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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Former SEC-registered adviser
V••• P••••••• I••••••••• L••••
Latest filing Jun 6, 2023
First filing on the tape Mar 1, 2016 · 15 filings
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
34
13 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
$492M gross assets
History
15 filings and snapshots on the tape
RAUM$1.2B as of Mar 27, 2023
Mar 10, 2017$1.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2023
Mar 10, 20170 then
Employees (5.A)34 as of Mar 27, 2023
Mar 10, 201725 then
Private funds5 as of Mar 27, 2023
Mar 10, 20171 then
RAUM -35% over the last fiscal year-14% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 6, 2023; 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
- $23.9MderivedRAUM 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
- -35%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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.2B, 49 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 49reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.2B for 49 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- absent from the latest SEC rosterderived
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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| V••• P••••••• F••• L•• | Hedge Fund | $496M | 59 | Feb 22, 2016 |
| V••• P••••••• S•••••• I••••••••• F••• I• L•• | Private Equity Fund | $5.8M | 4 | Mar 19, 2021 |
| V••• P••••••• S•••••• I••••••••• F••• I•• L•• | Private Equity Fund | $5.3M | 4 | Mar 16, 2022 |
| V••• P••••••• S•••••• I••••••••• F••• I• L•• | Private Equity Fund | $5.1M | 3 | Mar 16, 2022 |
| V••• P••••••• S•••••• I••••••••• F••• I• L•• | Private Equity Fund | $4.1M | 4 | Mar 16, 2022 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• N•••••• S•••••• · Chief Compliance Officer And Limited Partnercontrolsince 06/2023 · owns less than 5%
- F••••••• R••••••• A••••• D• · Co-Chief Executive Officer And Limited Partnercontrolsince 08/2022 · owns 5% to 10%
- K••••••••• M••••• R••• · Limited Partnercontrolsince 01/2016 · owns 5% to 10%
- M••••••••• M•••••••• B••••••••• · Co-Chief Executive Officer And Limited Partnercontrolsince 01/2016 · owns 50% to 75%
- R••••••• F••••••••• J•••••••• D• L••• · Limited Partnercontrolsince 01/2023 · owns 5% to 10%
- R••••• R••••••• F••••••••• · Director And Limited Partnercontrolsince 01/2022 · owns less than 5%
- R•••••• M•••••• D• A•••••• · Director And Limited Partnercontrolsince 01/2019 · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 53 to 49Jun 23, 2022 to Mar 27, 2023
- Advisory employees · 18 to 13Jun 23, 2022 to Mar 27, 2023
- Pooled vehicle clients · 52 to 48Jun 23, 2022 to Mar 27, 2023
- Assets in custody · $1.8B to $1.2BJun 23, 2022 to Mar 27, 2023
- Employees · 39 to 34Jun 23, 2022 to Mar 27, 2023
- Discretionary RAUM · $1.8B to $1.2BJun 23, 2022 to Mar 27, 2023
- Pooled vehicle RAUM · $1.7B to $1.1BJun 23, 2022 to Mar 27, 2023
- RAUM · $1.8B to $1.2BJun 23, 2022 to Mar 27, 2023
- Accounts · 39 to 53Mar 19, 2021 to Mar 16, 2022
- Pooled vehicle clients · 38 to 52Mar 19, 2021 to Mar 16, 2022
- Assets in custody · $2.2B to $1.8BMar 19, 2021 to Mar 16, 2022
- Employees · 38 to 39Mar 19, 2021 to Mar 16, 2022
- Private funds · 2 to 5Mar 19, 2021 to Mar 16, 2022
- Discretionary RAUM · $2.2B to $1.8BMar 19, 2021 to Mar 16, 2022
- Pooled vehicle RAUM · $2.0B to $1.7BMar 19, 2021 to Mar 16, 2022
- RAUM · $2.2B to $1.8BMar 19, 2021 to Mar 16, 2022
- Accounts · 29 to 39Mar 5, 2020 to Mar 19, 2021
