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
D•••••••• G•••• L•
Latest filing Aug 20, 2026
First filing on the tape Mar 14, 2012 · 28 filings
SEC status approved since May 22, 2014
RAUM
$2.5B
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
11
11 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
10
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$2.5B as of Aug 20, 2026
Mar 14, 2012$76.8M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 20, 2026
Mar 14, 20120 then
Employees (5.A)11 as of Aug 20, 2026
Mar 31, 20156 then
Private funds10 as of Aug 20, 2026
Mar 14, 20121 then
RAUM +10% over the last fiscal year+7.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 20, 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
- $211MderivedRAUM 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
- +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
- yesreportedItem 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)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.1B82%
- Corporations and businesses$446M18%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 12reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.82 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
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| D•••••••• F••• L• | Hedge Fund | $917M | 37 | Mar 27, 2018 |
| S•••••• F••• L• | Hedge Fund | $433M | 25 | Mar 27, 2019 |
| D••••• F••• L• | Hedge Fund | $275M | 3 | Apr 30, 2014 |
| D••••••••• F••• L• | Hedge Fund | $269M | 3 | Mar 23, 2017 |
| S•••••••• F••• L• | Hedge Fund | $50.7M | 2 | Nov 22, 2023 |
| H••••• F••• L• | Hedge Fund | $45.4M | 3 | Mar 23, 2017 |
| D••••••••• F••• L• | Hedge Fund | $36.2M | 2 | Mar 27, 2018 |
| D••••• I• F••• L•no longer reported | Hedge Fund | $32.4M | 2 | Mar 31, 2015 |
| D•••••••• F••• L•no longer reported | Hedge Fund | $11.4M | 21 | Mar 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- T••• S••• C•••• · Presidentcontrolsince 08/2014 · owns 75% or more
- W••••••••• J•••••• A••• · Chief Compliance Officer, Chief Operating Officercontrolsince 02/2021 · owns less than 5%
- A••••••••• A•••••••• · Limited Partnersince 03/2018 · owns 10% to 25%
- B••••• J•••••••• A• · Limited Partnersince 10/2014 · owns 5% to 10%
- R•••• J••••• H•••• · Limited Partnersince 01/2023 · owns less than 5%
Entity owners
- D•••••••• H••••••• I••• · General Partner Of D•••••••• G•••• L•direct · owns less than 5%
Related persons
Schedule D 7.A
- D•••••••• G• L•pooled vehicle sponsorn
- D••••••••• G• L•pooled vehicle sponsorn
- D••••••••• G• L•pooled vehicle sponsorn
- D••••••••• G• L•pooled vehicle sponsorn
- H••••• G• L•pooled vehicle sponsorn
- S•••••• G• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Private funds · 8 to 10Mar 30, 2026 to Aug 20, 2026
- Accounts · 11 to 12Mar 26, 2025 to Mar 30, 2026
- Pooled vehicle clients · 9 to 10Mar 26, 2025 to Mar 30, 2026
- Private funds · 7 to 8Mar 26, 2025 to Mar 30, 2026
- Discretionary RAUM · $2.3B to $2.5BMar 26, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.8B to $2.1BMar 26, 2025 to Mar 30, 2026
- RAUM · $2.3B to $2.5BMar 26, 2025 to Mar 30, 2026
- Accounts · 10 to 11May 1, 2024 to Mar 26, 2025
- Pooled vehicle clients · 8 to 9May 1, 2024 to Mar 26, 2025
- Financial planning clients · unset to May 1, 2024 to Mar 26, 2025
- Discretionary RAUM · $2.4B to $2.3BMay 1, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $2.0B to $1.8BMay 1, 2024 to Mar 26, 2025
- RAUM · $2.4B to $2.3BMay 1, 2024 to Mar 26, 2025
- Accounts · 9 to 10Nov 22, 2023 to Mar 27, 2024
- Pooled vehicle clients · 7 to 8Nov 22, 2023 to Mar 27, 2024
- Employees · 12 to 11Nov 22, 2023 to Mar 27, 2024
- Discretionary RAUM · $2.0B to $2.4BNov 22, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $1.7B to $2.0BNov 22, 2023 to Mar 27, 2024
- RAUM · $2.0B to $2.4BNov 22, 2023 to Mar 27, 2024
- Private funds · 6 to 7Mar 30, 2023 to Nov 22, 2023
- Discretionary RAUM · $1.9B to $2.0BMay 2, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.6B to $1.7BMay 2, 2022 to Mar 30, 2023
- RAUM · $1.9B to $2.0BMay 2, 2022 to Mar 30, 2023
- Accounts · 11 to 9Mar 29, 2021 to Mar 30, 2022
- Advisory employees · 9 to 11Mar 29, 2021 to Mar 30, 2022
- Pooled vehicle clients · 9 to 7Mar 29, 2021 to Mar 30, 2022
- Assets in custody · $909M to $0Mar 29, 2021 to Mar 30, 2022
- Employees · 10 to 12Mar 29, 2021 to Mar 30, 2022
- Private funds · 8 to 6Mar 29, 2021 to Mar 30, 2022
- Discretionary RAUM · $1.5B to $1.9BMar 29, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $1.2B to $1.6BMar 29, 2021 to Mar 30, 2022
- RAUM · $1.5B to $1.9BMar 29, 2021 to Mar 30, 2022
- Accounts · 10 to 11Feb 1, 2021 to Mar 29, 2021
- Advisory employees · 8 to 9Feb 1, 2021 to Mar 29, 2021
- Assets in custody · $728M to $909MFeb 1, 2021 to Mar 29, 2021
- Employees · 9 to 10Feb 1, 2021 to Mar 29, 2021
- Discretionary RAUM · $1.4B to $1.5BFeb 1, 2021 to Mar 29, 2021
- Pooled vehicle RAUM · $1.2B to $1.2BFeb 1, 2021 to Mar 29, 2021
- RAUM · $1.4B to $1.5BFeb 1, 2021 to Mar 29, 2021
- Advisory employees · 7 to 8Mar 27, 2019 to Mar 30, 2020
Signals
8 dated events
- Christopher William Verdi (Chief Financial Officer) no longer on Schedule A of D•••••••• G•••• L• (listed 2023-11-22, absent 2024-03-27)Mar 27, 2024 · Control person left · inference
- D•••••••• G•••• L• reported RAUM $1.9B, up 32% from $1.5B (2021-03-29 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Adam Justin Wallentin (Chief Compliance Officer) appeared on Schedule A of D•••••••• G•••• L•Feb 1, 2021 · Control person joined · fact
- D•••••••• G•••• L• reported RAUM $1.4B, up 57% from $883.5M (2019-03-27 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- D•••••••• G•••• L• reported RAUM $883.5M, up 26% from $698.9M (2018-10-30 to 2019-03-27)Mar 27, 2019 · RAUM change · derived
- D•••••••• G•••• L• reported RAUM $698.9M, up 46% from $480.1M (2017-05-03 to 2018-03-27)Mar 27, 2018 · RAUM change · derived
- D•••••••• V•••• A••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)Aug 28, 2014 · Succession (Item 4) · fact
- D•••••••• V•••• A••••••• L•• filed its initial SEC registration (Form ADV)Apr 30, 2014 · First SEC registration · 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/discerene-value-advisors-llcreportedpublic record, Form ADV, Sep 19, 2026
- Website
- d••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 203-724-9961reportedpublic record, Form ADV, Aug 20, 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