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•••• P••••••• L••••••
Latest filing Jul 6, 2026
First filing on the tape Dec 7, 2011 · 33 filings
SEC status approved since Apr 9, 2007
RAUM
$395M
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
104
25 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
33 filings and snapshots on the tape
RAUM$395M as of Jul 6, 2026
Mar 29, 2012$6.6B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 6, 2026
Mar 27, 20130 then
Employees (5.A)104 as of Jul 6, 2026
Mar 27, 2013106 then
Private funds3 as of Jul 6, 2026
Mar 29, 20124 then
RAUM +18% over the last fiscal year-5.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 6, 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
- $78.9MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 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
- 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)
- compensates persons for client referrals (8.G.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$395M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| V•••• P••••••• I••••••••• F•••• • C•••••• M••••••• F•••• F••• | Hedge Fund | $124M | 233 | Mar 25, 2019 |
| V•••• P••••••• I••••••••• F•••• • C•••• C••••••••• F••• | Hedge Fund | $97.8M | 142 | Mar 28, 2014 |
| A•• G•••••• C•••• I•• L••no longer reported | Hedge Fund | $29.5M | 1 | Mar 29, 2012 |
| V•••• P••••••• A••• F•••• L•• | Hedge Fund | $28.0M | 10 | Mar 29, 2012 |
| V•••• P••••••• H•••• F••• L•••••• | Hedge Fund | $4.6M | 2 | Mar 29, 2012 |
| V•••• P••••••• H•••• F•••• L•• | Hedge Fund | $3.3M | 2 | Mar 29, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C••••• C•••• H•• · Director And Co-Chief Investment Officercontrolsince 07/2010 · owns less than 5%
- C•••••• W•••••• W•• M•• · Head Of Legalcontrolsince 01/2010 · owns less than 5%
- H•• M•• K•• · Director And Senior Investment Directorcontrolsince 07/2014 · owns less than 5%
- L••• W•••••• M••••••• · Managing Director, Coo Officecontrolsince 07/2021 · owns less than 5%
- L••• V•••••••• N•• · Chief Compliance Officercontrolsince 05/2012 · owns less than 5%
- N•• N•••••• C••• F• · Chief Financial Offficercontrolsince 02/2023 · owns less than 5%
- S•• L••••• C••• K• · Director And Co-Chief Investment Officercontrolsince 07/2010 · owns less than 5%
Entity owners
- V•••• P••••••• H••• K••• L•••••• · Shareholderdirect · owns 75% or more
- V•••• P••••••• G•••• L•••••• · Shareholderindirect · owns 75% or more of V•••• P••••••• H••• K••• L••••••
Related persons
Schedule D 7.A
- S••••••• A•••• M••••••••• H••• K••• L••••••investment advisern
- S••••••• A•••• M••••••••• L••••••investment advisern
- V•••• P••••••• ••• L••••••investment advisern
- V•••• P••••••• A•••• M••••••••• M••••••• S••• B•••investment advisern
- V•••• P••••••• A•••• M••••••••• S•••••••• P••• L•••investment advisern
- V•••• P••••••• C••••• G• I• L••••••bankpooled vehicle sponsorn
- V•••• P••••••• H••• K••• L••••••investment adviserbankyRAUM $5.2B
- V•••• P••••••• I••••••••• A••••••• •••• L•••••• • W••••••••• F•••••• E•••••••••investment advisern
- V•••• P••••••• I••••••••• M••••••••• ••••••••• L••••••investment advisern
- V•••• P••••••• I••••••••• M••••••••• ••••••••• L••••••investment advisern
- V•••• P••••••• P•••••• E••••• L••••••investment advisern
Advisers that list V•••• P••••••• L•••••• as a related person
- 157477 y
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 7 to 5May 19, 2025 to Mar 17, 2026
- Advisory employees · 26 to 25May 19, 2025 to Mar 17, 2026
- Pooled vehicle clients · 7 to 5May 19, 2025 to Mar 17, 2026
- Employees · 116 to 104May 19, 2025 to Mar 17, 2026
- Private funds · 5 to 3May 19, 2025 to Mar 17, 2026
- Discretionary RAUM · $335M to $395MMay 19, 2025 to Mar 17, 2026
- Pooled vehicle RAUM · $335M to $395MMay 19, 2025 to Mar 17, 2026
- RAUM · $335M to $395MMay 19, 2025 to Mar 17, 2026
- Financial planning clients · unset to Mar 13, 2025 to May 19, 2025
- Advisory employees · 30 to 26Jan 6, 2025 to Mar 13, 2025
- Discretionary RAUM · $374M to $335MJan 6, 2025 to Mar 13, 2025
- Pooled vehicle RAUM · $374M to $335MJan 6, 2025 to Mar 13, 2025
