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••••••
Legal name T•••••••• M••••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Jan 19, 2021 · 14 filings
SEC status approved since Feb 19, 2021
RAUM
$346M
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
9
6 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
8
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$346M as of Mar 31, 2026
Mar 30, 2022$163M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20220 then
Employees (5.A)9 as of Mar 31, 2026
Mar 30, 20227 then
Private funds8 as of Mar 31, 2026
Mar 30, 202213 then
RAUM +31% over the last fiscal year+51% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $34.6MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +31%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
- yesreportedItem 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)
- 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$346M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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
15 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•••••••• C•••••• P•••••• I• L• | Private Equity Fund | $131M | 40 | May 20, 2022 |
| T•••••••• C•••••• H••••• M••••• L• | Hedge Fund | $38.0M | 2 | Jun 17, 2021 |
| T•••••••• C•••••• O••••••• P•••••• I• L• | Private Equity Fund | $30.0M | 10 | May 20, 2022 |
| T•••••••• O••••••••• F••• I• L• | Other Private Fund | $4.2M | 10 | Mar 30, 2022 |
| H•••••• O••••••••• F••• I• L• | Other Private Fund | $4.0M | 22 | Jun 17, 2021 |
| H•••••• O••••••••• F••• I• L•no longer reported | Other Private Fund | $3.2M | 8 | Jun 17, 2021 |
| T•••••••• O••••••••• F••• I•• L• | Other Private Fund | $2.0M | 6 | Mar 30, 2022 |
| H•••••• O••••••••• F••• I•• L• | Other Private Fund | $1.4M | 6 | Mar 30, 2022 |
| H•••••• O••••••••• F••• V• L• | Other Private Fund | $800,000 | 6 | Mar 30, 2022 |
| H•••••• O••••••••• F••• I• L• | Other Private Fund | $300,000 | 3 | Mar 30, 2022 |
| T•••••••• C•••••• L•no longer reported | Other Private Fund | $0 | 0 | Mar 30, 2022 |
| T•••••••• C•••••• O••••••• L•no longer reported | Hedge Fund | $0 | 0 | Mar 30, 2022 |
| T•••••••• C•••••• H••••• O••••••• L••• | Hedge Fund | $0 | 23 | Jun 17, 2021 |
| T•••••••• O••••••••• F••• I• L•no longer reported | Other Private Fund | $0 | 0 | Mar 30, 2022 |
| T•••••••• C•••••• H••••• L• | Hedge Fund | $0 | 58 | Jun 17, 2021 |
Owners and control persons
Schedule A and B, latest filing
- H•••••••• S•••••• I• •••• · Managing Partnercontrolsince 09/2023 · owns less than 5%
- H••••• J••••••• T••••••• · Managing Partnercontrolsince 09/2023 · owns less than 5%
- S••••••••• J••••••• M•••• · Chief Financial Officercontrolsince 09/2023 · owns less than 5%
- Z•••• X•••••••• •••• · Chief Executive Officer / Limited Partnercontrolsince 07/2020 · owns 75% or more
- Z•••• X•••••••• •••• · Membercontrolsince 07/2020 · owns 75% or more of T•••••••• M••••••••• G• L••
- B••••••• N••••••• · Chief Compliance Officersince 11/2024 · owns less than 5%
Entity owners
- T•••••••• M••••••••• G• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- H•••••• O••••••••• G• L••pooled vehicle sponsory
- T•••••••• C•••••• G• L••pooled vehicle sponsory
- T•••••••• C•••••• H••••• G• L••pooled vehicle sponsory
- T•••••••• C•••••• O••••••••• G• L••pooled vehicle sponsory
- T•••••••• M••••••••• G• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Incline Village, NV1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Mar 31, 2026custody of client assets (Item 9.A): no on the filing of 2025-11-11, yes on the filing of 2026-03-31peers: asset managers, $100M to $500M (1,568)
What changed
consecutive filings, newest first
- Accounts · 7 to 10Nov 11, 2025 to Mar 31, 2026
- Advisory employees · 4 to 6Nov 11, 2025 to Mar 31, 2026
