DFX Intelligence
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SEC-registered adviser
V••• C•••••• G•••• L••
Latest filing Mar 19, 2026
First filing on the tape Mar 23, 2012 · 18 filings
SEC status approved since Aug 30, 2017
RAUM
$155M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
74%
$115M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$77.4M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$155M as of Mar 19, 2026
Mar 23, 2012$30.3M then
HNW client RAUM$109M as of Mar 19, 2026
Mar 28, 2018$82.6M then
State-registered IARs (5.B.3)2 as of Mar 19, 2026
Mar 23, 20120 then
Employees (5.A)2 as of Mar 19, 2026
Mar 28, 20182 then
Private funds: no history
RAUM +4.9% over the last fiscal year+11% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 19, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $77.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 29derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.9MderivedHNW RAUM over HNW clients
- Average account
- $1.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +4.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.8%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$109M70%
- Corporations and businesses$39.6M26%
- Individuals$6.6M4.2%
- Individual clients
- 20reported
- HNW clients
- 37reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 127reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.74 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| L••••• P••••• | San Francisco, Ca | Jan 15, 2002 | 25 y | 0 |
| I••• G•••••• | San Francisco, Ca | Jan 9, 2025 | 12 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- P•••••• L••••• · Managing Director/Chief Compliance Officercontrolsince 06/2001 · owns 75% or more
Related persons
Schedule D 7.A
- V••• P•••••• W••••• M••••••••• A•investment advisern
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| San Francisco, Ca | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Dublin, CA1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Mar 19, 2026selection of other advisers (Item 5.G.7): yes on the filing of 2025-03-18, no on the filing of 2026-03-19peers: independent wealth managers, $100M to $500M (5,679)
What changed
consecutive filings, newest first
- Accounts · 129 to 127Mar 18, 2025 to Mar 19, 2026
- Advisory activities · 3 to 2Mar 18, 2025 to Mar 19, 2026
- Individual clients · 19 to 20Mar 18, 2025 to Mar 19, 2026
- Discretionary RAUM · $148M to $155MMar 18, 2025 to Mar 19, 2026
- HNW RAUM · $105M to $109MMar 18, 2025 to Mar 19, 2026
- Individual RAUM · $5.7M to $6.6MMar 18, 2025 to Mar 19, 2026
- RAUM · $148M to $155MMar 18, 2025 to Mar 19, 2026
- Accounts · 120 to 129Mar 12, 2024 to Mar 18, 2025
- Advisory employees · 1 to 2Mar 12, 2024 to Mar 18, 2025
- Corporate clients · 7 to 8Mar 12, 2024 to Mar 18, 2025
- HNW clients · 33 to 37Mar 12, 2024 to Mar 18, 2025
- Financial planning clients · unset to Mar 12, 2024 to Mar 18, 2025
- HQ city · unset to Mar 12, 2024 to Mar 18, 2025
- HQ state · unset to Mar 12, 2024 to Mar 18, 2025
- State-registered IARs · 1 to 2Mar 12, 2024 to Mar 18, 2025
- Discretionary RAUM · $128M to $148MMar 12, 2024 to Mar 18, 2025
- HNW RAUM · $85.6M to $105MMar 12, 2024 to Mar 18, 2025
- Individual RAUM · $6.6M to $5.7MMar 12, 2024 to Mar 18, 2025
- RAUM · $128M to $148MMar 12, 2024 to Mar 18, 2025
- Accounts · 123 to 120Mar 28, 2023 to Mar 12, 2024
- Corporate clients · 5 to 7Mar 28, 2023 to Mar 12, 2024
- HNW clients · 34 to 33Mar 28, 2023 to Mar 12, 2024
- Individual clients · 18 to 19Mar 28, 2023 to Mar 12, 2024
- Discretionary RAUM · $112M to $128MMar 28, 2023 to Mar 12, 2024
- HNW RAUM · $81.0M to $85.6MMar 28, 2023 to Mar 12, 2024
- Individual RAUM · $5.3M to $6.6MMar 28, 2023 to Mar 12, 2024
- RAUM · $112M to $128MMar 28, 2023 to Mar 12, 2024
- Accounts · 113 to 123Mar 24, 2022 to Mar 28, 2023
- HNW clients · 32 to 34Mar 24, 2022 to Mar 28, 2023
- Individual clients · 12 to 18Mar 24, 2022 to Mar 28, 2023
- HQ city · DUBLIN to unsetMar 24, 2022 to Mar 28, 2023
- HQ state · CA to unsetMar 24, 2022 to Mar 28, 2023
- Other offices · 0 to 1Mar 24, 2022 to Mar 28, 2023
- Discretionary RAUM · $157M to $112MMar 24, 2022 to Mar 28, 2023
- HNW RAUM · $121M to $81.0MMar 24, 2022 to Mar 28, 2023
- Individual RAUM · $5.1M to $5.3MMar 24, 2022 to Mar 28, 2023
- RAUM · $157M to $112MMar 24, 2022 to Mar 28, 2023
- Accounts · 107 to 113Nov 5, 2021 to Mar 24, 2022
- HNW clients · 25 to 32Nov 5, 2021 to Mar 24, 2022
- Individual clients · 14 to 12Nov 5, 2021 to Mar 24, 2022
Signals
3 dated events
- Vladimir Naroditsky (Managing Director) no longer on Schedule A of V••• C•••••• G•••• L•• (listed 2019-03-25, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Youriy Drozd (Member) no longer on Schedule A of V••• C•••••• G•••• L•• (listed 2019-03-25, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- V••• C•••••• G•••• L•• filed its initial SEC registration (Form ADV)Jul 28, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- i•••@v•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 415-318-8745reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 415-318-8740reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- V•••CAPITAL.COMreportedpublic record, Form ADV, Mar 19, 2026
- Principal office phone
- 415-318-8740reportedpublic record, Form ADV, Mar 19, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $77.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026