DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

V•••••• I••••••••• A••••••• L••

CRD 307849

HERZLIYA PITUACH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6e1e3439-b154-76ba-74d9-8ff1124adb20

Data as of Mar 29, 2021 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 32
Dated events: 1
On other graphs: 1
Observed: Mar 19, 2020 to Mar 29, 2021
4 observations

Across DFX

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

Private Equityidentity

V•••••• I••••••••• A••••••• L••

Private equity manager · shared crd

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: $171M••• Locked
Discretionary RAUM: $171M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 41
Advisory employees

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A• Z•••• M••••••••• S••••••• ••••• L•••	L•••••• PARTNER	C	yes	03/2013	Mar 19, 2020	Mar 29, 2021
A• Z•••• M••••••••• S••••••• ••••• L•••	Shareholder	C	yes	12/2012	Mar 19, 2020	Mar 29, 2021

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
V•••••• V••••••• A••••••• L•••	n/a	Asset manager	$5.5B	N	yes	n/a
V•••••• M••••••••• 2•••• L•••	n/a	Former SEC adviser	$618M	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 29, 2021	$171M	$171M	41	12	0	1	$171M

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$171M	n/a	n/a	n/a	n/a	41	n/a	0	n/a

Relationships

Affiliated with (7)

→ V•••••• INVESTMENT PARTNERSRegistered adviserother investment adviser, common control
factForm ADV
→ V•••••• INVESTMENT PARTNERSRegistered adviserother investment adviser, common control
factForm ADV
→ V•••••• INVESTMENT PARTNERSRegistered adviserother investment adviser, common control
factForm ADV
→ V•••••• INVESTMENT PARTNERSRegistered adviserother investment adviser, common control

Dated events

Occurred
Mar 19, 2020
First Form ADV filing
V•••••• I••••••••• A••••••• Lp filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6e1e3439-b154-76ba-74d9-8ff1124adb20
First observed: Mar 19, 2020
Last observed: Mar 29, 2021 66 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.

Controls (16)

← F••••••••• A••••••• A••••OwnerDIRECTOR, SHAREHOLDER, ownership code B, individual
Mar 19, 2020 to presentfactForm ADV
← F•••• A•••• H•••••OwnerSHAREHOLDER, ownership code D, individual
Mar 19, 2020 to presentfactForm ADV
← F••••• F•••• L•••••• N••OwnerSHAREHOLDER, ownership code D, individual
Mar 19, 2020 to presentfactForm ADV
← D•••••• S•••••OwnerSHAREHOLDER, ownership code E, individual
Mar 19, 2020 to presentfactForm ADV
← Z••••• A••OwnerSHAREHOLDER, ownership code E, individual
Mar 19, 2020 to presentfactForm ADV
← B••••••• H••••• M••••OwnerSHAREHOLDER, ownership code E, individual
Mar 19, 2020 to presentfactForm ADV
← F••••••• A•••• S•••••OwnerSHAREHOLDER, ownership code E, individual
Mar 19, 2020 to presentfactForm ADV
← A• Z•••• M••••••••• S••••••• ••••• L•••OwnerL•••••• PARTNER, ownership code C, foreign entity
Mar 19, 2020 to presentfactForm ADV
← A• F••• H••••••• L••OwnerSHAREHOLDER, ownership code C, foreign entity
Mar 19, 2020 to presentfactForm ADV
← B• Y•••• T••••••••• L••OwnerSHAREHOLDER, ownership code B, foreign entity
Mar 19, 2020 to presentfactForm ADV
← H••••• M••••••••• S••••••• ••••• L••OwnerL•••••• PARTNER, ownership code C, foreign entity
Mar 19, 2020 to presentfactForm ADV
← S••••• ••••• L•••OwnerSHAREHOLDER, ownership code E, foreign entity
Mar 19, 2020 to presentfactForm ADV
← S•• G• ••••••••• L••OwnerGENERAL PARTNER, ownership code F, foreign entity
Mar 19, 2020 to presentfactForm ADV
← V•••• M••••••••• ••• L•••OwnerSHAREHOLDER, ownership code C, foreign entity
Mar 19, 2020 to presentfactForm ADV
← Y•••• D••••• ••••• L••OwnerSHAREHOLDER, ownership code E, foreign entity
Mar 19, 2020 to presentfactForm ADV
← Y•••• D••••• M••••••••• S••••••• ••••• L••OwnerL•••••• PARTNER, ownership code C, foreign entity
Mar 19, 2020 to presentfactForm ADV