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•••••• C•••••• M••••••••• L•••
Latest filing May 10, 2023
First filing on the tape Jun 29, 2021 · 5 filings
RAUM
$328M
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
9
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
$328M gross assets
History
5 filings and snapshots on the tape
RAUM$328M as of Mar 24, 2023
Mar 29, 2022$382M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 24, 2023
Mar 29, 20220 then
Employees (5.A)9 as of Mar 24, 2023
Mar 29, 20229 then
Private funds1 as of Mar 24, 2023
Mar 29, 20221 then
RAUM -14% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of May 10, 2023; 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
- $109MderivedRAUM 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
- -14%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, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 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$328M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, 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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| V•••••• C•••••• M••••• F•••• L••• | Hedge Fund | $328M | 92 | Dec 21, 2020 |
| V•••••• C•••••• P•••••••• L••• | Private Equity Fund | $44.3M | 78 | Jun 3, 2024 |
Owners and control persons
Schedule A and B, latest filing
- E••••••••• P•••• G••••• · Limited Partnercontrolsince 04/2020 · owns 75% or more
- W•••••• M•••••• A••••• · Chief Compliance Officer And Chief Operating Officercontrolsince 05/2023 · owns less than 5%
- E••••••••• P•••• G••••• · Member And Managercontrolsince 04/2020 · owns 75% or more of L••• S••••••• L••
Entity owners
- L••• S••••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- V•••••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $382M to $328MMar 29, 2022 to Mar 24, 2023
- Pooled vehicle RAUM · $382M to $328MMar 29, 2022 to Mar 24, 2023
- RAUM · $382M to $328MMar 29, 2022 to Mar 24, 2023
- Advisory employees · 5 to 6Jul 6, 2021 to Mar 29, 2022
- Employees · 8 to 9Jul 6, 2021 to Mar 29, 2022
- Discretionary RAUM · $401M to $382MJul 6, 2021 to Mar 29, 2022
- Pooled vehicle RAUM · $401M to $382MJul 6, 2021 to Mar 29, 2022
- RAUM · $401M to $382MJul 6, 2021 to Mar 29, 2022
- Private funds · 2 to 1Jun 29, 2021 to Jul 6, 2021
Signals
4 dated events
- Andrew Marcus Werner (Chief Compliance Officer And Chief Operating Officer) appeared on Schedule A of V•••••• C•••••• M••••••••• L•••May 10, 2023 · Control person joined · fact
- Aldo Huntley Hanover (Chief Compliance Officer And Chief Operating Officer) no longer on Schedule A of V•••••• C•••••• M••••••••• L••• (listed 2023-03-24, absent 2023-05-10)May 10, 2023 · Control person left · inference
- David Craig Skaling (Director Of Finance) no longer on Schedule A of V•••••• C•••••• M••••••••• L••• (listed 2021-07-06, absent 2022-03-29)Mar 29, 2022 · Control person left · inference
- V•••••• C•••••• M••••••••• L••• filed its initial SEC registration (Form ADV)Jun 29, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- V•••••• C•••••• M••••••••• L••• · Independent Sponsorsshared crd · capital_provider
- V•••••• C•••••• M••••••••• L••• · Private Equityshared crd · organization
- V•••••• C•••••• M••••••••• L••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/vetamerreportedpublic record, Form ADV, Sep 19, 2026
- Website
- vetamercap.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