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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Former SEC-registered adviser
V•• R••• E•••••
Latest filing Apr 24, 2014
First filing on the tape Mar 19, 2014 · 3 filings
RAUM
$326M
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
26
10 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
9
$208M gross assets
History
2 filings and snapshots on the tape
RAUM$326M as of Apr 24, 2014
Mar 19, 2014$326M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 24, 2014
Mar 19, 20140 then
Employees (5.A)26 as of Apr 24, 2014
Mar 19, 201426 then
Private funds9 as of Apr 24, 2014
Mar 19, 201418 then
Practice profile
derived from the filing of Apr 24, 2014; 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
- $7.1MderivedRAUM 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
- unknownderivedbetween 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
- $337M, 11 clientsreportedItem 9.A
- Ownership
- controlled by a public reporting companyderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 46reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $337M for 11 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- absent from the latest SEC rosterderived
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
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••• R••• E••••• O••••••••• F••• I• L••• | Real Estate Fund | $140M | 15 | Apr 2, 2012 |
| B••••• R••• E••••• O••••••••• F••• I• •••••••• L••• | Real Estate Fund | $41.0M | 8 | Apr 2, 2012 |
| B••••• R••• E••••• O••••••••• F••• I• • A••••••• ••••• L••• | Real Estate Fund | $9.0M | 13 | Apr 2, 2012 |
| B••••• R••• E••••• O••••••••• F••• I• • B•••• ••••• L••• | Real Estate Fund | $7.0M | 5 | Apr 2, 2012 |
| B••••• R••• E••••• O••••••••• F••• I• • C•••• ••••• L••• | Real Estate Fund | $4.0M | 8 | Apr 2, 2012 |
| B••••• R••• E••••• O••••••••• F••• I• G••• • C• K• | Real Estate Fund | $2.2M | 1 | Apr 2, 2012 |
| B••••• R••• E••••• O••••••••• F••• I• • D••••••• F•••••• ••••• L••• | Real Estate Fund | $2.0M | 1 | Apr 2, 2012 |
| B••••• R••• E••••• O••••••••• F••• I• • F•••••• ••••• L••• | Real Estate Fund | $2.0M | 1 | Apr 2, 2012 |
| B••••• R••• E••••• O••••••••• F••• I• • E••••••• S•••• ••••• L••• | Real Estate Fund | $1.0M | 2 | Apr 2, 2012 |
Owners and control persons
Schedule A and B, latest filing
- A••••• R••••••• L•••••• · Managing Principalcontrolsince 09/2009 · owns 25% to 50%
- S••••• R••••••• A•••• · Managing Principalcontrolsince 09/2009 · owns 25% to 50%
- W•••••• K••••••• A••• · Managing Principal And Shareholdercontrolsince 09/2009 · owns 25% to 50%
Related persons
Schedule D 7.A
- B••••• R••• E••••• O••••••••• M•••••• I• L•••investment advisern
- B••••• R••• E••••• O••••••••• M•••••• L•••investment advisern
- B••••• R••• E••••• P••••••• G• I• L•••pooled vehicle sponsorn
- B••••• R••• E••••• P••••••• G• L•••pooled vehicle sponsorn
- B••••• R••• E••••• P••••••• I• M••••• G•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Legal name · V•• R••• E••••• GESTAO DE CARTEIRAS LTDA to V•• R••• E•••••Mar 19, 2014 to Apr 24, 2014
- Private funds · 18 to 9Mar 19, 2014 to Apr 24, 2014
Signals
1 dated events
- V•• R••• E••••• filed its initial SEC registration (Form ADV)Mar 19, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- V•• R••• E••••• · Private Equityshared crd · organization
- V•• R••• E••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- patria.com/pt-BRreportedpublic record, Form ADV, Sep 19, 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
- Former SEC-registered adviserderiveda 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
Across the graphs
V•• R••• E••••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
Checking your plan…