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••• L••• M••••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Jan 2, 2024 · 4 filings
SEC status approved since Feb 1, 2024
RAUM
$1.4B
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
15
13 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
3
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$1.4B as of Mar 31, 2026
Mar 31, 2025$1.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20250 then
Employees (5.A)15 as of Mar 31, 2026
Mar 31, 202512 then
Private funds3 as of Mar 31, 2026
Mar 31, 20252 then
RAUM +3.6% over the last fiscal yearIARs 0 to 0offices 0 to 1
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
- $462MderivedRAUM 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
- +3.6%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
- $1.4B, 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$1.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.4B 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=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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T••• L••• R••• E••••• O••••••••• F••• I•• L• | Real Estate Fund | $1.1B | 51 | Jan 2, 2024 |
| T••• L••• R••• E••••• O••••••••• F••• I•• L• | Real Estate Fund | $174M | 13 | Jan 2, 2024 |
| T••• L••• R••• E••••• O••••••••• F••• I•• L• | Real Estate Fund | $0 | 0 | Jan 2, 2024 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• D••••• M•••••• · Cco / Cfocontrolsince 01/2024 · owns less than 5%
- H•••••••• T••••• S•••• · Managing Partner / Limited Partnercontrolsince 09/2023 · owns 75% or more
- M••••• P•••••• H••••••• · Coo / Limited Partnercontrolsince 09/2023 · owns 10% to 25%
- H•••••••• T••••• S•••• · Sole Membercontrolsince 09/2023 · owns 75% or more of T••• L••• L••
Entity owners
- T••• L••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- T••• L••• R••• E••••• O••••••••• F••• I• G• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- affiliate changedChange between filings · filing Mar 31, 2026bank affiliate (Item 7.A.6): no on the filing of 2025-03-31, yes on the filing of 2026-03-31peers: asset managers, $1B to $5B (1,506)
- private fund count surgeChange between filings · filing Mar 31, 2026private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (1022 comparable advisers, 93.0th percentile of changes)peers: asset managers, $1B to $5B (1,022) · 93% percentile
What changed
consecutive filings, newest first
- Accounts · 2 to 3Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 10 to 13Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 2 to 3Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $1.3B to $1.4BMar 31, 2025 to Mar 31, 2026
- Employees · 12 to 15Mar 31, 2025 to Mar 31, 2026
- Other offices · 0 to 1Mar 31, 2025 to Mar 31, 2026
- Private funds · 2 to 3Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.3B to $1.4BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.3B to $1.4BMar 31, 2025 to Mar 31, 2026
- RAUM · $1.3B to $1.4BMar 31, 2025 to Mar 31, 2026
- Related bank · false to trueMar 31, 2025 to Mar 31, 2026
- Advisory employees · 7 to 10May 31, 2024 to Mar 31, 2025
- Assets in custody · $1.3B to $1.3BMay 31, 2024 to Mar 31, 2025
- Employees · 8 to 12May 31, 2024 to Mar 31, 2025
- Financial planning clients · unset to May 31, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.3B to $1.3BMay 31, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.3B to $1.3BMay 31, 2024 to Mar 31, 2025
- RAUM · $1.3B to $1.3BMay 31, 2024 to Mar 31, 2025
- Accounts · 0 to 2Jan 2, 2024 to May 31, 2024
- Advisory employees · 3 to 7Jan 2, 2024 to May 31, 2024
- Pooled vehicle clients · 3 to 2Jan 2, 2024 to May 31, 2024
- Assets in custody · $0 to $1.3BJan 2, 2024 to May 31, 2024
- Employees · 4 to 8Jan 2, 2024 to May 31, 2024
- HQ city · unset to NEW YORKJan 2, 2024 to May 31, 2024
- HQ state · unset to NYJan 2, 2024 to May 31, 2024
- Private funds · 3 to 2Jan 2, 2024 to May 31, 2024
- Discretionary RAUM · $0 to $1.3BJan 2, 2024 to May 31, 2024
- Pooled vehicle RAUM · $0 to $1.3BJan 2, 2024 to May 31, 2024
- RAUM · $0 to $1.3BJan 2, 2024 to May 31, 2024
Signals
1 dated events
- T••• L••• M••••••••• L• filed its initial SEC registration (Form ADV)Jan 2, 2024 · 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
- Firm profile
- linkedin.com/company/town-lanereportedpublic record, Form ADV, Sep 19, 2026
- Website
- t•••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-404-7904reportedpublic 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
Across the graphs
T••• L••• M••••••••• L• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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