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.
SEC-registered adviser
Viking Global Investors LP
Latest filing Jun 15, 2026
First filing on the tape Mar 28, 2012 · 44 filings
SEC status approved since Jul 8, 2011
RAUM
$78B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
274
77 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
15
reported on Schedule D
History
44 filings and snapshots on the tape
RAUM$78B as of Jun 15, 2026
Mar 28, 2012$23B then
HNW client RAUM$0 as of Jun 15, 2026
Mar 29, 2018$0 then
State-registered IARs (5.B.3)0 as of Jun 15, 2026
Mar 28, 20120 then
Employees (5.A)274 as of Jun 15, 2026
Mar 27, 2013112 then
Private funds15 as of Jun 15, 2026
Mar 28, 20124 then
RAUM +12% over the last fiscal year+14% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 15, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $3.7BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $78B, 21 clientsreportedItem 9.A
- 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
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$78B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 21reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $78B for 21 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
14 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Viking Global Equities Master Ltd. | Hedge Fund | $37B | 637 | Mar 29, 2019 |
| Viking Global Opportunities Master LP | Hedge Fund | $17B | 276 | Mar 27, 2015 |
| Vge III Portfolio Ltd.no longer reported | Hedge Fund | $15B | 319 | Mar 28, 2012 |
| Viking Long Fund Master Ltd. | Hedge Fund | $7.9B | 124 | Mar 28, 2012 |
| Viking Global Equities LPno longer reported | Hedge Fund | $7.8B | 306 | Mar 28, 2012 |
| Viking Global Opportunities Drawdown (Onshore) LP | Private Equity Fund | $1.1B | 75 | Mar 31, 2022 |
| Viking Global Equities II LP | Hedge Fund | $751M | 126 | Mar 28, 2012 |
| Viking Global Opportunities Drawdown (Offshore) LP | Private Equity Fund | $632M | 34 | Mar 31, 2022 |
| Viking Structured Capital (Onshore) LP | Private Equity Fund | $304M | 20 | Mar 31, 2023 |
| Viking Structured Capital (Offshore 2 Intermediate) LP | Private Equity Fund | $148M | 4 | Mar 28, 2024 |
| Viking Structured Capital Sidecar (Offshore 2) LP | Private Equity Fund | $137M | 3 | Mar 31, 2023 |
| Viking Structured Capital Sidecar (Offshore) LP | Private Equity Fund | $120M | 3 | Mar 31, 2023 |
| Viking Structured Capital (Offshore) LP | Private Equity Fund | $91.4M | 8 | Mar 31, 2023 |
| Viking Structured Capital Sidecar (Onshore) LP | Private Equity Fund | $10.0M | 1 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- Halle Matthew Bloom · General Counsel And Chief Compliance Officercontrolsince 11/2013 · owns less than 5%
- Andreas Ole Halvorsen · Chief Executive Officer, Limited Partnercontrolsince 04/1999 · owns 25% to 50%
- Scott Brian Kaufmann · Management Committee Membercontrolsince 02/2020 · owns less than 5%
- Christopher David Ott · Executive Committee Member, Limited Partnercontrolsince 04/1999 · owns 25% to 50%
- Sharon Rose Shabet · Chief Operating Officercontrolsince 02/2009 · owns less than 5%
- M. Justin Walsh · Management Committee Membercontrolsince 05/2024 · owns less than 5%
- Jacobs Ellis Whipple · Chief Financial Officercontrolsince 01/2016 · owns less than 5%
- Wagner Scott Zinober · Management Committee Membercontrolsince 05/2024 · owns less than 5%
- Andreas Ole Halvorsen · Membercontrolsince 04/1999 · owns 50% to 75% of Viking Global Partners LLC
- Christopher David Ott · Membercontrolsince 04/1999 · owns 50% to 75% of Viking Global Partners LLC
Entity owners
- Viking Global Partners LLC · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- Viking Global Opportunities Drawdown Gp LLCinvestment adviserbankpooled vehicle sponsorn
- Viking Global Opportunities Gp LLCinvestment adviserbankpooled vehicle sponsorn
- Viking Global Opportunities Portfolio Gp LLCinvestment adviserbankpooled vehicle sponsorn
- Viking Global Performance LLCinvestment adviserbankpooled vehicle sponsorn
- Viking Long Fund Gp LLCinvestment adviserbankpooled vehicle sponsorn
- Viking Structured Capital Gp LLCinvestment adviserbankpooled vehicle sponsorn
