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.
SEC-registered adviser
Vision Ridge Partners, LLC
Latest filing May 28, 2026
First filing on the tape Jun 30, 2017 · 19 filings
SEC status approved since Aug 1, 2017
RAUM
$6.1B
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
35
35 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
9
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$6.1B as of May 28, 2026
Mar 30, 2018$460M then
HNW client RAUM$0 as of May 28, 2026
Mar 30, 2018$0 then
State-registered IARs (5.B.3)0 as of May 28, 2026
Mar 30, 20180 then
Employees (5.A)35 as of May 28, 2026
Mar 30, 201812 then
Private funds9 as of May 28, 2026
Mar 30, 20182 then
RAUM +31% over the last fiscal year+24% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 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
- $255MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +31%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 businesses and institutions, portfolio management for pooled vehicles, otherreportedItem 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
- 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)
- 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$6.1B99%
- Charitable organizations$38.0M0.6%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 24reported
- 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=0.99 institutional_share=0.01 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
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Sustainable Asset Fund III, LP | Private Equity Fund | $1.3B | 201 | Mar 29, 2021 |
| Sustainable Asset Fund II, LP | Private Equity Fund | $826M | 137 | Mar 28, 2019 |
| Saf Annex Fund, LP | Private Equity Fund | $711M | 37 | Mar 31, 2023 |
| Sustainable Asset Fund IV, LP | Private Equity Fund | $555M | 17 | Mar 29, 2024 |
| Sustainable Asset Fund II (Cayman), LP | Private Equity Fund | $291M | 43 | Mar 28, 2019 |
| Sustainable Asset Fund, LP | Private Equity Fund | $138M | 42 | Oct 22, 2014 |
| Runde Holdings, LP | Private Equity Fund | $86.5M | 3 | Mar 29, 2021 |
| Sustainable Asset Fund (Sicav), LP | Private Equity Fund | $2.3M | 3 | Jun 30, 2017 |
Owners and control persons
Schedule A and B, latest filing
- Benjamin Matthew Fox · Chief Compliance Officer & Chief Legal And Administrative Officercontrolsince 04/2022 · owns less than 5%
- Paul Justin Goerke · Founding Partner; Membercontrolsince 12/2021 · owns 10% to 25%
- Samuels Reuben Munger · Managing Partner; Chief Investment Officercontrolsince 04/2008 · owns less than 5%
- Kim Duyen Tran · Chief Operating Officer & Chief Financial Officercontrolsince 03/2018 · owns less than 5%
- Samuels Reuben Munger · Membercontrolsince 12/2021 · owns 50% to 75% of Drakes View Partners II, LLC
- Samuels Reuben Munger · Trustee Of Reuben A.S. Munger 2021 Irrevocable Trustcontrolsince 06/2021 · owns F of Reuben A.S. Munger 2021 Irrevocable Trust
Entity owners
- Drakes View Partners II, LLC · Memberdirect · owns 50% to 75%
- Reuben A.S. Munger 2021 Irrevocable Trust · Memberindirect · owns 25% to 50% of Drakes View Partners II, LLC
Related persons
Schedule D 7.A
- Saf Annex Gp, LLCpooled vehicle sponsorn
- Saf Partners II, LLCpooled vehicle sponsorn
- Saf Partners III, LLCpooled vehicle sponsorn
- Saf Partners IV, LLCpooled vehicle sponsorn
- Saf Partners, LLCpooled vehicle sponsorn
- Vision Ridge Partners Uk Llpinvestment advisery
Offices
Schedule D 1.F, the 25 largest
- New York, NY12 employees
- London, United Kingdom4 employees
- Costa Mesa, CA3 employees
