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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

A••••••••• G••••• L••

CRD 128356

BOSTON, MA

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Search this name across graphsid dfx:ria:920ac70a-d671-5285-01c5-46154dcc5c77

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 45
Dated events: 18
On other graphs: 0
Observed: Mar 30, 2012 to Mar 26, 2026
53 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: asset managerderivedprivate_client_share=0.0 fund_share=0.95 institutional_share=0.05 related_bd=true related_bank=true bd_reps=1.0
Regulatory AUM: $3.1BItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.1B
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
A••••••• T•••• F•••• L•••	Hedge Fund	$939M	Oct 31, 2024	10	Mar 30, 2017	reported	021-286668
A••••••••• Q••••••••• G••••• M•••• F•••• L•••	Hedge Fund	$116M

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
A••••••• G•••••• R•••••	CHIEF EXECUTIVE OFFICER OF V••••• I••••••••• P•••••••• I•••	Na	yes	04/2023	Apr 11, 2023	Oct 31, 2024
E•••••••• A•••••• M••••••	CHIEF COMPLIANCE OFFICER	Na	yes	03/2005	Mar 30, 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
V••••• I••••••••• A•••••••• I•••	n/a	Asset manager	$52B	N	yes	n/a
K•••• A••••••• R•••••• I••••••••• M••••••••• L••	n/a	Mixed wealth	$39B	N	yes

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; showing 15 of 17

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	$3.1B	$4.3B	-28.9%	$5.8B	-18.9%	33	41	0	0

Relationships

Affiliated with (33)

← V••••• I••••••••• A•••••••, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
← V••••• CAPITAL ADVISERS, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
← V••••• A••••••••• I••••••••• A•••••••, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
← W••••••••• C•••••• P•••••••• L••Registered adviser

Dated events

Occurred
Mar 26, 2026
Regulatory AUM changed
A••••••••• G••••• L•• reported RAUM $3.1B, down 29% from $4.3B (2025-12-15 to 2026-03-26)
Form ADVobserved 7 days ago
$-1.3B
Occurred
Oct 31, 2024
Control person joined
Ryan Brent Mathus (Chief Commercial Officer) appeared on Schedule A of A••••••••• G••••• L••
Form ADVobserved 7 days ago
Occurred
Dec 6, 2023
Control person joined
Robert George Aylward (Chief Executive Officer Of V••••• I••••••••• P•••••••• I•••) appeared on Schedule A of A••••••••• G••••• L••
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:920ac70a-d671-5285-01c5-46154dcc5c77
First observed: Mar 30, 2012
Last observed: Mar 26, 2026 6 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 26, 2026	$3.1B	$3.1B	33	17	0	1	n/a
2024	Mar 25, 2025	$4.3B	$4.3B	41	18	0	1	n/a
2023	Mar 27, 2024	$4.5B	$4.5B	44	19	0	1	$939M
2022	Mar 22, 2023	$5.8B	$5.8B	41	18	0	1	$725M
2021	Mar 31, 2022	$4.0B	$4.0B	44	20	0	1	$618M
2020	Mar 31, 2021	$3.7B	$3.7B	44	20	0	1	$562M
2019	Mar 27, 2020	$4.1B	$4.1B	49	23	0	1	$438M
2018	Mar 29, 2019	$4.6B	$4.6B	48	22	0	1	$210M
2017	Mar 29, 2018	$6.1B	$6.1B	44	20	0	1	$208M
2016	Mar 30, 2017	$5.2B	$5.2B	40	20	n/a	1	$51.3M
2015	Mar 29, 2016	$7.3B	$7.3B	38	20	n/a	n/a	n/a
2014	Mar 31, 2015	$5.7B	$5.7B	31	15	n/a	1	$13.5M
2013	Mar 28, 2014	$3.8B	$3.8B	29	16	n/a	1	$10.4M
2012	Mar 28, 2013	$2.4B	$2.4B	32	18	n/a	2	$132M
2011	Mar 30, 2012	$3.5B	$3.5B	n/a	n/a	n/a	2	$255M