DFX Intelligence

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T•••••• C•••••• M••••••••• L•

Asset manager (funds and pooled vehicles)SEC-registered1 private funds· Houston, Texaswebsite

Asset manager (funds and pooled vehicles), based in Houston, Texas, reporting $736M of regulatory assets.

Composed from this adviser's Form ADV classification, location and filed figures.

As of 2026-03-02 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Regulatory AUM: $736M
Advisors: 0
Net advisor flow, 12 months: Not established
RAUM change, last fiscal year: +38%
Private clients: 0.0% of RAUM

Advisors Advisor movement Where the RAUM sits

As of 2026-03-02 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Why this matters

Reported RAUM grew +38% over the last fiscal year, to $736M.
2026-03-02
RAUM a year earlier $534MRAUM now $736M
2 published business contact points are on record, each with its source.
Contact points 2

Every filed figure, and the identifiersCRD 299815 · SEC 801-114660 · 14 filingsShow

CRD 299815SEC 801-114660First filing on the tape Jan 3, 2019, latest Mar 2, 2026SEC status approved since Feb 14, 2019IAPD

RAUM

$736M

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

10 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

14 filings and snapshots on the tape

RAUM$736M as of Mar 2, 2026

Mar 27, 2020$29.2M then

HNW client RAUM$0 as of Mar 2, 2026

Mar 27, 2020$0 then

State-registered IARs (5.B.3)0 as of Mar 2, 2026

Mar 27, 20200 then

Employees (5.A)10 as of Mar 2, 2026

Mar 27, 20203 then

Private funds1 as of Mar 2, 2026

Mar 27, 20201 then

RAUM +38% over the last fiscal year+18% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Mar 2, 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: $368MderivedRAUM 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: +38%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
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)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
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$736M100%

Individual clients: 0reported
HNW clients: 0reported
Pension plan clients: 0reported
Charitable clients: 0reported
Accounts: 2reported
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

Every departure Every arrival

Private funds

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

Fund	Type	Gross assets	Owners	First reported
T•• T•••••• F•••• L•	Hedge Fund	$661M	50	Jun 12, 2019

Owners and control persons

Schedule A and B, latest filing

K••••• B•••• · Managing Member Of The General Partner To The Registrantcontrol
since 08/2018 · owns 75% or more
M•••••••• L•••• · Chief Compliance Officer And Partnercontrol
since 10/2018 · owns less than 5%
K••••• B•••• · Sole Managing Membercontrol
since 08/2018 · owns 75% or more of T•••••• C••••••• L••

Entity owners

T•••••• C••••••• L•• · General Partner
direct · owns less than 5%

Related persons

Schedule D 7.A

T•••••• C••••••• L••
pooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Accounts · 3 to 2
Mar 10, 2025 to Mar 2, 2026
Advisory employees · 9 to 10
Mar 10, 2025 to Mar 2, 2026
Pooled vehicle clients · 3 to 2
Mar 10, 2025 to Mar 2, 2026
Employees · 9 to 10
Mar 10, 2025 to Mar 2, 2026
Discretionary RAUM · $534M to $736M
Mar 10, 2025 to Mar 2, 2026
Pooled vehicle RAUM · $534M to $736M
Mar 10, 2025 to Mar 2, 2026
RAUM · $534M to $736M
Mar 10, 2025 to Mar 2, 2026
Financial planning clients · unset to
Mar 20, 2024 to Mar 10, 2025
Discretionary RAUM · $445M to $534M
Mar 20, 2024 to Mar 10, 2025
Pooled vehicle RAUM · $445M to $534M
Mar 20, 2024 to Mar 10, 2025
RAUM · $445M to $534M
Mar 20, 2024 to Mar 10, 2025
Advisory employees · 4 to 9
Nov 28, 2023 to Mar 20, 2024
Employees · 5 to 9
Nov 28, 2023 to Mar 20, 2024
Discretionary RAUM · $444M to $445M
Nov 28, 2023 to Mar 20, 2024
Pooled vehicle RAUM · $444M to $445M
Nov 28, 2023 to Mar 20, 2024
RAUM · $444M to $445M
Nov 28, 2023 to Mar 20, 2024
Employees · 4 to 5
Nov 2, 2022 to Mar 28, 2023
Discretionary RAUM · $201M to $444M
Nov 2, 2022 to Mar 28, 2023
Pooled vehicle RAUM · $201M to $444M
Nov 2, 2022 to Mar 28, 2023
RAUM · $201M to $444M
Nov 2, 2022 to Mar 28, 2023
Accounts · 1 to 3
Nov 3, 2021 to Mar 22, 2022
Advisory employees · 3 to 4
Nov 3, 2021 to Mar 22, 2022
Pooled vehicle clients · 1 to 3
Nov 3, 2021 to Mar 22, 2022
Employees · 3 to 4
Nov 3, 2021 to Mar 22, 2022
Discretionary RAUM · $66.2M to $201M
Nov 3, 2021 to Mar 22, 2022
Pooled vehicle RAUM · $66.2M to $201M
Nov 3, 2021 to Mar 22, 2022
RAUM · $66.2M to $201M
Nov 3, 2021 to Mar 22, 2022
Discretionary RAUM · $29.2M to $66.2M
Mar 27, 2020 to Mar 24, 2021
Pooled vehicle RAUM · $29.2M to $66.2M
Mar 27, 2020 to Mar 24, 2021
RAUM · $29.2M to $66.2M
Mar 27, 2020 to Mar 24, 2021
Advisory employees · 4 to 3
Dec 9, 2019 to Mar 27, 2020
Employees · 4 to 3
Dec 9, 2019 to Mar 27, 2020
Discretionary RAUM · $33.2M to $29.2M
Dec 9, 2019 to Mar 27, 2020
Pooled vehicle RAUM · $33.2M to $29.2M
Dec 9, 2019 to Mar 27, 2020
RAUM · $33.2M to $29.2M
Dec 9, 2019 to Mar 27, 2020
Advisory employees · 3 to 4
Jun 12, 2019 to Dec 9, 2019
Employees · 3 to 4
Jun 12, 2019 to Dec 9, 2019
Accounts · unset to 1.0
Jan 3, 2019 to Jun 12, 2019
Pooled vehicle clients · 0 to 1
Jan 3, 2019 to Jun 12, 2019
Private funds · unset to 1
Jan 3, 2019 to Jun 12, 2019

Signals

6 dated events

••• Locked
Mar 2, 2026 · RAUM change · derived
••• Locked
Mar 2, 2026 · ria private fund assets change · fact
••• Locked
Mar 2, 2026 · private fund gav change · fact
••• Locked
Mar 28, 2023 · RAUM change · derived
••• Locked
Mar 22, 2022 · RAUM change · derived
••• Locked
Jan 3, 2019 · 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

Website: ••• Lockedreportedpublic record, Form ADV, Mar 2, 2026
Principal office phone: ••• Lockedreportedpublic record, Form ADV, Mar 2, 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