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•••

Other adviserBoston, MassachusettsCRD 171048SEC 801-116696websiteIAPD
Latest filing Mar 11, 2026
First filing on the tape Apr 26, 2019 · 10 filings
SEC status approved since May 24, 2019
RAUM
$1.2B
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
8
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$1.2B as of Mar 11, 2026
Mar 16, 2020$207M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 11, 2026
Mar 16, 20200 then
Employees (5.A)8 as of Mar 11, 2026
Mar 16, 20205 then
Private funds7 as of Mar 11, 2026
Mar 16, 20204 then
RAUM +36% over the last fiscal year+23% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 11, 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
$35.8MderivedRAUM 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
+36%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 individuals, 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
  • 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)
  • 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$693M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
33reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=0.59 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
      7 reported on Schedule D 7.B.(1)
      Owners and control persons
      Schedule A and B, latest filing
      • R••••••••• D••••• · Limited Partner, Managing Partner, Ccocontrol
        since 03/2014 · owns 50% to 75%
      Entity owners
      • V••••• A•••• M••••••••• L•• · General Partner
        direct · owns less than 5%
      • D••••• R•••••••• · Member & Manager
        indirect · owns F of V••••• A•••• M••••••••• L••
      Related persons
      Schedule D 7.A
      • V••••• A•••• M••••••••• L••
        y
      • V••• G•• L•••
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 32 to 33
        Mar 4, 2025 to Mar 11, 2026
      • Advisory employees · 6 to 8
        Mar 4, 2025 to Mar 11, 2026
      • Pooled vehicle clients · 12 to 14
        Mar 4, 2025 to Mar 11, 2026
      • Employees · 7 to 8
        Mar 4, 2025 to Mar 11, 2026
      • Private funds · 6 to 7
        Mar 4, 2025 to Mar 11, 2026
      • Discretionary RAUM · $867M to $1.2B
        Mar 4, 2025 to Mar 11, 2026
      • Pooled vehicle RAUM · $507M to $693M
        Mar 4, 2025 to Mar 11, 2026
      • RAUM · $867M to $1.2B
        Mar 4, 2025 to Mar 11, 2026
      • Advisory employees · 4 to 6
        Mar 12, 2024 to Mar 4, 2025
      • Employees · 8 to 7
        Mar 12, 2024 to Mar 4, 2025
      • Financial planning clients · 0 to 0
        Mar 12, 2024 to Mar 4, 2025
      • Discretionary RAUM · $741M to $867M
        Mar 12, 2024 to Mar 4, 2025
      • Pooled vehicle RAUM · $414M to $507M
        Mar 12, 2024 to Mar 4, 2025
      • RAUM · $741M to $867M
        Mar 12, 2024 to Mar 4, 2025
      • Employees · 6 to 8
        Mar 27, 2023 to Mar 12, 2024
      • Discretionary RAUM · $632M to $741M
        Mar 27, 2023 to Mar 12, 2024
      • Pooled vehicle RAUM · $372M to $414M
        Mar 27, 2023 to Mar 12, 2024
      • RAUM · $632M to $741M
        Mar 27, 2023 to Mar 12, 2024
      • Accounts · 13 to 32
        Mar 18, 2022 to Mar 27, 2023
      • Employees · 7 to 6
        Mar 18, 2022 to Mar 27, 2023
      • Discretionary RAUM · $488M to $632M
        Mar 18, 2022 to Mar 27, 2023
      • Pooled vehicle RAUM · $469M to $372M
        Mar 18, 2022 to Mar 27, 2023
      • RAUM · $488M to $632M
        Mar 18, 2022 to Mar 27, 2023
      • Employees · 6 to 7
        Jul 13, 2021 to Mar 18, 2022
      • Discretionary RAUM · $492M to $488M
        Jul 13, 2021 to Mar 18, 2022
      • Pooled vehicle RAUM · $478M to $469M
        Jul 13, 2021 to Mar 18, 2022
      • RAUM · $492M to $488M
        Jul 13, 2021 to Mar 18, 2022
      • Accounts · 7 to 13
        Mar 16, 2020 to Mar 22, 2021
      • Pooled vehicle clients · 6 to 12
        Mar 16, 2020 to Mar 22, 2021
      • Employees · 5 to 6
        Mar 16, 2020 to Mar 22, 2021
      • Private funds · 4 to 6
        Mar 16, 2020 to Mar 22, 2021
      • Discretionary RAUM · $207M to $492M
        Mar 16, 2020 to Mar 22, 2021
      • Pooled vehicle RAUM · $197M to $478M
        Mar 16, 2020 to Mar 22, 2021
      • RAUM · $207M to $492M
        Mar 16, 2020 to Mar 22, 2021
      • Accounts · 5 to 7
        Apr 26, 2019 to Mar 16, 2020
      • Advisory employees · 3 to 4
        Apr 26, 2019 to Mar 16, 2020
      • Pooled vehicle clients · 5 to 6
        Apr 26, 2019 to Mar 16, 2020
      • Employees · 3 to 5
        Apr 26, 2019 to Mar 16, 2020
      • Financial planning clients · unset to 0
        Apr 26, 2019 to Mar 16, 2020
      • Private funds · 6 to 4
        Apr 26, 2019 to Mar 16, 2020
      Signals
      4 dated events
      • V••••• A•••••••• L••• reported RAUM $1.2B, up 36% from $867.3M (2025-03-04 to 2026-03-11)
        Mar 11, 2026 · RAUM change · derived
      • V••••• A•••••••• L••• reported RAUM $632.5M, up 30% from $487.6M (2022-03-18 to 2023-03-27)
        Mar 27, 2023 · RAUM change · derived
      • V••••• A•••••••• L••• reported RAUM $492.4M, up 138% from $207.3M (2020-03-16 to 2021-03-22)
        Mar 22, 2021 · RAUM change · derived
      • V••••• A•••••••• L••• filed its initial SEC registration (Form ADV)
        Apr 26, 2019 · 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
      Firm profile
      linkedin.com/company/verdad-fund-advisersreportedpublic record, Form ADV, Sep 19, 2026
      Website
      V•••••CAP.COMreportedpublic record, Form ADV, Sep 19, 2026
      Principal office phone
      202-251-6707reportedpublic record, Form ADV, Mar 11, 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
      Other 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