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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

VIKING PARTNERS ADVISORS

VIKING PARTNERS ADVISORS, LLC, CRD 321989

CINCINNATI, OH

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:b9925e7f-9d29-c69e-c570-30e78b8551ed

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 2
On other graphs: 1
Observed: Aug 1, 2022 to Mar 31, 2026
8 observations

Across DFX

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

Real Estate Fundsidentity

Viking Partners Advisors

Real estate fund manager · 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: $375MItem 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: $375M
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: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 9
Individual clients: 0
High net worth clients: 0
Private funds: 9Schedule D 7.B(1)
Custody, client assets: $375M
SEC number: 801-126472
CRD: 321989
Filings on the tape: 8
First filed: Aug 1, 2022
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, OH

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
VIKING PARTNERS FUND V-Q, LLC	Real Estate Fund	$149M	Mar 28, 2024	154	Aug 1, 2022	reported	021-427319
VIKING PARTNERS FUND IV-Q, LLC	Real Estate Fund	$116M	Mar 28, 2024	97	Aug 1, 2022	reported	021-332750
VIKING PARTNERS FUND IV, LLC	Real Estate Fund	$69.5M	Mar 28, 2024	89	Aug 1, 2022	reported	021-332746
VIKING PARTNERS INCOME PLUS FUND I-Q, LLC	Real Estate Fund	$53.6M	Mar 28, 2024	44	Aug 1, 2022	reported	021-405064
VIKING PARTNERS FUND V, LLC	Real Estate Fund	$41.1M	Mar 28, 2024	59	Aug 1, 2022	reported	021-427321
VIKING PARTNERS FUND III-Q, LLC	Real Estate Fund	$40.0M	Aug 5, 2022	99	Aug 1, 2022	dropped	n/a
VIKING PARTNERS FUND III, LLC	Real Estate Fund	$24.8M	Aug 5, 2022	78	Aug 1, 2022	dropped	n/a
VIKING PARTNERS INCOME PLUS FUND I, LLC	Real Estate Fund	$20.2M	Mar 28, 2024	23	Aug 1, 2022	reported	021-405063
VIKING PARTNERS NAPLES, LLC	Real Estate Fund	$13.9M	Mar 28, 2024	26	Mar 28, 2024	reported	021-493483

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
CALLER, BRET, ALAN	Owner	D	yes	05/2022	Aug 1, 2022	Mar 28, 2024
CALLER, BRET, ALAN	CHIEF EXECUTIVE OFFICER	C	yes	05/2022	Aug 1, 2022	Mar 28, 2024
CM CAPITAL ADVISORS LLC	Manager	Na	yes	05/2022	Aug 1, 2022	Mar 28, 2024
miller, steven	Owner	D	yes	05/2022	Aug 1, 2022	Mar 28, 2024
miller, steven	President	C	yes	05/2022	Aug 1, 2022	Mar 28, 2024
HEDGES, MADELINE, ELAINE	CHIEF COMPLIANCE OFFICER	Na	no	06/2022	Aug 1, 2022	Mar 28, 2024

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
BRET CALLER	n/a	n/a	n/a	Y	no	n/a
STEVEN MILLER	n/a	n/a	n/a	Y	no	n/a
VIKING PARTNERS MANAGEMENT, INC.	n/a	n/a	n/a	N	no	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	Private funds	Fund GAV
2025	Mar 31, 2026	$375M	$375M	2	2	9	n/a
2024	Mar 27, 2025	$354M	$354M	2	2	7	n/a
2023	Mar 28, 2024	$464M	$464M	2	2	7	$464M
2022	Mar 29, 2023	$494M	$494M	2	2	6	$494M

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	$375M	$354M	5.8%	$494M	-8.8%	2	2	0	0

Relationships

Advises (9)

→ VIKING PARTNERS FUND IV-Q, LLCPrivate fundReal Estate Fund, IA
Aug 1, 2022 to presentfactForm ADV
→ VIKING PARTNERS FUND V-Q, LLCPrivate fundReal Estate Fund, IA
Aug 1, 2022 to presentfactForm ADV
→ VIKING PARTNERS FUND V, LLCPrivate fundReal Estate Fund, IA
Aug 1, 2022 to presentfactForm ADV
→ VIKING PARTNERS INCOME PLUS FUND I-Q, LLCPrivate fundReal Estate Fund, IA
Aug 1, 2022 to presentfactForm ADV
→ VIKING PARTNERS INCOME PLUS FUND I, LLCPrivate fundReal Estate Fund, IA
Aug 1, 2022 to presentfactForm ADV
→ VIKING PARTNERS NAPLES, LLCPrivate fundReal Estate Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ VIKING PARTNERS FUND IV, LLCPrivate fundReal Estate Fund, IA
Aug 1, 2022 to presentfactForm ADV
→ VIKING PARTNERS FUND III, LLCPrivate fundReal Estate Fund, IA, no longer reported
Aug 1, 2022 to Aug 5, 2022factForm ADV
→ VIKING PARTNERS FUND III-Q, LLCPrivate fundReal Estate Fund, IA, no longer reported
Aug 1, 2022 to Aug 5, 2022factForm ADV

