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•••••• M••••••••• L•••
Latest filing May 15, 2026
First filing on the tape Feb 14, 2012 · 32 filings
SEC status approved since Mar 30, 2012
RAUM
$3.8B
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
29
14 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
9
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$3.8B as of May 15, 2026
Apr 1, 2013$3.9B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 15, 2026
Apr 1, 20130 then
Employees (5.A)29 as of May 15, 2026
Apr 1, 201329 then
Private funds9 as of May 15, 2026
Apr 1, 20133 then
RAUM +40% over the last fiscal year+17% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 15, 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
- $273MderivedRAUM 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
- +40%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, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $855M, 1 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$3.8B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 14reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $855M for 1 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.98 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
14 reported on Schedule D 7.B.(1)
Owners and control persons
Schedule A and B, latest filing
- B••••••• M•••••••• M•••••• · Chief Compliance Officercontrolsince 11/2018 · owns less than 5%
- D•••••••• C••••• W•••••••• · Chief Of Marketing/Investor Relationscontrolsince 04/2008 · owns less than 5%
- G•••••••• D••••• S••• · Head Tradercontrolsince 05/2008 · owns less than 5%
- G••••••• D••••• E•••••••• · Chief Technology Officercontrolsince 05/2008 · owns less than 5%
- H•••••• C••••••••• R••••• · President / Limited Partnercontrolsince 04/2008 · owns 75% or more
- M•••••• B••••• E••••• · Chief Financial Officercontrolsince 05/2009 · owns less than 5%
- H•••••• C••••••••• R••••• · Managercontrolsince 04/2008 · owns 75% or more of V•••••• C•••••• M••••••••• L••
Entity owners
- V•••••• C•••••• M••••••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- V•••••• C•••••• G•• L••pooled vehicle sponsorn
- V•••••• I•••• G• I•• L••pooled vehicle sponsorn
- V•••••• P•••••••• G•• L•••••pooled vehicle sponsorn
- V•••••• P•••••••• G••• L•••••pooled vehicle sponsorn
- V•••••• P•••••••• S•••••• O••••••••• G• 1• L•••••pooled vehicle sponsorn
- V•••••• P•••••••• S•••••• O••••••••• G• 2• L•••••pooled vehicle sponsorn
- V•••••• P•••••••• S•••••• O••••••••• G• 3• L•••••pooled vehicle sponsorn
- V•••••• P•••••••• S•••••• O••••••••• G• 4• L•••••pooled vehicle sponsorn
- V•••••• P•••••••• S•••••• O••••••••• G• 5• L•••••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Santa Monica, CA1 employees
What changed
consecutive filings, newest first
- Accounts · 15 to 14Apr 22, 2025 to Mar 31, 2026
- Advisory employees · 10 to 14Apr 22, 2025 to Mar 31, 2026
- Advisory activities · 1 to 2Apr 22, 2025 to Mar 31, 2026
- Pooled vehicle clients · 14 to 13Apr 22, 2025 to Mar 31, 2026
- Assets in custody · $637M to $855MApr 22, 2025 to Mar 31, 2026
- Employees · 25 to 29Apr 22, 2025 to Mar 31, 2026
- Private funds · 11 to 9Apr 22, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.7B to $3.8BApr 22, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.7B to $3.8BApr 22, 2025 to Mar 31, 2026
- RAUM · $2.7B to $3.8BApr 22, 2025 to Mar 31, 2026
- Accounts · 16 to 15Apr 17, 2024 to Apr 22, 2025
- Advisory employees · 12 to 10Apr 17, 2024 to Apr 22, 2025
- Pooled vehicle clients · 16 to 14Apr 17, 2024 to Apr 22, 2025
- Assets in custody · $657M to $637MApr 17, 2024 to Apr 22, 2025
- Employees · 29 to 25Apr 17, 2024 to Apr 22, 2025
- Financial planning clients · unset to Apr 17, 2024 to Apr 22, 2025
- Private funds · 13 to 11Apr 17, 2024 to Apr 22, 2025
- Discretionary RAUM · $2.8B to $2.7BApr 17, 2024 to Apr 22, 2025
- Pooled vehicle RAUM · $2.8B to $2.7BApr 17, 2024 to Apr 22, 2025
- RAUM · $2.8B to $2.7BApr 17, 2024 to Apr 22, 2025
- Advisory employees · 11 to 12Nov 2, 2023 to Mar 28, 2024
- Assets in custody · $550M to $657MNov 2, 2023 to Mar 28, 2024
- Discretionary RAUM · $2.4B to $2.8BNov 2, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $2.4B to $2.8BNov 2, 2023 to Mar 28, 2024
- RAUM · $2.4B to $2.8BNov 2, 2023 to Mar 28, 2024
- Assets in custody · $890M to $550MMar 31, 2022 to Mar 30, 2023
- Discretionary RAUM · $3.6B to $2.4BMar 31, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $3.6B to $2.4BMar 31, 2022 to Mar 30, 2023
- RAUM · $3.6B to $2.4BMar 31, 2022 to Mar 30, 2023
- Accounts · 11 to 16Nov 1, 2021 to Mar 31, 2022
- Advisory employees · 9 to 11Nov 1, 2021 to Mar 31, 2022
- Pooled vehicle clients · 11 to 16Nov 1, 2021 to Mar 31, 2022
- Assets in custody · $975M to $890MNov 1, 2021 to Mar 31, 2022
- Employees · 27 to 29Nov 1, 2021 to Mar 31, 2022
- Other offices · 0 to 1Nov 1, 2021 to Mar 31, 2022
- Private funds · 8 to 13Nov 1, 2021 to Mar 31, 2022
- Discretionary RAUM · $4.2B to $3.6BNov 1, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $4.2B to $3.6BNov 1, 2021 to Mar 31, 2022
- RAUM · $4.2B to $3.6BNov 1, 2021 to Mar 31, 2022
- Accounts · 8 to 11Jun 12, 2020 to Mar 31, 2021
Signals
7 dated events
- V•••••• C•••••• M••••••••• L••• reported RAUM $3.8B, up 40% from $2.7B (2025-04-22 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- V•••••• C•••••• M••••••••• L••• reported RAUM $2.4B, down 34% from $3.6B (2022-03-31 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- V•••••• C•••••• M••••••••• L••• reported RAUM $4.2B, up 61% from $2.6B (2020-06-12 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Elliot Brian Miller (Chief Financial Officer) appeared on Schedule A of V•••••• C•••••• M••••••••• L•••Mar 31, 2020 · Control person joined · fact
- De Castro Magajhaes Eduardo Marques (Senior Investment Committee Member) no longer on Schedule A of V•••••• C•••••• M••••••••• L••• (listed 2019-12-13, absent 2020-03-27)Mar 27, 2020 · Control person left · inference
- William Daniel Karubian (Senior Investment Committee Member) no longer on Schedule A of V•••••• C•••••• M••••••••• L••• (listed 2019-12-13, absent 2020-03-27)Mar 27, 2020 · Control person left · inference
- David Michael Kahn (Senior Investment Committee Member) no longer on Schedule A of V•••••• C•••••• M••••••••• L••• (listed 2019-12-13, absent 2020-03-27)Mar 27, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- V•••••• C•••••• M••••••••• L••• · Family Officesshared crd · office
- V•••••• C•••••• M••••••••• L••• · Independent Sponsorsshared crd · capital_provider
- V•••••• C•••••• M••••••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/valiant-peregrinereportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- linkedin.com/company/valiant-capital-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- v•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 415-659-7201reportedpublic record, Form ADV, May 15, 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