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•••••• C•••••• F••• M••••••••• L•••••
Latest filing Mar 31, 2026
First filing on the tape Feb 13, 2012 · 23 filings
SEC status approved since Mar 28, 2012
RAUM
$54B
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
146
71 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
35
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$54B as of Mar 31, 2026
Mar 28, 2013$2.7B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20130 then
Employees (5.A)146 as of Mar 31, 2026
Mar 28, 201318 then
Private funds35 as of Mar 31, 2026
Mar 28, 20138 then
RAUM +38% over the last fiscal year+7.0% 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
- $1.5BderivedRAUM 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
- +38%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 pooled vehiclesreportedItem 5.G
- Custody
- $54B, 35 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$54B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 35reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $54B for 35 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=20.0derived
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
41 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•• V•••••• C•••••• F••• V•••• L••• | Private Equity Fund | $11B | 333 | Mar 27, 2023 |
| T•• V•••••• C•••••• F••• V••• L••• | Private Equity Fund | $9.7B | 201 | Mar 30, 2020 |
| T•• V•••••• C•••••• F••• V•• L••• | Private Equity Fund | $5.2B | 151 | Mar 31, 2017 |
| T•• V•••••• C•••••• F••• V• L••• | Private Equity Fund | $3.6B | 83 | Mar 31, 2015 |
| C••• H••••••• I• L••• | Private Equity Fund | $2.0B | 48 | Mar 29, 2022 |
| T•• V•••••• C•••••• V•••••• F•••• L••• | Private Equity Fund | $1.9B | 89 | Mar 29, 2022 |
| C••• H•••••••• L••• | Private Equity Fund | $1.9B | 53 | Mar 30, 2021 |
| C••• H••••••• L••no longer reported | Private Equity Fund | $1.1B | 30 | Mar 30, 2016 |
| V•••••• C•••••• C••••• O••••••••• F••• I•• L••• | Hedge Fund | $948M | 19 | Mar 29, 2022 |
| V•••••• C•••••• C••••• O••••••••• F•••• L••• | Hedge Fund | $674M | 14 | Mar 30, 2020 |
| C•••• H••••••• I• L••• | Private Equity Fund | $605M | 38 | Mar 28, 2024 |
| C••• H•••••• I•• L••• | Private Equity Fund | $506M | 1 | Mar 29, 2022 |
| C•••• H•••••••• L••• | Private Equity Fund | $456M | 19 | Mar 27, 2023 |
| R•••••• L••• C••••••• L••• | Private Equity Fund | $347M | 2 | Mar 27, 2023 |
| C••• H••••••• L•• | Private Equity Fund | $329M | 7 | Mar 31, 2017 |
| C•••• H••••••• L••no longer reported | Private Equity Fund | $307M | 13 | Mar 29, 2019 |
| P••••• C••••••••• H•••••••• L••• | Private Equity Fund | $300M | 21 | Mar 28, 2024 |
| C••• H••••••• I• L•• | Private Equity Fund | $268M | 6 | Mar 29, 2019 |
| V•••••• S••• C••••••••• H••••••• L••• | Private Equity Fund | $150M | 17 | Mar 28, 2024 |
| A••••••••• C••••••••• H•••••••• L••• | Private Equity Fund | $123M | 3 | Mar 27, 2023 |
| C••• H••••••• L•• | Private Equity Fund | $108M | 5 | Mar 30, 2020 |
| C••• H••••••• L••no longer reported | Private Equity Fund | $89.6M | 5 | Mar 31, 2015 |
| P••• H••••••• L••no longer reported | Private Equity Fund | $85.3M | 2 | Mar 28, 2013 |
| V•••••• V• C••••••••• L•••no longer reported | Private Equity Fund | $83.3M | 2 | Mar 31, 2015 |
