DFX Intelligence
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SEC-registered adviser
T••••••• M••••••••• C•••••• L•
Latest filing Mar 30, 2026
First filing on the tape Jun 29, 2022 · 5 filings
SEC status approved since Jul 29, 2022
RAUM
$700M
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
1
beyond the principal office
Private funds
4
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$700M as of Mar 30, 2026
Mar 29, 2023$630M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 29, 20230 then
Employees (5.A)16 as of Mar 30, 2026
Mar 29, 202313 then
Private funds4 as of Mar 30, 2026
Mar 29, 20234 then
RAUM +4.5% over the last fiscal year+3.5% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $175MderivedRAUM 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
- +4.5%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
- $700M, 4 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)
- 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$700M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $700M for 4 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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T••••••• F••• I• L• | Private Equity Fund | $336M | 58 | May 21, 2021 |
| T••••••• F••• I•• L• | Private Equity Fund | $193M | 13 | Mar 31, 2022 |
| K•• O••••••••• F••• L• | Private Equity Fund | $50.0M | 5 | May 21, 2021 |
| T••••••• E•••••••• F••• I• L• | Private Equity Fund | $20.8M | 29 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- Y•••• D••••• L• · Founder And Limited Partnercontrolsince 02/2021 · owns 75% or more
- Y•••• D••••• L• · Managing Membercontrolsince 02/2021 · owns 75% or more of T••••••• C•••••• L••
- X•• F•••• N•• · Chief Compliance Officer And Vp Financesince 07/2021 · owns less than 5%
Entity owners
- T••••••• C•••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- T••••••• I• G• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 12 to 9Mar 27, 2025 to Mar 30, 2026
- Assets in custody · $669M to $700MMar 27, 2025 to Mar 30, 2026
- Employees · 18 to 16Mar 27, 2025 to Mar 30, 2026
- Discretionary RAUM · $669M to $700MMar 27, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $669M to $700MMar 27, 2025 to Mar 30, 2026
- RAUM · $669M to $700MMar 27, 2025 to Mar 30, 2026
- Advisory employees · 10 to 12Mar 26, 2024 to Mar 27, 2025
- Assets in custody · $599M to $669MMar 26, 2024 to Mar 27, 2025
- Employees · 16 to 18Mar 26, 2024 to Mar 27, 2025
- Financial planning clients · unset to Mar 26, 2024 to Mar 27, 2025
- Other offices · 0 to 1Mar 26, 2024 to Mar 27, 2025
- Discretionary RAUM · $599M to $669MMar 26, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $599M to $669MMar 26, 2024 to Mar 27, 2025
- RAUM · $599M to $669MMar 26, 2024 to Mar 27, 2025
- Advisory employees · 8 to 10Mar 29, 2023 to Mar 26, 2024
- Assets in custody · $630M to $599MMar 29, 2023 to Mar 26, 2024
- Employees · 13 to 16Mar 29, 2023 to Mar 26, 2024
- Discretionary RAUM · $630M to $599MMar 29, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $630M to $599MMar 29, 2023 to Mar 26, 2024
- RAUM · $630M to $599MMar 29, 2023 to Mar 26, 2024
- Advisory employees · 6 to 8Jun 29, 2022 to Mar 29, 2023
- Assets in custody · $686M to $630MJun 29, 2022 to Mar 29, 2023
- Employees · 11 to 13Jun 29, 2022 to Mar 29, 2023
- HQ city · unset to MENLO PARKJun 29, 2022 to Mar 29, 2023
- HQ state · unset to CAJun 29, 2022 to Mar 29, 2023
- Private funds · 8 to 4Jun 29, 2022 to Mar 29, 2023
- Discretionary RAUM · $686M to $630MJun 29, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $686M to $630MJun 29, 2022 to Mar 29, 2023
- RAUM · $686M to $630MJun 29, 2022 to Mar 29, 2023
Signals
1 dated events
- T••••••• M••••••••• C•••••• L• filed its initial SEC registration (Form ADV)Jun 29, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- T••••••• M••••••••• C•••••• L• · Independent Sponsorsshared crd · capital_provider
- T••••••• M••••••••• C•••••• L• · Private Equityshared crd · organization
- T••••••• M••••••••• C•••••• L• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/tidemarkcapreportedpublic record, Form ADV, Sep 21, 2026
- Website
- t•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 650-260-4887reportedpublic record, Form ADV, Mar 30, 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