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E•••••• V••• C•••••• M••••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

E•••••• V••• C•••••• M••••••••• L••

CRD 160494

NEW YORK, NY

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Search this name across graphsid dfx:ria:5c8beb23-4a4e-80d4-620a-9d76517ffec5

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 6
On other graphs: 1
Observed: Feb 13, 2012 to Mar 27, 2026
47 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

E•••••• V••• C•••••• M••••••••• L••

Private equity manager · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.06 fund_share=0.84 institutional_share=0.0 related_bd=false related_bank=true bd_reps=1.0
Regulatory AUM: $860MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $725M
Private client RAUM: $51.8MderivedItem 5.D individuals plus high net worth individuals
Private client share: 6%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
E•••••• V••• C•••••• P•••••••• L•••	Hedge Fund	$104M	Dec 10, 2024	73	Feb 13, 2012	reported	021-149680
E•••••• V••• D•••••••• F•••• L•••	Hedge Fund	$59.9M

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••• N•••• T•••••	MANAGING MEMBER	E	yes	01/2024	Feb 13, 2012	Dec 10, 2024
B•••••• N•••• T•••••	President	Na	yes	06/2005	Feb 13, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
E•••••• V••• A•••• M••••••••• L••	n/a	n/a	n/a	Y	yes	n/a
E•••••• V••• C••••••••• M•••• F••• G•• L••	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Chicago	IL	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$860M	$442M	94.8%	$748M	4.8%	10	9	2	2

Relationships

Advises (12)

→ E•••••• V••• C••••••••• M•••• F•••• L•••Private fundHedge Fund, IA
Mar 28, 2022 to presentfactForm ADV
→ E•••••• V••• D••••••••• O••••••••• F••• L•••Private fundHedge Fund, IA
Feb 13, 2012 to presentfactForm ADV
→ E•••••• V••• O••••••• F•••• L••• C•••• G•Private fundHedge Fund, IA
Mar 24, 2014 to presentfactForm ADV
→ E•••••• V••• D•••••••• F•••• L•••

Dated events

Occurred
Mar 27, 2026
Regulatory AUM changed
E•••••• V••• C•••••• M••••••••• L•• reported RAUM $860.5M, up 95% from $441.6M (2025-04-08 to 2026-03-27)
Form ADVobserved 6 days ago
$419M
Occurred
Mar 28, 2024
Regulatory AUM changed
E•••••• V••• C•••••• M••••••••• L•• reported RAUM $415.0M, down 45% from $748.0M (2024-01-28 to 2024-03-28)
Form ADVobserved 6 days ago
$-333M
Occurred
Mar 21, 2023
Regulatory AUM changed
E•••••• V••• C•••••• M••••••••• L•• reported RAUM $748.0M, up 58% from $473.5M (2023-01-27 to 2023-03-21)
Form ADVobserved 6 days ago
$274M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5c8beb23-4a4e-80d4-620a-9d76517ffec5
First observed: Feb 13, 2012
Last observed: Mar 27, 2026 5 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.

2025	Mar 27, 2026	$860M	$725M	10	5	2	7	n/a
2024	Apr 8, 2025	$442M	$328M	9	4	2	7	n/a
2023	Mar 28, 2024	$415M	$271M	7	3	0	6	$271M
2022	Mar 21, 2023	$748M	$602M	10	4	0	6	$530M
2021	Mar 28, 2022	$474M	$283M	7	3	0	6	$283M
2020	Mar 19, 2021	$346M	$204M	10	5	0	6	$204M
2019	Mar 23, 2020	$285M	$174M	9	6	0	8	$174M
2018	Mar 27, 2019	$273M	$170M	10	7	0	9	$170M
2017	Mar 23, 2018	$385M	$283M	14	10	1	9	$283M
2016	Mar 27, 2017	$481M	$375M	11	5	n/a	10	$375M
2015	Mar 29, 2016	$385M	$306M	8	5	n/a	6	$306M
2014	Mar 27, 2015	$248M	$170M	8	4	n/a	6	$170M
2013	Mar 24, 2014	$318M	$139M	6	3	n/a	5	$139M
2012	Apr 1, 2013	$112M	$35.9M	4	3	n/a	3	$35.9M