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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
T•••••••• M•••••• L••
Legal name T•••••••• H••••••• L••
Latest filing Apr 28, 2026
First filing on the tape May 1, 2024 · 5 filings
SEC status approved since May 31, 2024
RAUM
$184M
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
11
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$184M as of Apr 28, 2026
Mar 21, 2025$120M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 28, 2026
Mar 21, 20250 then
Employees (5.A)11 as of Apr 28, 2026
Mar 21, 20259 then
Private funds1 as of Apr 28, 2026
Mar 21, 20251 then
RAUM +53% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Apr 28, 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
- $184MderivedRAUM 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
- +53%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
- yesreportedItem 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)
- 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$184M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•••••••• R• F••• I• L• | Real Estate Fund | $45.4M | 11 | May 1, 2024 |
Owners and control persons
Schedule A and B, latest filing
- K••••• J••••••• S•••• · Managing Member, Chief Executive Officer And Chief Compliance Officercontrolsince 01/2022 · owns 75% or more
- P••••••• J••••• R••••• · Chief Financial Officersince 02/2023 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
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 Apr 28, 2026RAUM (Item 5.F) moved from $120,454,803 to $183,986,563 (+53.0%) between the annual amendments of 2025-03-21 and 2026-04-28; the peer median change was +4.0% (1148 comparable advisers, 91.0th percentile of changes)peers: ASSET_M••••••, $100M to $500M (1,148) · 91% percentile
What changed
consecutive filings, newest first
- Discretionary RAUM · $163M to $184MMar 30, 2026 to Apr 28, 2026
- Pooled vehicle RAUM · $163M to $184MMar 30, 2026 to Apr 28, 2026
- RAUM · $163M to $184MMar 30, 2026 to Apr 28, 2026
- Advisory employees · 7 to 10Nov 18, 2025 to Mar 30, 2026
- Business name · T•••••••• H••••••• L•• to T•••••••• M•••••• L••Nov 18, 2025 to Mar 30, 2026
- Assets in custody · $97.8M to $0Nov 18, 2025 to Mar 30, 2026
- Employees · 9 to 11Nov 18, 2025 to Mar 30, 2026
- Discretionary RAUM · $120M to $163MNov 18, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $120M to $163MNov 18, 2025 to Mar 30, 2026
- RAUM · $120M to $163MNov 18, 2025 to Mar 30, 2026
- Related adviser · false to trueNov 18, 2025 to Mar 30, 2026
- Business name · T•••••••• M•••••• L•• to T•••••••• H••••••• L••May 1, 2024 to Mar 21, 2025
- Assets in custody · $45.4M to $97.8MMay 1, 2024 to Mar 21, 2025
- Financial planning clients · unset to May 1, 2024 to Mar 21, 2025
- Legal name · T•••••••• M•••••• L•• to T•••••••• H••••••• L••May 1, 2024 to Mar 21, 2025
- Discretionary RAUM · $112M to $120MMay 1, 2024 to Mar 21, 2025
- Pooled vehicle RAUM · $112M to $120MMay 1, 2024 to Mar 21, 2025
- RAUM · $112M to $120MMay 1, 2024 to Mar 21, 2025
Signals
1 dated events
- T•••••••• M•••••• L•• filed its initial SEC registration (Form ADV)May 1, 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
- Website
- tryperion.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (310) 625-6392reportedpublic record, Form ADV, Apr 28, 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 M••••••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•••••••• 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.
Checking your plan…