- Viking Structured Capital Portfolio Gp LLCinvestment adviserbankpooled vehicle sponsorn
Advisers that list Viking Global Investors LP as a related person
Offices
Schedule D 1.F, the 25 largest
- New York, NY61 employees
- San Francisco, CA4 employees
What changed
consecutive filings, newest first
- Advisory employees · 75 to 77Feb 17, 2026 to Mar 31, 2026
- Assets in custody · $70B to $78BFeb 17, 2026 to Mar 31, 2026
- Employees · 268 to 274Feb 17, 2026 to Mar 31, 2026
- Financial planning clients · to 0Feb 17, 2026 to Mar 31, 2026
- Private funds · 12 to 15Feb 17, 2026 to Mar 31, 2026
- Discretionary RAUM · $70B to $78BFeb 17, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $70B to $78BFeb 17, 2026 to Mar 31, 2026
- RAUM · $70B to $78BFeb 17, 2026 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jul 31, 2025
- Accounts · 22 to 21Nov 5, 2024 to Mar 31, 2025
- Advisory employees · 71 to 75Nov 5, 2024 to Mar 31, 2025
- Pooled vehicle clients · 22 to 21Nov 5, 2024 to Mar 31, 2025
- Assets in custody · $64B to $70BNov 5, 2024 to Mar 31, 2025
- Employees · 275 to 268Nov 5, 2024 to Mar 31, 2025
- Discretionary RAUM · $64B to $70BNov 5, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $64B to $70BNov 5, 2024 to Mar 31, 2025
- RAUM · $64B to $70BNov 5, 2024 to Mar 31, 2025
- Accounts · 20 to 22Sep 11, 2023 to Mar 28, 2024
- Advisory employees · 73 to 71Sep 11, 2023 to Mar 28, 2024
- Pooled vehicle clients · 20 to 22Sep 11, 2023 to Mar 28, 2024
- Assets in custody · $52B to $64BSep 11, 2023 to Mar 28, 2024
- Employees · 287 to 275Sep 11, 2023 to Mar 28, 2024
- Private funds · 11 to 12Sep 11, 2023 to Mar 28, 2024
- Discretionary RAUM · $52B to $64BSep 11, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $52B to $64BSep 11, 2023 to Mar 28, 2024
- RAUM · $52B to $64BSep 11, 2023 to Mar 28, 2024
- HQ city · GREENWICH to STAMFORDAug 28, 2023 to Sep 11, 2023
- Other offices · 3 to 2Jul 12, 2023 to Aug 28, 2023
- Other offices · 2 to 3Mar 31, 2023 to Jul 12, 2023
- Accounts · 15 to 20Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 57 to 73Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 12 to 20Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $59B to $52BMar 31, 2022 to Mar 31, 2023
- Employees · 240 to 287Mar 31, 2022 to Mar 31, 2023
- Private funds · 6 to 11Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $60B to $52BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $60B to $52BMar 31, 2022 to Mar 31, 2023
- RAUM · $60B to $52BMar 31, 2022 to Mar 31, 2023
- Accounts · 12 to 15Oct 28, 2021 to Mar 31, 2022
- Advisory employees · 43 to 57Oct 28, 2021 to Mar 31, 2022
Signals
7 dated events
- Michael Andrew Genser (General Counsel) no longer on Schedule A of Viking Global Investors Lp (listed 2024-09-03, absent 2024-11-05)Nov 5, 2024 · Control person left · inference
- Ning Jin (Management Committee Member) no longer on Schedule A of Viking Global Investors Lp (listed 2024-05-22, absent 2024-09-03)Sep 3, 2024 · Control person left · inference
- Wagner Scott Zinober (Management Committee Member) appeared on Schedule A of Viking Global Investors LpMay 22, 2024 · Control person joined · fact
- M. Justin Walsh (Management Committee Member) appeared on Schedule A of Viking Global Investors LpMay 22, 2024 · Control person joined · fact
- Viking Global Investors Lp reported RAUM $59.2B, up 40% from $42.1B (2020-03-27 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Scott Brian Kaufmann (Management Committee Member) appeared on Schedule A of Viking Global Investors LpFeb 6, 2020 · Control person joined · fact
- Solomon Benjamin Jacobs (Management Committee Member) no longer on Schedule A of Viking Global Investors Lp (listed 2019-04-01, absent 2019-06-17)Jun 17, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- Viking Global Investors LP · Independent Sponsorsshared crd · capital_provider
- Viking Global Investors LP · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/VIKING-GLOBAL-INVESTORSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- VIKINGGLOBAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 203-863-5000reportedpublic record, Form ADV, Jun 15, 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
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026