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••••••• P••••••• M••••••••• L•
Latest filing Apr 27, 2026
First filing on the tape Mar 19, 2024 · 9 filings
SEC status approved since Apr 17, 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
16
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$1.4B as of Apr 27, 2026
Feb 10, 2025$250M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 27, 2026
Feb 10, 20250 then
Employees (5.A)16 as of Apr 27, 2026
Feb 10, 20254 then
Private funds7 as of Apr 27, 2026
Mar 27, 20253 then
RAUM +202% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Apr 27, 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
- $203MderivedRAUM 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
- +202%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, 7 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
- 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
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.4B for 7 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- L••••••• B••••••••• T•••••• H• F• M• · Chief Executive Officercontrolsince 11/2023 · owns less than 5%
- S•••• V•••••• M••••• · Chief Compliance Officercontrolsince 02/2024 · owns less than 5%
- L••••••• B••••••••• T•••••• H• F• M• · Sole Membercontrolsince 01/2024 · owns 75% or more of S•• H•••••• H••••••• L••
Entity owners
- T••••••• M••••••••• H••••••• A••••••••• L• · Limited Partnerdirect · owns 75% or more
- T••••••• P••••••• H••••••• L•• · General Partnerdirect · owns less than 5%
- S•• H•••••• H••••••• L•• · Managing Memberindirect · owns 75% or more of T••••••• M••••••••• H••••••• L••
- S•• H•••••• L•• · Memberindirect · owns 75% or more of T••••••• M••••••••• H••••••• L••
- T••••••• M••••••••• H••••••• L•• · Limited Partnerindirect · owns 75% or more of T••••••• M••••••••• H••••••• A••••••••• L•
- T••••••• P••••••• H••••••• L•• · General Partnerindirect · owns F of T••••••• M••••••••• H••••••• A••••••••• L•
Related persons
Schedule D 7.A
- T••••••• M••••• M••••• I•••• F••• I•• G• L•bankpooled vehicle sponsorn
- T••••••• M••••• M••••• I•••• F••• I• G• L•bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- employee count surgeChange between filings · filing Apr 27, 2026employees (Item 5.A) moved from 10.0 to 16.0 (+60.0%) between the annual amendments of 2025-03-27 and 2026-04-27; the peer median change was 0.0% (1109 comparable advisers, 99.0th percentile of changes)peers: asset managers, $1B to $5B (1,109) · 99% percentile
- private fund count surgeChange between filings · filing Apr 27, 2026private funds (Schedule D 7.B.1) moved from 3.0 to 7.0 (+133.0%) between the annual amendments of 2025-03-27 and 2026-04-27; the peer median change was 0.0% (1022 comparable advisers, 99.0th percentile of changes)peers: asset managers, $1B to $5B (1,022) · 99% percentile
- RAUM up 50 %Change between filings · filing Apr 27, 2026RAUM (Item 5.F) moved from $469,600,000 to $1,420,400,000 (+202.0%) between the annual amendments of 2025-03-27 and 2026-04-27; the peer median change was +11.0% (1368 comparable advisers, 98.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 98% percentile
What changed
consecutive filings, newest first
- Accounts · 3 to 7Oct 23, 2025 to Mar 30, 2026
- Advisory employees · 6 to 12Oct 23, 2025 to Mar 30, 2026
- Pooled vehicle clients · 3 to 7Oct 23, 2025 to Mar 30, 2026
- Assets in custody · $470M to $1.4BOct 23, 2025 to Mar 30, 2026
- Employees · 10 to 16Oct 23, 2025 to Mar 30, 2026
- Private funds · 3 to 7Oct 23, 2025 to Mar 30, 2026
- Discretionary RAUM · $470M to $1.4BOct 23, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $470M to $1.4BOct 23, 2025 to Mar 30, 2026
- RAUM · $470M to $1.4BOct 23, 2025 to Mar 30, 2026
- Accounts · 2 to 3Feb 10, 2025 to Mar 27, 2025
- Advisory employees · 4 to 6Feb 10, 2025 to Mar 27, 2025
- Pooled vehicle clients · 2 to 3Feb 10, 2025 to Mar 27, 2025
- Assets in custody · $0 to $470MFeb 10, 2025 to Mar 27, 2025
- Employees · 4 to 10Feb 10, 2025 to Mar 27, 2025
- Financial planning clients · unset to Feb 10, 2025 to Mar 27, 2025
- Private funds · unset to 3Feb 10, 2025 to Mar 27, 2025
- Discretionary RAUM · $250M to $470MFeb 10, 2025 to Mar 27, 2025
- Pooled vehicle RAUM · $250M to $470MFeb 10, 2025 to Mar 27, 2025
- RAUM · $250M to $470MFeb 10, 2025 to Mar 27, 2025
- Related bank · true to falseFeb 10, 2025 to Mar 27, 2025
- Accounts · 0 to 2May 17, 2024 to Aug 12, 2024
- Pooled vehicle clients · 0 to 2May 17, 2024 to Aug 12, 2024
- Discretionary RAUM · $0 to $250MMay 17, 2024 to Aug 12, 2024
- Pooled vehicle RAUM · $0 to $250MMay 17, 2024 to Aug 12, 2024
- RAUM · $0 to $250MMay 17, 2024 to Aug 12, 2024
- HQ city · unset to CORAL GABLESMar 19, 2024 to May 17, 2024
- HQ state · unset to FLMar 19, 2024 to May 17, 2024
- Other offices · 1 to 0Mar 19, 2024 to May 17, 2024
Signals
3 dated events
- T••••••• P••••••• M••••••••• L• reported RAUM $1.4B, up 202% from $469.6M (2025-10-23 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- T••••••• P••••••• M••••••••• L• reported RAUM $469.6M, up 88% from $250.0M (2025-02-10 to 2025-03-27)Mar 27, 2025 · RAUM change · derived
- T••••••• P••••••• M••••••••• L• filed its initial SEC registration (Form ADV)Mar 19, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- T••••••• P••••••• M••••••••• L• · Independent Sponsorsshared crd · capital_provider
- T••••••• P••••••• M••••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/tallvinereportedpublic record, Form ADV, Sep 19, 2026
- Website
- t•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 786-475-3890reportedpublic record, Form ADV, Apr 27, 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