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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

V••••• C••••••

V••••• C••••••, LP, CRD 304374

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:98bb13cc-69a0-f1a3-c648-9c14234512e1

Data as of Mar 23, 2021 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 1
On other graphs: 0
Observed: Jun 4, 2019 to Mar 23, 2021
5 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2021-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 7
Advisory employees: 7
Offices

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••••• S••••• G•••••	Ceo	D	yes	05/2019	Jun 4, 2019	Mar 23, 2021
B••••• S••••• G•••••	MANAGING MEMBER	E	yes	05/2019	Jun 4, 2019

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
B•••• A••••• A•••• M••••••••• L•	n/a	Independent wealth	$5.1B	Y	yes	n/a

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
2020

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
2020	$0	$0	n/a	n/a	n/a	7	8	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
S••••••••• P•••••• W••••• A••••••• L••	2	Nov 15, 2017	Jul 16, 2019	NAPLES, FL	Team lift out	Other	50.0%

Relationships

Affiliated with (1)

→ B••••A•••••Registered adviserother investment adviser, control, common control
factForm ADV

Controls (5)

← L•••• G•••••• M•••••••OwnerCHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER / PARTNER, ownership code A, individual
Jun 4, 2019 to presentfactForm ADV
← C•••••• D•••• S••••OwnerCHIEF INVESTMENT OFFICER / PARTNER, ownership code A, individual
Jun 4, 2019 to presentfactForm ADV
← B••••• S••••• G•••••Owner

Dated events

Occurred
Jun 4, 2019
First Form ADV filing
V••••• C•••••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:98bb13cc-69a0-f1a3-c648-9c14234512e1
First observed: Jun 4, 2019
Last observed: Mar 23, 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.