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•••••• A••••••• V• L••
Latest filing Mar 30, 2026
First filing on the tape Mar 20, 2020 · 8 filings
SEC status approved since Apr 20, 2020
RAUM
$691M
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
11
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$691M as of Mar 30, 2026
Mar 24, 2021$139M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 24, 20210 then
Employees (5.A)11 as of Mar 30, 2026
Mar 24, 20218 then
Private funds11 as of Mar 30, 2026
Mar 24, 20213 then
RAUM +8.5% over the last fiscal year+35% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $49.4MderivedRAUM 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
- +8.5%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $691M, 14 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)
- 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$691M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 14reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $691M for 14 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
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•• C•••••• P••••••• V• L• | Private Equity Fund | $62.6M | 89 | Mar 20, 2020 |
| T•• C••••••• P••••••• V• ••• I• L• | Private Equity Fund | $48.9M | 64 | Mar 30, 2023 |
| T•• C•••••• P••••••• V• ••• L• | Private Equity Fund | $36.5M | 233 | Mar 20, 2020 |
| T•• C•••••• P••••••• V• ••• I• L• | Private Equity Fund | $25.1M | 202 | Mar 30, 2022 |
| T•• C••••••• P••••••• V• ••• I• L• | Private Equity Fund | $20.7M | 20 | Mar 24, 2021 |
| T•• C•••••• P••••••• V• •••• I• L• | Private Equity Fund | $20.3M | 202 | Mar 30, 2022 |
| T•• C••••••• P••••••• V• ••• I•• L• | Private Equity Fund | $11.8M | 120 | Mar 30, 2022 |
| T•• C•••••• P••••••• V• ••• I•• L• | Private Equity Fund | $7.9M | 120 | Mar 30, 2022 |
| T•• C•••••• P••••••• V• •••• I•• L• | Private Equity Fund | $6.4M | 120 | Mar 30, 2022 |
| T•• C••••••• P••••••• V• ••• I• L• | Private Equity Fund | $4.6M | 115 | Mar 30, 2022 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• S•••••• G••• · Partnercontrolsince 12/2019 · owns 25% to 50%
- D•••••••• M••••••• A••••• · Partnercontrolsince 12/2019 · owns 25% to 50%
- M•••••••• D••••• R•• · Managing Partnercontrolsince 12/2019 · owns 25% to 50%
- S•••••• K••••• A•• · Chief Compliance Officercontrolsince 12/2019 · owns less than 5%
Related persons
Schedule D 7.A
- T•• C•••••• A••••••• V•• L••investment advisernRAUM $311M
- T•• C•••••• A•••••••• L••investment advisernRAUM $82.5M
- T•• C•••••• M••••••••• V• L••pooled vehicle sponsorn
Advisers that list T•• C•••••• A••••••• V• L•• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 11 to 14Mar 28, 2025 to Mar 30, 2026
- Pooled vehicle clients · 10 to 14Mar 28, 2025 to Mar 30, 2026
- Assets in custody · $637M to $691MMar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $637M to $691MMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $637M to $691MMar 28, 2025 to Mar 30, 2026
- RAUM · $637M to $691MMar 28, 2025 to Mar 30, 2026
- Accounts · 10 to 11Mar 28, 2024 to Mar 28, 2025
- Advisory employees · 8 to 9Mar 28, 2024 to Mar 28, 2025
- Assets in custody · $300M to $637MMar 28, 2024 to Mar 28, 2025
- Employees · 10 to 11Mar 28, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 28, 2025
- Private funds · 10 to 11Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $300M to $637MMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $300M to $637MMar 28, 2024 to Mar 28, 2025
- RAUM · $300M to $637MMar 28, 2024 to Mar 28, 2025
- Advisory employees · 9 to 8Mar 30, 2023 to Mar 28, 2024
- Assets in custody · $278M to $300MMar 30, 2023 to Mar 28, 2024
- Employees · 9 to 10Mar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $278M to $300MMar 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $278M to $300MMar 30, 2023 to Mar 28, 2024
- RAUM · $278M to $300MMar 30, 2023 to Mar 28, 2024
- Accounts · 9 to 10Mar 30, 2022 to Mar 30, 2023
- Pooled vehicle clients · 9 to 10Mar 30, 2022 to Mar 30, 2023
- Assets in custody · $210M to $278MMar 30, 2022 to Mar 30, 2023
- Private funds · 9 to 10Mar 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $210M to $278MMar 30, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $210M to $278MMar 30, 2022 to Mar 30, 2023
- RAUM · $210M to $278MMar 30, 2022 to Mar 30, 2023
- Accounts · 3 to 9Nov 2, 2021 to Mar 30, 2022
- Advisory employees · 8 to 9Nov 2, 2021 to Mar 30, 2022
- Pooled vehicle clients · 3 to 9Nov 2, 2021 to Mar 30, 2022
- Assets in custody · $139M to $210MNov 2, 2021 to Mar 30, 2022
- Employees · 8 to 9Nov 2, 2021 to Mar 30, 2022
- Private funds · 3 to 9Nov 2, 2021 to Mar 30, 2022
- Discretionary RAUM · $139M to $210MNov 2, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $139M to $210MNov 2, 2021 to Mar 30, 2022
- RAUM · $139M to $210MNov 2, 2021 to Mar 30, 2022
- Accounts · 2 to 3Mar 20, 2020 to Mar 24, 2021
- Pooled vehicle clients · 2 to 3Mar 20, 2020 to Mar 24, 2021
- Assets in custody · $125M to $139MMar 20, 2020 to Mar 24, 2021
Signals
3 dated events
- T•• C•••••• A••••••• V• L•• reported RAUM $637.0M, up 112% from $299.9M (2024-03-28 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- Adamson James Hislop (Managing Member And Director) no longer on Schedule A of T•• C•••••• A••••••• V• L•• (listed 2020-03-20, absent 2021-03-24)Mar 24, 2021 · Control person left · inference
- T•• C•••••• A••••••• V• L•• filed its initial SEC registration (Form ADV)Mar 20, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- T•• C•••••• A••••••• V• L•• · Independent Sponsorsshared crd · capital_provider
- T•• C•••••• A••••••• V• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- trpfund.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 248 648-2358reportedpublic record, Form ADV, Mar 30, 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