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T•• I••••••••• M••••••••• L•

Former SEC-registered adviserFormer SEC adviser· New York, New York

Former SEC-registered adviser, based in New York, New York.

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

See where advisers wentSee teams that moved
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AdvisorsWhere the RAUM sits
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Nothing material in the last 180 days. No dated change on record yet.

Every filed figure, and the identifiersCRD 308994 · SEC 801-118724 · 1 filingsShow
CRD 308994SEC 801-118724First filing on the tape Apr 14, 2020, latest Apr 14, 2020IAPD
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
Not computed
derived; firm RAUM over IAPD count
Employees
8
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
1 filings and snapshots on the tape

Filed figures over time · the tape starts Apr 14, 2020

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow
RAUM: $0
HNW client RAUM: $0
State-registered IARs (5.B.3): 0
Employees (5.A): 8
Private funds: no history
Practice profile
derived from the filing of Apr 14, 2020; every figure names its basis
The rule behind each archetype, and every derived figureShow
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
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, 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
unknownderivedbetween 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 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)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing

No Item 5.D breakdown on this filing.

The breakdown by client type, and the client countsShow
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
0reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
absent from the latest SEC rosterderived
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Advisors registered through the firm
      0 on IAPD today; the longest tenured first
      No representative is registered through this CRD on IAPD.
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • D•••••• M•••••• •••• · Partner; Managercontrol
        since 04/2020 · owns 25% to 50%
      • K••••• C••••• E•• · Chief Compliance Officer; General Counselcontrol
        since 04/2020 · owns less than 5%
      • P•••••••• M••••••• J•••• · Partner; Managercontrol
        since 04/2020 · owns 25% to 50%
      • D•••••• M•••••• •••• · Membercontrol
        since 04/2020 · owns 25% to 50% of T•• I••••••••• M••••••••• G• L••
      • P•••••••• M••••••• J•••• · Membercontrol
        since 04/2020 · owns 25% to 50% of T•• I••••••••• M••••••••• G• L••
      All 9 control persons
      • A•••• D••••• I•••• · Partner
        since 04/2020 · owns 10% to 25%
      • A••••• V•••••• M••••• · Partner
        since 04/2020 · owns 10% to 25%
      • A•••• D••••• I•••• · Member
        since 04/2020 · owns 25% to 50% of T•• I••••••••• M••••••••• G• L••
      • A••••• V•••••• M••••• · Member
        since 04/2020 · owns 25% to 50% of T•• I••••••••• M••••••••• G• L••
      Entity owners
      • T•• I••••••••• M••••••••• G• L•• · General Partner
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      One filing, no change to show.
      Signals
      1 dated events
      • ••• Locked
        Apr 14, 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
      Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show
      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
      Not computedderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026

      Not yet on record: private clients.