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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

V•• C•••••• M••••••••• L•

CRD 289128

DALLAS, TX

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Search this name across graphsid dfx:ria:61844c23-20a2-7b19-62d6-0fc54bd00102

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 2
Observed: Jun 27, 2017 to Mar 31, 2026
19 observations

Across DFX

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

Private Equityidentity

V•• C•••••• M••••••••• L•

Private equity manager · shared crd

Independent Sponsorsidentity

V•• C•••••• M••••••••• L•

Capital provider to sponsors · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $3.3BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.3B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%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
V•• M••••• F••• I••• L•	Private Equity Fund	$2.1B	Mar 28, 2024	88	Mar 31, 2022	reported	021-415067
V•• M••••• F•••• L•	Private Equity Fund	$1.0B

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
H••••• W••••	MANAGING MEMBER	E	yes	09/2014	Jun 27, 2017	Mar 28, 2024
H••••• W••••	LIMITED PARTNER, MANAGING PRINCIPAL	E	yes	09/2014	Jun 27, 2017

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
V•• C•••••• G• I••• L••	n/a	n/a	n/a	N	yes	n/a
V•• C•••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
V•• S••••• I• G•• L••

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	$3.3B	$3.7B	-10.8%	$4.2B	-7.5%	28	27	0	0

Relationships

Advises (3)

→ V•• M••••• F•••• L•Private fundPrivate Equity Fund, IA
Jun 27, 2017 to presentfactForm ADV
→ V•• S••••• I• M••••• F•••• L•Private fundPrivate Equity Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ V•• M••••• F••• I••• L•Private fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV

Controls (3)

Dated events

Occurred
Mar 31, 2022
Regulatory AUM changed
V•• C•••••• M••••••••• L• reported RAUM $3.7B, up 148% from $1.5B (2021-03-31 to 2022-03-31)
Form ADVobserved 6 days ago
$2.2B
Occurred
Mar 30, 2020
Regulatory AUM changed
V•• C•••••• M••••••••• L• reported RAUM $1.2B, up 45% from $852.5M (2019-08-27 to 2020-03-30)
Form ADVobserved 6 days ago
$386M
Occurred
Mar 29, 2019
Regulatory AUM changed
V•• C•••••• M••••••••• L• reported RAUM $852.5M, up 216% from $269.6M (2018-09-26 to 2019-03-29)
Form ADVobserved 6 days ago
$583M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:61844c23-20a2-7b19-62d6-0fc54bd00102
First observed: Jun 27, 2017
Last observed: Mar 31, 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.