What changed
consecutive filings, newest first
- Advisory employees · 39 to 35Feb 13, 2026 to Mar 31, 2026
- Employees · 39 to 35Feb 13, 2026 to Mar 31, 2026
- Discretionary RAUM · $5.0B to $6.1BFeb 13, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $5.0B to $6.1BFeb 13, 2026 to Mar 31, 2026
- RAUM · $5.0B to $6.1BFeb 13, 2026 to Mar 31, 2026
- Accounts · 23 to 24May 16, 2025 to Feb 13, 2026
- Advisory employees · 35 to 39May 16, 2025 to Feb 13, 2026
- Pooled vehicle clients · 8 to 9May 16, 2025 to Feb 13, 2026
- Employees · 42 to 39May 16, 2025 to Feb 13, 2026
- Private funds · 8 to 9May 16, 2025 to Feb 13, 2026
- Discretionary RAUM · $4.9B to $5.0BMay 16, 2025 to Feb 13, 2026
- Pooled vehicle RAUM · $4.9B to $5.0BMay 16, 2025 to Feb 13, 2026
- RAUM · $4.9B to $5.0BMay 16, 2025 to Feb 13, 2026
- Accounts · 20 to 23Mar 28, 2025 to May 16, 2025
- Pooled vehicle clients · 7 to 8Mar 28, 2025 to May 16, 2025
- Financial planning clients · unset to Mar 28, 2025 to May 16, 2025
- Private funds · 7 to 8Mar 28, 2025 to May 16, 2025
- Discretionary RAUM · $4.7B to $4.9BMar 28, 2025 to May 16, 2025
- Pooled vehicle RAUM · $4.6B to $4.9BMar 28, 2025 to May 16, 2025
- RAUM · $4.7B to $4.9BMar 28, 2025 to May 16, 2025
- Advisory employees · 29 to 35May 14, 2024 to Mar 28, 2025
- Charity clients · 0.0 to unsetMay 14, 2024 to Mar 28, 2025
- Corporate clients · 0.0 to unsetMay 14, 2024 to Mar 28, 2025
- HNW clients · 0.0 to unsetMay 14, 2024 to Mar 28, 2025
- Individual clients · 0.0 to unsetMay 14, 2024 to Mar 28, 2025
- Pension plan clients · 0.0 to unsetMay 14, 2024 to Mar 28, 2025
- Employees · 34 to 42May 14, 2024 to Mar 28, 2025
- Discretionary RAUM · $4.0B to $4.7BMay 14, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $3.9B to $4.6BMay 14, 2024 to Mar 28, 2025
- RAUM · $4.0B to $4.7BMay 14, 2024 to Mar 28, 2025
- Related bank · false to trueMay 14, 2024 to Mar 28, 2025
- Accounts · 18 to 20Jun 5, 2023 to Mar 29, 2024
- Advisory employees · 19 to 29Jun 5, 2023 to Mar 29, 2024
- Charity clients · 2 to 0Jun 5, 2023 to Mar 29, 2024
- Employees · 27 to 34Jun 5, 2023 to Mar 29, 2024
- Discretionary RAUM · $3.2B to $4.0BJun 5, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $3.2B to $3.9BJun 5, 2023 to Mar 29, 2024
- RAUM · $3.2B to $4.0BJun 5, 2023 to Mar 29, 2024
- Other offices · 1 to 3Mar 31, 2023 to Jun 5, 2023
- Related adviser · false to trueMar 31, 2023 to Jun 5, 2023
Signals
5 dated events
- Benjamin Matthew Fox (Chief Legal And Administrative Officer) appeared on Schedule A of Vision Ridge Partners, LlcSep 9, 2022 · Control person joined · fact
- Paul Justin Goerke (Partner) appeared on Schedule A of Vision Ridge Partners, LlcMar 31, 2022 · Control person joined · fact
- Vision Ridge Partners, Llc reported RAUM $2.3B, up 57% from $1.5B (2020-03-29 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- Vision Ridge Partners, Llc reported RAUM $1.2B, up 138% from $492.8M (2018-11-28 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- Vision Ridge Partners, Llc filed its initial SEC registration (Form ADV)Jun 30, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Vision Ridge Partners, LLC · Independent Sponsorsshared crd · capital_provider
- Vision Ridge Partners, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/vision-ridge-partners-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- vision-ridge.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 720-616-6506reportedpublic record, Form ADV, May 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