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.
SEC-registered adviser
Tcg Crossover Management, LLC
Latest filing May 29, 2026
First filing on the tape Nov 18, 2020 · 11 filings
SEC status approved since Dec 18, 2020
RAUM
$5.1B
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
16
9 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
3
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$5.1B as of May 29, 2026
Mar 30, 2021$825M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 29, 2026
Mar 30, 20210 then
Employees (5.A)16 as of May 29, 2026
Mar 30, 20215 then
Private funds3 as of May 29, 2026
Mar 30, 20211 then
RAUM +181% over the last fiscal year+74% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 29, 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
- $1.7BderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +181%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
- Custody
- $5.1B, 3 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
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$5.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $5.1B for 3 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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Tcg Crossover Fund I, LP | Other Private Fund | $1.3B | 80 | Mar 30, 2021 |
| Tcg Crossover Fund II, LP | Other Private Fund | $892M | 98 | Mar 27, 2024 |
Owners and control persons
Schedule A and B, latest filing
- David Craig Skaling · Chief Operating Officer And Chief Compliance Officercontrolsince 02/2022 · owns less than 5%
- Ming Chen Yu · Managing Partnercontrolsince 10/2020 · owns 75% or more
Related persons
Schedule D 7.A
- Tcg Crossover Gp I, LLCpooled vehicle sponsorn
- Tcg Crossover Gp II, LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY2 employees
- San Francisco, CA
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Mar 31, 2026private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +3.0% (487 comparable advisers, 94.0th percentile of changes)peers: asset managers, $5B to $20B (487) · 94% percentile
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $1,799,709,770 to $5,055,348,555 (+181.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +13.0% (631 comparable advisers, 99.0th percentile of changes)peers: asset managers, $5B to $20B (631) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 2 to 3Oct 8, 2025 to Mar 31, 2026
- Advisory employees · 10 to 9Oct 8, 2025 to Mar 31, 2026
- Pooled vehicle clients · 2 to 3Oct 8, 2025 to Mar 31, 2026
- Assets in custody · $993M to $5.1BOct 8, 2025 to Mar 31, 2026
- Employees · 17 to 16Oct 8, 2025 to Mar 31, 2026
- Private funds · 2 to 3Oct 8, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.8B to $5.1BOct 8, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.8B to $5.1BOct 8, 2025 to Mar 31, 2026
- RAUM · $1.8B to $5.1BOct 8, 2025 to Mar 31, 2026
- Advisory employees · 6 to 10Mar 27, 2024 to Mar 31, 2025
- Assets in custody · $1.3B to $993MMar 27, 2024 to Mar 31, 2025
- Employees · 11 to 17Mar 27, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 31, 2025
- Discretionary RAUM · $2.2B to $1.8BMar 27, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $2.2B to $1.8BMar 27, 2024 to Mar 31, 2025
- RAUM · $2.2B to $1.8BMar 27, 2024 to Mar 31, 2025
- Accounts · 1 to 2Mar 29, 2023 to Mar 27, 2024
- Advisory employees · 5 to 6Mar 29, 2023 to Mar 27, 2024
- Pooled vehicle clients · 1 to 2Mar 29, 2023 to Mar 27, 2024
- Assets in custody · $277M to $1.3BMar 29, 2023 to Mar 27, 2024
- Employees · 9 to 11Mar 29, 2023 to Mar 27, 2024
- Other offices · 1 to 2Mar 29, 2023 to Mar 27, 2024
- Private funds · 1 to 2Mar 29, 2023 to Mar 27, 2024
- Discretionary RAUM · $963M to $2.2BMar 29, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $963M to $2.2BMar 29, 2023 to Mar 27, 2024
- RAUM · $963M to $2.2BMar 29, 2023 to Mar 27, 2024
- Assets in custody · $260M to $277MJul 27, 2022 to Mar 29, 2023
- Employees · 8 to 9Jul 27, 2022 to Mar 29, 2023
- Discretionary RAUM · $880M to $963MJul 27, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $880M to $963MJul 27, 2022 to Mar 29, 2023
- RAUM · $880M to $963MJul 27, 2022 to Mar 29, 2023
- Advisory employees · 4 to 5Oct 19, 2021 to Mar 31, 2022
- Assets in custody · $61.1M to $260MOct 19, 2021 to Mar 31, 2022
- Employees · 5 to 8Oct 19, 2021 to Mar 31, 2022
- Discretionary RAUM · $825M to $880MOct 19, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $825M to $880MOct 19, 2021 to Mar 31, 2022
- RAUM · $825M to $880MOct 19, 2021 to Mar 31, 2022
- Other offices · 0 to 1Mar 30, 2021 to Oct 19, 2021
- Accounts · unset to 1.0Nov 18, 2020 to Mar 30, 2021
- Advisory employees · 2 to 4Nov 18, 2020 to Mar 30, 2021
Signals
5 dated events
- Tcg Crossover Management, Llc reported RAUM $5.1B, up 181% from $1.8B (2025-10-08 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Tcg Crossover Management, Llc reported RAUM $2.2B, up 128% from $962.8M (2023-03-29 to 2024-03-27)Mar 27, 2024 · RAUM change · derived
- Mora Jaime Felix (Chief Compliance Officer And Chief Financial Officer) no longer on Schedule A of Tcg Crossover Management, Llc (listed 2021-10-19, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- David Craig Skaling (Chief Operating Officer And Chief Compliance Officer) appeared on Schedule A of Tcg Crossover Management, LlcMar 31, 2022 · Control person joined · fact
- Tcg Crossover Management, Llc filed its initial SEC registration (Form ADV)Nov 18, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- TCG Crossover Management, LLC · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/tcg-crossoverreportedpublic record, Form ADV, Sep 17, 2026
- Website
- tcgcrossover.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 650-924-9424reportedpublic record, Form ADV, May 29, 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