DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

V•••••• G••••• I••••••••• L•

CRD 145665

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:6e43dafb-7741-1e41-ad99-056174a70bba

Data as of Mar 31, 2021 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 1
Observed: Sep 17, 2014 to Mar 31, 2021
10 observations

Across DFX

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

Private Creditidentity

V•••••• G••••• I••••••••• L•

Private credit 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: $30.7M••• Locked
Discretionary RAUM: $30.7M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
V•••••• M••••• E• C••••• F••• L••	Hedge Fund	$11.2M	Mar 31, 2021	8	Sep 17, 2014	reported	021-119536

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M•••••••• W•••••• L••	Member	E	yes	09/2007	Sep 17, 2014	Mar 31, 2021
M•••••••• W•••••• L••	CHIEF EXECUTIVE OFFICER OF GENERAL PARTNER	E	yes	09/2007	Sep 17, 2014	Mar 31, 2021

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
V•••••• G••••• P••••••• L•	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020

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	$30.7M	$90.0M	-65.9%	$108M	-34.2%	3	4	0	0

Relationships

Advises (1)

→ V•••••• M••••• E• C••••• F••• L••Private fundHedge Fund, IA
Sep 17, 2014 to presentfactForm ADV

Controls (3)

← M•••••••• W•••••• L••OwnerMEMBER, ownership code E, individual
Sep 17, 2014 to presentfactForm ADV
← V••••••• M••••• F•••••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 30, 2015 to presentfactForm ADV
← V•••••• G••••• I••••••••• L••OwnerGENERAL PARTNER, ownership code NA, domestic entity

Dated events

Occurred
Sep 17, 2014
First Form ADV filing
V•••••• G••••• I••••••••• L• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6e43dafb-7741-1e41-ad99-056174a70bba
First observed: Sep 17, 2014
Last observed: Mar 31, 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.