Controls (3)

← CALLER, BRET, ALANOwnerOWNER, ownership code D, individual
Aug 1, 2022 to Mar 28, 2024factForm ADV
← miller, stevenOwnerOWNER, ownership code D, individual
Aug 1, 2022 to Mar 28, 2024factForm ADV
← CM CAPITAL ADVISORS LLCOwnerMANAGER, ownership code NA, domestic entity
Aug 1, 2022 to Mar 28, 2024factForm ADV

Owns (1)

← HEDGES, MADELINE, ELAINEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 1, 2022 to Mar 28, 2024factForm ADV

Dated events

Occurred
Oct 5, 2023
Control person left
Jennifer Ehrhardt (Chief Financial Officer) no longer on Schedule A of Viking Partners Advisors (listed 2023-09-06, absent 2023-10-05)
Form ADVobserved 6 days ago
Occurred
Aug 1, 2022
First Form ADV filing
Viking Partners Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b9925e7f-9d29-c69e-c570-30e78b8551ed
First observed: Aug 1, 2022
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.

VIKING PARTNERS ADVISORS

VIKING PARTNERS ADVISORS, LLC, CRD 321989

CINCINNATI, OH

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:b9925e7f-9d29-c69e-c570-30e78b8551ed

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:10 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

VIKING PARTNERS FUND V-Q, LLC

Real Estate Fund

$149M

Mar 28, 2024

154

Aug 1, 2022

reported

021-427319

VIKING PARTNERS FUND IV-Q, LLC

Real Estate Fund

$116M

Mar 28, 2024

Aug 1, 2022

reported

021-332750

VIKING PARTNERS FUND IV, LLC

Real Estate Fund

$69.5M

Mar 28, 2024

Aug 1, 2022

reported

021-332746

VIKING PARTNERS INCOME PLUS FUND I-Q, LLC

Real Estate Fund

$53.6M

Mar 28, 2024

Aug 1, 2022

reported

021-405064

VIKING PARTNERS FUND V, LLC

Real Estate Fund

$41.1M

Mar 28, 2024

Aug 1, 2022

reported

021-427321

VIKING PARTNERS FUND III-Q, LLC

Real Estate Fund

$40.0M

Aug 5, 2022

Aug 1, 2022

dropped

n/a

VIKING PARTNERS FUND III, LLC

Real Estate Fund

$24.8M

Aug 5, 2022

Aug 1, 2022

dropped

n/a

VIKING PARTNERS INCOME PLUS FUND I, LLC

Real Estate Fund

$20.2M

Mar 28, 2024

Aug 1, 2022

reported

021-405063

VIKING PARTNERS NAPLES, LLC

Real Estate Fund

$13.9M

Mar 28, 2024

reported

021-493483

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CALLER, BRET, ALAN

Owner

yes

05/2022

Aug 1, 2022

Mar 28, 2024

CALLER, BRET, ALAN

CHIEF EXECUTIVE OFFICER

yes

05/2022

Aug 1, 2022

Mar 28, 2024

CM CAPITAL ADVISORS LLC

Manager

yes

05/2022

Aug 1, 2022

Mar 28, 2024

miller, steven

Owner

yes

05/2022

Aug 1, 2022

Mar 28, 2024

miller, steven

President

yes

05/2022

Aug 1, 2022

Mar 28, 2024

HEDGES, MADELINE, ELAINE

CHIEF COMPLIANCE OFFICER

06/2022

Aug 1, 2022

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BRET CALLER

n/a

STEVEN MILLER

n/a

VIKING PARTNERS MANAGEMENT, INC.

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$375M

n/a

2024

Mar 27, 2025

$354M

n/a

2023

Mar 28, 2024

$464M

2022

Mar 29, 2023

$494M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$375M

$354M

5.8%

$494M

-8.8%