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
H• V••• C•••••• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Feb 21, 2012 · 31 filings
SEC status approved since Mar 29, 2012
RAUM
$5.9B
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
40
14 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
19
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$5.9B as of Mar 31, 2026
Apr 1, 2013$657M 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)40 as of Mar 31, 2026
Apr 1, 201310 then
Private funds19 as of Mar 31, 2026
Apr 1, 20133 then
RAUM -22% over the last fiscal year-16% 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
- $196MderivedRAUM 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
- -22%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
- $5.9B, 27 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)
- 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$5.9B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 30reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $5.9B for 27 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=true 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
16 reported on Schedule D 7.B.(1)
Owners and control persons
Schedule A and B, latest filing
- G•••••• P•••••• M••••• · Chief Operating Officercontrolsince 06/2009 · owns less than 5%
- L••• M•••• · General Counselcontrolsince 12/2014 · owns less than 5%
- L••• M•••••• · Chief Financial Officercontrolsince 06/2010 · owns less than 5%
- M•••••• C••••••••• · Chief Compliance Officercontrolsince 06/2017 · owns less than 5%
- V•••• P••••• M• · Managing Membercontrolsince 04/2017 · owns F of H• V••• M••••••••• •••• L••
- V•••• P••••• M• · Limited Partnercontrolsince 04/2017 · owns 75% or more of H• V••• M••••••••• L•
Entity owners
- H• V••• M••••••••• L• · Sole Memberdirect · owns 75% or more
- H• V••• M••••••••• •••• L•• · General Partnerindirect · owns F of H• V••• M••••••••• L•
Related persons
Schedule D 7.A
- D•••••••• ••• L•• • S••••••••• P•••••••• B•bankpooled vehicle sponsorn
- D•••••••• ••• L•• • S••••••••• P•••••••• C•bankpooled vehicle sponsorn
- H• V••• ••• L••bankpooled vehicle sponsorn
- H• V••• O••••••••• C•••••• ••• I• L••bankpooled vehicle sponsorn
- H• V••• O••••••••• C•••••• ••• L••bankpooled vehicle sponsorn
- M•••••• C••••••••• ••• S••••• L•• • S••••• I•bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 26 to 30Aug 29, 2025 to Mar 31, 2026
- Pooled vehicle clients · 26 to 30Aug 29, 2025 to Mar 31, 2026
- Assets in custody · $7.5B to $5.9BAug 29, 2025 to Mar 31, 2026
- Private funds · 15 to 19Aug 29, 2025 to Mar 31, 2026
- Discretionary RAUM · $7.5B to $5.9BAug 29, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $1.9M to $1.8MAug 29, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $7.6B to $5.9BAug 29, 2025 to Mar 31, 2026
- RAUM · $7.6B to $5.9BAug 29, 2025 to Mar 31, 2026
- Accounts · 25 to 26Apr 23, 2025 to Aug 29, 2025
- Pooled vehicle clients · 25 to 26Apr 23, 2025 to Aug 29, 2025
- Employees · 39 to 40Apr 23, 2025 to Aug 29, 2025
- Financial planning clients · 0 to 0Apr 23, 2025 to Aug 29, 2025
- Private funds · 14 to 15Apr 23, 2025 to Aug 29, 2025
- Accounts · 24 to 25Nov 21, 2024 to Apr 23, 2025
- Pooled vehicle clients · 24 to 25Nov 21, 2024 to Apr 23, 2025
- Assets in custody · $9.4B to $7.5BNov 21, 2024 to Apr 23, 2025
- Private funds · 13 to 14Nov 21, 2024 to Apr 23, 2025
- Discretionary RAUM · $9.4B to $7.5BNov 21, 2024 to Apr 23, 2025
- Non-discretionary RAUM · $10.0M to $1.9MNov 21, 2024 to Apr 23, 2025
- Pooled vehicle RAUM · $9.4B to $7.6BNov 21, 2024 to Apr 23, 2025
- RAUM · $9.4B to $7.6BNov 21, 2024 to Apr 23, 2025
- Accounts · 16 to 24May 2, 2024 to Nov 21, 2024
- Pooled vehicle clients · 16 to 24May 2, 2024 to Nov 21, 2024
- Assets in custody · $9.2B to $9.4BMay 2, 2024 to Nov 21, 2024
- Employees · 40 to 39May 2, 2024 to Nov 21, 2024
- Private funds · 5 to 13May 2, 2024 to Nov 21, 2024
- Discretionary RAUM · $9.2B to $9.4BMay 2, 2024 to Nov 21, 2024
- Non-discretionary RAUM · $11.0M to $10.0MMay 2, 2024 to Nov 21, 2024
- Pooled vehicle RAUM · $9.3B to $9.4BMay 2, 2024 to Nov 21, 2024
- RAUM · $9.3B to $9.4BMay 2, 2024 to Nov 21, 2024
- Advisory employees · 13 to 14Apr 18, 2023 to Mar 28, 2024
- Assets in custody · $10B to $9.2BApr 18, 2023 to Mar 28, 2024
- Employees · 38 to 40Apr 18, 2023 to Mar 28, 2024
- Discretionary RAUM · $10B to $9.2BApr 18, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $14.0M to $11.0MApr 18, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $10B to $9.3BApr 18, 2023 to Mar 28, 2024
- RAUM · $10B to $9.3BApr 18, 2023 to Mar 28, 2024
- Assets in custody · $9.7B to $10BFeb 24, 2023 to Apr 3, 2023
- Employees · 37 to 38Feb 24, 2023 to Apr 3, 2023
- Discretionary RAUM · $9.7B to $10BFeb 24, 2023 to Apr 3, 2023
Signals
1 dated events
- H• V••• C•••••• M••••••••• L•• reported RAUM $6.8B, up 39% from $4.9B (2018-03-29 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- H• 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/hg-vora-capital-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- HGV•••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-707-4300reportedpublic 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