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••••••• Q••••••••• M•••••••••
Legal name V••••••• Q••••••••• M••••••••• L••
Latest filing Mar 6, 2026
First filing on the tape Oct 27, 2020 · 14 filings
SEC status approved since Nov 27, 2020
RAUM
$1.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$1.4B 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
1
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$1.4B as of Mar 6, 2026
Mar 29, 2021$4.3M then
HNW client RAUM$1.4B as of Mar 6, 2026
Mar 29, 2021$4.3M then
State-registered IARs (5.B.3)0 as of Mar 6, 2026
Mar 29, 20210 then
Employees (5.A)5 as of Mar 6, 2026
Mar 29, 20215 then
Private funds1 as of Mar 6, 2026
Mar 26, 20241 then
RAUM +21% over the last fiscal year+61% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 6, 2026; every figure names its basis
Archetypes, each a printed rule
- Multi-family-office-like · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, average HNW client assets at least $25M, fewer than 200 HNW clients, and business name contains 'family office' or private funds are reported
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- 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
- $28.7MderivedHNW RAUM over HNW clients
- Average account
- $28.9MderivedRAUM 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
- +21%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, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companiesreportedItem 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)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.4B97%
- Investment companies$38.8M2.7%
- Individual clients
- n/areported
- HNW clients
- 48reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 49reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.97 fund_share=0.03 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| V••••••• U••• T••••••• B••• 0•• M•••••• L•• | Liquidity Fund | $38.8M | 3 | Sep 26, 2023 |
Owners and control persons
Schedule A and B, latest filing
- G••••••• A••••••• J••• · Managercontrolsince 04/2020 · owns less than 5%
- M••••••••• H••••• E•••• · Chief Investment Officer, Membercontrolsince 06/2020 · owns 5% to 10%
- S•••• M••••••••• · President, Member, Managercontrolsince 04/2020 · owns 25% to 50%
- S••••••• J•••••••• K••••• · Managercontrolsince 04/2020 · owns less than 5%
- S•••• J••••• A••••• · Managercontrolsince 04/2020 · owns less than 5%
- W••••••••• A•••• · Chief Compliance Officercontrolsince 07/2021 · owns less than 5%
- G••••••• A••••••• J••• · Managing Membercontrolsince 06/2019 · owns F of V•••• F•••• G•••• L••
- G••••••• A••••••• J••• · Sole Shareholder; Sole Directorcontrolsince 12/2019 · owns 75% or more of V•••• H••••••• C••••
Entity owners
- V•••• M••••••••• L••• · Memberdirect · owns 50% to 75%
- V•••• F•••• G•••• L•• · General Partnerindirect · owns F of V•••• M••••••••• L•••
- V•••• H••••••• C•••• · Limited Partnerindirect · owns 75% or more of V•••• M••••••••• L•••
- V•••• H••••••• C•••• · Memberindirect · owns 75% or more of V•••• F•••• G•••• L••
Related persons
Schedule D 7.A
- V•••• E••••• P•••••••investment adviserpooled vehicle sponsornRAUM $59B
Advisers that list V••••••• Q••••••••• M••••••••• as a related person
- 160014 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 22 to 49May 14, 2025 to Mar 6, 2026
- HNW clients · 21 to 48May 14, 2025 to Mar 6, 2026
- Discretionary RAUM · $1.2B to $1.4BMay 14, 2025 to Mar 6, 2026
