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Former SEC-registered adviser

T••• I••••••••• M•••••••••

Former SEC-registered adviserCRD 308122SEC 801-119530IAPD
Legal name T••• I••••••••• M••••••••• S••
Latest filing Feb 24, 2023
First filing on the tape Aug 26, 2020 · 8 filings
RAUM
$154M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
32%
$49.2M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$154M as of Feb 24, 2023
Feb 5, 2021$41.6M then
HNW client RAUM$49.2M as of Feb 24, 2023
Feb 5, 2021$0 then
State-registered IARs (5.B.3)0 as of Feb 24, 2023
Feb 5, 20210 then
Employees (5.A)5 as of Feb 24, 2023
Feb 5, 20215 then
Private funds: no history
RAUM +99% over the last fiscal yearIARs 0 to 0offices 5 to 4
Practice profile
derived from the filing of Feb 24, 2023; 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
$49.2MderivedHNW RAUM over HNW clients
Average account
$77.2MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
68%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived5 offices incl. principal (1.F.5)
RAUM growth, one year
+99%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
+0.0%derived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 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
  • Charitable organizations$105M68%
  • High-net-worth individuals$49.2M32%
Individual clients
0reported
HNW clients
1reported
Pension plan clients
0reported
Charitable clients
1reported
Accounts
2reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
absent from the latest SEC rosterderived
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 departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • F•••••••• I••• C•••• · Ceo/President/Ccocontrol
        since 04/2018 · owns 10% to 25%
      • H••••••• T•••••• R••••••••• · Cio/Treasurercontrol
        since 04/2018 · owns 10% to 25%
      • P••••••••• J•••• M•••••• · Owner/Ctocontrol
        since 08/2022 · owns 10% to 25%
      • L•••• J•••••••• H•••••• M••• · Owner
        since 08/2022 · owns 5% to 10%
      • R•••••• K•••••• L••• · Owner
        since 08/2022 · owns less than 5%
      Entity owners
      • T•• F••• H•••• F••••••••• · Owner
        direct · owns 10% to 25%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      • , 1 employees
      What changed
      consecutive filings, newest first
      • Organization form · Corporation to Other (specify)
        Oct 11, 2022 to Feb 24, 2023
      • Discretionary RAUM · $93.6M to $154M
        Oct 11, 2022 to Feb 24, 2023
      • HNW RAUM · $48.5M to $49.2M
        Oct 11, 2022 to Feb 24, 2023
      • RAUM · $93.6M to $154M
        Oct 11, 2022 to Feb 24, 2023
      • Succession · false to true
        Oct 11, 2022 to Feb 24, 2023
      • Advisory employees · 6 to 5
        Mar 28, 2022 to Oct 11, 2022
      • Charity clients · 0 to 1
        Mar 28, 2022 to Oct 11, 2022
      • Corporate clients · 1 to 0
        Mar 28, 2022 to Oct 11, 2022
      • Employees · 6 to 5
        Mar 28, 2022 to Oct 11, 2022
      • Other offices · 5 to 4
        Mar 28, 2022 to Oct 11, 2022
      • Discretionary RAUM · $77.5M to $93.6M
        Mar 28, 2022 to Oct 11, 2022
      • HNW RAUM · $28.0M to $48.5M
        Mar 28, 2022 to Oct 11, 2022
      • RAUM · $77.5M to $93.6M
        Mar 28, 2022 to Oct 11, 2022
      • Accounts · 1 to 2
        Sep 21, 2021 to Mar 28, 2022
      • Advisory employees · 5 to 6
        Sep 21, 2021 to Mar 28, 2022
      • Advisory activities · 1 to 2
        Sep 21, 2021 to Mar 28, 2022
      • HNW clients · 0 to 1
        Sep 21, 2021 to Mar 28, 2022
      • Employees · 5 to 6
        Sep 21, 2021 to Mar 28, 2022
      • Other offices · 4 to 5
        Sep 21, 2021 to Mar 28, 2022
      • Discretionary RAUM · $41.6M to $77.5M
        Sep 21, 2021 to Mar 28, 2022
      • HNW RAUM · $0 to $28.0M
        Sep 21, 2021 to Mar 28, 2022
      • RAUM · $41.6M to $77.5M
        Sep 21, 2021 to Mar 28, 2022
      • Legal name · T••• I••••••••• M•••••••••,, SPC to T••• I••••••••• M••••••••• S••
        Feb 5, 2021 to Sep 21, 2021
      • Accounts · 0 to 1
        Dec 11, 2020 to Feb 5, 2021
      • Advisory employees · 3 to 5
        Dec 11, 2020 to Feb 5, 2021
      • Advisory activities · 2 to 1
        Dec 11, 2020 to Feb 5, 2021
      • Corporate clients · 0 to 1
        Dec 11, 2020 to Feb 5, 2021
      • HQ city · SEATTLE to unset
        Dec 11, 2020 to Feb 5, 2021
      • HQ state · WA to unset
        Dec 11, 2020 to Feb 5, 2021
      • Other offices · 3 to 4
        Dec 11, 2020 to Feb 5, 2021
      • Discretionary RAUM · $0 to $41.6M
        Dec 11, 2020 to Feb 5, 2021
      • RAUM · $0 to $41.6M
        Dec 11, 2020 to Feb 5, 2021
      • Legal name · T••• I••••••••• M••••••••• to T••• I••••••••• M•••••••••,, SPC
        Aug 26, 2020 to Oct 7, 2020
      Signals
      4 dated events
      • T••• I••••••••• M••••••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)
        Feb 24, 2023 · Succession (Item 4) · fact
      • Thomas Craig Muska (Cco/Coo/Secretary) no longer on Schedule A of T••• I••••••••• M••••••••• (listed 2022-03-28, absent 2022-10-11)
        Oct 11, 2022 · Control person left · inference
      • Michael John Piotrowski (Owner/Cto) appeared on Schedule A of T••• I••••••••• M•••••••••
        Oct 11, 2022 · Control person joined · fact
      • T••• I••••••••• M••••••••• filed its initial SEC registration (Form ADV)
        Aug 26, 2020 · 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.
      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
      Former SEC-registered adviserderiveda 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