- RAUM · $374M to $335MJan 6, 2025 to Mar 13, 2025
- HQ state · unset to May 1, 2024 to Jan 6, 2025
- Other offices · 1 to 0Mar 26, 2024 to May 1, 2024
- Advisory employees · 31 to 30Mar 29, 2023 to Mar 26, 2024
- Employees · 128 to 116Mar 29, 2023 to Mar 26, 2024
- Discretionary RAUM · $472M to $374MMar 29, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $472M to $374MMar 29, 2023 to Mar 26, 2024
- RAUM · $472M to $374MMar 29, 2023 to Mar 26, 2024
- Advisory employees · 45 to 31Mar 30, 2022 to Mar 29, 2023
- Employees · 172 to 128Mar 30, 2022 to Mar 29, 2023
- Discretionary RAUM · $729M to $472MMar 30, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $729M to $472MMar 30, 2022 to Mar 29, 2023
- RAUM · $729M to $472MMar 30, 2022 to Mar 29, 2023
- Accounts · 9 to 7Jan 6, 2022 to Mar 30, 2022
- Advisory employees · 42 to 45Jan 6, 2022 to Mar 30, 2022
- Pooled vehicle clients · 8 to 7Jan 6, 2022 to Mar 30, 2022
- Employees · 165 to 172Jan 6, 2022 to Mar 30, 2022
- Other offices · 0 to 1Jan 6, 2022 to Mar 30, 2022
- Discretionary RAUM · $2.4B to $729MJan 6, 2022 to Mar 30, 2022
- Pooled vehicle RAUM · $2.4B to $729MJan 6, 2022 to Mar 30, 2022
- RAUM · $2.4B to $729MJan 6, 2022 to Mar 30, 2022
- Accounts · 10 to 9Mar 30, 2020 to Mar 29, 2021
- Advisory employees · 43 to 42Mar 30, 2020 to Mar 29, 2021
- Employees · 176 to 165Mar 30, 2020 to Mar 29, 2021
- Discretionary RAUM · $1.9B to $2.4BMar 30, 2020 to Mar 29, 2021
- Pooled vehicle RAUM · $1.8B to $2.4BMar 30, 2020 to Mar 29, 2021
- RAUM · $1.9B to $2.4BMar 30, 2020 to Mar 29, 2021
- Accounts · 11 to 10Mar 25, 2019 to Mar 30, 2020
Signals
14 dated events
- W M June Wong (Chief Executive Officer) no longer on Schedule A of V•••• P••••••• L•••••• (listed 2024-03-26, absent 2024-05-01)May 1, 2024 · Control person left · inference
- V•••• P••••••• L•••••• reported RAUM $472.2M, down 35% from $729.2M (2022-03-30 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
- V•••• P••••••• L•••••• reported RAUM $729.2M, down 69% from $2.4B (2022-01-06 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- W M June Wong (President) appeared on Schedule A of V•••• P••••••• L••••••Jan 6, 2022 · Control person joined · fact
- Mei-Kuen Winnie Lam (Managing Director, Coo Office) appeared on Schedule A of V•••• P••••••• L••••••Sep 8, 2021 · Control person joined · fact
- C••• Fa N••••• Ng (Finance Director) appeared on Schedule A of V•••• P••••••• L••••••Sep 8, 2021 · Control person joined · fact
- Ngai Sze Icy Wong (Chief Financial Officer & Chief Administrative Officer) no longer on Schedule A of V•••• P••••••• L•••••• (listed 2021-03-29, absent 2021-09-08)Sep 8, 2021 · Control person left · inference
- V•••• P••••••• L•••••• reported RAUM $2.4B, up 28% from $1.9B (2020-03-30 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- Anthony Roger Hepper (Co Chief Operating Officer) no longer on Schedule A of V•••• P••••••• L•••••• (listed 2020-03-30, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- Nmn King Lun Au (President) no longer on Schedule A of V•••• P••••••• L•••••• (listed 2020-03-30, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- H Patricia Cheung (Co Chief Operating Officer) no longer on Schedule A of V•••• P••••••• L•••••• (listed 2020-03-30, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- V•••• P••••••• L•••••• reported RAUM $1.9B, down 50% from $3.7B (2019-03-25 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Chun Wah Jonathan Mo (Chief Administrative Officer) no longer on Schedule A of V•••• P••••••• L•••••• (listed 2018-08-20, absent 2019-03-25)Mar 25, 2019 · Control person left · inference
- H Patricia Cheung (Chief Administrative Officer) appeared on Schedule A of V•••• P••••••• L••••••Mar 25, 2019 · Control person joined · 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
- Firm profile
- LINKEDIN.COM/COMPANY/V••••-PARTNERS-L••••••reportedpublic record, Form ADV, Sep 19, 2026
- Website
- xueqiu.com/u/5908961494reportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 852-2880-9263reportedpublic record, Form ADV, Jul 6, 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