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•••••••••

Asset manager (funds and pooled vehicles)Radnor, PennsylvaniaCRD 327436SEC 801-128989website IAPD

Legal name T••• A••••••• S•••••••• L••

Latest filing Sep 3, 2026

First filing on the tape Oct 2, 2023 · 13 filings

SEC status approved since Nov 1, 2023

RAUM

$8.6B

reported, Item 5.F

Discretionary

96%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

17 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

13 filings and snapshots on the tape

RAUM$8.6B as of Jul 6, 2026

Mar 28, 2024$5.7B then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Jul 6, 2026

Mar 28, 20240 then

Employees (5.A)70 as of Jul 6, 2026

Mar 28, 202463 then

Private funds37 as of Jul 6, 2026

Mar 28, 202437 then

RAUM +29% over the last fiscal yearIARs 0 to 0

Practice profile

derived from the filing of Sep 3, 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: $113MderivedRAUM over accounts (5.F.2.f)
Discretionary: 96%derivedof RAUM
Institutional: 21%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: +29%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, fixed fees, performance-based, otherreportedItem 5.E
Advisory activities: portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, selection of other advisersreportedItem 5.G
Custody: $5.3B, 38 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)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.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$5.3B62%
Charitable organizations$1.8B21%
Investment companies$1.5B17%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: 37reported
Accounts: 76reported
Financial planning clients: n/areported
Wrap fee programs: noreported
Custody of client assets: $5.3B for 38 clientsreported
Compensation: % of AUM, fixed, performancereported
Class basis: private_client_share=0.0 fund_share=0.79 institutional_share=0.21 related_bd=false related_bank=true bd_reps=14.0derived

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

Every departure Every arrival

Private funds

39 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
T••• G••••• E••••• F•••	Hedge Fund	$778M	10	Mar 28, 2018
T••• P•••••• E••••• P••••••• 2•••• L•	Hedge Fund	$272M	23	Mar 30, 2016
T••• D••••••••• S••••••••• F•••• L•	Hedge Fund	$254M	14	Mar 27, 2020
T••• P•••••• E••••• P••••••• 2•••• L•	Hedge Fund	$174M	28	Mar 30, 2023
T••• P•••••• E••••• P••••••• 2•••• L•	Hedge Fund	$170M	31	Oct 2, 2023
T••• P•••••• E••••• P••••••• 2•••• L•	Hedge Fund	$162M	16	Mar 28, 2018
T••• P•••••• E••••• P••••••• 2•••• L•	Hedge Fund	$158M	16	Mar 28, 2019
T••• D••••• P•••••• E••••• I•• L•••	Hedge Fund	$137M	15	Mar 30, 2023
T••• P•••••• E••••• P••••••• 2•••• L•	Hedge Fund	$133M	18	Mar 30, 2017
T••• P•••••• E••••• P••••••• 2•••• L•	Hedge Fund	$114M	16	Mar 27, 2020
T•• T••• C••••••••• F•••	Hedge Fund	$112M	33	Mar 28, 2018
T••• P•••••• E••••• P••••••• 2•••• L•	Hedge Fund	$97.0M	16	Mar 26, 2021
T••• P•••••• E••••• P••••••• 2•••• L•	Hedge Fund	$90.9M	18	Mar 28, 2022
T••• S••••••••• E••••• F•••• L•	Hedge Fund	$90.1M	2	Mar 26, 2021
T••• P•••••• E••••• P••••••• 2•••• L••	Hedge Fund	$74.5M	77	Mar 27, 2012
T••• S•••••• O••••••••• F••• I••• L•	Hedge Fund	$67.0M	16	Mar 26, 2021
T••• P•••••• E••••• P••••••• 2•••• L••	Hedge Fund	$60.5M	85	Mar 27, 2012
T••• S•••••• O••••••••• F••• I•• L•	Hedge Fund	$54.4M	12	Mar 28, 2018
T••• P•••••• E••••• P••••••• 2•••• L••	Hedge Fund	$53.0M	22	Mar 27, 2015
T••• S••••••••• F•••• L•	Hedge Fund	$48.1M	3	Mar 26, 2021
T••• P•••••• E••••• P••••••• 2•••• L••	Hedge Fund	$40.4M	47	Mar 27, 2012
T••• P•••••• E••••• P••••••• 2•••• L••	Hedge Fund	$36.0M	21	Mar 31, 2014
T••• P•••••• E••••• P••••••• 2•••• L••	Hedge Fund	$34.9M	62	Mar 27, 2012
T••• P•••••• E••••• P••••••• 2•••• L••	Hedge Fund	$33.1M	16	Mar 28, 2013
T••• M••••• V•••••• P••••••• 1••• L••	Hedge Fund	$29.5M	11	Mar 27, 2012
T••• P•••••• E••••• P••••••• 2•••• L••	Hedge Fund	$27.3M	22	Mar 27, 2012
T••• R••••• • R•••••••• 2•••• L••	Hedge Fund	$27.1M	50	Mar 27, 2012
T••• S•••••• O••••••••• F•••• L••	Hedge Fund	$23.8M	28	Mar 28, 2013
T••• S•••••••• P••••••• I•• L••	Hedge Fund	$22.6M	38	Mar 27, 2012
T••• P•••••• E••••• P••••••• 2•••• L••	Hedge Fund	$16.9M	44	Mar 27, 2012
T••• R••••• • R•••••••• I•• L••	Hedge Fund	$16.7M	41	Mar 27, 2012
T••• R••••• • R•••••••• I•• L••	Hedge Fund	$16.4M	12	Mar 27, 2015
T••• R••• E••••• P••••••• I• L••	Hedge Fund	$15.9M	27	Mar 27, 2012
T••• R••••• • R•••••••• I••• L••	Hedge Fund	$15.4M	35	Mar 27, 2012
T••• P••••••• V•••• L••	Hedge Fund	$15.3M	68	Mar 27, 2012
T••• R••• E••••• P••••••• I•• L••	Hedge Fund	$12.9M	37	Mar 27, 2012
T••• P•••••• E••••• P••••••• 2•••• L••	Hedge Fund	$10.9M	28	Mar 27, 2012
T••• R••••• O••••••••• F•••• L••	Hedge Fund	$7.9M	19	Mar 27, 2012
T••• R••••• • R•••••••• 2•••• L••	Hedge Fund	$2.0M	8	Mar 27, 2012

