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V•••••• • C••

Former SEC-registered adviserFormer SEC adviser· San Francisco, California

Former SEC-registered adviser, based in San Francisco, California, reporting $5.0M of regulatory assets.

Composed from this adviser's Form ADV classification, location and filed figures.

Last reported RAUM
$5.0M
Form ADV
Private clients
0.0%
of RAUM
Form ADV
See where advisers wentSee teams that moved
More
AdvisorsWhere the RAUM sits
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Nothing material in the last 180 days. No dated change on record yet.

Every filed figure, and the identifiersCRD 147066 · SEC 801-72299 · 16 filingsShow
CRD 147066SEC 801-72299Legal name V•••••• • C••• I•••First filing on the tape Mar 12, 2012, latest Dec 22, 2015IAPD
RAUM
$5.0M
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
Not computed
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
16 filings and snapshots on the tape

Filed figures over time · the tape starts Mar 12, 2012

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow
RAUM$5.0M as of Dec 22, 2015
Mar 12, 2012$2.5M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Dec 22, 2015
Mar 12, 20120 then
Employees (5.A)1 as of Dec 22, 2015
Jun 5, 20130 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Dec 22, 2015; every figure names its basis
The rule behind each archetype, and every derived figureShow
RAUM per advisor
$5.0MderivedRAUM 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
$100,000derivedRAUM 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
1.0derived1 office incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individualsreportedItem 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)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing

No Item 5.D breakdown on this filing.

The breakdown by client type, and the client countsShow
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
50reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Advisors registered through the firm
      0 on IAPD today; the longest tenured first
      No representative is registered through this CRD on IAPD.
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • V••••••• D•••••• W••••••• · Chief Compliance Officer, Ceo, Coo, Clo, Cfo, Director, Foundercontrol
        since 07/2008 · owns 75% or more
      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
      • Advisory activities · 4 to 1
        May 21, 2015 to May 25, 2015
      • Advisory employees · 0 to 1
        Jan 29, 2015 to May 21, 2015
      • Employees · 0 to 1
        Jan 29, 2015 to May 21, 2015
      • State-registered IARs · 0 to 1
        Jan 29, 2015 to May 21, 2015
      • Succession · true to false
        Sep 23, 2014 to Jan 29, 2015
      Full history · 19 changes
      • HQ city · OAKLAND to SAN FRANCISCO
        Jul 22, 2014 to Sep 23, 2014
      • Legal name · MULTICULTURAL ECONOMICS, INC. to V•••••• • C••• I•••
        Jul 22, 2014 to Sep 23, 2014
      • Succession · false to true
        Jul 16, 2014 to Jul 22, 2014
      • Organization form · Sole Proprietorship to Corporation
        Jul 15, 2014 to Jul 16, 2014
      • Organization form · Corporation to Sole Proprietorship
        Jun 5, 2013 to Jul 18, 2013
      • Accounts · 25 to 50
        May 24, 2012 to Jun 5, 2013
      • Advisory employees · unset to 0.0
        May 24, 2012 to Jun 5, 2013
      • Business name · W••• V•••••• • C•• to V•••••• • C••
        May 24, 2012 to Jun 5, 2013
      • Employees · unset to 0.0
        May 24, 2012 to Jun 5, 2013
      • Discretionary RAUM · $2.5M to $5.0M
        May 24, 2012 to Jun 5, 2013
      • RAUM · $2.5M to $5.0M
        May 24, 2012 to Jun 5, 2013
      • Business name · E•• I••••••••• to W••• V•••••• • C••
        May 23, 2012 to May 24, 2012
      • HQ city · unset to OAKLAND
        Apr 26, 2012 to May 18, 2012
      • HQ state · unset to CA
        Apr 26, 2012 to May 18, 2012
      Signals
      1 dated events
      • ••• Locked
        Jul 22, 2014 · 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.
      Provenance
      Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show
      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
      Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      Not computedderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026