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••• I••••••••• H••••••• L••
Latest filing Apr 17, 2026
First filing on the tape Jun 29, 2022 · 7 filings
SEC status approved since Jul 29, 2022
RAUM
$384M
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
5
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
12
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$384M as of Apr 17, 2026
Mar 31, 2023$719M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 17, 2026
Mar 31, 20230 then
Employees (5.A)5 as of Apr 17, 2026
Mar 31, 20235 then
Private funds12 as of Apr 17, 2026
Mar 31, 202325 then
RAUM -43% over the last fiscal year-19% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 17, 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
- $32.0MderivedRAUM 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
- -43%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $239M, 12 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$384M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 12reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $239M for 12 clientsreported
- Compensation
- fixed, 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
29 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G••• A•• G• 4• L•• | Venture Capital Fund | $192M | 27 | Jun 29, 2022 |
| G••• A•• G• 9• L•• | Venture Capital Fund | $116M | 39 | Mar 31, 2023 |
| G••• A•• G• L•• | Venture Capital Fund | $92.0M | 31 | Jun 29, 2022 |
| G••• A•• G• 3• L•• | Venture Capital Fund | $83.4M | 19 | Jun 29, 2022 |
| G••• A•• G• 5• L•• | Venture Capital Fund | $79.6M | 40 | Jun 29, 2022 |
| E•• I••••••••• I• C• | Venture Capital Fund | $72.0M | 35 | Jun 29, 2022 |
| G••• A•• G• 6• L•• | Venture Capital Fund | $71.5M | 8 | Jun 29, 2022 |
| I•••••••• A•• G• L•• | Venture Capital Fund | $56.7M | 25 | Jun 29, 2022 |
| G••• A•• G• 2• L•• | Venture Capital Fund | $43.1M | 18 | Jun 29, 2022 |
| G••• A•• G• 1• L•• | Venture Capital Fund | $40.8M | 38 | Mar 28, 2024 |
| G••• A•• G• 7• L•• | Venture Capital Fund | $39.6M | 30 | Jun 29, 2022 |
| D•••• A•• G• 2• L•• | Venture Capital Fund | $32.8M | 19 | Jun 29, 2022 |
| O•• I••••••••• C• | Venture Capital Fund | $27.5M | 6 | Jun 29, 2022 |
| K••••• I••••••••• C• | Venture Capital Fund | $24.3M | 12 | Mar 28, 2024 |
| I• A•• G• L•• | Venture Capital Fund | $23.0M | 14 | Jun 29, 2022 |
| V••• O•• I• C• | Venture Capital Fund | $17.8M | 5 | Jun 29, 2022 |
| D•••• A•• G• L•• | Venture Capital Fund | $17.0M | 9 | Jun 29, 2022 |
| V••• O•• I• C• | Venture Capital Fund | $15.3M | 7 | Jun 29, 2022 |
| G••• A•• G• 8• L•• | Venture Capital Fund | $12.6M | 3 | Jun 29, 2022 |
| O•••••••• A•• G• L•• | Venture Capital Fund | $12.3M | 3 | Jun 29, 2022 |
| V••• E• 1• C• | Venture Capital Fund | $11.4M | 10 | Jun 29, 2022 |
| V••• E• 1• C• | Venture Capital Fund | $9.6M | 4 | Jun 29, 2022 |
| M• I••••••••• C• | Venture Capital Fund | $6.5M | 13 | Jun 29, 2022 |
| F•• P••••••• L•• | Venture Capital Fund | $5.3M | 3 | Jun 29, 2022 |
| K••••• I••••••••• I• C• | Venture Capital Fund | $4.2M | 13 | Mar 28, 2024 |
| D•••• A•• G• 3• L•• | Venture Capital Fund | $3.4M | 6 | Jun 29, 2022 |
| I••• I••••••••• C• | Venture Capital Fund | $3.0M | 16 | Mar 28, 2024 |
| E•• I••••••••• I• C• | Venture Capital Fund | $1.8M | 6 | Jun 29, 2022 |
| V•••••••• L•• | Venture Capital Fund | $1.4M | 17 | Jun 29, 2022 |
Owners and control persons
Schedule A and B, latest filing
- G•••••• A••••••• N•••••• · Membercontrolsince 09/2016 · owns 50% to 75%
- M••••••• M•••••• · Chief Compliance Officercontrolsince 01/2023 · owns less than 5%
- V•• R••••••• F•••••• · Sole Shareholdercontrolsince 06/2022 · owns 75% or more of K•••••••• I• I•••
Entity owners
- K•••••••• I• I••• · Memberdirect · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom2 employees
