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

V•••••• A••••••• L••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 169288SEC 801-79382websiteIAPD
Latest filing Apr 28, 2026
First filing on the tape Mar 11, 2014 · 23 filings
SEC status approved since Apr 9, 2014
RAUM
$4.5B
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
11
11 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
7
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$4.5B as of Apr 28, 2026
Mar 31, 2015$637M then
HNW client RAUM$0 as of Apr 28, 2026
Mar 27, 2018$0 then
State-registered IARs (5.B.3)0 as of Apr 28, 2026
Mar 31, 20150 then
Employees (5.A)11 as of Apr 28, 2026
Mar 31, 20154 then
Private funds7 as of Apr 28, 2026
Mar 31, 20154 then
RAUM +37% over the last fiscal year+23% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 28, 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
$642MderivedRAUM 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
+37%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
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)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • 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$4.5B100%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
7reported
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
      8 reported on Schedule D 7.B.(1)
      Owners and control persons
      Schedule A and B, latest filing
      • K••• B•••• Y•••• · Manager Of V• A••••••• L••control
        since 07/2016 · owns less than 5%
      • K••• B•••• Y•••• · Membercontrol
        since 07/2016 · owns 50% to 75% of V• M••••••••• L••
      • R••••••• B••••• E••••• · Membercontrol
        since 07/2007 · owns 50% to 75% of V• M••••••••• L••
      • H•••••• L•••• D••••• · Cfo Of V• A••••••• L••
        since 03/2014 · owns less than 5%
      • N••• E•••• W•••• · Cco And Clo Of V• A••••••• L••
        since 01/2023 · owns less than 5%
      Entity owners
      • V• M••••••••• L•• · Member Of V• A••••••• L••
        direct · owns 75% or more
      Related persons
      Schedule D 7.A
      • V•• M••••••••• I•• L••
        investment adviserpooled vehicle sponsorn
      • V•• M••••••••• V• L••
        investment adviserpooled vehicle sponsorn
      • V•••••• M••••••••• I•• L••
        investment adviserpooled vehicle sponsorn
      • V•••••• M••••••••• I•• L••
        investment adviserpooled vehicle sponsorn
      • V•••••• M••••••••• V• L••
        investment adviserpooled vehicle sponsorn
      • V•••••• M••••••••• V•• L••
        investment adviserpooled vehicle sponsorn
      • V•••••• M••••••••• V••• L••
        investment adviserpooled vehicle sponsorn
      • V•••••• M••••••••• V•••• L••
        investment adviserpooled vehicle sponsorn
      • V•••••• M••••••••• X• L••
        investment adviserpooled vehicle sponsorn
      • V•••••• O••••••••• M••••••••• L••
        investment adviserpooled vehicle sponsorn
      • V•••••• P••••••• M••••••••• V• L••
        investment adviserpooled vehicle sponsorn
      • V•••••• P••••••• M••••••••• V•• L••
        investment adviserpooled vehicle sponsorn
      • V•••••• P••••••• M••••••••• L••
        investment adviserpooled vehicle sponsorn
      • V••• M••••••••• E•• L••
        investment adviserpooled vehicle sponsorn
      • V••• M••••••••• I•• L••
        investment adviserpooled vehicle sponsorn
      • V••• M••••••••• I••• L••
        investment adviserpooled vehicle sponsorn
      • V••• M••••••••• L••
        investment adviserpooled vehicle sponsorn
      • V•••••• Management, LLC
        investment advisery
      Offices
      Schedule D 1.F, the 25 largest
      • Palo Alto, CA
      What changed
      consecutive filings, newest first
      • Business name · V• A••••••• L•• to V•••••• A••••••• L••
        Mar 31, 2026 to Apr 28, 2026
      • Legal name · V• A••••••• L•• to V•••••• A••••••• L••
        Mar 31, 2026 to Apr 28, 2026
      • Discretionary RAUM · $3.3B to $4.5B
        Mar 31, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $3.3B to $4.5B
