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
P••• L••• A•••••••• L••
Latest filing Aug 7, 2026
First filing on the tape Nov 21, 2025 · 3 filings
SEC status approved since Dec 15, 2025
RAUM
$799M
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
4
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$799M as of Aug 7, 2026
Nov 21, 2025$554M then
HNW client RAUM$0 as of Aug 7, 2026
Feb 19, 2026$0 then
State-registered IARs (5.B.3)0 as of Aug 7, 2026
Nov 21, 20250 then
Employees (5.A)4 as of Aug 7, 2026
Nov 21, 20254 then
Private funds: 3
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Aug 7, 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
- $99.9MderivedRAUM 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
- unknownderivedbetween 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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $176M, 2 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
- 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)
- 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)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Corporations and businesses$750M94%
- Pooled investment vehicles$49.4M6.2%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $176M for 2 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.06 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
- C•••••••• A•••• G•••• · Membercontrolsince 08/2025 · owns 75% or more
- B•••• E••••••••• P••••• S••••• · Chief Compliance Officersince 08/2025 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Aug 7, 2026advises private funds (Item 7.B): no on the filing of 2026-02-19, yes on the filing of 2026-08-07peers: other advisers, $500M to $1B (95)
What changed
consecutive filings, newest first
- Accounts · 5 to 8Feb 19, 2026 to Aug 7, 2026
- Advisory activities · 1 to 2Feb 19, 2026 to Aug 7, 2026
- Pooled vehicle clients · 0 to 3Feb 19, 2026 to Aug 7, 2026
- Assets in custody · $624M to $176MFeb 19, 2026 to Aug 7, 2026
- Private funds · unset to 3Feb 19, 2026 to Aug 7, 2026
- Discretionary RAUM · $624M to $799MFeb 19, 2026 to Aug 7, 2026
- Pooled vehicle RAUM · $0 to $49.4MFeb 19, 2026 to Aug 7, 2026
- RAUM · $624M to $799MFeb 19, 2026 to Aug 7, 2026
- Charity clients · unset to 0.0Nov 21, 2025 to Feb 19, 2026
- HNW clients · unset to 0.0Nov 21, 2025 to Feb 19, 2026
- Individual clients · unset to 0.0Nov 21, 2025 to Feb 19, 2026
- Pension plan clients · unset to 0.0Nov 21, 2025 to Feb 19, 2026
- Pooled vehicle clients · unset to 0.0Nov 21, 2025 to Feb 19, 2026
- Assets in custody · $554M to $624MNov 21, 2025 to Feb 19, 2026
- Discretionary RAUM · $554M to $624MNov 21, 2025 to Feb 19, 2026
- HNW RAUM · unset to 0.0Nov 21, 2025 to Feb 19, 2026
- Individual RAUM · unset to 0.0Nov 21, 2025 to Feb 19, 2026
- Pension RAUM · unset to 0.0Nov 21, 2025 to Feb 19, 2026
- Pooled vehicle RAUM · unset to 0.0Nov 21, 2025 to Feb 19, 2026
- RAUM · $554M to $624MNov 21, 2025 to Feb 19, 2026
Signals
1 dated events
- P••• L••• A•••••••• L•• reported RAUM $799.0M, up 28% from $623.9M (2026-02-19 to 2026-08-07)Aug 7, 2026 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- P••• L••• A•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/tenetpartnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- t•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (205) 383-8782reportedpublic record, Form ADV, Aug 7, 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
- Other adviserderiveda 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