DFX Intelligence
RIA Intelligence
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SEC-registered adviser
V•••••• P••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Jul 29, 2020 · 18 filings
SEC status approved since Jul 1, 2022
RAUM
$452M
reported, Item 5.F
Discretionary
89%
of RAUM
Private clients
41%
$185M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$151M
derived; firm RAUM over IAPD count
Employees
5
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
6
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$452M as of Mar 30, 2026
Mar 7, 2023$186M then
HNW client RAUM$185M as of Mar 30, 2026
Mar 7, 2023$77.1M then
State-registered IARs (5.B.3)3 as of Mar 30, 2026
Mar 7, 20232 then
Employees (5.A)5 as of Mar 30, 2026
Mar 7, 20234 then
Private funds6 as of Mar 30, 2026
Mar 7, 20234 then
RAUM -0.9% over the last fiscal year+34% a year over threeIARs 2 to 3
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- RAUM per advisor
- $151MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $12.3MderivedHNW RAUM over HNW clients
- Average account
- $5.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 89%derivedof RAUM
- Institutional
- 9.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -0.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- +50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 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
- 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)
- 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$224M50%
- High-net-worth individuals$185M41%
- Charitable organizations$42.5M9.4%
- Individual clients
- n/areported
- HNW clients
- 15reported
- Pension plan clients
- n/areported
- Charitable clients
- 1reported
- Accounts
- 76reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.41 fund_share=0.5 institutional_share=0.09 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C•••• F• S••••Chartered Financial Analyst | Pepper Pike, Oh | Dec 21, 2020 | 19 y | 1 |
| T••• D•••• P••••Chartered Financial Analyst | Pepper Pike, Oh | Feb 23, 2021 | 13 y | 0 |
| S••••• T••••• F•••••••••Chartered Financial Analyst | Pepper Pike, Oh | Oct 3, 2025 | 12 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- C•••• F• S•••• from T•• W•••••••• G••••• L••Dec 21, 2020 · Other
Private funds
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| V•••••• P•••••• S••••• F••• I• L• | Other Private Fund | $62.2M | 45 | Jun 3, 2022 |
| V•••••• S••••• F•••• L• | Other Private Fund | $33.9M | 20 | Jun 3, 2022 |
| P•••••• S••••• T••••• S•• I• L• | Other Private Fund | $30.5M | 57 | Aug 30, 2022 |
| V•••••• S••••••• F•••• L• | Other Private Fund | $20.2M | 5 | Aug 30, 2022 |
| V•••••• D•••••• E••••• F•••• L• | Other Private Fund | $14.7M | 3 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- S••••• C••••• F• · President, Chief Investment Officercontrolsince 07/2020 · owns 25% to 50%
- A••••••• S••••••• G••• · Trusteecontrolsince 12/2023 · owns F of S•••••• G• A•••••• R•••••••• T••••
- I••••••••• K••••• N••• · Ownersince 07/2020 · owns less than 5%
- M••••••••• Y•••• Y••••••• · Ownersince 07/2020 · owns less than 5%
- P••••• T•••• D•••• · Chief Financial Officer, Chief Compliance Officersince 01/2021 · owns less than 5%
- G••••••• A•••••• A••••• · Trusteesince 07/2020 · owns F of 2••• M•••••• D•••••••• I••••••••• T••••
- T•••• M••••••• G••••• · Trusteesince 07/2020 · owns F of L•••• V•••• 2••• T•••• I•
- W••••• F••••••••• N••• · Trusteesince 07/2020 · owns F of 2••• M•••••• D•••••••• I••••••••• T••••
Entity owners
- T•• A•••••• F••••• I••••••••• C•••••• · Managing Memberdirect · owns 25% to 50%
- 2••• M•••••• D•••••••• I••••••••• T•••• · Memberindirect · owns 75% or more of T••••• I•••••••••
- L•••• V•••• 2••• T•••• I• · Memberindirect · owns 75% or more of T•• A•••••• F••••• I••••••••• C••••••
- S•••••• G• A•••••• R•••••••• T•••• · Ownerdirect · owns 5% to 10%
- T••••• I••••••••• · Ownerdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- P•••••• S••••• C•••••• P•••••••• L••pooled vehicle sponsory
- V•••••• S••••• G•• L••pooled vehicle sponsory
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Pepper Pike, Oh · principal | 3 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- unusually large average accountStatic outlier · filing Mar 30, 2026RAUM per account of $5,944,682 against a peer median of $439,994 (5433 comparable advisers, 100.0th percentile, 3.7 robust deviations)peers: independent wealth managers, $100M to $500M (5,433) · 100% percentile
- very high RAUM per advisorStatic outlier · filing Mar 30, 2026RAUM per registered advisor of $150,598,615 against a peer median of $55,766,318 (3256 comparable advisers, 99.0th percentile, 3.3 robust deviations)peers: independent wealth managers, $100M to $500M (3,256) · 99% percentile