Owners and control persons

Schedule A and B, latest filing

B•••••• C•••••••• K••• · Chief Executive Officer; D•••••Orcontrol
since 09/2023 · owns less than 5%
B••••••• D••••• M••• · Chief Operating Officer; Vice Presidentcontrol
since 01/2024 · owns less than 5%
D••••••••• K•••••••• M•••• •••• · Vice President; Treasurercontrol
since 09/2023 · owns less than 5%
M•••••• L•••• L•••••• B•••• · General Counsel; Vice President; Secretarycontrol
since 09/2023 · owns less than 5%
P•••••• J••••••• N••• · Head Of Member Portfolio Management And Services; D•••••Orcontrol
since 09/2023 · owns less than 5%
S•••• D••••• C••••••••• · Chief Technology Officer, Executive D•••••Orcontrol
since 09/2023 · owns less than 5%
S•••••••• C••••••••• A•••••• · Chief Compliance Officer; Vice Presidentcontrol
since 09/2023 · owns less than 5%
W••••••••• J••• L••• · Chief Investment Officer; D•••••Orcontrol
since 09/2023 · owns less than 5%
B•••••• C•••••••• K••• · D•••••Or Of T•• M••••••••• C•• L••control
since 09/2023 · owns F of T•• M••••••••• C•• L••
P•••••• J••••••• N••• · D•••••Or Of T•• M••••••••• C•• L••control
since 09/2023 · owns F of T•• M••••••••• C•• L••
W••••••••• J••• L••• · D•••••Or Of T•• M••••••••• C•• L••control
since 09/2023 · owns F of T•• M••••••••• C•• L••

Entity owners

T•• I•• I••• · Owner Of 100% Of The Preferred LLC Interests
direct · owns 75% or more
T•• M••••••••• C•• L•• · Owner Of 100% Of The Common LLC Interests
direct · owns 75% or more

Related persons

Schedule D 7.A

T••• I••••••••• M•••••••••
investment adviserbankpooled vehicle sponsoryRAUM $2.5B

