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••••• P•••••••• L•
Latest filing Jun 16, 2026
First filing on the tape Feb 19, 2021 · 11 filings
SEC status approved since Mar 22, 2021
RAUM
$4.0B
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
28
24 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
13
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$4.0B as of Jun 16, 2026
Mar 31, 2022$2.7B then
HNW client RAUM$0 as of Jun 16, 2026
Mar 31, 2022$0 then
State-registered IARs (5.B.3)0 as of Jun 16, 2026
Mar 31, 20220 then
Employees (5.A)28 as of Jun 16, 2026
Mar 31, 202220 then
Private funds13 as of Jun 16, 2026
Mar 31, 20225 then
RAUM +12% over the last fiscal year+11% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 16, 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
- $173MderivedRAUM 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
- +12%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
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.0B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 23reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- 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
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••••• F••• I•• L• | Private Equity Fund | $650M | 41 | Jul 19, 2021 |
| A• F••• A••••••••• L•• | Other Private Fund | $385M | 13 | Mar 31, 2022 |
| T••••• F••• I• ••••••••• L• | Private Equity Fund | $333M | 5 | Jul 19, 2021 |
| M•• A••••••••• L• | Other Private Fund | $231M | 21 | Mar 31, 2023 |
| L••••• A••••••••• L• | Other Private Fund | $229M | 12 | Mar 31, 2022 |
| M•••• L•• A••••••••• L• | Other Private Fund | $147M | 13 | Mar 29, 2024 |
| T••••• F••• I• C••••••••• L• | Private Equity Fund | $61.8M | 1 | Jul 19, 2021 |
| W••••••••• A••••••••• L• | Other Private Fund | $60.6M | 2 | Mar 29, 2024 |
| T••••• S••••••••• O••••••••• F•••• L• | Private Equity Fund | $55.9M | 6 | Mar 29, 2024 |
| T•• A••••••••• L• | Other Private Fund | $38.8M | 5 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- D••••••• J•••••••• S•••• · Chief Financial Officercontrolsince 02/2023 · owns less than 5%
- M•••••• A•••• H••••• · Managing Member And Partnercontrolsince 08/2020 · owns 10% to 25%
- P••••••••• A••••• · Chief Compliance Officercontrolsince 09/2021 · owns less than 5%
- P•••••• O•••• · Partnercontrolsince 05/2021 · owns less than 5%
- P••••• J•••• A•••••• · Managing Member And Partnercontrolsince 08/2020 · owns 10% to 25%
- S•••• I••• K•••••• · Senior Advisorsince 08/2020 · owns 10% to 25%
Entity owners
- T••••• P••••••• H•••••••• L•• · General Partnerdirect · owns less than 5%
- B••••••• T•••• C••••••• N••• · Trustee Of O•••• P••••• I• R•••••••• T•••• D•••• 0•••••••••direct · owns less than 5%
- O•••• P••••• I• R•••••••• T•••• D•••• 0••••••••• · Managing Memberdirect · owns 10% to 25%
- R••••• T••••• L•• · Ownerdirect · owns 5% to 10%
- B••••••• G••••• I••• · Shareholderindirect · owns 75% or more of B••••••• T•••• C••••••• N•••
- R••••• F••• S••••• F••••• · Ownerindirect · owns 75% or more of R••••• S•• L••
- R••••• I••••••••• S••••• · Ownerindirect · owns 75% or more of R••••• F••• S••••• F•••••
- R••••• S•• L•• · Ownerindirect · owns 75% or more of R••••• T••••• L••
Related persons
Schedule D 7.A
- S••• P••••• G••••• L••investment adviserbanknRAUM $777M
- T••••• F••• I• G•• L••bankpooled vehicle sponsorn
- T••••• S•• G•• L••bankpooled vehicle sponsorn
Advisers that list T••••• P•••••••• L• as a related person
