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SEC-registered adviser

V••• E••••• L••

Asset manager (funds and pooled vehicles)San Francisco, CaliforniaCRD 310402SEC 801-119673websiteIAPD
Latest filing Apr 3, 2025
First filing on the tape Sep 22, 2020 · 8 filings
SEC status approved since Oct 22, 2020
RAUM
$10.3M
reported, Item 5.F
Discretionary
0.0%
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
3
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$10.3M as of Apr 3, 2025
Mar 10, 2021$8.7M then
HNW client RAUM$0 as of Apr 3, 2025
Mar 10, 2021$0 then
State-registered IARs (5.B.3)0 as of Apr 3, 2025
Mar 10, 20210 then
Employees (5.A)3 as of Apr 3, 2025
Mar 10, 20212 then
Private funds: no history
RAUM +116% over the last fiscal year-28% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 3, 2025; 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
$10.3MderivedRAUM over accounts (5.F.2.f)
Discretionary
0.0%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
+116%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 assetsreportedItem 5.E
Advisory activities
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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Investment companies$10.3M100%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
1reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.0 fund_share=1.0 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
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • H•••• J•••• · Chief Operating Officercontrol
        since 11/2020 · owns less than 5%
      • P•••• J••• H••• · Chief Compliance Officercontrol
        since 08/2020 · owns less than 5%
      • P•••• T••• J••••• · Chief Executive Officer, President, Sole Membercontrol
        since 07/2020 · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Financial planning clients · unset to
        May 3, 2024 to Apr 3, 2025
      • Non-discretionary RAUM · $4.8M to $10.3M
        May 3, 2024 to Apr 3, 2025
      • RAUM · $4.8M to $10.3M
        May 3, 2024 to Apr 3, 2025
      • Advisory employees · 3 to 1
        Oct 5, 2023 to May 3, 2024
      • Employees · 4 to 3
        Oct 5, 2023 to May 3, 2024
      • Non-discretionary RAUM · $4.2M to $4.8M
        Oct 5, 2023 to May 3, 2024
      • RAUM · $4.2M to $4.8M
        Oct 5, 2023 to May 3, 2024
      • Accounts · 5 to 1
        Mar 29, 2022 to Oct 5, 2023
      • Employees · 5 to 4
        Mar 29, 2022 to Oct 5, 2023
      • Discretionary RAUM · $28.2M to $0
        Mar 29, 2022 to Oct 5, 2023
      • Non-discretionary RAUM · $0 to $4.2M
        Mar 29, 2022 to Oct 5, 2023
      • RAUM · $28.2M to $4.2M
        Mar 29, 2022 to Oct 5, 2023
      • Accounts · 4 to 5
        Apr 26, 2021 to Mar 29, 2022
      • Discretionary RAUM · $0 to $28.2M
        Apr 26, 2021 to Mar 29, 2022
      • Non-discretionary RAUM · $8.7M to $0
        Apr 26, 2021 to Mar 29, 2022
      • RAUM · $8.7M to $28.2M
        Apr 26, 2021 to Mar 29, 2022
      • Advisory employees · 1 to 3
        Mar 10, 2021 to Apr 26, 2021
      • Employees · 2 to 5
        Mar 10, 2021 to Apr 26, 2021
      • Charity clients · unset to 0.0
        Jan 25, 2021 to Mar 10, 2021
      • Corporate clients · unset to 0.0
        Jan 25, 2021 to Mar 10, 2021
      • HNW clients · unset to 0.0
        Jan 25, 2021 to Mar 10, 2021
      • Individual clients · unset to 0.0
        Jan 25, 2021 to Mar 10, 2021
      • Pension plan clients · unset to 0.0
        Jan 25, 2021 to Mar 10, 2021
      • Pooled vehicle clients · unset to 0.0
        Jan 25, 2021 to Mar 10, 2021
      • HQ city · OAKLAND to SAN FRANCISCO
        Jan 25, 2021 to Mar 10, 2021
      • HNW RAUM · unset to 0.0
        Jan 25, 2021 to Mar 10, 2021
      • Individual RAUM · unset to 0.0
        Jan 25, 2021 to Mar 10, 2021
      • Non-discretionary RAUM · $6.7M to $8.7M
        Jan 25, 2021 to Mar 10, 2021
      • Pension RAUM · unset to 0.0
        Jan 25, 2021 to Mar 10, 2021
      • Pooled vehicle RAUM · unset to 0.0
        Jan 25, 2021 to Mar 10, 2021
      • RAUM · $6.7M to $8.7M
        Jan 25, 2021 to Mar 10, 2021
      • Accounts · 0 to 4
        Sep 22, 2020 to Jan 25, 2021
      • Non-discretionary RAUM · $0 to $6.7M
        Sep 22, 2020 to Jan 25, 2021
      • RAUM · $0 to $6.7M
        Sep 22, 2020 to Jan 25, 2021
      Signals
      2 dated events
      • J•••• H••• (Chief Operating Officer) appeared on Schedule A of V••• E••••• L••
        Apr 26, 2021 · Control person joined · fact
      • V••• E••••• L•• filed its initial SEC registration (Form ADV)
        Sep 22, 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
      Website
      v•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      415-993-8658reportedpublic record, Form ADV, Apr 3, 2025
      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
      Asset manager (funds and pooled vehicles)deriveda 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