenblatt Blair Shane (Chief Operations Officer) no longer on Schedule A of T•• C•••••• M••••••••• (listed 2021-12-01, absent 2022-01-03)Jan 3, 2022 · Control person left · inference
- T•• C•••••• M••••••••• reported RAUM $1.1B, up 31% from $816.5M (2020-03-28 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- Rosenblatt Blair Shane (Chief Operations Officer) appeared on Schedule A of T•• C•••••• M•••••••••Mar 29, 2021 · Control person joined · fact
- T•• C•••••• M••••••••• reported RAUM $816.5M, up 69% from $482.6M (2019-03-28 to 2020-03-28)Mar 28, 2020 · RAUM change · derived
- T•• C•••••• M••••••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Oct 23, 2018 · Succession (Item 4) · fact
- T•• C•••••• M••••••••• filed its initial SEC registration (Form ADV)Jul 18, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- T•• C•••••• M••••••••• · Independent Sponsorsshared crd · capital_provider
- T•• C•••••• M••••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- tcg.coreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 310-633-2900reportedpublic record, Form ADV, Mar 26, 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