- 158024 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 20 to 23Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 20 to 24Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 20 to 23Mar 31, 2025 to Mar 31, 2026
- Employees · 24 to 28Mar 31, 2025 to Mar 31, 2026
- Private funds · 9 to 13Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $3.5B to $4.0BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $3.5B to $4.0BMar 31, 2025 to Mar 31, 2026
- RAUM · $3.5B to $4.0BMar 31, 2025 to Mar 31, 2026
- Accounts · 21 to 20Mar 29, 2024 to Mar 31, 2025
- Advisory employees · 19 to 20Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 21 to 20Mar 29, 2024 to Mar 31, 2025
- Employees · 23 to 24Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Private funds · 10 to 9Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $3.1B to $3.5BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $3.1B to $3.5BMar 29, 2024 to Mar 31, 2025
- RAUM · $3.1B to $3.5BMar 29, 2024 to Mar 31, 2025
- Employees · 21 to 23Mar 31, 2023 to Mar 29, 2024
- Private funds · 6 to 10Mar 31, 2023 to Mar 29, 2024
- Accounts · 17 to 21Mar 31, 2023 to Mar 29, 2024
- Advisory employees · 17 to 19Mar 31, 2023 to Mar 29, 2024
- Pooled vehicle clients · 17 to 21Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $2.9B to $3.1BMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $2.9B to $3.1BMar 31, 2023 to Mar 29, 2024
- RAUM · $2.9B to $3.1BMar 31, 2023 to Mar 29, 2024
- Accounts · 16 to 17Feb 16, 2023 to Mar 31, 2023
- Advisory employees · 16 to 17Feb 16, 2023 to Mar 31, 2023
- Pooled vehicle clients · 16 to 17Feb 16, 2023 to Mar 31, 2023
- Employees · 20 to 21Feb 16, 2023 to Mar 31, 2023
- Financial planning clients · 0 to unsetFeb 16, 2023 to Mar 31, 2023
- Private funds · 5 to 6Feb 16, 2023 to Mar 31, 2023
- Discretionary RAUM · $2.7B to $2.9BFeb 16, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $2.7B to $2.9BFeb 16, 2023 to Mar 31, 2023
- RAUM · $2.7B to $2.9BFeb 16, 2023 to Mar 31, 2023
- Accounts · 14 to 16Oct 5, 2021 to Mar 31, 2022
- Advisory employees · 14 to 16Oct 5, 2021 to Mar 31, 2022
- Pooled vehicle clients · 14 to 16Oct 5, 2021 to Mar 31, 2022
- Employees · 17 to 20Oct 5, 2021 to Mar 31, 2022
- Private funds · 3 to 5Oct 5, 2021 to Mar 31, 2022
- Discretionary RAUM · $2.6B to $2.7BOct 5, 2021 to Mar 31, 2022
Signals
6 dated events
- Ogden Phipps (Partner) appeared on Schedule A of T••••• P•••••••• L•Mar 31, 2023 · Control person joined · fact
- E Steven Schwinger (Chief Financial Officer) no longer on Schedule A of T••••• P•••••••• L• (listed 2022-03-31, absent 2023-02-16)Feb 16, 2023 · Control person left · inference
- Scott Jonathan Dworkin (Chief Financial Officer) appeared on Schedule A of T••••• P•••••••• L•Feb 16, 2023 · Control person joined · fact
- A••••• P••••••••• (Chief Compliance Officer) appeared on Schedule A of T••••• P•••••••• L•Oct 5, 2021 · Control person joined · fact
- Jean Colleen Marencik (Chief Compliance Officer) no longer on Schedule A of T••••• P•••••••• L• (listed 2021-02-19, absent 2021-07-19)Jul 19, 2021 · Control person left · inference
- T••••• P•••••••• L••• filed its initial SEC registration (Form ADV)Feb 19, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- T••••• P•••••••• L• · Independent Sponsorsshared crd · capital_provider
- T••••• P•••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/truarcpartnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- t•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-508-3300reportedpublic record, Form ADV, Jun 16, 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