DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

V•• R••• E•••••

CRD 163582

SAO PAULO

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:d3b47cd9-f781-746d-36f6-51a7fc470b36

Data as of Apr 24, 2014 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
On other graphs: 3
Observed: Mar 19, 2014 to Apr 24, 2014
3 observations

Across DFX

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

Private Equityidentity

V•• R••• E•••••

Private equity manager · shared crd

Venture Capitalidentity

V•• R••• E•••••

Venture manager · shared crd

Real Estate Fundsidentity

V•• R••• E•••••

R••• estate fund 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: $326M••• Locked
Discretionary RAUM: $326M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 26
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B••••• R••• E••••• O••••••••• F••• I• L•••	R••• E••••• Fund	$140M	Apr 24, 2014	15	Apr 2, 2012	reported	021-120385
B••••• R••• E••••• O••••••••• F••• I• •••••••• L•••	R••• E••••• Fund	$41.0M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••••• R••••••• L••••••	MANAGING PRINCIPAL	C	yes	09/2009	Mar 19, 2014	Apr 24, 2014
S••••• R••••••• A••••	MANAGING PRINCIPAL	C	yes	09/2009	Mar 19, 2014	Apr 24, 2014

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B••••• R••• E••••• O••••••••• M•••••• I• L•••	n/a	n/a	n/a	N	yes	n/a
B••••• R••• E••••• O••••••••• M•••••• L•••	n/a	n/a	n/a	N	yes	n/a
B••••• R••• E••••• P••••••• G• I• L•••

Relationships

Advises (9)

→ B••••• R••• E••••• O••••••••• F••• I• • F•••••• ••••• L•••Private fundR••• E••••• Fund, IA
Apr 2, 2012 to presentfactForm ADV
→ B••••• R••• E••••• O••••••••• F••• I• •••••••• L•••Private fundR••• E••••• Fund, IA
Apr 2, 2012 to presentfactForm ADV
→ B••••• R••• E••••• O••••••••• F••• I• • E••••••• S•••• ••••• L•••Private fundR••• E••••• Fund, IA
Apr 2, 2012 to presentfactForm ADV
→ B••••• R••• E••••• O••••••••• F••• I• • C•••• ••••• L•••

Dated events

Occurred
Mar 19, 2014
First Form ADV filing
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d3b47cd9-f781-746d-36f6-51a7fc470b36
First observed: Mar 19, 2014
Last observed: Apr 24, 2014 151 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.