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.
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SEC-registered adviser
V•••••• M••••••••• L••
Latest filing Feb 23, 2026
First filing on the tape Mar 27, 2012 · 17 filings
SEC status approved since Jan 20, 2006
RAUM
$209M
reported, Item 5.F
Discretionary
47%
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
3
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$209M as of Feb 23, 2026
Mar 27, 2012$383M then
HNW client RAUM$104M as of Mar 9, 2020
Mar 7, 2018$92.6M then
State-registered IARs (5.B.3)0 as of Feb 23, 2026
Mar 14, 20130 then
Employees (5.A)3 as of Feb 23, 2026
Mar 14, 201314 then
Private funds4 as of Feb 23, 2026
Mar 27, 201215 then
RAUM +20% over the last fiscal year-7.7% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Feb 23, 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
- $29.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 47%derivedof RAUM
- Institutional
- 12%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $57.4M, 4 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$99.0M47%
- Other investment advisers$83.7M40%
- Charitable organizations$25.8M12%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- 1reported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $57.4M for 4 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.88 institutional_share=0.12 related_bd=false related_bank=false 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
20 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I• H•••• F••• S•••••• L••• S••••• B••••••• I•••••••• | Hedge Fund | $30.1M | 11 | Mar 7, 2018 |
| V•••••• G••••• F••• L••no longer reported | Hedge Fund | $18.6M | 16 | Mar 27, 2012 |
| V•••••• I••••••••• F••• L•no longer reported | Hedge Fund | $15.4M | 20 | Mar 27, 2012 |
| V•••••• P••••••• O••••••• L••no longer reported | Hedge Fund | $15.2M | 20 | Mar 27, 2012 |
| I• H•••• F••• S•••••• L• S••••• A••• I••••••••no longer reported | Hedge Fund | $13.9M | 6 | Mar 4, 2022 |
| V•••••• G••••• S••••• F••• L••no longer reported | Hedge Fund | $13.0M | 10 | Mar 27, 2012 |
| V•••••• G••••• A••••••• R••••• F••• L••no longer reported | Hedge Fund | $9.8M | 9 | Mar 27, 2012 |
| I• H•••• T•••• G••••• 1• I•••••••• | Hedge Fund | $7.7M | 17 | Feb 17, 2023 |
| V•••••• S••••••••• L• | Hedge Fund | $6.9M | 20 | Mar 27, 2012 |
| V•••••• G••••• S••••• F••• L•no longer reported | Hedge Fund | $6.3M | 11 | Mar 27, 2012 |
| V•••••• G••••• M••••• F••• L•no longer reported | Hedge Fund | $5.0M | 3 | Mar 27, 2012 |
| V•••••• P••••••• L• | Hedge Fund | $4.3M | 20 | Mar 27, 2012 |
| V•••••• A•••••••• M••••• F••• L••no longer reported | Hedge Fund | $689,924 | 3 | Mar 27, 2012 |
| V•••••• A•••••••• U••• T••••no longer reported | Hedge Fund | $423,955 | 4 | Mar 27, 2012 |
| V•••••• A•••••••• U••• T•••• Y••no longer reported | Hedge Fund | $252,670 | 3 | Mar 27, 2012 |
| V•••••• G••••• A••••••• R••••• L••no longer reported | Other Private Fund | $215,996 | 14 | Mar 7, 2014 |
| V•••••• A•••••••• S••• L••no longer reported | Other Private Fund | $148,530 | 37 | Mar 7, 2014 |
| V•••••• G••••• A••••••• R••••• I•••••••• F••• L•no longer reported | Hedge Fund | $113,588 | 1 | Mar 27, 2012 |
| C••••••••• G••••• F••• L•no longer reported | Hedge Fund | $111,177 | 1 | Mar 27, 2012 |
| V•••••• A•••••••• L••no longer reported | Hedge Fund | $13,299 | 0 | Mar 27, 2012 |
Owners and control persons
Schedule A and B, latest filing
- O•••• G•••••• J••• · Chief Financial Officer, Chief Compliance Officercontrolsince 11/2004 · owns 10% to 25%
- P••••••• L•••• S• · Managing Membercontrolsince 04/1997 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $51.4M to $57.4MFeb 19, 2025 to Feb 23, 2026
- Discretionary RAUM · $91.0M to $99.0MFeb 19, 2025 to Feb 23, 2026
