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•••••• M••••••••• L••
Latest filing Mar 19, 2026
First filing on the tape Jun 29, 2023 · 6 filings
SEC status approved since Aug 8, 2023
RAUM
$346M
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
20
20 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
8
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$346M as of Mar 19, 2026
Mar 5, 2024$268M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 19, 2026
Mar 5, 20240 then
Employees (5.A)20 as of Mar 19, 2026
Mar 5, 202417 then
Private funds8 as of Mar 19, 2026
Mar 5, 20246 then
RAUM +27% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 19, 2026; 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
- $38.5MderivedRAUM 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
- +27%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 pooled vehiclesreportedItem 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- 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$346M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- 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
Private funds
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| V•••••• S•••••••• P••••••• I•• Q•• L• | Other Private Fund | $91.5M | 249 | Mar 31, 2023 |
| V•••••• S•••••••• P••••••• I••• L• | Other Private Fund | $41.1M | 74 | Mar 31, 2023 |
| V•••••• S•••••••• P••••••• I• Q•• L• | Other Private Fund | $17.6M | 82 | Aug 15, 2022 |
| V•••••• S•••••••• 2•••••• L• | Other Private Fund | $15.3M | 42 | Aug 15, 2022 |
| V•••••• S•••••••• P••••••• I•• L• | Other Private Fund | $9.5M | 78 | Aug 15, 2022 |
| V•• T••••• C••• L• | Other Private Fund | $7.2M | 2 | Jun 29, 2023 |
Owners and control persons
Schedule A and B, latest filing
- H•••• F••• · Managing Partnercontrolsince 12/2014 · owns 10% to 25%
- L••••• M•••••• · Partnercontrolsince 12/2014 · owns 10% to 25%
- S••••••• D•••• · Partner, Chief Compliance Officercontrolsince 12/2014 · owns 10% to 25%
- S••••• P••• · Partnercontrolsince 12/2014 · owns 10% to 25%
- Y••••• J•••• · Partnercontrolsince 12/2014 · owns 10% to 25%
Related persons
Schedule D 7.A
- V•••••• S•••••••• 2••••• G•• L•pooled vehicle sponsorn
- V•••••• S•••••••• P••••••• I• G•• L•pooled vehicle sponsorn
- V•••••• S•••••••• P••••••• I•• G•• L•pooled vehicle sponsorn
- V•• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 7 to 9Aug 25, 2025 to Mar 19, 2026
- Advisory employees · 18 to 20Aug 25, 2025 to Mar 19, 2026
- Pooled vehicle clients · 7 to 9Aug 25, 2025 to Mar 19, 2026
- Employees · 18 to 20Aug 25, 2025 to Mar 19, 2026
- Private funds · 6 to 8Aug 25, 2025 to Mar 19, 2026
- Discretionary RAUM · $273M to $346MAug 25, 2025 to Mar 19, 2026
- Pooled vehicle RAUM · $273M to $346MAug 25, 2025 to Mar 19, 2026
- RAUM · $273M to $346MAug 25, 2025 to Mar 19, 2026
- Financial planning clients · 0 to 0Mar 27, 2025 to Aug 25, 2025
- Advisory employees · 16 to 18Jun 28, 2024 to Mar 27, 2025
- Employees · 17 to 18Jun 28, 2024 to Mar 27, 2025
- Discretionary RAUM · $268M to $273MJun 28, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $268M to $273MJun 28, 2024 to Mar 27, 2025
- RAUM · $268M to $273MJun 28, 2024 to Mar 27, 2025
- Advisory employees · 15 to 16Jun 29, 2023 to Mar 5, 2024
- Employees · 16 to 17Jun 29, 2023 to Mar 5, 2024
- Private funds · 12 to 6Jun 29, 2023 to Mar 5, 2024
- Discretionary RAUM · $164M to $268MJun 29, 2023 to Mar 5, 2024
- Pooled vehicle RAUM · $164M to $268MJun 29, 2023 to Mar 5, 2024
- RAUM · $164M to $268MJun 29, 2023 to Mar 5, 2024
Signals
2 dated events
- V•••••• M••••••••• L•• reported RAUM $268.4M, up 64% from $164.1M (2023-06-29 to 2024-03-05)Mar 5, 2024 · RAUM change · derived
- V•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 29, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- V•••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- V•••••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- velocis.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 214-702-0220reportedpublic record, Form ADV, Mar 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
- 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