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••••••• P••••••• V•
Legal name V••••••• P••••••• V•• L••
Latest filing Mar 30, 2026
First filing on the tape Feb 14, 2019 · 12 filings
SEC status approved since Mar 21, 2019
RAUM
$736M
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
9
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
3
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$736M as of Mar 30, 2026
Mar 30, 2020$941M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 30, 20200 then
Employees (5.A)9 as of Mar 30, 2026
Mar 30, 20206 then
Private funds3 as of Mar 30, 2026
Mar 30, 20205 then
RAUM -2.3% over the last fiscal year-4.3% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $245MderivedRAUM 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
- -2.3%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, hourly, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $483M, 3 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
- buys or sells securities as principal to or from clients (8.A.2)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$736M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $483M for 3 clientsreported
- Compensation
- % of AUM, fixed, hourly, 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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| V••••••• H••••••••• P••••••••• F•••• L••• | Real Estate Fund | $331M | 14 | Feb 2, 2018 |
| V••••••• O••••••••• F••• V• A••••• L•• | Real Estate Fund | $251M | 28 | Mar 30, 2016 |
| V••••••• O••••••••• F••• V• A••••• L•• | Real Estate Fund | $160M | 22 | Mar 29, 2014 |
| V••••••• O••••••••• F••• V• L•• | Real Estate Fund | $1.7M | 22 | Mar 29, 2014 |
| V••••••• O••••••••• F••• I••••• L••no longer reported | Real Estate Fund | $1.3M | 2 | Mar 30, 2012 |
| V••••••• O••••••••• F••• V•• L•• | Real Estate Fund | $0 | 28 | Mar 30, 2016 |
Owners and control persons
Schedule A and B, latest filing
- A•••• E•••• R•••••• · Managercontrolsince 09/2016 · owns less than 5%
- J•••••••• L••••• E•••• · Managercontrolsince 09/2016 · owns less than 5%
- T•••••• G•••••• C•••••• · Managercontrolsince 09/2016 · owns less than 5%
- A•••• D••••••• S•••• · Membercontrolsince 09/2016 · owns F of V••••••• P••••••• H•••••••• L••
- A•••• E•••• R•••••• · Membercontrolsince 09/2016 · owns F of V••••••• P••••••• H•••••••• L••
- J•••••••• K••••••••• V••••••• · Sole Member T••••••••• L••controlsince 05/2017 · owns F of T••••••••• L••
- J•••••••• L••••• E•••• · Member, Sole Member T••••••••• L••controlsince 05/2017 · owns F of V••••••• P••••••• H•••••••• L••
- T•••••• G•••••• C•••••• · Member - V••••••• Parners Holdings, LLCcontrolsince 09/2016 · owns 50% to 75% of V••••••• P••••••• H•••••••• L••
- M•••••• G•••••••• D•••• · Chief Compliance Officer, Chief Financial Officersince 01/2021 · owns less than 5%
Entity owners
- V••••••• P••••••• H•••••••• L•• · Parent Companydirect · owns 75% or more
- T••••••••• L•• · Memberindirect · owns F of V••••••• P••••••• H•••••••• L••
- T••••••••• L•• · Memberindirect · owns F of V••••••• P••••••• H•••••••• L••
Related persons
Schedule D 7.A
- V••••••• H••••••••• P••••••••• F••• G•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Baltimore, MD3 employees
What changed
consecutive filings, newest first
- Accounts · 5 to 3Mar 27, 2025 to Mar 30, 2026
- Pooled vehicle clients · 5 to 3Mar 27, 2025 to Mar 30, 2026
- Assets in custody · $499M to $483MMar 27, 2025 to Mar 30, 2026
- Private funds · 5 to 3Mar 27, 2025 to Mar 30, 2026
- Discretionary RAUM · $753M to $736MMar 27, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $753M to $736MMar 27, 2025 to Mar 30, 2026
- RAUM · $753M to $736MMar 27, 2025 to Mar 30, 2026
- Assets in custody · $500M to $499MJul 15, 2024 to Mar 27, 2025
- Financial planning clients · unset to Jul 15, 2024 to Mar 27, 2025
- Discretionary RAUM · $754M to $753MJul 15, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $754M to $753MJul 15, 2024 to Mar 27, 2025
- RAUM · $754M to $753MJul 15, 2024 to Mar 27, 2025
- Advisory employees · 6 to 5Nov 17, 2023 to Mar 29, 2024
- Assets in custody · $551M to $500MNov 17, 2023 to Mar 29, 2024
- Employees · 10 to 9Nov 17, 2023 to Mar 29, 2024
- Discretionary RAUM · $841M to $754MNov 17, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $841M to $754MNov 17, 2023 to Mar 29, 2024
- RAUM · $841M to $754MNov 17, 2023 to Mar 29, 2024
- Advisory employees · 5 to 6Mar 31, 2022 to Mar 30, 2023
- Assets in custody · $471M to $551MMar 31, 2022 to Mar 30, 2023
- Employees · 12 to 10Mar 31, 2022 to Mar 30, 2023
- Discretionary RAUM · $928M to $841MMar 31, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $928M to $841MMar 31, 2022 to Mar 30, 2023
- RAUM · $928M to $841MMar 31, 2022 to Mar 30, 2023
- Advisory employees · 6 to 5Nov 3, 2021 to Mar 31, 2022
- Employees · 14 to 12Nov 3, 2021 to Mar 31, 2022
- Discretionary RAUM · $904M to $928MNov 3, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $904M to $928MNov 3, 2021 to Mar 31, 2022
- RAUM · $904M to $928MNov 3, 2021 to Mar 31, 2022
- Accounts · 6 to 5Sep 24, 2020 to Mar 31, 2021
- Advisory activities · 2 to 1Sep 24, 2020 to Mar 31, 2021
- Corporate clients · 1.0 to unsetSep 24, 2020 to Mar 31, 2021
- Assets in custody · $941M to $471MSep 24, 2020 to Mar 31, 2021
- Employees · 6 to 14Sep 24, 2020 to Mar 31, 2021
- Discretionary RAUM · $941M to $904MSep 24, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $941M to $904MSep 24, 2020 to Mar 31, 2021
- RAUM · $941M to $904MSep 24, 2020 to Mar 31, 2021
- Accounts · 10 to 6Feb 14, 2019 to Mar 30, 2020
- Advisory employees · 7 to 6Feb 14, 2019 to Mar 30, 2020
- Pooled vehicle clients · 9 to 5Feb 14, 2019 to Mar 30, 2020
Signals
1 dated events
- V••••••• P••••••• V• filed its initial SEC registration (Form ADV)Feb 14, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/V•••••••-PARTNERSreportedpublic record, Form ADV, Sep 19, 2026
- Website
- V•••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 248-646-9200reportedpublic record, Form ADV, Mar 30, 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
Across the graphs
V••••••• P••••••• V• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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