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••••• C•••••• P•••••••
Legal name V•••• S••••• C•••••• P•••••••• L•••••
Latest filing Mar 31, 2026
First filing on the tape Jan 6, 2017 · 20 filings
SEC status approved since Jan 23, 2017
RAUM
$942M
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
15
12 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
17
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$942M as of Mar 31, 2026
Mar 27, 2018$442M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 27, 20180 then
Employees (5.A)15 as of Mar 31, 2026
Mar 27, 20186 then
Private funds17 as of Mar 31, 2026
Mar 27, 20186 then
RAUM -23% over the last fiscal year+2.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $49.6MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -23%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, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $833M, 19 clientsreportedItem 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)
- 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$942M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 19reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $833M for 19 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 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
13 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S••••• A••••••••• L•••••• S••••• B• | Private Equity Fund | $192M | 28 | Jan 6, 2017 |
| V•••• S••••• C•••••• P••••••• H••••••••• F•••• L••• | Private Equity Fund | $154M | 83 | Mar 29, 2019 |
| S••••• A••••••••• L•••••• S••••• A• | Private Equity Fund | $121M | 40 | Jan 6, 2017 |
| E•• A••••••••• B•••••• H•••••••• L••••• | Private Equity Fund | $86.6M | 4 | May 13, 2022 |
| V•••• S••••• C•••••• P••••••• H••••••••• F•••••• L••• | Private Equity Fund | $82.6M | 13 | Mar 29, 2019 |
| V•••• S••••• C•••••• P••••••• C•••••••• F••• I•• L••• | Private Equity Fund | $61.9M | 11 | Mar 29, 2022 |
| E•• A••••••••• L••••• | Private Equity Fund | $44.7M | 8 | Mar 29, 2019 |
| V•••• S••••• C•••••• P••••••• S•• I• L••••• | Private Equity Fund | $37.4M | 22 | Jan 6, 2017 |
| V•••• S••••• C•••••• P••••••• S•• I••• L•••••no longer reported | Private Equity Fund | $21.4M | 25 | Mar 27, 2018 |
| V•••• S••••• C•••••• P••••••• H••••••••• S•• I• L• | Private Equity Fund | $16.5M | 4 | Mar 29, 2023 |
| V•••• S••••• C•••••• P••••••• I• L••••• | Private Equity Fund | $3.3M | 27 | Jan 6, 2017 |
| V•••• S••••• C•••••• P••••••• C•••••••• F••• I• L••• | Private Equity Fund | $271,920 | 30 | Mar 30, 2021 |
| I••••• H•••••• L•••••no longer reported | Private Equity Fund | $58,499 | 22 | Jan 6, 2017 |
Owners and control persons
Schedule A and B, latest filing
- F••••••••• A•••• T••• · Managing Partnercontrolsince 06/2014 · owns 75% or more
- K••••• J•••••• D•••••• · Principalcontrolsince 06/2014 · owns less than 5%
- M••••• L•••••••• C•••• · Principalcontrolsince 10/2016 · owns less than 5%
- S•••••• B••••• T•••••• · Chief Compliance Officercontrolsince 11/2016 · owns less than 5%
- S•••••• D•••••• M••••• · Principalcontrolsince 06/2014 · owns 5% to 10%
Related persons
Schedule D 7.A
- V•••• S••••• C•••••• P••••••• H••••••••• G•• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 18 to 19Sep 16, 2025 to Mar 31, 2026
- Advisory employees · 11 to 12Sep 16, 2025 to Mar 31, 2026
- Pooled vehicle clients · 18 to 19Sep 16, 2025 to Mar 31, 2026
- Assets in custody · $1.0B to $833MSep 16, 2025 to Mar 31, 2026
- Employees · 14 to 15Sep 16, 2025 to Mar 31, 2026
- Private funds · 16 to 17Sep 16, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.2B to $942MSep 16, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.2B to $942MSep 16, 2025 to Mar 31, 2026
- RAUM · $1.2B to $942MSep 16, 2025 to Mar 31, 2026
- Accounts · 13 to 18Jun 3, 2024 to Mar 31, 2025
- Advisory employees · 8 to 11Jun 3, 2024 to Mar 31, 2025
- Pooled vehicle clients · 13 to 18Jun 3, 2024 to Mar 31, 2025
- Assets in custody · $749M to $1.0BJun 3, 2024 to Mar 31, 2025
- Employees · 10 to 14Jun 3, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jun 3, 2024 to Mar 31, 2025
- Other offices · 0 to 1Jun 3, 2024 to Mar 31, 2025
- Private funds · 11 to 16Jun 3, 2024 to Mar 31, 2025
- Discretionary RAUM · $801M to $1.2BJun 3, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $801M to $1.2BJun 3, 2024 to Mar 31, 2025
- RAUM · $801M to $1.2BJun 3, 2024 to Mar 31, 2025
- Assets in custody · $743M to $749MMar 26, 2024 to May 2, 2024
- Discretionary RAUM · $794M to $801MMar 26, 2024 to May 2, 2024
- Pooled vehicle RAUM · $794M to $801MMar 26, 2024 to May 2, 2024
- RAUM · $794M to $801MMar 26, 2024 to May 2, 2024
- Advisory employees · 7 to 8May 4, 2023 to Mar 26, 2024
- Assets in custody · $791M to $743MMay 4, 2023 to Mar 26, 2024
- Employees · 9 to 10May 4, 2023 to Mar 26, 2024
- Other offices · 1 to 0May 4, 2023 to Mar 26, 2024
- Discretionary RAUM · $881M to $794MMay 4, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $881M to $794MMay 4, 2023 to Mar 26, 2024
- RAUM · $881M to $794MMay 4, 2023 to Mar 26, 2024
- Assets in custody · $795M to $791MMar 29, 2023 to May 4, 2023
- Discretionary RAUM · $884M to $881MMar 29, 2023 to May 4, 2023
- Pooled vehicle RAUM · $884M to $881MMar 29, 2023 to May 4, 2023
- RAUM · $884M to $881MMar 29, 2023 to May 4, 2023
- Advisory employees · 6 to 7May 13, 2022 to Mar 29, 2023
- Assets in custody · $1.3B to $795MMay 13, 2022 to Mar 29, 2023
- Employees · 8 to 9May 13, 2022 to Mar 29, 2023
- Discretionary RAUM · $1.4B to $884MMay 13, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $1.4B to $884MMay 13, 2022 to Mar 29, 2023
Signals
6 dated events
- V•••• S••••• C•••••• P••••••• reported RAUM $1.2B, up 52% from $800.9M (2024-06-03 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- V•••• S••••• C•••••• P••••••• reported RAUM $884.0M, down 36% from $1.4B (2022-05-13 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
- V•••• S••••• C•••••• P••••••• reported RAUM $1.3B, up 39% from $965.9M (2021-05-10 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
- V•••• S••••• C•••••• P••••••• reported RAUM $708.4M, up 60% from $442.2M (2018-06-14 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- V•••• S••••• C•••••• P••••••• reported RAUM $442.2M, up 68% from $263.5M (2017-05-26 to 2018-03-27)Mar 27, 2018 · RAUM change · derived
- V•••• S••••• C•••••• P••••••• filed its initial SEC registration (Form ADV)Jan 6, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- V•••• S••••• C•••••• P••••••• LLC · Family Officesshared crd · office
- V•••• S••••• C•••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- V•••• S••••• C•••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- H•••S://WWW.LINKEDIN.COM/COMPANY/V••••-S•••••-CAPITAL-PARTNEreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 646-847-2438reportedpublic 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
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026