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•••••••• I••••••••• M••••••••• L••
Latest filing Mar 16, 2026
First filing on the tape Mar 21, 2022 · 8 filings
SEC status approved since Apr 20, 2022
RAUM
$550M
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
6
6 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
6
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$550M as of Mar 16, 2026
Mar 31, 2023$83.5M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 16, 2026
Mar 31, 20230 then
Employees (5.A)6 as of Mar 16, 2026
Mar 31, 20235 then
Private funds6 as of Mar 16, 2026
Mar 31, 20232 then
RAUM +241% over the last fiscal year+87% a year over threeIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Mar 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
- $91.7MderivedRAUM 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
- +241%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
- $550M, 6 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$550M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $550M for 6 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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•••••••• I••••••••• F••• •••••••• L••• | Private Equity Fund | $35.2M | 2 | Mar 31, 2023 |
| T•••••••• S• C•••••••• L••• | Private Equity Fund | $13.6M | 3 | Mar 29, 2024 |
| T•••••••• I••••••••• F•••• L••• | Private Equity Fund | $4.4M | 4 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- L•••••• M••••••• K••• · Managing Partner; Chief Compliance Officercontrolsince 10/2021 · owns 50% to 75%
- S••••• V•••••• N•• · Managing Partnercontrolsince 10/2021 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Mar 16, 2026private funds (Schedule D 7.B.1) moved from 4.0 to 6.0 (+50.0%) between the annual amendments of 2025-03-28 and 2026-03-16; the peer median change was 0.0% (489 comparable advisers, 93.0th percentile of changes)peers: asset managers, $500M to $1B (489) · 93% percentile
- RAUM up 50 %Change between filings · filing Mar 16, 2026RAUM (Item 5.F) moved from $161,185,055 to $549,913,189 (+241.0%) between the annual amendments of 2025-03-28 and 2026-03-16; the peer median change was +8.0% (672 comparable advisers, 99.0th percentile of changes)peers: asset managers, $500M to $1B (672) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 4 to 6May 28, 2025 to Mar 16, 2026
- Advisory employees · 4 to 6May 28, 2025 to Mar 16, 2026
- Advisory activities · 2 to 1May 28, 2025 to Mar 16, 2026
- Pooled vehicle clients · 4 to 6May 28, 2025 to Mar 16, 2026
- Assets in custody · $161M to $550MMay 28, 2025 to Mar 16, 2026
- Employees · 5 to 6May 28, 2025 to Mar 16, 2026
- Other offices · 0 to 1May 28, 2025 to Mar 16, 2026
- Private funds · 4 to 6May 28, 2025 to Mar 16, 2026
- Discretionary RAUM · $161M to $550MMay 28, 2025 to Mar 16, 2026
- Pooled vehicle RAUM · $161M to $550MMay 28, 2025 to Mar 16, 2026
- RAUM · $161M to $550MMay 28, 2025 to Mar 16, 2026
- Financial planning clients · unset to Mar 28, 2025 to May 28, 2025
- Accounts · 3 to 4Mar 29, 2024 to Mar 28, 2025
- Pooled vehicle clients · 3 to 4Mar 29, 2024 to Mar 28, 2025
- Assets in custody · $114M to $161MMar 29, 2024 to Mar 28, 2025
- Private funds · 3 to 4Mar 29, 2024 to Mar 28, 2025
- Discretionary RAUM · $114M to $161MMar 29, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $114M to $161MMar 29, 2024 to Mar 28, 2025
- RAUM · $114M to $161MMar 29, 2024 to Mar 28, 2025
- Accounts · 2 to 3Mar 31, 2023 to Mar 29, 2024
- Pooled vehicle clients · 2 to 3Mar 31, 2023 to Mar 29, 2024
- Assets in custody · $83.6M to $114MMar 31, 2023 to Mar 29, 2024
- Private funds · 2 to 3Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $83.5M to $114MMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $83.5M to $114MMar 31, 2023 to Mar 29, 2024
- RAUM · $83.5M to $114MMar 31, 2023 to Mar 29, 2024
- Assets in custody · $87.2M to $83.6MJan 27, 2023 to Mar 31, 2023
- Employees · 4 to 5Jan 27, 2023 to Mar 31, 2023
- Private funds · unset to 2Jan 27, 2023 to Mar 31, 2023
- Discretionary RAUM · $87.2M to $83.5MJan 27, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $87.2M to $83.5MJan 27, 2023 to Mar 31, 2023
- RAUM · $87.2M to $83.5MJan 27, 2023 to Mar 31, 2023
- Accounts · 4 to 2Nov 2, 2022 to Jan 27, 2023
- Advisory activities · 1 to 2Nov 2, 2022 to Jan 27, 2023
- Pooled vehicle clients · unset to 2.0Nov 2, 2022 to Jan 27, 2023
- Assets in custody · $0 to $87.2MNov 2, 2022 to Jan 27, 2023
- Non-discretionary RAUM · $59.4M to $0Nov 2, 2022 to Jan 27, 2023
- Pooled vehicle RAUM · unset to 87234962.0Nov 2, 2022 to Jan 27, 2023
- RAUM · $147M to $87.2MNov 2, 2022 to Jan 27, 2023
- Accounts · unset to 4.0Mar 21, 2022 to Nov 2, 2022
Signals
2 dated events
- T•••••••• I••••••••• M••••••••• L•• reported RAUM $549.9M, up 241% from $161.2M (2025-05-28 to 2026-03-16)Mar 16, 2026 · RAUM change · derived
- T•••••••• I••••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Mar 21, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- T•••••••• I••••••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- T•••••••• I••••••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/terramont-infrastructurereportedpublic record, Form ADV, Sep 19, 2026
- Website
- t•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-572-6469reportedpublic record, Form ADV, Mar 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