DFX Intelligence

V•••• P••••••• I••••••••• C••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

V•••• P••••••• I••••••••• C••••••

V•••• PARTNERS INVESTMENTS INC., CRD 305404

WINNIPEG, M•••••••

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Search this name across graphsid dfx:ria:32eb5c50-16cf-df46-ba1a-f2af2657942c

Data as of Jan 10, 2023 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 5
On other graphs: 0
Observed: Jan 23, 2020 to Jan 10, 2023
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $2.0B••• Locked
Discretionary RAUM: $2.0B
Private client RAUM: $340Mderived••• Locked
Private client share: 17%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 54

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
1••••••• M••••••• L•••	Shareholder	E	yes	04/2022	Jun 29, 2022	Jan 10, 2023
B•••• B•••••• M••	Director	Na	yes	06/2022	Jun 29, 2022	Jan 10, 2023

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
L••••• P••••••• I•••••••• • E••••• P••••••• L•••	n/a	n/a	n/a	N	yes	n/a
L• F•••••••• P••••••• S••••••• L•••	n/a	n/a	n/a	N	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
PORT MOODY	n/a	Canada	0	no
SWIFT CURRENT	n/a	Canada	0	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Jun 29, 2022

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$2.0B	$2.0B	-2.2%	n/a	n/a	54	50	2	3

Relationships

Controls (12)

← L•••••• K•••••••• D••••OwnerSHAREHOLDER, ownership code E, individual
Jan 23, 2020 to presentfactForm ADV
← F•••••• G••••• A•••OwnerPRESIDENT, DIRECTOR AND ULTIMATE DESIGNATED PERSON, ownership code NA, individual
Jan 23, 2020 to presentfactForm ADV
← L•••••• P•••• J••••OwnerSHAREHOLDER, ownership code E, individual
Jan 23, 2020 to presentfactForm ADV
← T•••••••• J•••• C••••••OwnerDIRECTOR, ownership code NA, individual
Jan 23, 2020 to presentfact

Dated events

Occurred
Jun 29, 2022
Control person joined
May B••••• B••• (Director) appeared on Schedule A of V•••• P••••••• I••••••••• C••••••
Form ADVobserved 7 days ago
Occurred
Jun 29, 2022
Control person left
Andrea Jenifer Bartman (Director) no longer on Schedule A of V•••• P••••••• I••••••••• C•••••• (listed 2021-06-30, absent 2022-06-29)
Form ADVobserved 7 days ago
Occurred
Jun 29, 2021
Regulatory AUM changed
V•••• P••••••• I••••••••• C•••••• reported RAUM $2.0B, up 35% from $1.5B (2021-02-01 to 2021-06-29)
Form ADVobserved 7 days ago
$520M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:32eb5c50-16cf-df46-ba1a-f2af2657942c
First observed: Jan 23, 2020
Last observed: Jan 10, 2023 45 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.