- HNW RAUM · $1.0B to $1.4BMay 14, 2025 to Mar 6, 2026
- RAUM · $1.2B to $1.4BMay 14, 2025 to Mar 6, 2026
- Financial planning clients · 0 to 0Mar 25, 2025 to May 14, 2025
- Accounts · 19 to 22Mar 26, 2024 to Mar 25, 2025
- Advisory employees · 2 to 3Mar 26, 2024 to Mar 25, 2025
- HNW clients · 18 to 21Mar 26, 2024 to Mar 25, 2025
- Employees · 4 to 5Mar 26, 2024 to Mar 25, 2025
- Discretionary RAUM · $883M to $1.2BMar 26, 2024 to Mar 25, 2025
- HNW RAUM · $807M to $1.0BMar 26, 2024 to Mar 25, 2025
- RAUM · $883M to $1.2BMar 26, 2024 to Mar 25, 2025
- Accounts · 15 to 19Sep 26, 2023 to Mar 26, 2024
- HNW clients · 13 to 18Sep 26, 2023 to Mar 26, 2024
- Financial planning clients · unset to 0Sep 26, 2023 to Mar 26, 2024
- Discretionary RAUM · $338M to $883MSep 26, 2023 to Mar 26, 2024
- HNW RAUM · $334M to $807MSep 26, 2023 to Mar 26, 2024
- RAUM · $338M to $883MSep 26, 2023 to Mar 26, 2024
- Private funds · unset to 1Jul 3, 2023 to Sep 26, 2023
- Accounts · 10 to 15Mar 6, 2023 to Mar 29, 2023
- Advisory employees · 3 to 2Mar 6, 2023 to Mar 29, 2023
- HNW clients · 9 to 13Mar 6, 2023 to Mar 29, 2023
- Discretionary RAUM · $123M to $338MMar 6, 2023 to Mar 29, 2023
- HNW RAUM · $122M to $334MMar 6, 2023 to Mar 29, 2023
- RAUM · $123M to $338MMar 6, 2023 to Mar 29, 2023
- Accounts · 5 to 10Dec 20, 2021 to Mar 31, 2022
- Advisory employees · 4 to 3Dec 20, 2021 to Mar 31, 2022
- HNW clients · 4 to 9Dec 20, 2021 to Mar 31, 2022
- Employees · 5 to 4Dec 20, 2021 to Mar 31, 2022
- Discretionary RAUM · $4.3M to $123MDec 20, 2021 to Mar 31, 2022
- HNW RAUM · $4.3M to $122MDec 20, 2021 to Mar 31, 2022
- RAUM · $4.3M to $123MDec 20, 2021 to Mar 31, 2022
- Accounts · 4 to 5Jul 7, 2021 to Dec 20, 2021
- Advisory activities · 2 to 3Jul 7, 2021 to Dec 20, 2021
- Accounts · 2 to 4Oct 27, 2020 to Mar 29, 2021
- Advisory employees · 2 to 4Oct 27, 2020 to Mar 29, 2021
- HNW clients · 2 to 4Oct 27, 2020 to Mar 29, 2021
- Employees · 3 to 5Oct 27, 2020 to Mar 29, 2021
- Discretionary RAUM · $3.0M to $4.3MOct 27, 2020 to Mar 29, 2021
Signals
6 dated events
- V••••••• Q••••••••• M••••••••• reported RAUM $1.2B, up 33% from $883.4M (2024-03-26 to 2025-03-25)Mar 25, 2025 · RAUM change · derived
- V••••••• Q••••••••• M••••••••• reported RAUM $883.4M, up 161% from $337.9M (2023-09-26 to 2024-03-26)Mar 26, 2024 · RAUM change · derived
- V••••••• Q••••••••• M••••••••• reported RAUM $337.9M, up 175% from $122.7M (2023-03-06 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
- Matthew Scott Montpas (Chief Compliance Officer) no longer on Schedule A of V••••••• Q••••••••• M••••••••• (listed 2021-03-29, absent 2021-07-07)Jul 7, 2021 · Control person left · inference
- A•••• W•••••••• (Chief Compliance Officer) appeared on Schedule A of V••••••• Q••••••••• M•••••••••Jul 7, 2021 · Control person joined · fact
- V••••••• Q••••••••• M••••••••• filed its initial SEC registration (Form ADV)Oct 27, 2020 · 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
- Business email
- info@vsqm.comreportedpublished by the firm, firm site, Sep 16, 2026
- Website
- vsqm.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (312) 872-7281reportedpublic record, Form ADV, Mar 6, 2026
- Contact form
- vsqm.com/contactreportedpublished by the firm, firm site, Sep 16, 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
- Independent wealth managerderiveda 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