DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Feed of 09/14/2026
At current firm
2 y
since Dec 4, 2023
In the industry
22 y
since Apr 1, 2004 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Class Vi Ventures, LLC asset manager currentsince Dec 4, 2023 · Denver, Co
- Class Vi Family Office, LLC independent RIANov 29, 2023 to Dec 31, 2023 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- Class Vi Family Office, LLC to Class Vi Ventures, LLCleft Dec 31, 2023, registered Dec 4, 2023 (-27 days) · RIA to a newly registered adviser · moved with a team
Signals
- John Dietz Fry left Class Vi Family Office, Llc for Class Vi Ventures, Llc (registered 2023-12-04)Dec 31, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address