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•••••• M••••••••• H•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Apr 13, 2016 · 23 filings
SEC status approved since May 10, 2016
RAUM
$603M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$603M
derived; firm RAUM over IAPD count
Employees
28
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
11
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$603M as of Mar 31, 2026
Mar 31, 2017$170M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20172 then
Employees (5.A)28 as of Mar 31, 2026
Mar 31, 20179 then
Private funds11 as of Mar 31, 2026
Mar 31, 20174 then
RAUM -9.1% over the last fiscal year+8.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $603MderivedRAUM 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
- $54.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 28.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -9.1%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)
- 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$603M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- 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=true bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| A••••••• W••• B••••••••• | Dallas, Tx | May 7, 2019 | 13 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 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
none on the tape
Private funds
14 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| V•••••• R•••••••• V••• L• | Other Private Fund | $134M | 12 | Mar 31, 2023 |
| V•••••• R•••••••• I•••• L• | Other Private Fund | $105M | 5 | Mar 30, 2021 |
| V•••••• R•••••••• V••• L• | Other Private Fund | $41.0M | 39 | Mar 31, 2023 |
| V•••••• R•••••••• I••••• L••• | Other Private Fund | $35.4M | 7 | Mar 29, 2016 |
| V•••••• R•••••••• I•••• L• | Other Private Fund | $34.2M | 10 | Mar 30, 2021 |
| V••••••••• C••••••• B• L••• | Other Private Fund | $16.4M | 9 | Mar 31, 2022 |
| V•••••• R•••••••• I••• L••• | Other Private Fund | $16.3M | 60 | Feb 18, 2015 |
| V•••••• R•••••••• I•••• L••no longer reported | Other Private Fund | $10.0M | 1 | Mar 26, 2018 |
| V•••••• R•••••••• I•• L•• | Other Private Fund | $4.7M | 45 | Feb 18, 2015 |
| V••••••••• C••••••• A• L••• | Other Private Fund | $3.3M | 21 | Mar 31, 2022 |
| B•• R••••••••• L••no longer reported | Other Private Fund | $122,000 | 3 | Mar 26, 2018 |
| V•••••• R••••••••• L••no longer reported | Other Private Fund | $75,000 | 10 | Feb 18, 2015 |
| V•••••• R•••••••• V•••• L••• | Other Private Fund | $0 | 0 | Mar 27, 2024 |
| V•••••• R•••••••• V•••• L••• | Other Private Fund | $0 | 0 | Mar 27, 2024 |
Owners and control persons
Schedule A and B, latest filing
- B••••••••• A•••••••• W••• · Chairman & Ceocontrolsince 05/2012 · owns less than 5%
- L••••••• C••••• · Chief Compliance Officercontrolsince 09/2016 · owns less than 5%
- B••••••••• A•••••••• W••• · Ownercontrolsince 05/2012 · owns 75% or more of B•• C••••••
Entity owners
- B•• C•••••• · Manager/Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- V•••••• M••••••••• I•• L••pooled vehicle sponsorn
- V•••••• M••••••••• I••• L••bankpooled vehicle sponsorn
- V•••••• R•••••••• I••••• L•bankpooled vehicle sponsorn
- V•••••• R•••••••• V•••• L•••bankpooled vehicle sponsorn
- V•••••• R•••••••• V••••• L•••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 8 to 10Mar 31, 2025 to Mar 31, 2026
- Employees · 22 to 28Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $663M to $603MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $663M to $603MMar 31, 2025 to Mar 31, 2026
- RAUM · $663M to $603MMar 31, 2025 to Mar 31, 2026
- Advisory employees · 4 to 8Jun 28, 2024 to Mar 31, 2025
- Employees · 11 to 22Jun 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jun 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $390M to $663MJun 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $390M to $663MJun 28, 2024 to Mar 31, 2025
- RAUM · $390M to $663MJun 28, 2024 to Mar 31, 2025
- Employees · 5 to 11May 23, 2024 to Jun 28, 2024
- Discretionary RAUM · $415M to $390MMay 23, 2024 to Jun 28, 2024
- Pooled vehicle RAUM · $415M to $390MMay 23, 2024 to Jun 28, 2024
- RAUM · $415M to $390MMay 23, 2024 to Jun 28, 2024
- Accounts · 9 to 11Apr 11, 2023 to Mar 27, 2024
- Advisory employees · 3 to 4Apr 11, 2023 to Mar 27, 2024
- Pooled vehicle clients · 9 to 11Apr 11, 2023 to Mar 27, 2024
- Employees · 8 to 5Apr 11, 2023 to Mar 27, 2024
- Private funds · 9 to 11Apr 11, 2023 to Mar 27, 2024
- Discretionary RAUM · $479M to $415MApr 11, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $479M to $415MApr 11, 2023 to Mar 27, 2024
- RAUM · $479M to $415MApr 11, 2023 to Mar 27, 2024
- Discretionary RAUM · $294M to $479MJul 13, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $294M to $479MJul 13, 2022 to Mar 31, 2023
- RAUM · $294M to $479MJul 13, 2022 to Mar 31, 2023
- Accounts · 7 to 9Jul 13, 2022 to Mar 31, 2023
- Pooled vehicle clients · 7 to 9Jul 13, 2022 to Mar 31, 2023
- Employees · 7 to 8Jul 13, 2022 to Mar 31, 2023
- Private funds · 7 to 9Jul 13, 2022 to Mar 31, 2023
- Accounts · 5 to 7Jun 8, 2021 to Mar 31, 2022
- Pooled vehicle clients · 5 to 7Jun 8, 2021 to Mar 31, 2022
- Employees · 6 to 7Jun 8, 2021 to Mar 31, 2022
- Private funds · 5 to 7Jun 8, 2021 to Mar 31, 2022
- Discretionary RAUM · $187M to $294MJun 8, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $187M to $294MJun 8, 2021 to Mar 31, 2022
- RAUM · $187M to $294MJun 8, 2021 to Mar 31, 2022
- Discretionary RAUM · $181M to $187MMar 30, 2021 to Jun 8, 2021
- Pooled vehicle RAUM · $181M to $187MMar 30, 2021 to Jun 8, 2021
- RAUM · $181M to $187MMar 30, 2021 to Jun 8, 2021
Signals
5 dated events
- V•••••• M••••••••• H•••••••• L•• reported RAUM $663.1M, up 70% from $389.9M (2024-06-28 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- V•••••• M••••••••• H•••••••• L•• reported RAUM $479.1M, up 63% from $294.2M (2022-07-13 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- V•••••• M••••••••• H•••••••• L•• reported RAUM $294.2M, up 57% from $186.8M (2021-06-08 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Adrienne Kimberly Lacher (President) no longer on Schedule A of V•••••• M••••••••• H•••••••• L•• (listed 2019-03-29, absent 2019-07-17)Jul 17, 2019 · Control person left · inference
- V•••••• M••••••••• H•••••••• L•• filed its initial SEC registration (Form ADV)Apr 13, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- V•••••• M••••••••• H•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- V•••••• M••••••••• H•••••••• L•• · Private Equityshared crd · organization
- V•••••• M••••••••• H•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/vendera-resources/aboutreportedpublic record, Form ADV, Sep 19, 2026
- Website
- V••••••R••••••••.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 469-248-3079reportedpublic record, Form ADV, Mar 31, 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
- $603Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026