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•••••••• A••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Mar 21, 2024 · 6 filings
SEC status approved since Apr 19, 2024
RAUM
$3.3B
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
19
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$3.3B as of Mar 31, 2026
Feb 18, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Feb 18, 20250 then
Employees (5.A)19 as of Mar 31, 2026
Feb 18, 202517 then
Private funds: no history
RAUM +2131% over the last fiscal yearIARs 0 to 0
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
- $1.6BderivedRAUM 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
- +2131%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 investment companiesreportedItem 5.G
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$3.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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=1.0derived
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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••••• B••••• E••••• B•••• · Chairman & Chief Executive Officercontrolsince 02/2024 · owns 75% or more
- E•••••• J••••• P•••• · President, Chief Operating Officer & Chief Compliance Officercontrolsince 02/2024 · owns less than 5%
- B•••••••• B••••• E••••• B•••• · Managing Membercontrolsince 02/2024 · owns 75% or more of T•••••••• A••••••• L••
Entity owners
- T•••••••• A••••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- T•••••••• C•••••• L••pooled vehicle sponsorn
- T•••••••• C•••••• G••••investment advisernRAUM $745M
- T•••••••• H••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Stamford, CT5 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- compensation changedChange between filings · filing Mar 31, 2026performance-based compensation (Item 5.E.6): no on the filing of 2025-03-26, yes on the filing of 2026-03-31peers: asset managers, $1B to $5B (1,506)
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $146,647,707 to $3,272,192,153 (+2131.0%) between the annual amendments of 2025-03-26 and 2026-03-31; the peer median change was +11.0% (1368 comparable advisers, 100.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 100% percentile
What changed
consecutive filings, newest first
- Accounts · 1 to 2Mar 26, 2025 to Mar 31, 2026
- Advisory employees · 9 to 10Mar 26, 2025 to Mar 31, 2026
- Business name · T•••••••• C•••••• G•••• to T•••••••• A••••••• L•Mar 26, 2025 to Mar 31, 2026
- Employees · 17 to 19Mar 26, 2025 to Mar 31, 2026
- Discretionary RAUM · $147M to $3.3BMar 26, 2025 to Mar 31, 2026
- RAUM · $147M to $3.3BMar 26, 2025 to Mar 31, 2026
- Accounts · 0 to 1Feb 18, 2025 to Mar 26, 2025
- BD registered reps · 0 to 1Feb 18, 2025 to Mar 26, 2025
- Financial planning clients · 0 to 0Feb 18, 2025 to Mar 26, 2025
- Discretionary RAUM · $0 to $147MFeb 18, 2025 to Mar 26, 2025
- RAUM · $0 to $147MFeb 18, 2025 to Mar 26, 2025
Signals
3 dated events
- T•••••••• A••••••• L• reported RAUM $3.3B, up 2131% from $146.6M (2025-03-26 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- A•••• K•••• B••••• (Chief Financal Officer & Chief Compliance Officer) no longer on Schedule A of T•••••••• A••••••• L• (listed 2024-03-28, absent 2024-08-20)Aug 20, 2024 · Control person left · inference
- T•••••••• C•••••• G•••• filed its initial SEC registration (Form ADV)Mar 21, 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/tremblant-capital/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- t•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-303-7373reportedpublic 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