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••• E••• L••
Latest filing Sep 16, 2026
First filing on the tape Aug 16, 2024 · 6 filings
SEC status approved since Sep 16, 2024
RAUM
$1.5B
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
18
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$1.5B as of Mar 26, 2026
Jan 14, 2025$308M then
HNW client RAUM$0 as of Mar 26, 2026
Jan 14, 2025$0 then
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Jan 14, 20250 then
Employees (5.A)18 as of Mar 26, 2026
Jan 14, 202516 then
Private funds: no history
RAUM +373% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Sep 16, 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
- $162MderivedRAUM 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
- +373%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 assetsreportedItem 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
- 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$1.5B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 9reported
- Financial planning clients
- n/areported
- 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= related_bank= bd_reps=4.0derived
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
- K••••••• M••••••• J••• · Chief Compliance Officercontrolsince 06/2023 · owns less than 5%
- P••• M••••••• H••••••• · Founder /Director / Ciocontrolsince 06/2023 · owns less than 5%
- P••• M••••••• H••••••• · Founder / Director / Ciocontrolsince 07/2022 · owns 50% to 75% of D••• G••••• T•••• L••••••
Entity owners
- D••• G••••• T•••• L•••••• · Managing Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- T••• G••••• L••••••investment advisernRAUM $116M
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 Mar 26, 2026RAUM (Item 5.F) moved from $308,000,000 to $1,456,000,000 (+373.0%) between the annual amendments of 2025-03-25 and 2026-03-26; the peer median change was +11.0% (1368 comparable advisers, 99.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 99% percentile
What changed
consecutive filings, newest first
- Financial planning clients · to unsetMar 26, 2026 to Sep 16, 2026
- Other offices · 1 to 0Mar 26, 2026 to Sep 16, 2026
- Related adviser · false to unsetMar 26, 2026 to Sep 16, 2026
- Related bank · false to unsetMar 26, 2026 to Sep 16, 2026
- Related broker-dealer · false to unsetMar 26, 2026 to Sep 16, 2026
- Related insurance company · false to unsetMar 26, 2026 to Sep 16, 2026
- Succession · false to unsetMar 26, 2026 to Sep 16, 2026
- Accounts · 7 to 9Jan 2, 2026 to Mar 26, 2026
- Advisory employees · 5 to 8Jan 2, 2026 to Mar 26, 2026
- BD registered reps · 1 to 4Jan 2, 2026 to Mar 26, 2026
- Employees · 16 to 18Jan 2, 2026 to Mar 26, 2026
- Other offices · 0 to 1Jan 2, 2026 to Mar 26, 2026
- Discretionary RAUM · $308M to $1.5BJan 2, 2026 to Mar 26, 2026
- RAUM · $308M to $1.5BJan 2, 2026 to Mar 26, 2026
- Related adviser · true to falseJan 2, 2026 to Mar 26, 2026
- Financial planning clients · unset to Jan 14, 2025 to Mar 25, 2025
- Accounts · 0 to 7Aug 16, 2024 to Jan 14, 2025
- Employees · 13 to 16Aug 16, 2024 to Jan 14, 2025
- Discretionary RAUM · $0 to $308MAug 16, 2024 to Jan 14, 2025
- RAUM · $0 to $308MAug 16, 2024 to Jan 14, 2025
Signals
2 dated events
- T••• E••• L•• reported RAUM $1.5B, up 373% from $308.0M (2026-01-02 to 2026-03-26)Mar 26, 2026 · RAUM change · derived
- T••• E••• L•• filed its initial SEC registration (Form ADV)Aug 16, 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/temaetfsreportedpublic record, Form ADV, Sep 19, 2026
- Website
- t•••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 443-222-1771reportedpublic record, Form ADV, 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
- 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