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 Jun 26, 2026
First filing on the tape Mar 30, 2012 · 68 filings
SEC status approved since Jan 2, 2009
RAUM
$16B
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
197
64 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
46
reported on Schedule D
History
68 filings and snapshots on the tape
RAUM$16B as of Jun 26, 2026
Mar 30, 2012$6.9B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 26, 2026
Mar 30, 20120 then
Employees (5.A)197 as of Jun 26, 2026
Mar 28, 2013156 then
Private funds46 as of Jun 26, 2026
Mar 30, 201215 then
RAUM -10% over the last fiscal year-5.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 26, 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
- $133MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -10%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
- $11B, 118 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)
- 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$14B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 121reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $11B for 118 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.89 institutional_share=0.0 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
67 reported on Schedule D 7.B.(1)
All funds of V•••• M••••••••• L•••
Owners and control persons
Schedule A and B, latest filing
- B••••• B••••••• P••••• · Co-Chief Executive Officer, Co-Chief Investment Officer And Limited Partnercontrolsince 01/2013 · owns 10% to 25%
- C••••••••• I•••••• C•••••• · Co-Chief Executive Officer, Co-Chief Investment Officer And Limited Partnercontrolsince 01/2011 · owns 5% to 10%
- D•••••• J••••• E••••• · Limited Partnercontrolsince 01/2022 · owns 5% to 10%
- G••••••••• S••••••• R•• · Limited Partnercontrolsince 01/2024 · owns less than 5%
- H••••• G•••••• G••••••••• · Co-Executive Chair And Limited Partnercontrolsince 03/2006 · owns 10% to 25%
- I•••••••• A••••••• C••••••• · Chief Operating Officer And Limited Partnercontrolsince 01/2024 · owns less than 5%
- L•••• A•••••• P••• · Deputy Chief Executive Officer And Limited Partnercontrolsince 01/2009 · owns 5% to 10%
- M••••• H•••••• K•••• · Limited Partnercontrolsince 01/2019 · owns 5% to 10%
- M•••••• A•••••• C•••••• · General Counsel And Limited Partnercontrolsince 01/2022 · owns less than 5%
- M•••••• D••••• A••••• · Limited Partnercontrolsince 04/2008 · owns less than 5%
- M•••••• K••••• T••• · Global Chief Compliance Officercontrolsince 09/2023 · owns less than 5%
- M•••••• F•••••••• · Limited Partnercontrolsince 01/2018 · owns 5% to 10%
- M•••••• T••••••• J•••• · Limited Partnercontrolsince 01/2016 · owns 5% to 10%
- N•••••••• G••••••• · Co-Chief Investment Officer And Limited Partnercontrolsince 01/2016 · owns 5% to 10%
- P•••• M•••••• L••• · Co-Executive Chair And Limited Partnercontrolsince 03/2006 · owns less than 5%
- S••• E•••••• C••••• · Limited Partnercontrolsince 01/2022 · owns 5% to 10%
Related persons
Schedule D 7.A
- M••••••• C•••••• G•• L••pooled vehicle sponsorn
- V•••• P•••••••• I•••pooled vehicle sponsorn
Advisers that list V•••• M••••••••• L••• as a related person
- 131958 n
Offices
Schedule D 1.F, the 25 largest
- New York, NY22 employees
What changed
consecutive filings, newest first
- Accounts · 117 to 121Feb 26, 2026 to Mar 27, 2026
- Advisory employees · 65 to 64Feb 26, 2026 to Mar 27, 2026
- Pooled vehicle clients · 115 to 118Feb 26, 2026 to Mar 27, 2026
- Assets in custody · $14B to $11BFeb 26, 2026 to Mar 27, 2026
- Employees · 206 to 197Feb 26, 2026 to Mar 27, 2026
- Private funds · 49 to 46Feb 26, 2026 to Mar 27, 2026
- Discretionary RAUM · $18B to $16BFeb 26, 2026 to Mar 27, 2026
- Pooled vehicle RAUM · $17B to $14BFeb 26, 2026 to Mar 27, 2026
- RAUM · $18B to $16BFeb 26, 2026 to Mar 27, 2026
- Private funds · 48 to 49Nov 20, 2025 to Feb 26, 2026
- Private funds · 47 to 48Jul 17, 2025 to Nov 20, 2025
- Financial planning clients · unset to May 7, 2025 to Jul 17, 2025
- Private funds · 45 to 47May 7, 2025 to Jul 17, 2025
- Accounts · 109 to 117Feb 25, 2025 to Mar 28, 2025
- Advisory employees · 76 to 65Feb 25, 2025 to Mar 28, 2025
- Pooled vehicle clients · 108 to 115Feb 25, 2025 to Mar 28, 2025
- Assets in custody · $15B to $14BFeb 25, 2025 to Mar 28, 2025
- Employees · 233 to 206Feb 25, 2025 to Mar 28, 2025
- HQ city · MINNEAPOLIS to NEW YORKFeb 25, 2025 to Mar 28, 2025
- HQ state · MN to NYFeb 25, 2025 to Mar 28, 2025
- Discretionary RAUM · $18B to $18BFeb 25, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $17B to $17BFeb 25, 2025 to Mar 28, 2025
- RAUM · $18B to $18BFeb 25, 2025 to Mar 28, 2025
- Private funds · 44 to 45Oct 29, 2024 to Feb 25, 2025
