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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
V•• C•••••• M••••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Jun 27, 2017 · 19 filings
SEC status approved since Aug 1, 2017
RAUM
$3.3B
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
28
17 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$3.3B as of Mar 31, 2026
Feb 23, 2018$270M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Feb 23, 20180 then
Employees (5.A)28 as of Mar 31, 2026
Feb 23, 20185 then
Private funds4 as of Mar 31, 2026
Feb 23, 20181 then
RAUM -11% over the last fiscal year-7.5% 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
- $302MderivedRAUM 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
- -11%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$3.3B100%
- 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=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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| V•• M••••• F••• I••• L• | Private Equity Fund | $2.1B | 88 | Mar 31, 2022 |
| V•• M••••• F•••• L• | Private Equity Fund | $1.0B | 128 | Jun 27, 2017 |
| V•• S••••• I• M••••• F•••• L• | Private Equity Fund | $537M | 2 | Mar 29, 2019 |
Owners and control persons
Schedule A and B, latest filing
- H••••• W•••• · Limited Partner, Managing Principalcontrolsince 09/2014 · owns 75% or more
- L••• L•• M•• · Cco And Cfocontrolsince 09/2018 · owns less than 5%
- H••••• W•••• · Managing Membercontrolsince 09/2014 · owns 75% or more of V•• C••••••• L••
Entity owners
- V•• C••••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- V•• C•••••• G• I••• L••bankpooled vehicle sponsorn
- V•• C•••••• G•• L••bankpooled vehicle sponsorn
- V•• S••••• I• G•• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 19 to 17Jun 6, 2025 to Mar 31, 2026
- Employees · 27 to 28Jun 6, 2025 to Mar 31, 2026
- Discretionary RAUM · $3.7B to $3.3BJun 6, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $3.7B to $3.3BJun 6, 2025 to Mar 31, 2026
- RAUM · $3.7B to $3.3BJun 6, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jun 6, 2025
- Accounts · 8 to 11Mar 28, 2024 to Mar 28, 2025
- Advisory employees · 18 to 19Mar 28, 2024 to Mar 28, 2025
- Pooled vehicle clients · 8 to 11Mar 28, 2024 to Mar 28, 2025
- Employees · 20 to 27Mar 28, 2024 to Mar 28, 2025
- Private funds · 3 to 4Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $4.0B to $3.7BMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $4.0B to $3.7BMar 28, 2024 to Mar 28, 2025
- RAUM · $4.0B to $3.7BMar 28, 2024 to Mar 28, 2025
- Related bank · true to falseMar 28, 2024 to Mar 28, 2025
- Advisory employees · 15 to 18Mar 31, 2023 to Mar 28, 2024
- Other offices · 1 to 0Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $4.2B to $4.0BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $4.2B to $4.0BMar 31, 2023 to Mar 28, 2024
- RAUM · $4.2B to $4.0BMar 31, 2023 to Mar 28, 2024
- Advisory employees · 13 to 15Jan 26, 2023 to Mar 31, 2023
- Discretionary RAUM · $3.7B to $4.2BJan 26, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $3.7B to $4.2BJan 26, 2023 to Mar 31, 2023
- RAUM · $3.7B to $4.2BJan 26, 2023 to Mar 31, 2023
- HQ city · NEW YORK to DALLASNov 15, 2022 to Jan 26, 2023
- HQ state · NY to TXNov 15, 2022 to Jan 26, 2023
- Accounts · 5 to 8Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 9 to 13Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 5 to 8Mar 31, 2021 to Mar 31, 2022
- Employees · 15 to 20Mar 31, 2021 to Mar 31, 2022
- Other offices · 0 to 1Mar 31, 2021 to Mar 31, 2022
- Private funds · 2 to 3Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.5B to $3.7BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $1.5B to $3.7BMar 31, 2021 to Mar 31, 2022
- RAUM · $1.5B to $3.7BMar 31, 2021 to Mar 31, 2022
- Financial planning clients · 0 to unsetMay 22, 2020 to Mar 31, 2021
- Discretionary RAUM · $1.2B to $1.5BMay 22, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $1.2B to $1.5BMay 22, 2020 to Mar 31, 2021
- RAUM · $1.2B to $1.5BMay 22, 2020 to Mar 31, 2021
- Advisory employees · 7 to 9Aug 27, 2019 to Mar 30, 2020
Signals
4 dated events
- V•• C•••••• M••••••••• L• reported RAUM $3.7B, up 148% from $1.5B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- V•• C•••••• M••••••••• L• reported RAUM $1.2B, up 45% from $852.5M (2019-08-27 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- V•• C•••••• M••••••••• L• reported RAUM $852.5M, up 216% from $269.6M (2018-09-26 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- V•• C•••••• M••••••••• L• filed its initial SEC registration (Form ADV)Jun 27, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- V•• C•••••• M••••••••• L• · Independent Sponsorsshared crd · capital_provider
- V•• C•••••• M••••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- vwhcapital.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (212) 468-5580reportedpublic 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