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

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 100m 1b

V••••••• F•••• P•• L••

CRD 174628

NEDLANDS

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Search this name across graphsid dfx:ria:be4ba839-6a2a-f5d5-874b-5f953a3faafa

Data as of Sep 25, 2025 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 4
On other graphs: 0
Observed: Aug 28, 2019 to Sep 25, 2025
11 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: other adviserderivedprivate_client_share=0.0 fund_share=0.27 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $276MItem 5.F on the latest filing (2025-09-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $256M
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
V• S•••••••• E••••••• F•••	Hedge Fund	$151M	Sep 25, 2024	60	Sep 28, 2018	reported	021-336551

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••••• M•••••••• K••••••	DIRECTOR AND MANAGING PARTNER	Na	yes	07/2007	Aug 28, 2019	Sep 25, 2024
A••••• M•••••••• K••••••	BENEFICIAL INTEREST	F	yes	05/2014	Aug 28, 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
V• M••••••••• P••• L••	n/a	n/a	n/a	Y	no	n/a
V• T••••••• P••• L••	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
RICHMOND, VIC	n/a	Australia	4	no

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

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
2024	$276M	$344M	-19.6%	$507M	-18.3%	13	13	1	1

Relationships

Advises (1)

→ V• S•••••••• E••••••• F•••Private fundHedge Fund, IA
Sep 28, 2018 to presentfactForm ADV

Controls (12)

← S• Q••••••• D••••• L••••••OwnerSHAREHOLDER AND DIRECTOR, ownership code E, individual
Aug 28, 2019 to Sep 25, 2024factForm ADV
← A••••• M•••••••• K••••••OwnerBENEFICIAL INTEREST, ownership code F, individual
Aug 28, 2019 to Sep 25, 2024factForm ADV
← C••••••• C••••• E•••OwnerSHAREHOLDER AND DIRECTOR, ownership code E, individual

Dated events

Occurred
Sep 8, 2021
Regulatory AUM changed
V••••••• F•••• P•• L•• reported RAUM $506.6M, up 64% from $309.3M (2020-09-22 to 2021-09-08)
Form ADVobserved 6 days ago
$197M
Occurred
Apr 15, 2020
Control person joined
Louise Sally H•••••• (Trustee) appeared on Schedule A of V••••••• F•••• P•• L••
Form ADVobserved 6 days ago
Occurred
Apr 15, 2020
Control person joined
Jennifer Kylie Gilbey (Trustee) appeared on Schedule A of V••••••• F•••• P•• L••
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:be4ba839-6a2a-f5d5-874b-5f953a3faafa
First observed: Aug 28, 2019
Last observed: Sep 25, 2025 12 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.