- Private funds · 40 to 44Jul 23, 2024 to Oct 28, 2024
- Private funds · 39 to 40Mar 28, 2024 to Apr 29, 2024
- Accounts · 112 to 109Feb 14, 2024 to Mar 28, 2024
- Advisory employees · 82 to 76Feb 14, 2024 to Mar 28, 2024
- Pooled vehicle clients · 111 to 108Feb 14, 2024 to Mar 28, 2024
- Assets in custody · $19B to $15BFeb 14, 2024 to Mar 28, 2024
- Employees · 246 to 233Feb 14, 2024 to Mar 28, 2024
- Private funds · 45 to 39Feb 14, 2024 to Mar 28, 2024
- Discretionary RAUM · $19B to $18BFeb 14, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $19B to $17BFeb 14, 2024 to Mar 28, 2024
- RAUM · $19B to $18BFeb 14, 2024 to Mar 28, 2024
- Private funds · 43 to 45Sep 29, 2023 to Feb 14, 2024
- Private funds · 41 to 43Jun 29, 2023 to Sep 29, 2023
- Accounts · 100 to 112Nov 22, 2022 to Mar 31, 2023
- Advisory employees · 86 to 82Nov 22, 2022 to Mar 31, 2023
- Advisory activities · 1 to 2Nov 22, 2022 to Mar 31, 2023
Signals
23 dated events
- Singh Aneek Mamik (Limited Partner) no longer on Schedule A of V•••• M••••••••• L••• (listed 2024-07-23, absent 2024-10-28)Oct 28, 2024 · Control person left · inference
- Clifford Anthony Iannazzo (Limited Partner) appeared on Schedule A of V•••• M••••••••• L•••Mar 28, 2024 · Control person joined · fact
- Rae S•••••• G•••••••• (Limited Partner) appeared on Schedule A of V•••• M••••••••• L•••Mar 28, 2024 · Control person joined · fact
- John Ricky Noel (Limited Partner) no longer on Schedule A of V•••• M••••••••• L••• (listed 2024-02-14, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Charles Brian Schmidt (Limited Partner) no longer on Schedule A of V•••• M••••••••• L••• (listed 2024-02-14, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Andrew Jonathan Fox (President And Limited Partner) no longer on Schedule A of V•••• M••••••••• L••• (listed 2024-02-14, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Thomas Scott Hartman (Limited Partner) no longer on Schedule A of V•••• M••••••••• L••• (listed 2024-02-14, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Todd Kevin Medina (Global Chief Compliance Officer) appeared on Schedule A of V•••• M••••••••• L•••Sep 29, 2023 · Control person joined · fact
- Rose Rhonda Kjarland (Global Chief Compliance Officer) no longer on Schedule A of V•••• M••••••••• L••• (listed 2023-06-29, absent 2023-09-29)Sep 29, 2023 · Control person left · inference
- Rose Rhonda Kjarland (Global Chief Compliance Officer) appeared on Schedule A of V•••• M••••••••• L•••Apr 28, 2023 · Control person joined · fact
- David Mark Schein (Chief Compliance Officer) no longer on Schedule A of V•••• M••••••••• L••• (listed 2023-03-31, absent 2023-04-28)Apr 28, 2023 · Control person left · inference
- Elena Lieskovska (Limited Partner) no longer on Schedule A of V•••• M••••••••• L••• (listed 2022-11-22, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Dudley Jeremy Hedberg (Retired Limited Partner) no longer on Schedule A of V•••• M••••••••• L••• (listed 2022-02-22, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- Dermott Brendan Albee (Chief Operating Officer And Limited Partner) no longer on Schedule A of V•••• M••••••••• L••• (listed 2022-02-22, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- E James Dunbar (Limited Partner) appeared on Schedule A of V•••• M••••••••• L•••Mar 30, 2022 · Control person joined · fact
- Andrew Malone (General Counsel) appeared on Schedule A of V•••• M••••••••• L•••Mar 30, 2022 · Control person joined · fact
- Carlos Sanz Esteve (Limited Partner) appeared on Schedule A of V•••• M••••••••• L•••Mar 30, 2022 · Control person joined · fact
- S Aneek Mamik (Limited Partner) appeared on Schedule A of V•••• M••••••••• L•••Mar 30, 2022 · Control person joined · fact
- Sue Katie Kloster (Chief Compliance Officer) no longer on Schedule A of V•••• M••••••••• L••• (listed 2020-08-26, absent 2020-09-16)Sep 16, 2020 · Control person left · inference
- David Mark Schein (Chief Compliance Officer) appeared on Schedule A of V•••• M••••••••• L•••Sep 16, 2020 · Control person joined · fact
- V•••• M••••••••• L••• reported RAUM $19.0B, up 39% from $13.6B (2019-02-28 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Kamal Haseeb Malik (Limited Partner) appeared on Schedule A of V•••• M••••••••• L•••Mar 29, 2019 · Control person joined · fact
- Elena Lieskovska (Limited Partner) appeared on Schedule A of V•••• M••••••••• L•••Mar 29, 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••••-PARTNERSreportedpublic record, Form ADV, Sep 19, 2026
- Website
- V••••.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-321-3780reportedpublic record, Form ADV, Jun 26, 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