| C•••• H•••••••• L•• | Private Equity Fund | $63.5M | 5 | Mar 27, 2023 |
| T••• H••••••• L••no longer reported | Private Equity Fund | $62.0M | 7 | Feb 13, 2012 |
| A• H•••••• L••no longer reported | Private Equity Fund | $59.6M | 8 | Feb 13, 2012 |
| C••• H••••••• I•• L••• | Private Equity Fund | $59.0M | 1 | Mar 30, 2021 |
| T•• V•••••• C•••••• F••• I•• L••• | Private Equity Fund | $36.5M | 75 | Feb 13, 2012 |
| P•••••• 2• H••••••• L••• | Private Equity Fund | $28.6M | 9 | Mar 28, 2024 |
| A••••••••• 2• H••••••• L••• | Private Equity Fund | $23.3M | 3 | Mar 28, 2024 |
| H•• 2• H••••••• L••• | Private Equity Fund | $19.0M | 1 | Mar 28, 2024 |
| A•••• 2• H••••••• I• L•• | Private Equity Fund | $13.1M | 7 | Mar 28, 2024 |
| T•• V•••••• C•••••• F••• I••• L•••no longer reported | Private Equity Fund | $9.6M | 50 | Feb 13, 2012 |
| A•••• 2• H••••••• L•• | Private Equity Fund | $7.9M | 5 | Mar 28, 2024 |
| C•••••• 2• H••••••• L•• | Private Equity Fund | $6.4M | 2 | Mar 28, 2024 |
| G••••••••• 2• H••••••• L•• | Private Equity Fund | $1.5M | 7 | Mar 28, 2024 |
| G••••••••• M••••••••• H••••••• L•• | Private Equity Fund | $839,995 | 33 | Mar 29, 2019 |
| T•• V•••••• C•••••• F••• I•• L•••no longer reported | Private Equity Fund | $417,501 | 18 | Feb 13, 2012 |
| C••• H••••••• L••no longer reported | Private Equity Fund | $163,957 | 10 | Mar 28, 2013 |
Owners and control persons
Schedule A and B, latest filing
- E••••• H•••• D•••• · Managing Partnercontrolsince 12/2014 · owns less than 5%
- M•••••••• R••••• S•••• · Chief Executive Officer & Managing Partnercontrolsince 10/2012 · owns less than 5%
- P•••• B•••••••• M•••••• · Partnercontrolsince 10/2012 · owns less than 5%
- M•••••••• R••••• S•••• · Membercontrolsince 10/2020 · owns 50% to 75% of V•••••• C•••••• G•••• G•• L•••••
- M•••••••• R••••• S•••• · Limited Partnercontrolsince 10/2020 · owns 50% to 75% of V•••••• M•••••• F•••••• L•••
- A•••••• O••••••• M•••• · General Counsel & Chief Compliance Officersince 08/2021 · owns less than 5%
- D•••••• J••••• M••• · Chief Financial Officersince 01/2006 · owns less than 5%
Entity owners
- V•••••• M•••••• H•••••••• L••• · Memberdirect · owns 75% or more
- V•••••• C•••••• G•••• G•• L••••• · General Partnerindirect · owns F of V•••••• M•••••• H•••••••• L•••
- V•••••• M•••••• F•••••• L••• · Limited Partnerindirect · owns 75% or more of V•••••• M•••••• H•••••••• L•••
Related persons
Schedule D 7.A
- F••••• G• L••pooled vehicle sponsorn
- G••••••• G• L••pooled vehicle sponsorn
- H•• G• L••pooled vehicle sponsorn
- P•••••• G• L••pooled vehicle sponsorn
- P••••• G• L••pooled vehicle sponsorn
- V•••••• C•••••• C••••• O••••••••• G•• L•••••bankpooled vehicle sponsorn
- V•••••• C•••••• C••••• O••••••••• I• G•• L•••••bankpooled vehicle sponsorn
- V•••••• C•••••• P••••••• I•• L•••••pooled vehicle sponsorn
- V•••••• C•••••• P••••••• V• L•••••pooled vehicle sponsorn
- V•••••• C•••••• P••••••• V•• L•••••pooled vehicle sponsorn
- V•••••• C•••••• P••••••• V••• L•••••pooled vehicle sponsorn
- V•••••• C•••••• P••••••• V•••• L•••••pooled vehicle sponsorn
- V•••••• C•••••• S••••••••• L•••••broker-dealern
- V•••••• C•••••• V•••••• G•• L•••••pooled vehicle sponsorn
- V•••••• G• C••••••••• L•••••pooled vehicle sponsorn
