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 Jun 5, 2026
First filing on the tape Mar 28, 2022 · 9 filings
SEC status approved since Apr 27, 2022
RAUM
$901M
reported, Item 5.F
Discretionary
39%
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
3
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$901M as of Jun 5, 2026
Mar 31, 2023$695M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 5, 2026
Mar 31, 20230 then
Employees (5.A)6 as of Jun 5, 2026
Mar 31, 20235 then
Private funds3 as of Jun 5, 2026
Mar 31, 20233 then
RAUM +23% over the last fiscal year+9.1% a year over threeIARs 0 to 0offices 3 to 1
Practice profile
derived from the filing of Jun 5, 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
- $90.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 39%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
- +23%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
- $352M, 3 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
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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$901M100%
- 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
- $352M for 3 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••••• C•••••• P••••••• I• L• | Private Equity Fund | $150M | 90 | Mar 31, 2023 |
| T••••• C•••••• P••••••• I• S••••• L• | Private Equity Fund | $150M | 90 | Mar 31, 2023 |
| D•• V••• C•••••• P••••••• I• L••• | Private Equity Fund | $3.6M | 35 | Mar 28, 2022 |
Owners and control persons
Schedule A and B, latest filing
- C•••• M••••••• J•••• · Managing Partner; Limited Partnercontrolsince 02/2022 · owns less than 5%
- D•••••• S••••• D••• · Partnercontrolsince 03/2022 · owns less than 5%
- S•••• E•••••• L•••• · Chief Compliance Officer; Chief Financial Officer; Partnercontrolsince 03/2024 · owns less than 5%
- C•••• M••••••• J•••• · Ownercontrolsince 02/2022 · owns 75% or more of T••• L••
Entity owners
- T••• L•• · General Partner Of The Registrantdirect · owns 75% or more
Related persons
Schedule D 7.A
- T•• I• G• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- San Francisco, CA3 employees
- , 1 employees
- Irvine, CA1 employees
What changed
consecutive filings, newest first
- HQ city · NEW YORK to SAN FRANCISCOMar 24, 2026 to Jun 5, 2026
- HQ state · NY to CAMar 24, 2026 to Jun 5, 2026
- Other offices · 2 to 1Mar 24, 2026 to Jun 5, 2026
- Assets in custody · $304M to $352MSep 15, 2025 to Mar 24, 2026
- Employees · 7 to 6Sep 15, 2025 to Mar 24, 2026
- Discretionary RAUM · $304M to $352MSep 15, 2025 to Mar 24, 2026
- Non-discretionary RAUM · $427M to $549MSep 15, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · $731M to $901MSep 15, 2025 to Mar 24, 2026
- RAUM · $731M to $901MSep 15, 2025 to Mar 24, 2026
- Other offices · 3 to 2Apr 28, 2025 to Sep 15, 2025
- Accounts · 9 to 10Apr 25, 2024 to Apr 28, 2025
- Pooled vehicle clients · 9 to 10Apr 25, 2024 to Apr 28, 2025
- Assets in custody · $300M to $304MApr 25, 2024 to Apr 28, 2025
- Financial planning clients · unset to Apr 25, 2024 to Apr 28, 2025
- Private funds · 2 to 3Apr 25, 2024 to Apr 28, 2025
- Discretionary RAUM · $300M to $304MApr 25, 2024 to Apr 28, 2025
- Non-discretionary RAUM · $404M to $427MApr 25, 2024 to Apr 28, 2025
- Pooled vehicle RAUM · $704M to $731MApr 25, 2024 to Apr 28, 2025
- RAUM · $704M to $731MApr 25, 2024 to Apr 28, 2025
- Private funds · 3 to 2Mar 31, 2023 to Mar 25, 2024
- Advisory employees · 5 to 6Mar 31, 2023 to Mar 25, 2024
- Assets in custody · $304M to $300MMar 31, 2023 to Mar 25, 2024
- Employees · 5 to 7Mar 31, 2023 to Mar 25, 2024
- HQ city · SAN FRANCISCO to NEW YORKMar 31, 2023 to Mar 25, 2024
- HQ state · CA to NYMar 31, 2023 to Mar 25, 2024
- Other offices · 0 to 3Mar 31, 2023 to Mar 25, 2024
- Discretionary RAUM · $304M to $300MMar 31, 2023 to Mar 25, 2024
- Non-discretionary RAUM · $391M to $404MMar 31, 2023 to Mar 25, 2024
- Pooled vehicle RAUM · $695M to $704MMar 31, 2023 to Mar 25, 2024
- RAUM · $695M to $704MMar 31, 2023 to Mar 25, 2024
- Accounts · 7 to 9Jul 22, 2022 to Mar 31, 2023
- Pooled vehicle clients · 7 to 9Jul 22, 2022 to Mar 31, 2023
- Assets in custody · $19.0M to $304MJul 22, 2022 to Mar 31, 2023
- Private funds · 1 to 3Jul 22, 2022 to Mar 31, 2023
- Discretionary RAUM · $19.0M to $304MJul 22, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $459M to $391MJul 22, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $478M to $695MJul 22, 2022 to Mar 31, 2023
- RAUM · $478M to $695MJul 22, 2022 to Mar 31, 2023
- Accounts · 1 to 7Mar 28, 2022 to Jul 22, 2022
- Advisory employees · 3 to 5Mar 28, 2022 to Jul 22, 2022
Signals
3 dated events
- Logan Elliot Snow (Chief Compliance Officer; Chief Financial Officer; Partner) appeared on Schedule A of T••••• C•••••• M••••••••• L•Mar 25, 2024 · Control person joined · fact
- T••••• C•••••• M••••••••• L• reported RAUM $694.7M, up 45% from $478.3M (2022-07-22 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- T••••• C•••••• M••••••••• L• filed its initial SEC registration (Form ADV)Mar 28, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- T••••• C•••••• M••••••••• L• · Independent Sponsorsshared crd · capital_provider
- T••••• C•••••• M••••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- trimercap.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 415-294-1259reportedpublic record, Form ADV, Jun 5, 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