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.
SEC-registered adviser
V••••• R••• E••••• L••
Latest filing Jun 29, 2026
First filing on the tape Aug 16, 2012 · 39 filings
SEC status approved since Aug 31, 2012
RAUM
$1.1B
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
41
20 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
4
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$1.1B as of Jun 29, 2026
Mar 28, 2013$214M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 29, 2026
Mar 28, 20131 then
Employees (5.A)41 as of Jun 29, 2026
Mar 28, 201328 then
Private funds4 as of Jun 29, 2026
Mar 28, 20138 then
RAUM +58% over the last fiscal year+24% a year over threeIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Jun 29, 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
- $286MderivedRAUM 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
- +58%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
- $1.1B, 4 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)
- 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$1.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.1B for 4 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
22 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| V••••• R••• E••••• E••••••• C•••• L• | Real Estate Fund | $586M | 25 | Mar 30, 2022 |
| V••••• E• P•••• L•no longer reported | Real Estate Fund | $22.5M | 2 | Mar 31, 2021 |
| V••••• R••• E••••• C•••••• L•no longer reported | Private Equity Fund | $16.5M | 87 | Aug 16, 2012 |
| C•••••••• F•••• D••••••••• L•no longer reported | Real Estate Fund | $10.5M | 3 | Mar 30, 2022 |
| V••••• A••• C••••••••• L•• | Real Estate Fund | $6.0M | 2 | Mar 31, 2023 |
| V••••• S•••••• I••••••••• I•• Q••••••••• L•no longer reported | Private Equity Fund | $4.9M | 93 | Aug 16, 2012 |
| V••••• S•••••••• S••••••••• L•no longer reported | Real Estate Fund | $4.9M | 5 | Mar 24, 2016 |
| V••• I• A•••••• Q•••••••• F•••• L•• | Real Estate Fund | $4.0M | 60 | Mar 30, 2018 |
| V••••• T••••• S•••••• I••••••••• I•• L••no longer reported | Real Estate Fund | $2.0M | 85 | Aug 16, 2012 |
| V••••• R••• E••••• C•••••• I••••••••• L• | Real Estate Fund | $1.1M | 4 | Aug 16, 2012 |
| V••••• M••••••• W••• L•• | Real Estate Fund | $1.1M | 1 | Mar 30, 2018 |
| V••••• R••• E••••• C•••••• Q•••••••• L• | Real Estate Fund | $884,642 | 96 | Aug 16, 2012 |
| V••••• M•••• C••••••••• F•••• L•no longer reported | Real Estate Fund | $714,580 | 4 | Mar 30, 2018 |
| V••••• S•••••• H•••••• I••••••••• L•no longer reported | Real Estate Fund | $471,236 | 65 | Aug 16, 2012 |
| V••••• M••••••• G••••••• L••no longer reported | Real Estate Fund | $209,720 | 1 | Mar 30, 2017 |
| V••••• S•••••• I••••••••• I• Q•••••••• L•no longer reported | Real Estate Fund | $160,440 | 95 | Aug 16, 2012 |
| V••••• S•••••• I••••••••• I• I••••••••• L•no longer reported | Real Estate Fund | $10,806 | 22 | Aug 16, 2012 |
| V••••• S•••••• I••••••••• I• I••••••••• Q•••••••• L•no longer reported | Private Equity Fund | $0 | 0 | Aug 16, 2012 |
| V••••• R••• E••••• C•••••• I••••••••• Q•••••••• L•no longer reported | Real Estate Fund | $0 | 0 | Aug 16, 2012 |
| V••••• S•••••• H•••••• I••••••••• Q•••••••• L•no longer reported | Private Equity Fund | $0 | 0 | Aug 16, 2012 |
| V••••• R••• E••••• E••••••• C••• R•••• L•• | Real Estate Fund | $0 | 126 | Sep 13, 2022 |
| V••••• S•••••• H•••••• Q••••••••• L•no longer reported | Real Estate Fund | $0 | 93 | Aug 16, 2012 |
Owners and control persons
Schedule A and B, latest filing
- S•••••• W••••••• A••••• · Cfocontrolsince 01/2012 · owns less than 5%
- W••••• K•••• · Ciocontrolsince 01/2021 · owns less than 5%
- G••••• T••••••• F••••••• · Managing Membercontrolsince 11/2022 · owns 75% or more of V••••• A••••••• F•••••• L••
- D••••• C•••• · Chief Compliance Officersince 11/2017 · owns less than 5%
Entity owners
- V••••• A••••••• H•••••••• L• · Sole Memberdirect · owns 75% or more
- V••••• A••••••• H••••••• G•• L•• · General Partnerindirect · owns F of V••••• A••••••• H•••••••• L•
