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SEC-registered adviser

T•••••• A•••• I•••

Asset manager (funds and pooled vehicles)Fairfax, VirginiaCRD 331700SEC 801-130642IAPD
Latest filing Mar 31, 2026
First filing on the tape Jun 7, 2024 · 4 filings
SEC status approved since Jul 5, 2024
RAUM
$773,573
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
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$773,573 as of Mar 31, 2026
Mar 27, 2025$1.0M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 27, 20250 then
Employees (5.A)3 as of Mar 31, 2026
Mar 27, 20252 then
Private funds: no history
RAUM -23% 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
$773,573derivedRAUM 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
-23%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, otherreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Investment companies$773,573100%
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
noreported
Compensation
% of AUMreported
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
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • I•••• G•••••• · Directorcontrol
        since 03/2023 · owns less than 5%
      • M•••••• A••••• B••• · Chief Executive Officer And Chief Compliance Officercontrol
        since 03/2023 · owns 50% to 75%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Employees · 2 to 3
        Mar 27, 2025 to Mar 31, 2026
      • Discretionary RAUM · $1.0M to $773,573
        Mar 27, 2025 to Mar 31, 2026
      • RAUM · $1.0M to $773,573
        Mar 27, 2025 to Mar 31, 2026
      • Financial planning clients · unset to
        Nov 20, 2024 to Mar 27, 2025
      • Discretionary RAUM · $974,920 to $1.0M
        Nov 20, 2024 to Mar 27, 2025
      • RAUM · $974,920 to $1.0M
        Nov 20, 2024 to Mar 27, 2025
      • Accounts · unset to 1.0
        Jun 7, 2024 to Nov 20, 2024
      • Advisory employees · 3 to 2
        Jun 7, 2024 to Nov 20, 2024
      • Employees · 3 to 2
        Jun 7, 2024 to Nov 20, 2024
      • Discretionary RAUM · unset to 974920.0
        Jun 7, 2024 to Nov 20, 2024
      • Non-discretionary RAUM · unset to 0.0
        Jun 7, 2024 to Nov 20, 2024
      • RAUM · unset to 974920.0
        Jun 7, 2024 to Nov 20, 2024
      Signals
      3 dated events
      • Goutham Goli (Director) no longer on Schedule A of T•••••• A•••• I••• (listed 2024-06-07, absent 2024-11-20)
        Nov 20, 2024 · Control person left · inference
      • Mahender Musuku (Director) no longer on Schedule A of T•••••• A•••• I••• (listed 2024-06-07, absent 2024-11-20)
        Nov 20, 2024 · Control person left · inference
      • T•••••• A•••• I••• filed its initial SEC registration (Form ADV)
        Jun 7, 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
      Principal office phone
      201-654-5385reportedpublic 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