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••••••• S•••••••• P•••••••
Legal name T•• I••••••••• A•••••••• L•••••
Latest filing Mar 2, 2026
First filing on the tape Dec 10, 2024 · 5 filings
SEC status approved since Apr 23, 2025
RAUM
$305M
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
10
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
3
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$305M as of Mar 2, 2026
Apr 18, 2025$180M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 2, 2026
Apr 18, 20250 then
Employees (5.A)10 as of Mar 2, 2026
Apr 18, 202510 then
Private funds3 as of Mar 2, 2026
Apr 18, 20252 then
RAUM +69% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 2, 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
- $102MderivedRAUM 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
- +69%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
- 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)
- a related person has custody of client cash (9.B.1.a)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$305M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- 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=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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T••••••• S•••••••• P••••••• F•••• L••• | Real Estate Fund | $175M | 56 | Dec 10, 2024 |
| T••••••• D•• S••••••• L••• | Real Estate Fund | $5.0M | 1 | Dec 10, 2024 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• J••••••• B•••• · Executive Chairmancontrolsince 11/2022 · owns less than 5%
- C••••• B••••• R••••• · Ceocontrolsince 11/2022 · owns less than 5%
- F•••••• W•••• · Coocontrolsince 11/2022 · owns less than 5%
- B••••••• N••••••• · Ccosince 11/2024 · owns less than 5%
Entity owners
- H••••• T•••••••• L••••• · Memberindirect · owns 50% to 75% of T••••••• S•••••••• C•••••• M••••••••• L•••••
- W••••••• T•••••••• L••••• · Memberindirect · owns 50% to 75% of T••••••• S•••••••• C•••••• M••••••••• L•••••
- T••••••• S•••••••• C•••••• M••••••••• L••••• · Sole Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- T••••••• S•••••••• C•••••• M••••••••• L•••••pooled vehicle sponsory
- T•• G•• L•••••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Mar 2, 2026private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2025-04-18 and 2026-03-02; the peer median change was 0.0% (735 comparable advisers, 95.0th percentile of changes)peers: asset managers, $100M to $500M (735) · 95% percentile
- RAUM up 50 %Change between filings · filing Mar 2, 2026RAUM (Item 5.F) moved from $180,025,000 to $304,725,000 (+69.0%) between the annual amendments of 2025-04-18 and 2026-03-02; the peer median change was +4.0% (1148 comparable advisers, 94.0th percentile of changes)peers: asset managers, $100M to $500M (1,148) · 94% percentile
What changed
consecutive filings, newest first
- Accounts · 2 to 3Oct 28, 2025 to Mar 2, 2026
- Pooled vehicle clients · 2 to 3Oct 28, 2025 to Mar 2, 2026
- Private funds · 2 to 3Oct 28, 2025 to Mar 2, 2026
- Discretionary RAUM · $180M to $305MOct 28, 2025 to Mar 2, 2026
- Pooled vehicle RAUM · $180M to $305MOct 28, 2025 to Mar 2, 2026
- RAUM · $180M to $305MOct 28, 2025 to Mar 2, 2026
- Financial planning clients · unset to Dec 12, 2024 to Apr 18, 2025
- Other offices · 0 to 1Dec 12, 2024 to Apr 18, 2025
- Organization form · Limited Partnership to Limited Liability CompanyDec 12, 2024 to Apr 18, 2025
- Accounts · 0 to 2Dec 10, 2024 to Dec 12, 2024
- Business name · T•• I••••••••• A•••••••• L••••• to T••••••• S•••••••• P•••••••Dec 10, 2024 to Dec 12, 2024
- Discretionary RAUM · $0 to $180MDec 10, 2024 to Dec 12, 2024
- Pooled vehicle RAUM · unset to 180025000.0Dec 10, 2024 to Dec 12, 2024
- RAUM · $0 to $180MDec 10, 2024 to Dec 12, 2024
Signals
2 dated events
- T••••••• S•••••••• P••••••• reported RAUM $304.7M, up 69% from $180.0M (2025-10-28 to 2026-03-02)Mar 2, 2026 · RAUM change · derived
- T•• I••••••••• A•••••••• L••••• filed its initial SEC registration (Form ADV)Dec 10, 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/temeritystrategic/?viewAsMember=truereportedpublic record, Form ADV, Sep 18, 2026
- Website
- t•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 312-971-9855reportedpublic record, Form ADV, Mar 2, 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
Across the graphs
T••••••• S•••••••• P••••••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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