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
T•• V•••••• G••••• L•
Latest filing May 22, 2026
First filing on the tape Mar 15, 2013 · 30 filings
SEC status approved since Apr 10, 2013
RAUM
$14B
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
107
64 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
17
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$14B as of May 22, 2026
Mar 31, 2014$104M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 22, 2026
Mar 31, 20140 then
Employees (5.A)107 as of May 22, 2026
Mar 31, 201413 then
Private funds17 as of May 22, 2026
Mar 31, 20141 then
RAUM +14% over the last fiscal year+25% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 22, 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
- $608MderivedRAUM 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
- unknownderived3 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
- yesreportedItem 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$14B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 23reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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
17 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| V•••••• F••• I•• L• | Private Equity Fund | $1.6B | 162 | Mar 31, 2022 |
| V•••••• F••• I• •••• L• | Private Equity Fund | $1.3B | 67 | Mar 31, 2022 |
| V•••••• F••• V• L• | Private Equity Fund | $1.2B | 58 | Mar 30, 2023 |
| V•••••• F••• I•• L• | Private Equity Fund | $1.1B | 119 | Mar 31, 2017 |
| V•••••• F••• I••• L• | Private Equity Fund | $997M | 83 | Mar 30, 2020 |
| V•••••• S••••••••• C••••• F••• I• L• | Other Private Fund | $942M | 6 | Mar 31, 2022 |
| V•••••• F••• V• •••• L• | Private Equity Fund | $915M | 62 | Mar 30, 2023 |
| V•••••• H•••••• F•••• L• | Real Estate Fund | $780M | 10 | Mar 28, 2024 |
| V•••••• F••• I•• •••• L• | Private Equity Fund | $499M | 28 | Mar 31, 2022 |
| T••••••• H•••••••• L•no longer reported | Private Equity Fund | $162M | 19 | Mar 30, 2021 |
| V•••••• F•••• L• | Private Equity Fund | $156M | 69 | Mar 15, 2013 |
| T••••••••• H•••••••• L•no longer reported | Private Equity Fund | $83.8M | 23 | Mar 31, 2017 |
| V•••••• H•••••• F••• F••• L• | Real Estate Fund | $51.2M | 1 | Mar 28, 2024 |
| V•••••• S•••••••• C••••••••• L• | Private Equity Fund | $50.0M | 2 | Mar 28, 2024 |
| T••••••• H••••••• I•• L•no longer reported | Private Equity Fund | $46.7M | 7 | Mar 30, 2021 |
| V•••••• A•• H•••••••• L••no longer reported | Private Equity Fund | $38.8M | 20 | Apr 29, 2019 |
| T••••••••• H••••••• A••• L•no longer reported | Private Equity Fund | $7.5M | 23 | Mar 29, 2018 |
Owners and control persons
Schedule A and B, latest filing
- A••••• P••••••• S•••• · Chief Administrative Officer & Group Cfocontrolsince 07/2024 · owns less than 5%
- D••••• T•••••• P•••• · Chief Financial Officer & Partnercontrolsince 04/2014 · owns less than 5%
- K••••••••• I••• H••••••• N••••• · Co-Chief Executive Officer, Limited Partner Of The Registrantcontrolsince 03/2013 · owns less than 5%
- N••••••• M•••••• H••••• · Co-Chief Executive Officer, Limited Partner Of The Registrantcontrolsince 03/2013 · owns less than 5%
- R•••• J••••• H••••••• · Chief Compliance Officer/General Counsel/Partnercontrolsince 09/2021 · owns less than 5%
- K••••••••• I••• H••••••• N••••• · Trusteecontrolsince 06/2000 · owns F of H•••••• N• K••••••••• I•• D••••••••• O• T••••
- N••••••• M•••••• H••••• · Membercontrolsince 08/2022 · owns 75% or more of M• V••••••• L••
Entity owners
- T•• V•••••• G••••• L•• · General Partner Of The Registrantdirect · owns less than 5%
- V•••••• H••••••• 1• L• · Limited Partner Of The Registrantdirect · owns 75% or more
- H•••••• N• K••••••••• I•• D••••••••• O• T•••• · Memberindirect · owns 75% or more of K• 5•• C••••••••• L••
- K• 5•• C••••••••• L•• · Limited Partnerindirect · owns 50% to 75% of V•••••• F••••••• F••••• 1• L•
- M• V••••••• L•• · Limited Partnerindirect · owns 50% to 75% of V•••••• F••••••• F••••• 1• L•
- T•• V•••••• G••••• L•• · General Partnerindirect · owns F of V•••••• H••••••• 1• L•
- V•••••• F••••••• F••••• 1• L• · Limited Partnerindirect · owns 75% or more of V•••••• G•••• F•••••• L•
- V•••••• G•••• F•••••• L• · Limited Partnerindirect · owns 75% or more of V•••••• H••••••• 1• L•
Related persons
Schedule D 7.A
- V•••••• F••• V• A••••••••• U••••••••• L•investment adviserpooled vehicle sponsorn
- V•••••• G• I• L•investment adviserpooled vehicle sponsorn
- V•••••• G• I•• L•investment adviserpooled vehicle sponsorn