What changed
consecutive filings, newest first
- Accounts · 29 to 12Mar 28, 2025 to Mar 27, 2026
- Advisory employees · 5 to 4Mar 28, 2025 to Mar 27, 2026
- Pooled vehicle clients · 29 to 12Mar 28, 2025 to Mar 27, 2026
- Assets in custody · $668M to $239MMar 28, 2025 to Mar 27, 2026
- Custody of client assets · false to trueMar 28, 2025 to Mar 27, 2026
- Employees · 6 to 5Mar 28, 2025 to Mar 27, 2026
- Private funds · 29 to 12Mar 28, 2025 to Mar 27, 2026
- Discretionary RAUM · $668M to $384MMar 28, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $668M to $384MMar 28, 2025 to Mar 27, 2026
- RAUM · $668M to $384MMar 28, 2025 to Mar 27, 2026
- Accounts · 27 to 29Mar 28, 2024 to Mar 28, 2025
- Advisory employees · 4 to 5Mar 28, 2024 to Mar 28, 2025
- Pooled vehicle clients · 27 to 29Mar 28, 2024 to Mar 28, 2025
- Assets in custody · $1.0B to $668MMar 28, 2024 to Mar 28, 2025
- Employees · 4 to 6Mar 28, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 28, 2025
- Private funds · 27 to 29Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.0B to $668MMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.0B to $668MMar 28, 2024 to Mar 28, 2025
- RAUM · $1.0B to $668MMar 28, 2024 to Mar 28, 2025
- Accounts · 25 to 27Mar 31, 2023 to Mar 28, 2024
- Advisory employees · 5 to 4Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 25 to 27Mar 31, 2023 to Mar 28, 2024
- Assets in custody · $719M to $1.0BMar 31, 2023 to Mar 28, 2024
- Employees · 5 to 4Mar 31, 2023 to Mar 28, 2024
- Private funds · 25 to 27Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $0 to $1.0BMar 31, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $719M to $0Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $719M to $1.0BMar 31, 2023 to Mar 28, 2024
- RAUM · $719M to $1.0BMar 31, 2023 to Mar 28, 2024
- Accounts · 24 to 25Feb 22, 2023 to Mar 31, 2023
- Pooled vehicle clients · 24 to 25Feb 22, 2023 to Mar 31, 2023
- Assets in custody · $852M to $719MFeb 22, 2023 to Mar 31, 2023
- Private funds · 24 to 25Feb 22, 2023 to Mar 31, 2023
- Non-discretionary RAUM · $852M to $719MFeb 22, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $852M to $719MFeb 22, 2023 to Mar 31, 2023
- RAUM · $852M to $719MFeb 22, 2023 to Mar 31, 2023
- Advisory employees · 4 to 5Jun 29, 2022 to Feb 22, 2023
- Assets in custody · unset to 852364438.0Jun 29, 2022 to Feb 22, 2023
- Employees · 4 to 5Jun 29, 2022 to Feb 22, 2023
Signals
7 dated events
- V••• I••••••••• H••••••• L•• no longer on the SEC adviser roster (last listed 2026-08-03, RAUM $383.5M)Sep 1, 2026 · Left the SEC roster · derived
- V••• I••••••••• H••••••• L•• reported RAUM $383.5M, down 43% from $667.6M (2025-03-28 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- V••• I••••••••• H••••••• L•• reported RAUM $667.6M, down 34% from $1.0B (2024-03-28 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- V••• I••••••••• H••••••• L•• reported RAUM $1.0B, up 41% from $719.4M (2023-03-31 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Matthew Mandino (Chief Compliance Officer) appeared on Schedule A of V••• I••••••••• H••••••• L••Feb 22, 2023 · Control person joined · fact
- F•••••• Van R•••••• (Sole Shareholder) appeared on Schedule A of V••• I••••••••• H••••••• L••Feb 22, 2023 · Control person joined · fact
- V••• I••••••••• H••••••• L•• filed its initial SEC registration (Form ADV)Jun 29, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- V••• I••••••••• H••••••• L•• · Private Equityshared crd · organization
- V••• I••••••••• H••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/voltihreportedpublic record, Form ADV, Sep 19, 2026
- Website
- v•••••••••.comreportedpublic record, Form ADV, Sep 19, 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