DFX Intelligence

RIA Intelligence

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SEC-registered adviser

T••••• C•••••• P•••••••

Independent wealth managerMiami, FloridaCRD 329367SEC 801-129298website IAPD

Legal name T••••• C•••••• P•••••••• L••

Latest filing Jun 8, 2026

First filing on the tape Dec 5, 2023 · 20 filings

SEC status approved since Jan 4, 2024

RAUM

$911M

reported, Item 5.F

Discretionary

72%

of RAUM

Private clients

97%

$886M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$182M

derived; firm RAUM over IAPD count

Employees

4 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

20 filings and snapshots on the tape

RAUM$911M as of Jun 8, 2026

Apr 11, 2025$508M then

HNW client RAUM$885M as of Jun 8, 2026

Apr 11, 2025$489M then

State-registered IARs (5.B.3)4 as of Jun 8, 2026

Apr 11, 20253 then

Employees (5.A)7 as of Jun 8, 2026

Apr 11, 20254 then

Private funds: no history

RAUM +79% over the last fiscal yearIARs 3 to 4offices 0 to 1

Practice profile

derived from the filing of Jun 8, 2026; every figure names its basis

Archetypes, each a printed rule

Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M

RAUM per advisor: $182MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: $13.6MderivedHNW RAUM over HNW clients
Average account: $13.4MderivedRAUM over accounts (5.F.2.f)
Discretionary: 72%derivedof RAUM
Institutional: 2.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.4derivedItem 5.A over advisors
Advisors per office: 2.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year: +79%derivedbetween the last two annual amendments
Advisor growth, one year: +33%derivedItem 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 individuals, portfolio management for businesses and institutions, otherreportedItem 5.G
Custody: $33,000, 1 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)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
has custody of client cash or bank accounts (9.A.1.a)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$885M97%
Charitable organizations$25.5M2.8%
Individuals$612,1410.1%

Individual clients: n/areported
HNW clients: 65reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 68reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $33,000 for 1 clientsreported
Compensation: % of AUM, fixed, performancereported
Class basis: private_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

5 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
P••••• G••••• H••••••••Chartered Financial Analyst	Miami, Fl	Jan 12, 2024	14 y	2
A•••••••• M•••• V•••••••	Miami, Fl	Jun 4, 2024	20 y	3
J••• C••••• F••••• F•••••Chartered Financial Analyst	Miami, Fl	Jun 7, 2024	14 y	1
E•••••• V••••••	Miami, Fl	Mar 7, 2025	10 y	3
J••••• E••••••	Miami, Fl	Jun 26, 2025	11 y	4

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

none on the tape

Joined, latest

J••••• E•••••• from J••• M••••• S••••••••• L••
Jun 26, 2025 · Wirehouse to independent RIA
E•••••• V•••••• from E•••••••• A••••••• L••
Mar 7, 2025 · RIA to RIA
J••• C••••• F••••• F••••• from J••• M••••• S••••••••• L••
Jun 7, 2024 · Wirehouse to independent RIA
A•••••••• M•••• V••••••• from J••• M••••• S••••••••• L••
Jun 4, 2024 · Wirehouse to independent RIA
P••••• G••••• H•••••••• from L••• C•••••• A••••••• L••
Jan 12, 2024 · Other

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

F••••• F•••••• J••• C••••• · Partnercontrol
since 05/2024 · owns 25% to 50%
H••••••••• P•••••• G••••• · Partner And Chief Compliance Officercontrol
since 11/2023 · owns 25% to 50%
V•••••••• A••••••••• M•••• · Partnercontrol
since 05/2024 · owns 25% to 50%

