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
R••••••••• V•••••• C•••••• M••••••••• I•••
Latest filing Jan 27, 2026
First filing on the tape Mar 5, 2018 · 17 filings
SEC status approved since Apr 4, 2018
RAUM
$293M
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
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$293M as of Jan 27, 2026
Feb 5, 2019$249M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jan 27, 2026
Feb 5, 20190 then
Employees (5.A)4 as of Jan 27, 2026
Feb 5, 20194 then
Private funds5 as of Jan 27, 2026
Feb 5, 20193 then
RAUM -5.2% over the last fiscal year-4.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jan 27, 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
- $58.5MderivedRAUM 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
- -5.2%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
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$293M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| R••••••••• V•••••• C•••••• F••• I••• L••• | Other Private Fund | $108M | 25 | Feb 2, 2018 |
| R••••••••• V•••••• C•••••• F••• I•• L• | Other Private Fund | $75.9M | 23 | Mar 2, 2021 |
| R••••••••• V•••••• C•••••• F••• I•• L• | Other Private Fund | $74.4M | 28 | Feb 4, 2013 |
| R••••••••• V•••••• C•••••• F••• V• L• | Other Private Fund | $41.4M | 17 | Jan 29, 2024 |
| R••••••••• V•••••• C•••••• F••• I• L• | Other Private Fund | $27.1M | 14 | Mar 5, 2012 |
Owners and control persons
Schedule A and B, latest filing
- R•••• K•••••••• R••• · Chief Financial Officer & Chief Compliance Officercontrolsince 08/2018 · owns 10% to 25%
- R••••••• J••••••• A••• · Partnercontrolsince 01/2011 · owns 25% to 50%
- R••••• C••••••••• L••• · Ceo & Managing Partnercontrolsince 10/2008 · owns 50% to 75%
- D••••• C••••••••• N• · Principalsince 01/2023 · owns less than 5%
Related persons
Schedule D 7.A
- R••••••••• V•••••• C•••••• F••• I•• G•• L••pooled vehicle sponsory
- R••••••••• V•••••• C•••••• F••• I• G•• L••pooled vehicle sponsory
- R••••••••• V•••••• C•••••• F••• V• G•• L••pooled vehicle sponsory
- R••••••••• V•••••• P••••••• G•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $309M to $293MJan 30, 2025 to Jan 27, 2026
- Pooled vehicle RAUM · $309M to $293MJan 30, 2025 to Jan 27, 2026
- RAUM · $309M to $293MJan 30, 2025 to Jan 27, 2026
- Financial planning clients · unset to Jan 29, 2024 to Jan 30, 2025
- Discretionary RAUM · $326M to $309MJan 29, 2024 to Jan 30, 2025
- Pooled vehicle RAUM · $326M to $309MJan 29, 2024 to Jan 30, 2025
- RAUM · $326M to $309MJan 29, 2024 to Jan 30, 2025
- Accounts · 4 to 5Jun 30, 2023 to Jan 29, 2024
- Advisory employees · 3 to 4Jun 30, 2023 to Jan 29, 2024
- Pooled vehicle clients · 4 to 5Jun 30, 2023 to Jan 29, 2024
- Employees · 3 to 4Jun 30, 2023 to Jan 29, 2024
- Private funds · 4 to 5Jun 30, 2023 to Jan 29, 2024
- Discretionary RAUM · $326M to $326MJun 30, 2023 to Jan 29, 2024
- Pooled vehicle RAUM · $326M to $326MJun 30, 2023 to Jan 29, 2024
- RAUM · $326M to $326MJun 30, 2023 to Jan 29, 2024
- Discretionary RAUM · $331M to $326MFeb 1, 2023 to Jun 30, 2023
- Pooled vehicle RAUM · $331M to $326MFeb 1, 2023 to Jun 30, 2023
- RAUM · $331M to $326MFeb 1, 2023 to Jun 30, 2023
- Advisory employees · 4 to 3Jun 26, 2022 to Feb 1, 2023
- Employees · 4 to 3Jun 26, 2022 to Feb 1, 2023
- Other offices · 1 to 0Jun 26, 2022 to Feb 1, 2023
- Discretionary RAUM · $403M to $331MJun 26, 2022 to Feb 1, 2023
- Pooled vehicle RAUM · $403M to $331MJun 26, 2022 to Feb 1, 2023
- RAUM · $403M to $331MJun 26, 2022 to Feb 1, 2023
- Discretionary RAUM · $434M to $403MFeb 23, 2022 to Jun 26, 2022
- Pooled vehicle RAUM · $434M to $403MFeb 23, 2022 to Jun 26, 2022
- RAUM · $434M to $403MFeb 23, 2022 to Jun 26, 2022
- Discretionary RAUM · $352M to $434MJul 27, 2021 to Feb 23, 2022
- Pooled vehicle RAUM · $352M to $434MJul 27, 2021 to Feb 23, 2022
- RAUM · $352M to $434MJul 27, 2021 to Feb 23, 2022
- Discretionary RAUM · $313M to $352MMar 2, 2021 to Jul 27, 2021
- Pooled vehicle RAUM · $313M to $352MMar 2, 2021 to Jul 27, 2021
- RAUM · $313M to $352MMar 2, 2021 to Jul 27, 2021
- Accounts · 3 to 4Jun 23, 2020 to Mar 2, 2021
- Pooled vehicle clients · 3 to 4Jun 23, 2020 to Mar 2, 2021
- Private funds · 3 to 4Jun 23, 2020 to Mar 2, 2021
- Discretionary RAUM · $246M to $313MJun 23, 2020 to Mar 2, 2021
- Pooled vehicle RAUM · $246M to $313MJun 23, 2020 to Mar 2, 2021
- RAUM · $246M to $313MJun 23, 2020 to Mar 2, 2021
- Discretionary RAUM · $239M to $246MFeb 27, 2020 to Jun 23, 2020
Signals
4 dated events
- C••• V•••••• N•••••• (Partner) no longer on Schedule A of R••••••••• V•••••• C•••••• M••••••••• I••• (listed 2022-06-26, absent 2023-02-01)Feb 1, 2023 · Control person left · inference
- R••••••••• V•••••• P••••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Jan 30, 2019 · Succession (Item 4) · fact
- R••• K••••••• R••• (Chief Financial Officer & Chief Compliance Officer) appeared on Schedule A of R••••••••• V•••••• C•••••• M••••••••• I•••Jan 30, 2019 · Control person joined · fact
- R••••••••• V•••••• P••••••• filed its initial SEC registration (Form ADV)Mar 5, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- R••••••••• V•••••• C•••••• M••••••••• I••• · Independent Sponsorsshared crd · capital_provider
- R••••••••• V•••••• C•••••• M••••••••• I••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/renvcfreportedpublic record, Form ADV, Sep 18, 2026
- Website
- r•••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 734-997-8661reportedpublic record, Form ADV, Jan 27, 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