- compensation changedChange between filings · filing Mar 30, 2026performance-based compensation (Item 5.E.6): yes on the filing of 2026-01-22, no on the filing of 2026-03-30peers: independent wealth managers, $100M to $500M (5,678)
- custody status changedChange between filings · filing Mar 30, 2026custody of client assets (Item 9.A): yes on the filing of 2026-01-22, no on the filing of 2026-03-30peers: independent wealth managers, $100M to $500M (5,678)
What changed
consecutive filings, newest first
- Accounts · 71 to 76Jan 22, 2026 to Mar 30, 2026
- HNW clients · 14 to 15Jan 22, 2026 to Mar 30, 2026
- Assets in custody · 0.0 to unsetJan 22, 2026 to Mar 30, 2026
- Custody of client assets · true to falseJan 22, 2026 to Mar 30, 2026
- Employees · 4 to 5Jan 22, 2026 to Mar 30, 2026
- State-registered IARs · 2 to 3Jan 22, 2026 to Mar 30, 2026
- Discretionary RAUM · $337M to $401MJan 22, 2026 to Mar 30, 2026
- HNW RAUM · $221M to $185MJan 22, 2026 to Mar 30, 2026
- Non-discretionary RAUM · $115M to $50.8MJan 22, 2026 to Mar 30, 2026
- Pooled vehicle RAUM · $198M to $224MJan 22, 2026 to Mar 30, 2026
- RAUM · $452M to $452MJan 22, 2026 to Mar 30, 2026
- Advisory employees · 3 to 4Jul 30, 2025 to Sep 15, 2025
- Employees · 3 to 4Jul 30, 2025 to Sep 15, 2025
- RAUM · $456M to $452MMar 31, 2025 to Jul 30, 2025
- Advisory employees · 4 to 3Mar 31, 2025 to Jul 30, 2025
- HNW clients · 15 to 14Mar 31, 2025 to Jul 30, 2025
- Employees · 4 to 3Mar 31, 2025 to Jul 30, 2025
- Financial planning clients · unset to Mar 31, 2025 to Jul 30, 2025
- Discretionary RAUM · $341M to $337MMar 31, 2025 to Jul 30, 2025
- Pooled vehicle RAUM · $202M to $198MMar 31, 2025 to Jul 30, 2025
- Accounts · 54 to 71Jul 24, 2024 to Mar 31, 2025
- HNW clients · 6 to 15Jul 24, 2024 to Mar 31, 2025
- Pooled vehicle clients · 5 to 6Jul 24, 2024 to Mar 31, 2025
- Assets in custody · $86.3M to $0Jul 24, 2024 to Mar 31, 2025
- Private funds · 5 to 6Jul 24, 2024 to Mar 31, 2025
- Discretionary RAUM · $213M to $341MJul 24, 2024 to Mar 31, 2025
- HNW RAUM · $157M to $221MJul 24, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $134M to $115MJul 24, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $162M to $202MJul 24, 2024 to Mar 31, 2025
- RAUM · $347M to $456MJul 24, 2024 to Mar 31, 2025
- Accounts · 74 to 54Jul 24, 2023 to Mar 29, 2024
- Charity clients · unset to 1.0Jul 24, 2023 to Mar 29, 2024
- HNW clients · 5 to 6Jul 24, 2023 to Mar 29, 2024
- Pooled vehicle clients · 4 to 5Jul 24, 2023 to Mar 29, 2024
- Assets in custody · $109M to $86.3MJul 24, 2023 to Mar 29, 2024
- Private funds · 4 to 5Jul 24, 2023 to Mar 29, 2024
- Discretionary RAUM · $146M to $213MJul 24, 2023 to Mar 29, 2024
- HNW RAUM · $77.1M to $157MJul 24, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $39.9M to $134MJul 24, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $109M to $162MJul 24, 2023 to Mar 29, 2024
Signals
8 dated events
- V•••••• P••••••• L•• reported RAUM $455.8M, up 31% from $346.9M (2024-07-24 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- V•••••• P••••••• L•• reported RAUM $346.9M, up 87% from $185.7M (2023-07-24 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Gary Sheldon Adelman (Trustee) appeared on Schedule A of V•••••• P••••••• L••Mar 29, 2024 · Control person joined · fact
- David Joel Adelman (Owner) no longer on Schedule A of V•••••• P••••••• L•• (listed 2020-12-21, absent 2022-06-03)Jun 3, 2022 · Control person left · inference
- Michael Druskinsky (Owner) no longer on Schedule A of V•••••• P••••••• L•• (listed 2020-12-21, absent 2022-06-03)Jun 3, 2022 · Control person left · inference
- David Joel Adelman (Owner) appeared on Schedule A of V•••••• P••••••• L••Dec 21, 2020 · Control person joined · fact
- Michael Druskinsky (Owner) appeared on Schedule A of V•••••• P••••••• L••Dec 21, 2020 · Control person joined · fact
- A•••• P••••••• L•• filed its initial SEC registration (Form ADV)Jul 29, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- V•••••• P••••••• L•• · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Business phone
- 216-859-8800reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/virterapartnersreportedpublic record, Form ADV, Sep 21, 2026
- Website
- v•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 216-859-8800reportedpublic record, Form ADV, Mar 30, 2026
- Team page
- v•••••••••.comreportedpublished by the firm, firm site, Sep 15, 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
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $151Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026