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•••••• M••••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Sep 3, 2021 · 11 filings
SEC status approved since Oct 1, 2021
RAUM
$1.6B
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
10
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$1.6B as of Mar 31, 2026
Jan 28, 2022$250M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Jan 28, 20220 then
Employees (5.A)10 as of Mar 31, 2026
Jan 28, 20222 then
Private funds5 as of Mar 31, 2026
Jan 28, 20221 then
RAUM +69% over the last fiscal year+68% 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
- $324MderivedRAUM 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
- +69%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
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.6B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T••••• C••••••• L• | Venture Capital Fund | $343M | 15 | Sep 3, 2021 |
Owners and control persons
Schedule A and B, latest filing
- F••••••• K•••• A••••• · Ceo, Limited Partnercontrolsince 07/2021 · owns 50% to 75%
- W•••••••• K•••• E••••• · Chief Compliance Officercontrolsince 01/2023 · owns less than 5%
- F••••••• K•••• A••••• · Ceo, Managing Membercontrolsince 07/2021 · owns 50% to 75% of T••••• C•••••• G• L••
Entity owners
- T••••• C•••••• G• L•• · General Partnerdirect · owns 75% or more
Related persons
Schedule D 7.A
- T••••• C•••••• G•• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $960,132,364 to $1,620,758,384 (+69.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1368 comparable advisers, 90.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 90% percentile
What changed
consecutive filings, newest first
- Accounts · 4 to 5May 9, 2025 to Mar 31, 2026
- Advisory employees · 7 to 10May 9, 2025 to Mar 31, 2026
- Pooled vehicle clients · 4 to 5May 9, 2025 to Mar 31, 2026
- Employees · 7 to 10May 9, 2025 to Mar 31, 2026
- Private funds · 4 to 5May 9, 2025 to Mar 31, 2026
- Discretionary RAUM · $960M to $1.6BMay 9, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $960M to $1.6BMay 9, 2025 to Mar 31, 2026
- RAUM · $960M to $1.6BMay 9, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 9, 2025
- Accounts · 1 to 4Apr 29, 2024 to Mar 31, 2025
- Advisory employees · 6 to 7Apr 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 1 to 4Apr 29, 2024 to Mar 31, 2025
- Employees · 6 to 7Apr 29, 2024 to Mar 31, 2025
- HQ city · unset to Apr 29, 2024 to Mar 31, 2025
- HQ state · unset to Apr 29, 2024 to Mar 31, 2025
- Private funds · 1 to 4Apr 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $343M to $960MApr 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $343M to $960MApr 29, 2024 to Mar 31, 2025
- RAUM · $343M to $960MApr 29, 2024 to Mar 31, 2025
- Advisory employees · 3 to 6Jul 28, 2023 to Mar 27, 2024
- Employees · 3 to 6Jul 28, 2023 to Mar 27, 2024
- Discretionary RAUM · $341M to $343MJul 28, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $341M to $343MJul 28, 2023 to Mar 27, 2024
- RAUM · $341M to $343MJul 28, 2023 to Mar 27, 2024
- Advisory employees · 2 to 3Jan 11, 2023 to Mar 31, 2023
- Employees · 2 to 3Jan 11, 2023 to Mar 31, 2023
- Discretionary RAUM · $250M to $341MJan 11, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $250M to $341MJan 11, 2023 to Mar 31, 2023
- RAUM · $250M to $341MJan 11, 2023 to Mar 31, 2023
- Accounts · unset to 1.0Sep 16, 2021 to Jan 28, 2022
- Pooled vehicle clients · unset to 1.0Sep 16, 2021 to Jan 28, 2022
- Custody of client assets · true to falseSep 16, 2021 to Jan 28, 2022
- Discretionary RAUM · unset to 250000000.0Sep 16, 2021 to Jan 28, 2022
- Non-discretionary RAUM · unset to 0.0Sep 16, 2021 to Jan 28, 2022
- Pooled vehicle RAUM · unset to 250000000.0Sep 16, 2021 to Jan 28, 2022
- RAUM · unset to 250000000.0Sep 16, 2021 to Jan 28, 2022
Signals
6 dated events
- T••••• C•••••• M••••••••• L• reported RAUM $1.6B, up 69% from $960.1M (2025-05-09 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- T••••• C•••••• M••••••••• L• reported RAUM $960.1M, up 180% from $343.3M (2024-04-29 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- M David Schanzer (Limited Partner) no longer on Schedule A of T••••• C•••••• M••••••••• L• (listed 2023-03-31, absent 2023-07-28)Jul 28, 2023 · Control person left · inference
- Edward Kurt Wachholz (Chief Compliance Officer) appeared on Schedule A of T••••• C•••••• M••••••••• L•Jan 11, 2023 · Control person joined · fact
- M David Schanzer (Limited Partner) appeared on Schedule A of T••••• C•••••• M••••••••• L•Jan 28, 2022 · Control person joined · fact
- T••••• C•••••• M••••••••• L• filed its initial SEC registration (Form ADV)Sep 3, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- T••••• C•••••• M••••••••• L• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/tacora-capitalreportedpublic record, Form ADV, Sep 19, 2026
- Website
- t••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 310-741-1070reportedpublic 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