- V•••••• S••• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 33 to 35Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 72 to 71Mar 31, 2025 to Mar 31, 2026
- BD registered reps · 16 to 20Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 30 to 35Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $39B to $54BMar 31, 2025 to Mar 31, 2026
- Employees · 140 to 146Mar 31, 2025 to Mar 31, 2026
- Private funds · 33 to 35Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $39B to $54BMar 31, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $60.0M to $29.4MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $39B to $54BMar 31, 2025 to Mar 31, 2026
- RAUM · $39B to $54BMar 31, 2025 to Mar 31, 2026
- Accounts · 31 to 33Mar 28, 2024 to Mar 31, 2025
- Advisory employees · 69 to 72Mar 28, 2024 to Mar 31, 2025
- BD registered reps · 11 to 16Mar 28, 2024 to Mar 31, 2025
- Pooled vehicle clients · 31 to 30Mar 28, 2024 to Mar 31, 2025
- Assets in custody · $32B to $39BMar 28, 2024 to Mar 31, 2025
- Employees · 128 to 140Mar 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 31, 2025
- Private funds · 30 to 33Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $40B to $39BMar 28, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $347M to $60.0MMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $40B to $39BMar 28, 2024 to Mar 31, 2025
- RAUM · $40B to $39BMar 28, 2024 to Mar 31, 2025
- Accounts · 20 to 31Sep 29, 2023 to Mar 28, 2024
- Advisory employees · 70 to 69Sep 29, 2023 to Mar 28, 2024
- BD registered reps · 0 to 11Sep 29, 2023 to Mar 28, 2024
- Pooled vehicle clients · 20 to 31Sep 29, 2023 to Mar 28, 2024
- Assets in custody · $33B to $32BSep 29, 2023 to Mar 28, 2024
- Employees · 122 to 128Sep 29, 2023 to Mar 28, 2024
- Private funds · 20 to 30Sep 29, 2023 to Mar 28, 2024
- Discretionary RAUM · $43B to $40BSep 29, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $490M to $347MSep 29, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $44B to $40BSep 29, 2023 to Mar 28, 2024
- RAUM · $44B to $40BSep 29, 2023 to Mar 28, 2024
- Related broker-dealer · false to trueMay 31, 2023 to Sep 29, 2023
- Accounts · 17 to 20Mar 29, 2022 to Mar 27, 2023
- Advisory employees · 50 to 70Mar 29, 2022 to Mar 27, 2023
- Pooled vehicle clients · 17 to 20Mar 29, 2022 to Mar 27, 2023
- Assets in custody · $35B to $33BMar 29, 2022 to Mar 27, 2023
- Employees · 94 to 122Mar 29, 2022 to Mar 27, 2023
Signals
3 dated events
- V•••••• C•••••• F••• M••••••••• L••••• reported RAUM $53.8B, up 38% from $38.9B (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- V•••••• C•••••• F••• M••••••••• L••••• reported RAUM $39.5B, up 62% from $24.3B (2021-08-12 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
- V•••••• C•••••• F••• M••••••••• L••••• reported RAUM $19.9B, up 95% from $10.2B (2019-08-13 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- V•••••• C•••••• F••• M••••••••• L••••• · Independent Sponsorsshared crd · capital_provider
- V•••••• C•••••• F••• M••••••••• L••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/veritas-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- veritascapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-415-6700reportedpublic 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