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••••••••• P•••••••

Former SEC-registered adviserHerzliya Pituach, CRD 307850SEC 801-118471IAPD
Legal name V•••••• M••••••••• 2•••• L•••
Latest filing Mar 29, 2021
First filing on the tape Mar 19, 2020 · 4 filings
RAUM
$618M
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
41
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
$618M gross assets
History
4 filings and snapshots on the tape
RAUM$618M as of Mar 29, 2021
Mar 19, 2020$561M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 29, 2021
Mar 19, 20200 then
Employees (5.A)41 as of Mar 29, 2021
Mar 19, 202028 then
Private funds4 as of Mar 29, 2021
Mar 19, 20204 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 29, 2021; 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
$154MderivedRAUM 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
unknownderivedbetween 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
Custody
$618M, 4 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)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$618M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
4reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
$618M for 4 clientsreported
Compensation
% of AUM, 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
      Every departureEvery arrival
      Private funds
      1 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      V•••••• F••• O• F•••• V• •••••••• L•••Private Equity Fund$63.7M27Mar 25, 2019
      Owners and control persons
      Schedule A and B, latest filing
      • D•••••• S••••• · Directorcontrol
        since 03/2018 · owns less than 5%
      • F•••• A•••• H••••• · Ceo, Directorcontrol
        since 07/2017 · owns less than 5%
      • F••••••••• A••••••• A•••• · Director, Shareholdercontrol
        since 03/2018 · owns 10% to 25%
      • F••••••• A•••• S••••• · Directorcontrol
        since 03/2018 · owns less than 5%
      • B••••••• H••••• M•••• · Shareholdercontrol
        since 10/1999 · owns 75% or more of H••••• M••••••••• S••••••• ••••• L••
      • D•••••• S••••• · Shareholdercontrol
        since 11/2002 · owns 75% or more of Y•••• D••••• ••••• L••
      • F•••• A•••• H••••• · Shareholdercontrol
        since 01/2018 · owns 50% to 75% of A• F••• H••••••• L••
      • F••••• F•••• L•••••• N•• · Shareholdercontrol
        since 01/2018 · owns 50% to 75% of A• F••• H••••••• L••
      • F••••••• A•••• S••••• · Shareholdercontrol
        since 04/2001 · owns 75% or more of B• Y•••• T••••••••• L••
      • Z••••• A•• · Shareholdercontrol
        since 11/1998 · owns 75% or more of A• Z•••• M••••••••• S••••••• ••••• L•••
      • B•• Z•••• A•••• N•• · General Counsel & Interim Cco
        since 11/2017 · owns less than 5%
      • B••••••• M••••••• N•• · Chief Operating Officer
        since 07/2017 · owns less than 5%
      • O•••••••• R••••• N•• · Chief Compliance Officer
        since 07/2017 · owns less than 5%
      Entity owners
      • A• F••• H••••••• L•• · Shareholder
        direct · owns 25% to 50%
      • B• Y•••• T••••••••• L•• · Shareholder
        direct · owns 10% to 25%
      • V•••• M••••••••• ••• L••• · Shareholder
        direct · owns 10% to 25%
      • A• Z•••• M••••••••• S••••••• ••••• L••• · Shareholder
        indirect · owns 25% to 50% of S•• G• ••••••••• L••
      • A• Z•••• M••••••••• S••••••• ••••• L••• · L•••••• Partner
        indirect · owns 25% to 50% of S••••• ••••• L•••
      • H••••• M••••••••• S••••••• ••••• L•• · Shareholder
        indirect · owns 25% to 50% of S•• G• ••••••••• L••
      • H••••• M••••••••• S••••••• ••••• L•• · L•••••• Partner
        indirect · owns 25% to 50% of S••••• ••••• L•••
      • S••••• ••••• L••• · Shareholder
        indirect · owns 75% or more of V•••• M••••••••• ••• L•••
      • S•• G• ••••••••• L•• · General Partner
        indirect · owns F of S••••• ••••• L•••
      • Y•••• D••••• ••••• L•• · Shareholder
        indirect · owns 75% or more of Y•••• D••••• M••••••••• S••••••• ••••• L••
      • Y•••• D••••• M••••••••• S••••••• ••••• L•• · Shareholder
        indirect · owns 25% to 50% of S•• G• ••••••••• L••
      • Y•••• D••••• M••••••••• S••••••• ••••• L•• · L•••••• Partner
        indirect · owns 25% to 50% of S••••• ••••• L•••
      Related persons
      Schedule D 7.A
      Advisers that list V•••••• I••••••••• P••••••• as a related person
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Advisory employees · 13 to 12
        Aug 18, 2020 to Mar 29, 2021
      • Assets in custody · $561M to $618M
        Aug 18, 2020 to Mar 29, 2021
      • Employees · 28 to 41
        Aug 18, 2020 to Mar 29, 2021
      • Discretionary RAUM · $561M to $618M
        Aug 18, 2020 to Mar 29, 2021
      • Pooled vehicle RAUM · $561M to $618M
        Aug 18, 2020 to Mar 29, 2021
      • RAUM · $561M to $618M
        Aug 18, 2020 to Mar 29, 2021
      • Business name · V•••••• M••••••••• 2•••• L••• to V•••••• I••••••••• P•••••••
        Mar 19, 2020 to Jun 2, 2020
      Signals
      1 dated events
      • V•••••• M••••••••• 2•••• L••• filed its initial SEC registration (Form ADV)
        Mar 19, 2020 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      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