- V••••• A••••••• F•••••• L•• · Limited Partnerindirect · owns 75% or more of V••••• A••••••• H•••••••• L•
Related persons
Schedule D 7.A
- V••••• C••••••••• L••pooled vehicle sponsory
- V••••• L••••• G•• L••pooled vehicle sponsory
- V••••• R••• E••••• C•••••• E• M••••••••• G•• L••pooled vehicle sponsory
- V••••• R••• E••••• C•••••• I• M••••••••• G•• L••pooled vehicle sponsory
- V••••• R••• E••••• C•••••• I•• M••••••••• G•• L••pooled vehicle sponsory
- V••••• R••• E••••• C•••••• I• M••••••••• G•• L••pooled vehicle sponsory
- V••••• R••• E••••• C•••••• M••••••••• G•• L••pooled vehicle sponsory
- V••••• R••• E••••• E••••••• C••• O• G•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Other offices · 0 to 1Mar 31, 2026 to Jun 29, 2026
- Related adviser · false to trueMar 31, 2026 to Jun 29, 2026
- Advisory employees · 33 to 20Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $723M to $1.1BMar 31, 2025 to Mar 31, 2026
- Employees · 42 to 41Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $723M to $1.1BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $723M to $1.1BMar 31, 2025 to Mar 31, 2026
- RAUM · $723M to $1.1BMar 31, 2025 to Mar 31, 2026
- Accounts · 7 to 4Mar 29, 2024 to Mar 31, 2025
- Advisory employees · 7 to 33Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 7 to 4Mar 29, 2024 to Mar 31, 2025
- Assets in custody · $595M to $723MMar 29, 2024 to Mar 31, 2025
- Employees · 43 to 42Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Private funds · 7 to 4Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $599M to $723MMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $599M to $723MMar 29, 2024 to Mar 31, 2025
- RAUM · $599M to $723MMar 29, 2024 to Mar 31, 2025
- Assets in custody · unset to 595200750.0Oct 10, 2023 to Mar 29, 2024
- Custody of client assets · false to trueOct 10, 2023 to Mar 29, 2024
- Employees · 44 to 43Oct 10, 2023 to Mar 29, 2024
- Discretionary RAUM · $597M to $599MOct 10, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $597M to $599MOct 10, 2023 to Mar 29, 2024
- RAUM · $597M to $599MOct 10, 2023 to Mar 29, 2024
- Discretionary RAUM · $599M to $597MMar 31, 2023 to Oct 10, 2023
- Pooled vehicle RAUM · $599M to $597MMar 31, 2023 to Oct 10, 2023
- RAUM · $599M to $597MMar 31, 2023 to Oct 10, 2023
- Accounts · 6 to 7Nov 18, 2022 to Mar 31, 2023
- BD registered reps · 2 to 0Nov 18, 2022 to Mar 31, 2023
- Pooled vehicle clients · 6 to 7Nov 18, 2022 to Mar 31, 2023
- Employees · 40 to 44Nov 18, 2022 to Mar 31, 2023
- Insurance-licensed employees · 2 to 0Nov 18, 2022 to Mar 31, 2023
- State-registered IARs · 2 to 0Nov 18, 2022 to Mar 31, 2023
- Private funds · 6 to 7Nov 18, 2022 to Mar 31, 2023
- Discretionary RAUM · $577M to $599MNov 18, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $577M to $599MNov 18, 2022 to Mar 31, 2023
- RAUM · $577M to $599MNov 18, 2022 to Mar 31, 2023
- Accounts · 7 to 6Aug 23, 2022 to Sep 13, 2022
- Pooled vehicle clients · 7 to 6Aug 23, 2022 to Sep 13, 2022
- Private funds · 7 to 6Aug 23, 2022 to Sep 13, 2022
Signals
5 dated events
- V••••• R••• E••••• L•• reported RAUM $1.1B, up 58% from $722.6M (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- K•••• W•••• (Cio) appeared on Schedule A of V••••• R••• E••••• L••Mar 29, 2024 · Control person joined · fact
- V••••• R••• E••••• L•• reported RAUM $577.0M, up 103% from $284.1M (2022-08-23 to 2022-09-13)Sep 13, 2022 · RAUM change · derived
- V••••• R••• E••••• L•• reported RAUM $284.1M, up 98% from $143.2M (2021-03-31 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- V••••• R••• E••••• L•• filed its initial SEC registration (Form ADV)Aug 16, 2012 · ria f•••• adv filing · fact
Across DFX
shared identifiers only, never a name match
- V••••• R••• E••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- H•••S://WWW.LINKEDIN.COM/COMPANY/V•••••-R•••-E•••••-CAPITALreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 512-891-1230reportedpublic record, Form ADV, Jun 29, 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
Across the graphs
V••••• R••• E••••• L•• 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…