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•••••

Former SEC-registered adviserBoston, MassachusettsCRD 305863SEC 801-118073IAPD
Legal name V•••••• I••
Latest filing Jun 30, 2020
First filing on the tape Jan 14, 2020 · 2 filings
RAUM
n/a
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 30, 2020
Jan 14, 20200 then
Employees (5.A)5 as of Jun 30, 2020
Jan 14, 20205 then
Private funds: no history
Practice profile
derived from the filing of Jun 30, 2020; 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
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, 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
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
subscription, otherreportedItem 5.E
Advisory activities
financial planningreportedItem 5.G
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
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
n/areported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
n/areported
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
      Every departureEvery arrival
      Private funds
      5 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      V••••• F••• I••• L•Private Equity Fund$31.4M79Mar 31, 2022
      V••••• F••• I•• L•Private Equity Fund$25.5M49Mar 31, 2022
      V••••• 2••• S••••• O••••••••• F•••• L•Private Equity Fund$7.3M5Mar 15, 2024
      V••••• F••• I• L••Private Equity Fund$992,3441May 6, 2021
      V••••• M•••••• L••Private Equity Fund$110,66015Mar 27, 2023
      Owners and control persons
      Schedule A and B, latest filing
      • H••••••••• T•••••• V•••••• · Co-Ceo, Ccocontrol
        since 07/2019 · owns 25% to 50%
      • V•••••••• M•••••• · Co-Ceocontrol
        since 07/2019 · owns 25% to 50%
      • T•••••• N•• · Vp Design
        since 09/2019 · owns 5% to 10%
      Related persons
      Schedule D 7.A
      • T••••• V•••••• H•••••••• I••
        pooled vehicle sponsory
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      One filing, no change to show.
      Signals
      1 dated events
      • Vested filed its initial SEC registration (Form ADV)
        Jan 14, 2020 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      • Vested · Independent Sponsors
        shared crd · capital_provider
      • Vested · Private Equity
        shared crd · organization
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/vested-inc/aboutreportedpublic record, Form ADV, Sep 18, 2026
      Website
      vested.coreportedpublic 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