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••••••• I•••••••••
Legal name T••••••• I••••••••• L••
Latest filing Jun 10, 2026
First filing on the tape Dec 17, 2019 · 19 filings
SEC status approved since Jan 16, 2020
RAUM
$1.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$710M
derived; firm RAUM over IAPD count
Employees
6
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$1.4B as of Jun 10, 2026
Feb 17, 2021$69.5M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 10, 2026
Feb 17, 20210 then
Employees (5.A)6 as of Jun 10, 2026
Feb 17, 20216 then
Private funds: no history
RAUM +86% over the last fiscal year+93% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 10, 2026; every figure names its basis
- RAUM per advisor
- $710MderivedRAUM 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
- $52.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +86%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 assetsreportedItem 5.E
- Advisory activities
- portfolio management for investment companiesreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$1.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 27reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| L•••• J••• G••••••• | Chicago, Il | Apr 28, 2026 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- L•••••• M••••••• N••••• · Ceocontrolsince 09/2019 · owns less than 5%
- B•••••• K•••• R•••• · Ccosince 02/2023 · owns less than 5%
- N•••••• M•••• A• · Class C Unitholdersince 01/2022 · owns 5% to 10%
- L••••• B••••• P•••••• · Trusteesince 03/2020 · owns F of B•••• L•••• L••••• T••••
- W•••••• J••••• M•••••• · Trusteesince 05/2020 · owns F of W••••• T••••
- W•••••• S••••••• M•••• · Trusteesince 05/2020 · owns F of W••••• T••••
Entity owners
- T••••••• G•••• · Class B Unitholderdirect · owns 50% to 75%
- B•••• L•••• L••••• T•••• · Class A Unitholderdirect · owns 5% to 10%
- R••••••••• S•••••••• H••••••• L•• · Class C Unitholderdirect · owns 10% to 25%
- W••••• T•••• · Class A Unitholderdirect · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Chicago, Il · principal | 2 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 30, 2026RAUM (Item 5.F) moved from $761,807,859 to $1,419,410,000 (+86.0%) between the annual amendments of 2025-03-21 and 2026-03-30; the peer median change was +11.0% (1368 comparable advisers, 92.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 92% percentile
What changed
consecutive filings, newest first
- Accounts · 21 to 27Jan 9, 2026 to Mar 30, 2026
- Advisory employees · 1 to 3Jan 9, 2026 to Mar 30, 2026
- Employees · 4 to 6Jan 9, 2026 to Mar 30, 2026
- Discretionary RAUM · $762M to $1.4BJan 9, 2026 to Mar 30, 2026
- RAUM · $762M to $1.4BJan 9, 2026 to Mar 30, 2026
- Related adviser · false to trueJan 9, 2026 to Mar 30, 2026
- Related bank · false to trueJan 9, 2026 to Mar 30, 2026
- Accounts · 17 to 21Jul 30, 2024 to Mar 21, 2025
- Employees · 3 to 4Jul 30, 2024 to Mar 21, 2025
- Financial planning clients · unset to Jul 30, 2024 to Mar 21, 2025
- Discretionary RAUM · $243M to $762MJul 30, 2024 to Mar 21, 2025
- RAUM · $243M to $762MJul 30, 2024 to Mar 21, 2025
- Accounts · 18 to 17Dec 4, 2023 to Mar 27, 2024
- Employees · 4 to 3Dec 4, 2023 to Mar 27, 2024
- Discretionary RAUM · $196M to $243MDec 4, 2023 to Mar 27, 2024
- RAUM · $196M to $243MDec 4, 2023 to Mar 27, 2024
- Accounts · 16 to 18Jan 6, 2023 to Mar 30, 2023
- Employees · 6 to 4Jan 6, 2023 to Mar 30, 2023
- Discretionary RAUM · $206M to $196MJan 6, 2023 to Mar 30, 2023
- RAUM · $206M to $196MJan 6, 2023 to Mar 30, 2023
- Accounts · 8 to 16Mar 4, 2021 to Mar 2, 2022
- HQ city · ROSEMONT to CHICAGOMar 4, 2021 to Mar 2, 2022
- Discretionary RAUM · $69.5M to $206MMar 4, 2021 to Mar 2, 2022
- RAUM · $69.5M to $206MMar 4, 2021 to Mar 2, 2022
- Accounts · 0 to 8Dec 23, 2019 to Feb 17, 2021
- Employees · 5 to 6Dec 23, 2019 to Feb 17, 2021
- Discretionary RAUM · $0 to $69.5MDec 23, 2019 to Feb 17, 2021
- RAUM · $0 to $69.5MDec 23, 2019 to Feb 17, 2021
Signals
7 dated events
- T••••••• I••••••••• reported RAUM $1.4B, up 86% from $761.8M (2026-01-09 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- T••••••• I••••••••• reported RAUM $761.8M, up 214% from $242.8M (2024-07-30 to 2025-03-21)Mar 21, 2025 · RAUM change · derived
- Lea J••••• F••••••• (Coo) no longer on Schedule A of T••••••• I••••••••• (listed 2023-01-04, absent 2023-01-06)Jan 6, 2023 · Control person left · inference
- C•••• J••••• W•••••• (Cio) no longer on Schedule A of T••••••• I••••••••• (listed 2023-01-04, absent 2023-01-06)Jan 6, 2023 · Control person left · inference
- T••••••• I••••••••• reported RAUM $206.2M, up 197% from $69.5M (2021-03-04 to 2022-03-02)Mar 2, 2022 · RAUM change · derived
- Aaron Robert Bomberg (Wholesaler) no longer on Schedule A of T••••••• I••••••••• (listed 2019-12-17, absent 2019-12-23)Dec 23, 2019 · Control person left · inference
- T••••••• I••••••••• filed its initial SEC registration (Form ADV)Dec 17, 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
- Firm profile
- linkedin.com/company/truesharesreportedpublic record, Form ADV, Sep 18, 2026
- Website
- truemarkinvestments.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 877-774-8783reportedpublic record, Form ADV, Jun 10, 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
- $710Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026