- Non-discretionary RAUM · $83.3M to $110MFeb 19, 2025 to Feb 23, 2026
- Pooled vehicle RAUM · $91.0M to $99.0MFeb 19, 2025 to Feb 23, 2026
- RAUM · $174M to $209MFeb 19, 2025 to Feb 23, 2026
- Assets in custody · $49.0M to $51.4MMar 5, 2024 to Feb 19, 2025
- Financial planning clients · unset to Mar 5, 2024 to Feb 19, 2025
- Discretionary RAUM · $65.8M to $91.0MMar 5, 2024 to Feb 19, 2025
- Non-discretionary RAUM · $93.2M to $83.3MMar 5, 2024 to Feb 19, 2025
- Pooled vehicle RAUM · $93.2M to $91.0MMar 5, 2024 to Feb 19, 2025
- RAUM · $159M to $174MMar 5, 2024 to Feb 19, 2025
- Accounts · 9 to 7Feb 17, 2023 to Mar 5, 2024
- Advisory employees · 3 to 1Feb 17, 2023 to Mar 5, 2024
- Corporate clients · 1.0 to unsetFeb 17, 2023 to Mar 5, 2024
- Pooled vehicle clients · 6 to 5Feb 17, 2023 to Mar 5, 2024
- Assets in custody · $121M to $49.0MFeb 17, 2023 to Mar 5, 2024
- Employees · 6 to 3Feb 17, 2023 to Mar 5, 2024
- Discretionary RAUM · $199M to $65.8MFeb 17, 2023 to Mar 5, 2024
- Non-discretionary RAUM · $66.3M to $93.2MFeb 17, 2023 to Mar 5, 2024
- Pooled vehicle RAUM · $190M to $93.2MFeb 17, 2023 to Mar 5, 2024
- RAUM · $265M to $159MFeb 17, 2023 to Mar 5, 2024
- Discretionary RAUM · $299M to $199MMar 4, 2022 to Feb 17, 2023
- Non-discretionary RAUM · $80.8M to $66.3MMar 4, 2022 to Feb 17, 2023
- Pooled vehicle RAUM · $262M to $190MMar 4, 2022 to Feb 17, 2023
- RAUM · $379M to $265MMar 4, 2022 to Feb 17, 2023
- Accounts · 8 to 9Mar 8, 2021 to Mar 4, 2022
- Charity clients · unset to 1.0Mar 8, 2021 to Mar 4, 2022
- Corporate clients · unset to 1.0Mar 8, 2021 to Mar 4, 2022
- Pooled vehicle clients · 5 to 6Mar 8, 2021 to Mar 4, 2022
- Assets in custody · $123M to $121MMar 8, 2021 to Mar 4, 2022
- Private funds · 3 to 4Mar 8, 2021 to Mar 4, 2022
- Discretionary RAUM · $299M to $299MMar 8, 2021 to Mar 4, 2022
- Non-discretionary RAUM · $50.0M to $80.8MMar 8, 2021 to Mar 4, 2022
- Pooled vehicle RAUM · $258M to $262MMar 8, 2021 to Mar 4, 2022
- RAUM · $349M to $379MMar 8, 2021 to Mar 4, 2022
- Assets in custody · $112M to $123MNov 5, 2020 to Mar 8, 2021
- Discretionary RAUM · $250M to $299MNov 5, 2020 to Mar 8, 2021
- Non-discretionary RAUM · $46.6M to $50.0MNov 5, 2020 to Mar 8, 2021
- Pooled vehicle RAUM · $216M to $258MNov 5, 2020 to Mar 8, 2021
- RAUM · $296M to $349MNov 5, 2020 to Mar 8, 2021
Signals
8 dated events
- V•••••• M••••••••• L•• reported RAUM $159.0M, down 40% from $265.1M (2023-02-17 to 2024-03-05)Mar 5, 2024 · RAUM change · derived
- W C••••topher Knight (Managing Member) no longer on Schedule A of V•••••• M••••••••• L•• (listed 2023-02-17, absent 2024-03-05)Mar 5, 2024 · Control person left · inference
- C•••• A••••• (Portfolio Manager) no longer on Schedule A of V•••••• M••••••••• L•• (listed 2023-02-17, absent 2024-03-05)Mar 5, 2024 · Control person left · inference
- V•••••• M••••••••• L•• reported RAUM $265.1M, down 30% from $379.4M (2022-03-04 to 2023-02-17)Feb 17, 2023 · RAUM change · derived
- C•••• A••••• (Portfolio Manager) appeared on Schedule A of V•••••• M••••••••• L••Mar 4, 2022 · Control person joined · fact
- Elliott William Huger (Principal) no longer on Schedule A of V•••••• M••••••••• L•• (listed 2018-03-07, absent 2019-02-26)Feb 26, 2019 · Control person left · inference
- Francis Craig Magher (Principal) no longer on Schedule A of V•••••• M••••••••• L•• (listed 2018-03-07, absent 2019-02-26)Feb 26, 2019 · Control person left · inference
- V•••••• M••••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)Mar 27, 2012 · Succession (Item 4) · 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
- Website
- V••••••MGT.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 424-652-7070reportedpublic record, Form ADV, Feb 23, 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