- Advisory employees · 13 to 18Mar 5, 2020 to Mar 19, 2021
- Pooled vehicle clients · 28 to 38Mar 5, 2020 to Mar 19, 2021
- Assets in custody · $1.8B to $2.2BMar 5, 2020 to Mar 19, 2021
- Employees · 27 to 38Mar 5, 2020 to Mar 19, 2021
- Private funds · 1 to 2Mar 5, 2020 to Mar 19, 2021
- Discretionary RAUM · $1.8B to $2.2BMar 5, 2020 to Mar 19, 2021
- Pooled vehicle RAUM · $1.6B to $2.0BMar 5, 2020 to Mar 19, 2021
- RAUM · $1.8B to $2.2BMar 5, 2020 to Mar 19, 2021
- Accounts · 23 to 29Mar 8, 2019 to Mar 5, 2020
- Advisory employees · 11 to 13Mar 8, 2019 to Mar 5, 2020
- Pooled vehicle clients · 22 to 28Mar 8, 2019 to Mar 5, 2020
- Assets in custody · $550M to $1.8BMar 8, 2019 to Mar 5, 2020
- Employees · 26 to 27Mar 8, 2019 to Mar 5, 2020
- Discretionary RAUM · $1.3B to $1.8BMar 8, 2019 to Mar 5, 2020
- Pooled vehicle RAUM · $1.1B to $1.6BMar 8, 2019 to Mar 5, 2020
- RAUM · $1.3B to $1.8BMar 8, 2019 to Mar 5, 2020
- Accounts · 21 to 23Jul 9, 2018 to Mar 8, 2019
- Advisory employees · 14 to 11Jul 9, 2018 to Mar 8, 2019
- Business name · M• S••••• B••••• I••••••••• L•••• to V••• P••••••• I••••••••• L••••Jul 9, 2018 to Mar 8, 2019
- Pooled vehicle clients · 20 to 22Jul 9, 2018 to Mar 8, 2019
- Assets in custody · $637M to $550MJul 9, 2018 to Mar 8, 2019
- Employees · 30 to 26Jul 9, 2018 to Mar 8, 2019
- Legal name · M• S••••• B••••• I••••••••• L•••• to V••• P••••••• I••••••••• L••••Jul 9, 2018 to Mar 8, 2019
Signals
11 dated events
- S•••••• N••••• B••••• (Chief Compliance Officer And Limited Partner) appeared on Schedule A of V••• P••••••• I••••••••• L••••Jun 6, 2023 · Control person joined · fact
- V••• P••••••• I••••••••• L•••• reported RAUM $1.2B, down 35% from $1.8B (2022-06-23 to 2023-03-27)Mar 27, 2023 · RAUM change · derived
- Jaguaribe De Lara Francisco Resende (Limited Partner) appeared on Schedule A of V••• P••••••• I••••••••• L••••Mar 27, 2023 · Control person joined · fact
- Ameida De Raphael Fonseca (Co-Chief Executive Officer And Limited Partner) appeared on Schedule A of V••• P••••••• I••••••••• L••••Mar 27, 2023 · Control person joined · fact
- Figueiredo Roberto Rocha (Director And Limited Partner) appeared on Schedule A of V••• P••••••• I••••••••• L••••Mar 27, 2023 · Control person joined · fact
- Bertolucci Paulo Belliboni (Limited Partner) no longer on Schedule A of V••• P••••••• I••••••••• L•••• (listed 2021-03-19, absent 2022-03-16)Mar 16, 2022 · Control person left · inference
- Jaguaribe De Lara Francisco Resende (Limited Partner) no longer on Schedule A of V••• P••••••• I••••••••• L•••• (listed 2021-03-19, absent 2022-03-16)Mar 16, 2022 · Control person left · inference
- V••• P••••••• I••••••••• L•••• reported RAUM $1.8B, up 46% from $1.3B (2019-03-08 to 2020-03-05)Mar 5, 2020 · RAUM change · derived
- Jaguaribe De Lara Francisco Resende (Limited Partner) appeared on Schedule A of V••• P••••••• I••••••••• L••••Mar 8, 2019 · Control person joined · fact
- De Arteaga Miguel Romero (Limited Partner) appeared on Schedule A of V••• P••••••• I••••••••• L••••Mar 8, 2019 · Control person joined · fact
- M• S••••• I••••••••• E• A•••• L•••• filed its initial SEC registration (Form ADV)Mar 1, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- V••• P••••••• I••••••••• L•••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/veltpartners/?originalSubdomain=brreportedpublic record, Form ADV, Sep 18, 2026
- Website
- V•••.COMreportedpublic record, Form ADV, Sep 18, 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
- Former SEC-registered 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