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•••••• C••••••• L••
Latest filing Jun 10, 2026
First filing on the tape Apr 21, 2020 · 13 filings
SEC status approved since May 21, 2020
RAUM
$631M
reported, Item 5.F
Discretionary
83%
of RAUM
Private clients
98%
$620M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$78.9M
derived; firm RAUM over IAPD count
Employees
9
8 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
1
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$631M as of Jun 10, 2026
Feb 26, 2021$257M then
HNW client RAUM$620M as of Jun 10, 2026
Feb 26, 2021$215M then
State-registered IARs (5.B.3)7 as of Jun 10, 2026
Feb 26, 20213 then
Employees (5.A)9 as of Jun 10, 2026
Feb 26, 20213 then
Private funds1 as of Jun 10, 2026
Feb 26, 20212 then
RAUM +19% over the last fiscal year+34% a year over threeIARs 5 to 7offices 1 to 4
Practice profile
derived from the filing of Jun 10, 2026; every figure names its basis
Archetypes, each a printed rule
- ria with p•••••• funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $78.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $1.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 83%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 1.6derived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- +40%derivedItem 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 individuals, portfolio management for pooled vehicles, selection of other advisersreportedItem 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
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$620M98%
- Pooled investment vehicles$11.6M1.8%
- Individual clients
- n/areported
- HNW clients
- 345reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 346reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.98 fund_share=0.02 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| N•••• N•• G••••• | Miami, Fl | Apr 8, 2014 | 16 y | 1 |
| A••• N•• G•••• | Miami, Fl | May 29, 2015 | 14 y | 1 |
| A••• A•••••••• Z••••• | Miami, Fl | Aug 13, 2019 | 13 y | 0 |
| A••• A•••••• | Miami, Fl | Sep 28, 2023 | 13 y | 0 |
| E•••• S••••••• | Miami, Fl | Jan 2, 2025 | 15 y | 0 |
| S•••• A•••••••• Z•••••• | Madrid | Mar 5, 2025 | 14 y | 1 |
| A•••• J••••• T••••• | Houston, Tx | May 28, 2025 | 10 y | 2 |
| R•••••• J••• A••••••• N•••••• | Miami, Fl | Oct 22, 2025 | 14 y | 2 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- R•••••• J••• A••••••• N•••••• from C•••••••• G••••• M•••••• I•••Oct 22, 2025 · Affiliated broker-dealer or bank to independent RIA
- A•••• J••••• T••••• from I•• I••••••••• A•••••••• L••May 28, 2025 · RIA to RIA
- S•••• A•••••••• Z•••••• from M••••• S••••••Mar 5, 2025 · Wirehouse to independent RIA
- A••• N•• G•••• from U•• F•••••••• S••••••• I•••May 29, 2015 · Wirehouse to independent RIA
- N•••• N•• G••••• from U•• F•••••••• S••••••• I•••Apr 8, 2014 · Wirehouse to independent RIA
Private funds
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| V•••••• A••••••••• I••••••••• S••••••••• P•••••••• | Other Private Fund | $23.1M | 32 | Jul 20, 2023 |
| G•••• F••• S•• L•• V•••••• L•••••• S••••••••• P•••••••• | Real Estate Fund | $13.6M | 31 | Apr 21, 2020 |
| V•••••• P•••••• L•••••• F••• ••••••• S••••••••• P•••••••• | Other Private Fund | $11.8M | 39 | Apr 21, 2020 |
| V•••••• P•••••• C••••• S••••••••• P•••••••• | Other Private Fund | $3.9M | 7 | Jul 20, 2023 |
Owners and control persons
Schedule A and B, latest filing
- G••••• G•••••••• N•••• · Chief Compliance Officercontrolsince 12/2013 · owns less than 5%
- Z•••••• A•••• A•••••••• · Executive Directorcontrolsince 03/2019 · owns less than 5%
- G••••• A••• · Presidentcontrolsince 03/2015 · owns 75% or more of G•••• H•••••••• I•••
- G•••••• N•••• · Managing Membercontrolsince 12/2013 · owns 75% or more of H••••• C••••
Entity owners
- G•••• H•••••••• I••• · Managing Memberdirect · owns 50% to 75%