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Miami, Fl · principal	5	0	0

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

4 against comparable advisers; where to look, not conclusions

unusually large average accountStatic outlier · filing Jun 8, 2026
RAUM per account of $13,397,794 against a peer median of $610,947 (1443 comparable advisers, 100.0th percentile, 8.6 robust deviations)
peers: independent wealth managers, $500M to $1B (1,443) · 100% percentile
unusually large average HNW clientStatic outlier · filing Jun 8, 2026
HNW RAUM per HNW client of $13,614,452 against a peer median of $3,134,900 (1404 comparable advisers, 98.0th percentile, 6.9 robust deviations)
peers: independent wealth managers, $500M to $1B (1,404) · 98% percentile
discretionary share shiftChange between filings · filing Mar 30, 2026
discretionary share of RAUM moved from 35.0% to 72.0% between the annual amendments of 2025-04-11 and 2026-03-30
peers: independent wealth managers, $500M to $1B (1,482)
RAUM up 50 %Change between filings · filing Mar 30, 2026
RAUM (Item 5.F) moved from $507,955,588 to $911,049,981 (+79.0%) between the annual amendments of 2025-04-11 and 2026-03-30; the peer median change was +16.0% (1385 comparable advisers, 97.0th percentile of changes)
peers: independent wealth managers, $500M to $1B (1,385) · 97% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 27 to 68
Dec 10, 2025 to Mar 30, 2026
HNW clients · 26 to 65
Dec 10, 2025 to Mar 30, 2026
Assets in custody · $46,000 to $33,000
Dec 10, 2025 to Mar 30, 2026
Employees · 5 to 7
Dec 10, 2025 to Mar 30, 2026
Discretionary RAUM · $180M to $655M
Dec 10, 2025 to Mar 30, 2026
HNW RAUM · $489M to $885M
Dec 10, 2025 to Mar 30, 2026
Individual RAUM · $0 to $612,141
Dec 10, 2025 to Mar 30, 2026
Non-discretionary RAUM · $328M to $256M
Dec 10, 2025 to Mar 30, 2026
RAUM · $508M to $911M
Dec 10, 2025 to Mar 30, 2026
Advisory activities · 2 to 3
Sep 24, 2025 to Dec 10, 2025
Financial planning clients · unset to
Jun 25, 2025 to Jul 30, 2025
Other offices · 0 to 1
Jun 25, 2025 to Jul 30, 2025
Advisory employees · 3 to 4
Apr 11, 2025 to Jun 25, 2025
Employees · 4 to 5
Apr 11, 2025 to Jun 25, 2025
State-registered IARs · 3 to 4
Apr 11, 2025 to Jun 25, 2025
Accounts · 43 to 27
Dec 12, 2024 to Apr 11, 2025
Advisory employees · 2 to 3
Dec 12, 2024 to Apr 11, 2025
HNW clients · 9 to 26
Dec 12, 2024 to Apr 11, 2025
Employees · 3 to 4
Dec 12, 2024 to Apr 11, 2025
State-registered IARs · 2 to 3
Dec 12, 2024 to Apr 11, 2025
Discretionary RAUM · $105M to $180M
Dec 12, 2024 to Apr 11, 2025
HNW RAUM · $264M to $489M
Dec 12, 2024 to Apr 11, 2025
Individual RAUM · $400,000 to $0
Dec 12, 2024 to Apr 11, 2025
Non-discretionary RAUM · $160M to $328M
Dec 12, 2024 to Apr 11, 2025
RAUM · $265M to $508M
Dec 12, 2024 to Apr 11, 2025
Assets in custody · unset to 46000.0
Aug 7, 2024 to Dec 11, 2024
Custody of client assets · false to true
Aug 7, 2024 to Dec 11, 2024
Employees · 2 to 3
May 2, 2024 to Jun 3, 2024
State-registered IARs · 1 to 2
May 2, 2024 to Jun 3, 2024
Accounts · 0 to 43
Apr 17, 2024 to May 2, 2024
Advisory employees · 1 to 2
Apr 17, 2024 to May 2, 2024
HNW clients · unset to 9.0
Apr 17, 2024 to May 2, 2024
Employees · 1 to 2
Apr 17, 2024 to May 2, 2024
Discretionary RAUM · $0 to $105M
Apr 17, 2024 to May 2, 2024
HNW RAUM · unset to 264130460.0
Apr 17, 2024 to May 2, 2024
Individual RAUM · unset to 400000.0
Apr 17, 2024 to May 2, 2024
Non-discretionary RAUM · $0 to $160M
Apr 17, 2024 to May 2, 2024
RAUM · $0 to $265M
Apr 17, 2024 to May 2, 2024

Signals

5 dated events

T••••• C•••••• P••••••• reported RAUM $911.0M, up 79% from $508.0M (2025-12-10 to 2026-03-30)
Mar 30, 2026 · RAUM change · derived
T••••• C•••••• P••••••• reported RAUM $508.0M, up 92% from $264.5M (2024-12-12 to 2025-04-11)
Apr 11, 2025 · RAUM change · derived
J••• C••••• F••••• F••••• (Partner) appeared on Schedule A of T••••• C•••••• P•••••••
Dec 11, 2024 · Control person joined · fact
Marie Alexandra Valentin (Partner) appeared on Schedule A of T••••• C•••••• P•••••••
Dec 11, 2024 · Control person joined · fact
T••••• C•••••• P••••••• filed its initial SEC registration (Form ADV)
Dec 5, 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

Business phone: 786-885-2120reportedpublished by the firm, firm site, Sep 16, 2026
Firm profile: linkedin.com/company/tiempo-capitalreportedpublic record, Form ADV, Sep 21, 2026
Website: t•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 786-885-2120reportedpublic record, Form ADV, Jun 8, 2026
Contact form: t•••••••••.comreportedpublished by the firm, firm site, Sep 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: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $182Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026