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•••• S••••• C•••••• L••
Legal name V•••• S••••• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Feb 13, 2012 · 22 filings
SEC status approved since Mar 29, 2012
RAUM
$3.2B
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
24
21 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
10
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$3.2B as of Mar 31, 2026
Apr 1, 2013$251M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 1, 20130 then
Employees (5.A)24 as of Mar 31, 2026
Apr 1, 201310 then
Private funds10 as of Mar 31, 2026
Apr 1, 20131 then
RAUM +8.1% over the last fiscal year+30% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $248MderivedRAUM 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
- +8.1%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 pooled vehiclesreportedItem 5.G
- Custody
- $3.2B, 13 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
- 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)
- 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$3.2B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 13reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.2B for 13 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 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
18 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| V•••• S••••• C•••••• I••• L••• | Private Equity Fund | $606M | 119 | Mar 31, 2021 |
| V•••• S••••• C•••••• I•• L••• | Private Equity Fund | $563M | 73 | Jul 31, 2024 |
| V•• E•• L• | Private Equity Fund | $461M | 31 | Mar 31, 2023 |
| V•• E•• L• | Private Equity Fund | $288M | 48 | Mar 31, 2023 |
| V•••• S••••• C•••••• I•••• L••• | Private Equity Fund | $212M | 23 | Jul 31, 2024 |
| V•• E•• L• | Private Equity Fund | $171M | 65 | Apr 1, 2024 |
| V•••• S••••• C•••••• I•• L••• | Private Equity Fund | $159M | 76 | Mar 30, 2016 |
| V•• E•• ••••••••• L• | Private Equity Fund | $142M | 9 | Apr 1, 2024 |
| V•• I• A•• ••••• L••• | Private Equity Fund | $102M | 76 | Mar 30, 2018 |
| V•• M•••••• H•••••••• I•••no longer reported | Private Equity Fund | $77.6M | 5 | Mar 30, 2019 |
| V•• W••• S•••••••• L••no longer reported | Private Equity Fund | $66.6M | 17 | Mar 30, 2019 |
| I••••••••• A•••••••• C••••••• H•••••••• L•••no longer reported | Private Equity Fund | $61.1M | 10 | Mar 30, 2019 |
| V•• J•• H••••••• L••no longer reported | Private Equity Fund | $33.0M | 6 | Mar 30, 2019 |
| V•••• S••••• C•••••• I• ••••••••• L••• | Private Equity Fund | $25.3M | 29 | Mar 30, 2019 |
| M•••••••• F••••••••• H•••••••• I•••no longer reported | Private Equity Fund | $24.3M | 20 | Mar 30, 2019 |
| V•• R•• H•••••• L•••no longer reported | Private Equity Fund | $22.4M | 6 | Mar 30, 2019 |
| V•• I•• P••••• C••••••••• P•••••••• L••• | Private Equity Fund | $14.0M | 3 | Mar 31, 2023 |
| V•••• S••••• C•••••• L•• | Private Equity Fund | $0 | 72 | Feb 13, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B••••••••• J••••••• L••• · Chief Financial Officer And Chief Compliance Officercontrolsince 09/2019 · owns less than 5%
- C••••••• R••••••• R•••• · Managing Membercontrolsince 09/2007 · owns 25% to 50%
- J•••••• M••••••• E••••• · Managing Membercontrolsince 01/2019 · owns 25% to 50%
- M•••••• B••••• D•••••• · Managing Membercontrolsince 06/2018 · owns 25% to 50%
Related persons
Schedule D 7.A
- V• C•••••• P••••••• I•• L••pooled vehicle sponsorn
- V• C•••••• P••••••• I••• L••pooled vehicle sponsory
- V• C•••••• P••••••• I• G•• L•••pooled vehicle sponsorn
- V•• E•• G• L•pooled vehicle sponsorn
- V•• E•• G• L•pooled vehicle sponsorn
- V•• E•• G• L•pooled vehicle sponsorn
- V•• I• G•• L••pooled vehicle sponsorn
- V•• I•• P••••• C••••••••• G•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Dallas, TX1 employees
What changed
consecutive filings, newest first
- Assets in custody · $3.0B to $3.2BMar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $3.0B to $3.2BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $3.0B to $3.2BMar 31, 2025 to Mar 31, 2026