- V•••••• G• I••• L•investment adviserbankpooled vehicle sponsorn
- V•••••• G• I•• L•investment adviserbankpooled vehicle sponsorn
- V•••••• G• V• L•investment adviserbankpooled vehicle sponsorn
- V•••••• H•••••• F••• G•• L•investment adviserbankpooled vehicle sponsorn
- V•••••• S••••••••• C••••• G• I• L•investment adviserbankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY9 employees
- Dallas, TX2 employees
What changed
consecutive filings, newest first
- Accounts · 21 to 23Jun 25, 2025 to Mar 31, 2026
- Advisory employees · 55 to 64Jun 25, 2025 to Mar 31, 2026
- Pooled vehicle clients · 21 to 23Jun 25, 2025 to Mar 31, 2026
- Employees · 110 to 107Jun 25, 2025 to Mar 31, 2026
- Private funds · 15 to 17Jun 25, 2025 to Mar 31, 2026
- Discretionary RAUM · $12B to $14BJun 25, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $12B to $14BJun 25, 2025 to Mar 31, 2026
- RAUM · $12B to $14BJun 25, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jun 25, 2025
- Accounts · 14 to 21Jul 10, 2024 to Mar 31, 2025
- Pooled vehicle clients · 14 to 21Jul 10, 2024 to Mar 31, 2025
- Employees · 80 to 110Jul 10, 2024 to Mar 31, 2025
- Private funds · 12 to 15Jul 10, 2024 to Mar 31, 2025
- Discretionary RAUM · $9.6B to $12BJul 10, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $9.6B to $12BJul 10, 2024 to Mar 31, 2025
- RAUM · $9.6B to $12BJul 10, 2024 to Mar 31, 2025
- Accounts · 11 to 14Jun 1, 2023 to Mar 28, 2024
- Advisory employees · 45 to 55Jun 1, 2023 to Mar 28, 2024
- Pooled vehicle clients · 11 to 14Jun 1, 2023 to Mar 28, 2024
- Employees · 64 to 80Jun 1, 2023 to Mar 28, 2024
- Private funds · 9 to 12Jun 1, 2023 to Mar 28, 2024
- Discretionary RAUM · $7.1B to $9.6BJun 1, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $7.1B to $9.6BJun 1, 2023 to Mar 28, 2024
- RAUM · $7.1B to $9.6BJun 1, 2023 to Mar 28, 2024
- Accounts · 12 to 11Mar 31, 2022 to Mar 30, 2023
- Advisory employees · 26 to 45Mar 31, 2022 to Mar 30, 2023
- Pooled vehicle clients · 12 to 11Mar 31, 2022 to Mar 30, 2023
- Assets in custody · $6.7B to $0Mar 31, 2022 to Mar 30, 2023
- Employees · 44 to 64Mar 31, 2022 to Mar 30, 2023
- Other offices · 1 to 2Mar 31, 2022 to Mar 30, 2023
- Private funds · 12 to 9Mar 31, 2022 to Mar 30, 2023
- Discretionary RAUM · $6.7B to $7.1BMar 31, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $6.7B to $7.1BMar 31, 2022 to Mar 30, 2023
- RAUM · $6.7B to $7.1BMar 31, 2022 to Mar 30, 2023
- Related adviser · false to trueMar 31, 2022 to Mar 30, 2023
- Related bank · false to trueMar 31, 2022 to Mar 30, 2023
- Accounts · 8 to 12Nov 2, 2021 to Mar 31, 2022
- Advisory employees · 23 to 26Nov 2, 2021 to Mar 31, 2022
- Pooled vehicle clients · 8 to 12Nov 2, 2021 to Mar 31, 2022
- Assets in custody · $3.5B to $6.7BNov 2, 2021 to Mar 31, 2022
Signals
9 dated events
- T•• V•••••• G••••• L• reported RAUM $12.3B, up 27% from $9.6B (2024-07-10 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Singh Pritpal Aujla (Chief Administrative Officer & Group Cfo) appeared on Schedule A of T•• V•••••• G••••• L•Jul 10, 2024 · Control person joined · fact
- T•• V•••••• G••••• L• reported RAUM $9.6B, up 35% from $7.1B (2023-06-01 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- T•• V•••••• G••••• L• reported RAUM $6.7B, up 90% from $3.5B (2021-11-02 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Humberto Jesse Ruiz (Chief Compliance Officer/General Counsel) appeared on Schedule A of T•• V•••••• G••••• L•Sep 23, 2021 · Control person joined · fact
- T•• V•••••• G••••• L• reported RAUM $3.5B, up 26% from $2.8B (2020-03-30 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- T•• V•••••• G••••• L• reported RAUM $2.8B, up 72% from $1.6B (2019-04-29 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- T•• V•••••• G••••• L• reported RAUM $1.6B, up 96% from $799.7M (2017-03-31 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- T•• V•••••• G••••• L• filed its initial SEC registration (Form ADV)Mar 15, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- T•• V•••••• G••••• L• · Independent Sponsorsshared crd · capital_provider
- T•• V•••••• G••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/the-vistria-groupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- vistria.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 312-626-1100reportedpublic record, Form ADV, May 22, 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
T•• V•••••• G••••• 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.
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