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
A•••••• V•••••• P•••••••
Legal name A•••••• V•••••• P•••••••• I•••
Latest filing Jun 18, 2026
First filing on the tape Feb 10, 2012 · 23 filings
SEC status approved since Feb 17, 2012
RAUM
$394M
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
4
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
12
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$394M as of Jun 18, 2026
Mar 15, 2013$224M then
HNW client RAUM$0 as of Jun 18, 2026
Mar 31, 2020$0 then
State-registered IARs (5.B.3)0 as of Jun 18, 2026
Mar 15, 20130 then
Employees (5.A)4 as of Jun 18, 2026
Mar 15, 201317 then
Private funds12 as of Jun 18, 2026
Mar 15, 20136 then
RAUM +14% over the last fiscal year+20% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 18, 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
- $32.8MderivedRAUM 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
- +14%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
- $394M, 12 clientsreportedItem 9.A
- Ownership
- controlled by a public reporting companyderived
- 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)
- controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$394M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 12reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $394M for 12 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
13 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•••••• G••••• E••••• I••• L• | Venture Capital Fund | $137M | 29 | Mar 31, 2020 |
| A•••••• G••••• E••••• I•• L• | Venture Capital Fund | $92.7M | 31 | Mar 31, 2023 |
| A•••••• V•••••• P••••••• I•• L• | Venture Capital Fund | $45.4M | 16 | Feb 10, 2012 |
| A•••••• C••• I•••••••• I•• L•• | Other Private Fund | $15.1M | 20 | Mar 31, 2022 |
| A•••••• C••• I•••••••• I••• L•• | Other Private Fund | $13.6M | 8 | Mar 31, 2023 |
| A•••••• S••••• I•••••••• I• L•• | Other Private Fund | $12.6M | 14 | Mar 31, 2022 |
| A•••••• V•••••• P••••••• I••• L• | Venture Capital Fund | $10.8M | 19 | Feb 10, 2012 |
| A•••••• C••• I••••••••• L•• | Other Private Fund | $10.0M | 4 | Mar 31, 2022 |
| A•••••• E•••••• I•••••••• I• L•• | Other Private Fund | $9.9M | 19 | Mar 31, 2023 |
| O•••••• T••••••••• I•••no longer reported | Venture Capital Fund | $2.7M | 1 | Feb 10, 2012 |
| A•••••• V•••••• P••••••• I• • F••••••• L• | Venture Capital Fund | $1.3M | 3 | Feb 10, 2012 |
| M••••• T•••••••••no longer reported | Venture Capital Fund | $0 | 153 | Feb 10, 2012 |
| F•••••• O••••••••• F•••no longer reported | Venture Capital Fund | $0 | 0 | Feb 10, 2012 |
Owners and control persons
Schedule A and B, latest filing
- M••••••• O•••••• · Chief Compliance Officercontrolsince 10/2020 · owns less than 5%
- R••••••••• J••••• L••••••• · Managing Partnercontrolsince 06/2000 · owns 50% to 75%
- T•••••••• J•••• P•••••• · Managing Partnercontrolsince 03/2004 · owns 50% to 75%
Related persons
Schedule D 7.A
- A•• I••••••• I• L••pooled vehicle sponsory
- A•• I••••••• L••pooled vehicle sponsory
- A•••••• I••• L••pooled vehicle sponsory
- A•••••• V•••••• P••••••• ••••• L••pooled vehicle sponsory
- A•••••• V•••••• P•••••••• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Winter Park, FL
What changed
consecutive filings, newest first
- Private funds · 11 to 12Mar 31, 2026 to Jun 18, 2026
- Accounts · 11 to 12Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 4 to 3Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 11 to 12Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $345M to $394MMar 31, 2025 to Mar 31, 2026
- Employees · 5 to 4Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $345M to $394MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $345M to $394MMar 31, 2025 to Mar 31, 2026
- RAUM · $345M to $394MMar 31, 2025 to Mar 31, 2026
- Accounts · 10 to 11Apr 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 10 to 11Apr 29, 2024 to Mar 31, 2025
- Assets in custody · $348M to $345MApr 29, 2024 to Mar 31, 2025
- Financial planning clients · 0 to 0Apr 29, 2024 to Mar 31, 2025
- Private funds · 10 to 11Apr 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $348M to $345MApr 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $348M to $345MApr 29, 2024 to Mar 31, 2025
- RAUM · $348M to $345MApr 29, 2024 to Mar 31, 2025
- Assets in custody · $348M to $348MMar 29, 2024 to Apr 29, 2024
- Discretionary RAUM · $348M to $348MMar 29, 2024 to Apr 29, 2024
- Pooled vehicle RAUM · $348M to $348MMar 29, 2024 to Apr 29, 2024
- RAUM · $348M to $348MMar 29, 2024 to Apr 29, 2024
- Assets in custody · $218M to $348MMar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $229M to $348MMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $229M to $348MMar 31, 2023 to Mar 29, 2024
- RAUM · $229M to $348MMar 31, 2023 to Mar 29, 2024
- Accounts · 8 to 10Mar 31, 2022 to Mar 31, 2023
- Charity clients · 1 to 0Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 7 to 10Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $219M to $218MMar 31, 2022 to Mar 31, 2023
- Private funds · 9 to 10Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $219M to $229MMar 31, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $2.7M to $0Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $219M to $229MMar 31, 2022 to Mar 31, 2023
- RAUM · $222M to $229MMar 31, 2022 to Mar 31, 2023
- Accounts · 6 to 8Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 8 to 4Mar 31, 2021 to Mar 31, 2022
- Charity clients · 2 to 1Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 4 to 7Mar 31, 2021 to Mar 31, 2022
- Assets in custody · $167M to $219MMar 31, 2021 to Mar 31, 2022
- Custody of client assets · false to trueMar 31, 2021 to Mar 31, 2022
Signals
4 dated events
- A•••••• V•••••• P••••••• reported RAUM $347.9M, up 52% from $228.5M (2023-03-31 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Ellen Jennifer Laird (Partner) no longer on Schedule A of A•••••• V•••••• P••••••• (listed 2021-03-31, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Orlando Mendoza (Chief Compliance Officer) appeared on Schedule A of A•••••• V•••••• P•••••••Mar 31, 2021 · Control person joined · fact
- N. (Mi Only) Christopher Fountas (Managing Partner) no longer on Schedule A of A•••••• V•••••• P••••••• (listed 2020-10-13, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- A•••••• V•••••• P••••••• · Private Equityshared crd · organization
- A•••••• V•••••• P••••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 407-838-1400reportedpublic record, Form ADV, Jun 18, 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