- RAUM · $3.0B to $3.2BMar 31, 2025 to Mar 31, 2026
- Advisory employees · 19 to 21Jan 2, 2025 to Mar 31, 2025
- Assets in custody · $0 to $3.0BJan 2, 2025 to Mar 31, 2025
- Employees · 20 to 24Jan 2, 2025 to Mar 31, 2025
- Financial planning clients · unset to Jan 2, 2025 to Mar 31, 2025
- HQ city · PACIFIC PALISADES to LOS ANGELESJan 2, 2025 to Mar 31, 2025
- Private funds · 11 to 10Jan 2, 2025 to Mar 31, 2025
- Discretionary RAUM · $2.7B to $3.0BJan 2, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $2.7B to $3.0BJan 2, 2025 to Mar 31, 2025
- RAUM · $2.7B to $3.0BJan 2, 2025 to Mar 31, 2025
- Private funds · 12 to 11Jul 31, 2024 to Jan 2, 2025
- Accounts · 11 to 13Apr 1, 2024 to Jul 31, 2024
- Pooled vehicle clients · 11 to 13Apr 1, 2024 to Jul 31, 2024
- Private funds · 10 to 12Apr 1, 2024 to Jul 31, 2024
- Discretionary RAUM · $2.0B to $2.7BApr 1, 2024 to Jul 31, 2024
- Pooled vehicle RAUM · $2.0B to $2.7BApr 1, 2024 to Jul 31, 2024
- RAUM · $2.0B to $2.7BApr 1, 2024 to Jul 31, 2024
- Accounts · 12 to 11Mar 31, 2023 to Apr 1, 2024
- Advisory employees · 20 to 19Mar 31, 2023 to Apr 1, 2024
- Pooled vehicle clients · 12 to 11Mar 31, 2023 to Apr 1, 2024
- Assets in custody · $1.3M to $0Mar 31, 2023 to Apr 1, 2024
- Employees · 22 to 20Mar 31, 2023 to Apr 1, 2024
- Other offices · 0 to 1Mar 31, 2023 to Apr 1, 2024
- Private funds · 8 to 10Mar 31, 2023 to Apr 1, 2024
- Discretionary RAUM · $1.5B to $2.0BMar 31, 2023 to Apr 1, 2024
- Pooled vehicle RAUM · $1.5B to $2.0BMar 31, 2023 to Apr 1, 2024
- RAUM · $1.5B to $2.0BMar 31, 2023 to Apr 1, 2024
- Accounts · 8 to 12Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 14 to 20Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 8 to 12Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $52.9M to $1.3MMar 31, 2022 to Mar 31, 2023
- Employees · 15 to 22Mar 31, 2022 to Mar 31, 2023
- HQ city · LOS ANGELES to PACIFIC PALISADESMar 31, 2022 to Mar 31, 2023
- Private funds · 5 to 8Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.0B to $1.5BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.0B to $1.5BMar 31, 2022 to Mar 31, 2023
- RAUM · $1.0B to $1.5BMar 31, 2022 to Mar 31, 2023
Signals
10 dated events
- V•••• S••••• C•••••• L•• reported RAUM $2.7B, up 39% from $2.0B (2024-04-01 to 2024-07-31)Jul 31, 2024 · RAUM change · derived
- V•••• S••••• C•••••• L•• reported RAUM $2.0B, up 34% from $1.5B (2023-03-31 to 2024-04-01)Apr 1, 2024 · RAUM change · derived
- V•••• S••••• C•••••• L•• reported RAUM $1.5B, up 43% from $1.0B (2022-03-31 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- V•••• S••••• C•••••• L•• reported RAUM $1.0B, up 27% from $807.7M (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Kenneth Richard Roeder (Managing Member/Senior Advisor) no longer on Schedule A of V•••• S••••• C•••••• L•• (listed 2021-03-31, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- V•••• S••••• C•••••• L•• reported RAUM $807.7M, up 68% from $479.9M (2020-04-17 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- V•••• S••••• C•••••• L•• reported RAUM $479.9M, down 33% from $715.2M (2019-10-15 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Lynn Jessica Boltinghouse (Chief Financial Officer And Chief Compliance Officer) appeared on Schedule A of V•••• S••••• C•••••• L••Oct 15, 2019 · Control person joined · fact
- E••••• M•••••• J••••• (Managing Member) appeared on Schedule A of V•••• S••••• C•••••• L••Mar 30, 2019 · Control person joined · fact
- V•••• S••••• C•••••• L•• reported RAUM $715.2M, up 51% from $473.6M (2018-07-20 to 2019-03-30)Mar 30, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- V•••• S••••• C•••••• L•• · Independent Sponsorsshared crd · capital_provider
- V•••• S••••• C•••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- V••••S•••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 310-231-7100reportedpublic record, Form ADV, Mar 31, 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