DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

VAQUERO PRIVATE WEALTH, LTD.

CRD 305266

DALLAS, TX

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:e4f081d9-6569-d025-c843-db2b4b8f3e9c

Data as of Feb 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 1
Observed: Aug 21, 2019 to Feb 24, 2026
31 observations

Across DFX

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

Private Equityidentity

Vaquero Private Wealth, Ltd.

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $929MItem 5.F on the latest filing (2026-02-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $821M
Private client RAUM: $890MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $155Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 739
Individual clients: 79
High net worth clients: 179
Custody, client assets: $522M
SEC number: 801-117364
CRD: 305266
Filings on the tape: 31
First filed: Aug 21, 2019
Latest filed: Feb 24, 2026
Organised: Limited Partnership, TX
Website: vaquerowealth.com; and linked in: vaquerowealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN BENJAMIN GORDON	n/a	DALLAS, TX	6	32	2	no
PAUL WILLIAM HARVEY	Chartered Financial Analyst	DALLAS, TX	6	33	4	no
RYAN Michael MAYNARD	Certified Financial Planner\|Chartered Financial Analyst	DALLAS, TX	5	24	1	no
JASON MATTHEW MORTON	Certified Financial Planner\|Chartered Financial Analyst	DALLAS, TX	4	30	3	no
Laura C. Blair	n/a	DALLAS, TX	4	30	2	no
DANIEL CARLTON	n/a	DALLAS, TX	2	11	n/a	no

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
Blair, Laura, C.	LIMITED PARTNER	C	yes	08/2017	Aug 21, 2019	Nov 20, 2024
GORDON, JOHN, BENJAMIN	LIMITED PARTNER	E	yes	08/2017	Aug 21, 2019	Nov 20, 2024
GORDON, JOHN, BENJAMIN	MANAGING PARTNER	E	yes	08/2017	Aug 21, 2019	Nov 20, 2024
VAQUERO GENERAL PARTNER, LLC	GENERAL PARTNER	Na	yes	08/2017	Aug 23, 2019	Nov 20, 2024
Blair, Laura, C.	DIRECTOR OF OPERATIONS, CHIEF COMPLIANCE OFFICER	B	no	08/2017	Aug 21, 2019	Nov 20, 2024

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	Feb 24, 2026	$929M	$821M	9	6	n/a	n/a
2024	Feb 26, 2025	$799M	$751M	9	6	n/a	n/a
2023	Mar 1, 2024	$680M	$658M	9	6	n/a	n/a
2022	Mar 6, 2023	$582M	$558M	9	6	n/a	n/a
2021	Mar 2, 2022	$343M	$314M	6	3	n/a	n/a
2020	Feb 19, 2021	$166M	$166M	3	2	n/a	n/a
2019	Feb 25, 2020	$152M	$152M	3	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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	$929M	$799M	16.3%	$582M	16.9%	9	9	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
SYNTAL CAPITAL PARTNERS, LLC	3	Nov 27, 2019	Jul 29, 2022	DALLAS, TX	Team lift out	RIA to new firm	42.9%

Relationships

Registered with (6)

← DANIEL CARLTONAdvisorregistration: current employment
Oct 17, 2023 to presentfactForm ADV
← Laura C. BlairAdvisorregistration: current employment
Jul 29, 2022 to presentfactForm ADV
← JASON MATTHEW MORTONAdvisorregistration: current employment
Apr 27, 2022 to presentfactForm ADV
← RYAN Michael MAYNARDAdvisorregistration: current employment
Feb 26, 2021 to presentfactForm ADV
← PAUL WILLIAM HARVEYAdvisorregistration: current employment
Feb 26, 2020 to presentfactForm ADV
← JOHN BENJAMIN GORDONAdvisorregistration: current employment
Sep 23, 2019 to presentfactForm ADV

Controls (3)

← Blair, Laura, C.OwnerLIMITED PARTNER, ownership code C, individual
Aug 21, 2019 to Nov 20, 2024factForm ADV
← GORDON, JOHN, BENJAMINOwnerLIMITED PARTNER, ownership code E, individual
Aug 21, 2019 to Nov 20, 2024factForm ADV
← VAQUERO GENERAL PARTNER, LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Aug 23, 2019 to Nov 20, 2024factForm ADV

Owns (1)

← Blair, Laura, C.OwnerDIRECTOR OF OPERATIONS, CHIEF COMPLIANCE OFFICER, ownership code B, individual
Aug 21, 2019 to Nov 20, 2024factForm ADV

Moved with (1)

← SYNTAL CAPITAL PARTNERS, LLCRegistered adviser3 advisors, team lift out, same day
Nov 27, 2019 to Jul 29, 2022factForm ADV

Dated events

Occurred
Mar 6, 2023
Regulatory AUM changed
Vaquero Private Wealth, Ltd. reported RAUM $581.8M, up 70% from $342.9M (2022-12-15 to 2023-03-06)
Form ADVobserved 5 days ago
$239M
Occurred
Mar 2, 2022
Regulatory AUM changed
Vaquero Private Wealth, Ltd. reported RAUM $342.9M, up 106% from $166.3M (2022-01-04 to 2022-03-02)
Form ADVobserved 5 days ago
$177M
Occurred
Aug 21, 2019
First Form ADV filing
Vaquero Private Wealth, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e4f081d9-6569-d025-c843-db2b4b8f3e9c
First observed: Aug 21, 2019
Last observed: Feb 24, 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.

VAQUERO PRIVATE WEALTH, LTD.

CRD 305266

DALLAS, TX

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:e4f081d9-6569-d025-c843-db2b4b8f3e9c

Data as of Feb 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:46 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN BENJAMIN GORDON

n/a

DALLAS, TX

PAUL WILLIAM HARVEY

Chartered Financial Analyst

DALLAS, TX

RYAN Michael MAYNARD

Certified Financial Planner|Chartered Financial Analyst

DALLAS, TX

JASON MATTHEW MORTON

Certified Financial Planner|Chartered Financial Analyst

DALLAS, TX

Laura C. Blair

n/a

DALLAS, TX

DANIEL CARLTON

n/a

DALLAS, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Blair, Laura, C.

LIMITED PARTNER

yes

08/2017

Aug 21, 2019

Nov 20, 2024

GORDON, JOHN, BENJAMIN

LIMITED PARTNER

yes

08/2017

Aug 21, 2019

Nov 20, 2024

GORDON, JOHN, BENJAMIN

MANAGING PARTNER

yes

08/2017

Aug 21, 2019

Nov 20, 2024

VAQUERO GENERAL PARTNER, LLC

GENERAL PARTNER

yes

08/2017

Aug 23, 2019

Nov 20, 2024

Blair, Laura, C.

DIRECTOR OF OPERATIONS, CHIEF COMPLIANCE OFFICER

08/2017

Aug 21, 2019

Nov 20, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 24, 2026

$929M

$821M

n/a

2024

Feb 26, 2025

$799M

$751M

n/a

2023

Mar 1, 2024

$680M

$658M

n/a

2022

Mar 6, 2023

$582M

$558M

n/a

2021

Mar 2, 2022

$343M

$314M

n/a

2020

Feb 19, 2021

$166M

n/a

2019

Feb 25, 2020

$152M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$929M

$799M

16.3%

$582M

16.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SYNTAL CAPITAL PARTNERS, LLC

Nov 27, 2019

Jul 29, 2022

DALLAS, TX

Team lift out

RIA to new firm

42.9%