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•••• S••••••• I••••••••• S•••
Latest filing Jun 9, 2026
First filing on the tape Jun 26, 2014 · 31 filings
SEC status approved since Jul 10, 2014
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
3
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
6
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$1.2B as of Jun 9, 2026
Mar 30, 2015$7.9B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 9, 2026
Mar 30, 20150 then
Employees (5.A)3 as of Jun 9, 2026
Mar 30, 201519 then
Private funds6 as of Jun 9, 2026
Mar 30, 201510 then
RAUM -2.1% over the last fiscal year-7.7% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 9, 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
- $207MderivedRAUM 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
- -2.1%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
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.2B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- 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=true 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
11 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G•••• F•••• L••no longer reported | Hedge Fund | $1.1B | 66 | Mar 30, 2012 |
| V•••• D•••••••• F•••• L•• | Hedge Fund | $706M | 10 | Jul 10, 2012 |
| V•••• G•••• F••• L•• | Hedge Fund | $425M | 3 | Mar 30, 2012 |
| V•••• G••••• M•••• M••••• F••• L••no longer reported | Hedge Fund | $147M | 14 | Mar 30, 2012 |
| G•••• I• F•••• L••no longer reported | Hedge Fund | $67.8M | 37 | Mar 30, 2012 |
| V•••• A•••• F•••• L••• | Hedge Fund | $60.1M | 9 | Oct 3, 2012 |
| V• F••• L••• | Hedge Fund | $41.2M | 1 | Apr 8, 2020 |
| V•••• G••••• E••••••• F••• L•• | Hedge Fund | $40.6M | 9 | Mar 30, 2012 |
| V• F••• L••• | Hedge Fund | $15.9M | 6 | May 11, 2022 |
| V•••• E••••• H•••• F••• L••no longer reported | Hedge Fund | $9.5M | 13 | Mar 30, 2012 |
| V•••• U••••• F•••• L••no longer reported | Hedge Fund | $4.2M | 7 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C••••• E•••••••• C•••••• · Executive Officercontrolsince 12/2014 · owns less than 5%
- F••••• P•••• · Chief Compliance Officer, Executive Officercontrolsince 12/2014 · owns less than 5%
- S••••••••• L••• · Chief Investment Officer, Chief Executive Officercontrolsince 01/2015 · owns less than 5%
Entity owners
- H•••••• V•••• E••••••••• E• P••••••••• S••• · Shareholderdirect · owns 75% or more
Related persons
Schedule D 7.A
- V•••• A•••• M••••••••• S•••investment advisern
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 7 to 6Jan 6, 2026 to Mar 30, 2026
- Advisory activities · 3 to 1Jan 6, 2026 to Mar 30, 2026
- Discretionary RAUM · $1.3B to $1.2BJan 6, 2026 to Mar 30, 2026
- Pooled vehicle RAUM · $1.3B to $1.2BJan 6, 2026 to Mar 30, 2026
- RAUM · $1.3B to $1.2BJan 6, 2026 to Mar 30, 2026
- Related broker-dealer · false to trueJan 6, 2026 to Mar 30, 2026
- Financial planning clients · unset to Mar 19, 2025 to Jul 2, 2025
- Employees · 4 to 3Apr 1, 2024 to Mar 19, 2025
- HQ state · unset to Apr 1, 2024 to Mar 19, 2025
- Discretionary RAUM · $1.4B to $1.3BApr 1, 2024 to Mar 19, 2025
- Pooled vehicle RAUM · $1.4B to $1.3BApr 1, 2024 to Mar 19, 2025
- RAUM · $1.4B to $1.3BApr 1, 2024 to Mar 19, 2025
- Discretionary RAUM · $1.6B to $1.4BAug 14, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $1.5B to $1.4BAug 14, 2023 to Mar 26, 2024
- RAUM · $1.6B to $1.4BAug 14, 2023 to Mar 26, 2024
- Accounts · 6 to 7May 11, 2022 to Mar 21, 2023
- Pooled vehicle clients · 5 to 6May 11, 2022 to Mar 21, 2023
- Discretionary RAUM · $1.8B to $1.6BMay 11, 2022 to Mar 21, 2023
- Pooled vehicle RAUM · $1.7B to $1.5BMay 11, 2022 to Mar 21, 2023
- RAUM · $1.8B to $1.6BMay 11, 2022 to Mar 21, 2023
- Private funds · 5 to 6Mar 30, 2022 to May 11, 2022
- Advisory employees · 2 to 1Oct 15, 2021 to Mar 30, 2022
- Employees · 5 to 4Oct 15, 2021 to Mar 30, 2022
- Discretionary RAUM · $1.7B to $1.8BOct 15, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $1.7B to $1.7BOct 15, 2021 to Mar 30, 2022
- RAUM · $1.7B to $1.8BOct 15, 2021 to Mar 30, 2022
- Accounts · 5 to 6Apr 8, 2020 to Mar 18, 2021
- Advisory employees · 11 to 2Apr 8, 2020 to Mar 18, 2021
- Pooled vehicle clients · 4 to 5Apr 8, 2020 to Mar 18, 2021
- Employees · 23 to 5Apr 8, 2020 to Mar 18, 2021
- Discretionary RAUM · $1.4B to $1.7BApr 8, 2020 to Mar 18, 2021
- Pooled vehicle RAUM · $1.3B to $1.7BApr 8, 2020 to Mar 18, 2021
- RAUM · $1.4B to $1.7BApr 8, 2020 to Mar 18, 2021
- Private funds · 4 to 5Mar 13, 2020 to Apr 8, 2020
- Accounts · 4 to 5Jun 24, 2019 to Mar 13, 2020
- Discretionary RAUM · $1.5B to $1.4BJun 24, 2019 to Mar 13, 2020
- Pooled vehicle RAUM · $1.5B to $1.3BJun 24, 2019 to Mar 13, 2020
- RAUM · $1.5B to $1.4BJun 24, 2019 to Mar 13, 2020
- Accounts · 8 to 4May 7, 2018 to Mar 28, 2019
- Advisory employees · 12 to 11May 7, 2018 to Mar 28, 2019
Signals
3 dated events
- V•••• S••••••• I••••••••• S••• reported RAUM $1.5B, down 55% from $3.4B (2018-05-07 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- V•••• S••••••• I••••••••• S••• reported RAUM $3.4B, down 32% from $5.0B (2017-04-18 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
- V•••• S••••••• I••••••••• S••• filed its initial SEC registration (Form ADV)Jun 26, 2014 · 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/verde-asset-management/?viewAsMember=trreportedpublic record, Form ADV, Sep 18, 2026
- Website
- V••••ASSET.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 55 11 49358500reportedpublic record, Form ADV, Jun 9, 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