- Pooled vehicle clients · 7 to 10Nov 11, 2025 to Mar 31, 2026
- Custody of client assets · false to trueNov 11, 2025 to Mar 31, 2026
- Employees · 8 to 9Nov 11, 2025 to Mar 31, 2026
- Private funds · 7 to 8Nov 11, 2025 to Mar 31, 2026
- Discretionary RAUM · $265M to $346MNov 11, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $265M to $346MNov 11, 2025 to Mar 31, 2026
- RAUM · $265M to $346MNov 11, 2025 to Mar 31, 2026
- Financial planning clients · unset to Feb 28, 2025 to Mar 19, 2025
- Business name · T•••••••• M••••••••• L• to T•••••••• C••••••Nov 19, 2024 to Feb 28, 2025
- Employees · 6 to 8Nov 19, 2024 to Feb 28, 2025
- Discretionary RAUM · $182M to $265MNov 19, 2024 to Feb 28, 2025
- Pooled vehicle RAUM · $182M to $265MNov 19, 2024 to Feb 28, 2025
- RAUM · $182M to $265MNov 19, 2024 to Feb 28, 2025
- Accounts · 11 to 7Mar 29, 2024 to Nov 19, 2024
- Pooled vehicle clients · 11 to 7Mar 29, 2024 to Nov 19, 2024
- HQ city · NEW YORK to PALO ALTOMar 29, 2024 to Nov 19, 2024
- HQ state · NY to CAMar 29, 2024 to Nov 19, 2024
- Other offices · 0 to 1Mar 29, 2024 to Nov 19, 2024
- Private funds · 11 to 7Mar 29, 2024 to Nov 19, 2024
- Discretionary RAUM · $182M to $182MMar 29, 2024 to Nov 19, 2024
- Pooled vehicle RAUM · $182M to $182MMar 29, 2024 to Nov 19, 2024
- RAUM · $182M to $182MMar 29, 2024 to Nov 19, 2024
- Business name · H•••••• M••••••••• L• to T•••••••• M••••••••• L•Sep 14, 2023 to Mar 29, 2024
- Discretionary RAUM · $101M to $182MSep 14, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $101M to $182MSep 14, 2023 to Mar 29, 2024
- RAUM · $101M to $182MSep 14, 2023 to Mar 29, 2024
- Advisory employees · 5 to 4Mar 30, 2023 to May 5, 2023
- Employees · 7 to 6Mar 30, 2023 to May 5, 2023
- Other offices · 1 to 0May 20, 2022 to Mar 30, 2023
- Accounts · 13 to 11May 20, 2022 to Mar 30, 2023
- Pooled vehicle clients · 13 to 11May 20, 2022 to Mar 30, 2023
- Custody of client assets · true to falseMay 20, 2022 to Mar 30, 2023
- Legal name · H•••••• M••••••••• L• to T•••••••• M••••••••• L•May 20, 2022 to Mar 30, 2023
- Private funds · 13 to 11May 20, 2022 to Mar 30, 2023
- Discretionary RAUM · $162M to $101MMay 20, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $162M to $101MMay 20, 2022 to Mar 30, 2023
- RAUM · $162M to $101MMay 20, 2022 to Mar 30, 2023
- Discretionary RAUM · $163M to $162MMar 30, 2022 to May 20, 2022
Signals
7 dated events
- Kate Tracy Abbott (Chief Compliance Officer) no longer on Schedule A of T•••••••• C•••••• (listed 2024-03-29, absent 2024-11-19)Nov 19, 2024 · Control person left · inference
- Kate Tracy Abbott (Chief Compliance Officer) appeared on Schedule A of T•••••••• C••••••Sep 14, 2023 · Control person joined · fact
- Mason Jeffrey Sauerhoff (Chief Financial Officer) appeared on Schedule A of T•••••••• C••••••Sep 14, 2023 · Control person joined · fact
- I (Mio) Steven Hochberg (Managing Partner) appeared on Schedule A of T•••••••• C••••••Sep 14, 2023 · Control person joined · fact
- Terrence Jeffrey Huber (Managing Partner) appeared on Schedule A of T•••••••• C••••••Sep 14, 2023 · Control person joined · fact
- Charles John Larre (Chief Compliance Officer And Chief Operating Officer) no longer on Schedule A of T•••••••• C•••••• (listed 2023-03-30, absent 2023-05-05)May 5, 2023 · Control person left · inference
- H•••••• M••••••••• L• filed its initial SEC registration (Form ADV)Jan 19, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- T•••••••• C•••••• · Independent Sponsorsshared crd · capital_provider
- T•••••••• M••••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- triatomic.aireportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 646-225-5995reportedpublic record, Form ADV, Mar 31, 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