- H••••• C•••• · Managing Memberdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- V•••••• C•••••• B••••••• L••pooled vehicle sponsory
- V•••••• C•••••• H••••••• L••pooled vehicle sponsory
- V•••••• C•••••• P••••••• L••investment advisery
- V•••••• I•••••••• S•••••••real estatey
- V•••••• O•• H•••••• I• • X• L••pooled vehicle sponsory
- V•••••• P•••••• L•••••• H•••••• L••pooled vehicle sponsory
Advisers that list V•••••• C••••••• L•• as a related person
- 324032 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Miami, Fl · principal | 7 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Lakeville, CT1 employees
What changed
consecutive filings, newest first
- Accounts · 241 to 346May 15, 2025 to Mar 26, 2026
- Advisory employees · 5 to 8May 15, 2025 to Mar 26, 2026
- HNW clients · 174 to 345May 15, 2025 to Mar 26, 2026
- Pooled vehicle clients · 4 to 1May 15, 2025 to Mar 26, 2026
- Employees · 5 to 9May 15, 2025 to Mar 26, 2026
- State-registered IARs · 5 to 7May 15, 2025 to Mar 26, 2026
- Other offices · 3 to 4May 15, 2025 to Mar 26, 2026
- Private funds · 4 to 1May 15, 2025 to Mar 26, 2026
- Discretionary RAUM · $485M to $521MMay 15, 2025 to Mar 26, 2026
- HNW RAUM · $494M to $620MMay 15, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $45.1M to $110MMay 15, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $35.6M to $11.6MMay 15, 2025 to Mar 26, 2026
- RAUM · $530M to $631MMay 15, 2025 to Mar 26, 2026
- Financial planning clients · 101-250 to 101-250Apr 4, 2025 to May 15, 2025
- Other offices · 1 to 3Apr 4, 2025 to May 15, 2025
- Accounts · 217 to 241Mar 28, 2024 to Apr 4, 2025
- HNW clients · 193 to 174Mar 28, 2024 to Apr 4, 2025
- Pooled vehicle clients · 1 to 4Mar 28, 2024 to Apr 4, 2025
- Financial planning clients · unset to 101-250Mar 28, 2024 to Apr 4, 2025
- Discretionary RAUM · $376M to $485MMar 28, 2024 to Apr 4, 2025
- HNW RAUM · $413M to $494MMar 28, 2024 to Apr 4, 2025
- Non-discretionary RAUM · $50.4M to $45.1MMar 28, 2024 to Apr 4, 2025
- Pooled vehicle RAUM · $13.6M to $35.6MMar 28, 2024 to Apr 4, 2025
- RAUM · $427M to $530MMar 28, 2024 to Apr 4, 2025
- Accounts · 182 to 217Mar 28, 2023 to Mar 28, 2024
- Advisory employees · 4 to 5Mar 28, 2023 to Mar 28, 2024
- HNW clients · 156 to 193Mar 28, 2023 to Mar 28, 2024
- Employees · 4 to 5Mar 28, 2023 to Mar 28, 2024
- State-registered IARs · 4 to 5Mar 28, 2023 to Mar 28, 2024
- Private funds · 1 to 4Mar 28, 2023 to Mar 28, 2024
- Discretionary RAUM · $215M to $376MMar 28, 2023 to Mar 28, 2024
- HNW RAUM · $246M to $413MMar 28, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $45.6M to $50.4MMar 28, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $14.8M to $13.6MMar 28, 2023 to Mar 28, 2024
- RAUM · $261M to $427MMar 28, 2023 to Mar 28, 2024
- Accounts · 118 to 182Oct 10, 2022 to Mar 28, 2023
- HNW clients · 77 to 156Oct 10, 2022 to Mar 28, 2023
- Employees · 5 to 4Oct 10, 2022 to Mar 28, 2023
- Discretionary RAUM · $230M to $215MOct 10, 2022 to Mar 28, 2023
- HNW RAUM · $231M to $246MOct 10, 2022 to Mar 28, 2023
Signals
2 dated events
- V•••••• C••••••• L•• reported RAUM $426.7M, up 64% from $260.6M (2023-03-28 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- V•••••• C••••••• L•• filed its initial SEC registration (Form ADV)Apr 21, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@vizcayacapital.comreportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/vizcayacapitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 305-602-5725reportedpublic record, Form ADV, Jun 10, 2026
- Contact form
- vizcayacapital.com/contactreportedpublished by the firm, firm site, Sep 17, 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $78.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
V•••••• C••••••• 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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