        Mar 31, 2025 to Mar 31, 2026
      • RAUM · $3.3B to $4.5B
        Mar 31, 2025 to Mar 31, 2026
      • Accounts · 8 to 7
        Feb 25, 2025 to Mar 31, 2025
      • Advisory employees · 9 to 11
        Feb 25, 2025 to Mar 31, 2025
      • Pooled vehicle clients · 8 to 7
        Feb 25, 2025 to Mar 31, 2025
      • Employees · 9 to 11
        Feb 25, 2025 to Mar 31, 2025
      • Financial planning clients · unset to
        Feb 25, 2025 to Mar 31, 2025
      • Private funds · 9 to 7
        Feb 25, 2025 to Mar 31, 2025
      • Discretionary RAUM · $2.9B to $3.3B
        Feb 25, 2025 to Mar 31, 2025
      • Pooled vehicle RAUM · $2.9B to $3.3B
        Feb 25, 2025 to Mar 31, 2025
      • RAUM · $2.9B to $3.3B
        Feb 25, 2025 to Mar 31, 2025
      • Private funds · 8 to 9
        Mar 28, 2024 to Feb 25, 2025
      • Discretionary RAUM · $2.4B to $2.9B
        Mar 30, 2023 to Mar 28, 2024
      • Pooled vehicle RAUM · $2.4B to $2.9B
        Mar 30, 2023 to Mar 28, 2024
      • RAUM · $2.4B to $2.9B
        Mar 30, 2023 to Mar 28, 2024
      • Advisory employees · 10 to 9
        Mar 25, 2022 to Mar 30, 2023
      • Employees · 10 to 9
        Mar 25, 2022 to Mar 30, 2023
      • Discretionary RAUM · $2.0B to $2.4B
        Mar 25, 2022 to Mar 30, 2023
      • Pooled vehicle RAUM · $2.0B to $2.4B
        Mar 25, 2022 to Mar 30, 2023
      • RAUM · $2.0B to $2.4B
        Mar 25, 2022 to Mar 30, 2023
      • Accounts · 7 to 8
        Mar 30, 2021 to Mar 25, 2022
      • Advisory employees · 8 to 10
        Mar 30, 2021 to Mar 25, 2022
      • Pooled vehicle clients · 7 to 8
        Mar 30, 2021 to Mar 25, 2022
      • Employees · 8 to 10
        Mar 30, 2021 to Mar 25, 2022
      • Private funds · 7 to 8
        Mar 30, 2021 to Mar 25, 2022
      • Discretionary RAUM · $1.6B to $2.0B
        Mar 30, 2021 to Mar 25, 2022
      • Pooled vehicle RAUM · $1.6B to $2.0B
        Mar 30, 2021 to Mar 25, 2022
      • RAUM · $1.6B to $2.0B
        Mar 30, 2021 to Mar 25, 2022
      • Accounts · 6 to 7
        Mar 25, 2020 to Mar 30, 2021
      • Advisory employees · 7 to 8
        Mar 25, 2020 to Mar 30, 2021
      • Pooled vehicle clients · 6 to 7
        Mar 25, 2020 to Mar 30, 2021
      • Employees · 7 to 8
        Mar 25, 2020 to Mar 30, 2021
      • Private funds · 6 to 7
        Mar 25, 2020 to Mar 30, 2021
      • Discretionary RAUM · $1.2B to $1.6B
        Mar 25, 2020 to Mar 30, 2021
      • Pooled vehicle RAUM · $1.2B to $1.6B
        Mar 25, 2020 to Mar 30, 2021
      • RAUM · $1.2B to $1.6B
        Mar 25, 2020 to Mar 30, 2021
      • Discretionary RAUM · $809M to $1.2B
        Mar 26, 2019 to Mar 25, 2020
      Signals
      7 dated events
      • V•••••• A••••••• L•• reported RAUM $4.5B, up 37% from $3.3B (2025-03-31 to 2026-03-31)
        Mar 31, 2026 · RAUM change · derived
      • V•••••• A••••••• L•• reported RAUM $2.0B, up 28% from $1.6B (2021-03-30 to 2022-03-25)
        Mar 25, 2022 · RAUM change · derived
      • V•••••• A••••••• L•• reported RAUM $1.6B, up 35% from $1.2B (2020-03-25 to 2021-03-30)
        Mar 30, 2021 · RAUM change · derived
      • V•••••• A••••••• L•• reported RAUM $1.2B, up 45% from $809.2M (2019-03-26 to 2020-03-25)
        Mar 25, 2020 · RAUM change · derived
      • V•••••• A••••••• L•• reported RAUM $809.2M, up 43% from $566.7M (2018-08-15 to 2019-03-26)
        Mar 26, 2019 · RAUM change · derived
      • David Brian Ascher (Member) no longer on Schedule A of V•••••• A••••••• L•• (listed 2018-08-15, absent 2019-03-26)
        Mar 26, 2019 · Control person left · inference
      • V• A••••••• L•• filed its initial SEC registration (Form ADV)
        Mar 11, 2014 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      LINKEDIN.COM/COMPANY/V••••••/MYCOMPANYreportedpublic record, Form ADV, Sep 18, 2026
      Website
      venrockcp.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      212-444-4100reportedpublic record, Form ADV, Apr 28, 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