Advisers that list T••• I••••••••• M••••••••• as a related person

156308 y

Offices

Schedule D 1.F, the 25 largest

Boston, MA15 employees

What changed

consecutive filings, newest first

Financial planning clients · to unset
Jul 6, 2026 to Sep 3, 2026
Private funds · 37 to unset
Jul 6, 2026 to Sep 3, 2026
Succession · false to unset
Jul 6, 2026 to Sep 3, 2026
Accounts · 69 to 76
Jan 22, 2026 to Mar 25, 2026
Advisory employees · 16 to 17
Jan 22, 2026 to Mar 25, 2026
BD registered reps · 12 to 14
Jan 22, 2026 to Mar 25, 2026
Charity clients · 30 to 37
Jan 22, 2026 to Mar 25, 2026
Assets in custody · $3.5B to $5.3B
Jan 22, 2026 to Mar 25, 2026
Employees · 66 to 70
Jan 22, 2026 to Mar 25, 2026
Discretionary RAUM · $6.4B to $8.3B
Jan 22, 2026 to Mar 25, 2026
Non-discretionary RAUM · $267M to $327M
Jan 22, 2026 to Mar 25, 2026
Pooled vehicle RAUM · $3.8B to $5.3B
Jan 22, 2026 to Mar 25, 2026
RAUM · $6.7B to $8.6B
Jan 22, 2026 to Mar 25, 2026
Accounts · 65 to 69
Nov 18, 2024 to Mar 14, 2025
Advisory employees · 15 to 16
Nov 18, 2024 to Mar 14, 2025
Charity clients · 27 to 30
Nov 18, 2024 to Mar 14, 2025
Pooled vehicle clients · 37 to 38
Nov 18, 2024 to Mar 14, 2025
Employees · 63 to 66
Nov 18, 2024 to Mar 14, 2025
Financial planning clients · unset to
Nov 18, 2024 to Mar 14, 2025
Discretionary RAUM · $5.7B to $6.4B
Nov 18, 2024 to Mar 14, 2025
Non-discretionary RAUM · $0 to $267M
Nov 18, 2024 to Mar 14, 2025
Pooled vehicle RAUM · $3.5B to $3.8B
Nov 18, 2024 to Mar 14, 2025
RAUM · $5.7B to $6.7B
Nov 18, 2024 to Mar 14, 2025
Accounts · 69 to 65
Jan 8, 2024 to Mar 28, 2024
Advisory employees · 17 to 15
Jan 8, 2024 to Mar 28, 2024
BD registered reps · 11 to 12
Jan 8, 2024 to Mar 28, 2024
Charity clients · 26 to 27
Jan 8, 2024 to Mar 28, 2024
Pooled vehicle clients · 42 to 37
Jan 8, 2024 to Mar 28, 2024
Assets in custody · $3.5B to $3.5B
Jan 8, 2024 to Mar 28, 2024
Employees · 64 to 63
Jan 8, 2024 to Mar 28, 2024
Private funds · 39 to 37
Jan 8, 2024 to Mar 28, 2024
Discretionary RAUM · $7.6B to $5.7B
Jan 8, 2024 to Mar 28, 2024
Pooled vehicle RAUM · $5.1B to $3.5B
Jan 8, 2024 to Mar 28, 2024
RAUM · $7.6B to $5.7B
Jan 8, 2024 to Mar 28, 2024

Signals

9 dated events

T••• I••••••••• M••••••••• reported RAUM $8.6B, up 29% from $6.7B (2026-01-22 to 2026-03-25)
Mar 25, 2026 · RAUM change · derived
Indradhanusha Anuja Navaratna (Vice President) no longer on Schedule A of T••• I••••••••• M••••••••• (listed 2024-09-04, absent 2024-11-12)
Nov 12, 2024 · Control person left · inference
Christopher David Snow (Chief Technology Officer, Executive Director) appeared on Schedule A of T••• I••••••••• M•••••••••
Nov 12, 2024 · Control person joined · fact
T••• I••••••••• M••••••••• reported RAUM $5.7B, down 25% from $7.6B (2024-01-08 to 2024-03-28)
Mar 28, 2024 · RAUM change · derived
Tayyeb Zane Hamid (Vice President) no longer on Schedule A of T••• I••••••••• M••••••••• (listed 2023-10-02, absent 2024-01-08)
Jan 8, 2024 · Control person left · inference
Jay Robert Zion (Chief Operating Officer; Vice President) no longer on Schedule A of T••• I••••••••• M••••••••• (listed 2023-10-02, absent 2024-01-08)
Jan 8, 2024 · Control person left · inference
Indradhanusha Anuja Navaratna (Vice President) appeared on Schedule A of T••• I••••••••• M•••••••••
Jan 8, 2024 · Control person joined · fact
Marc David Brenner (Chief Operating Officer) appeared on Schedule A of T••• I••••••••• M•••••••••
Jan 8, 2024 · Control person joined · fact
T••• I••••••••• M••••••••• filed its initial SEC registration (Form ADV)
Oct 2, 2023 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Website: tipfunds.orgreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 610 684 8200reportedpublic record, Form ADV, Sep 3, 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