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•••••• C•••••• M•••••••••
Legal name V•••••• C•••••• M••••••••• L••
Latest filing Jun 26, 2026
First filing on the tape Apr 15, 2021 · 14 filings
SEC status approved since May 17, 2021
RAUM
$158M
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
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
9
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$158M as of Jun 26, 2026
Mar 30, 2022$1.8B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 26, 2026
Mar 30, 20220 then
Employees (5.A)3 as of Jun 26, 2026
Mar 30, 202232 then
Private funds9 as of Jun 26, 2026
Mar 30, 20222 then
RAUM -14% over the last fiscal year-4.7% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 26, 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
- $17.5MderivedRAUM 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
- -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, performance-based, otherreportedItem 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
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$158M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- reported
- 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
11 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•• A••••••••• S••••••••• L••no longer reported | Hedge Fund | $1.8B | 88 | Aug 4, 2021 |
| C•• A••••••••• S••••••••• L••no longer reported | Hedge Fund | $1.8B | 88 | Mar 30, 2022 |
| R••• E••••• O••••••••• F••• I•• L•• | Real Estate Fund | $40.2M | 107 | Mar 31, 2023 |
| G••••• P•• I•• L•• | Private Equity Fund | $34.2M | 23 | Mar 31, 2023 |
| A••••••••• I••••••••• F••• 2•••• L•• | Hedge Fund | $25.9M | 17 | Aug 29, 2017 |
| G••••• P•• 2•••• L•• | Private Equity Fund | $22.2M | 12 | Apr 1, 2020 |
| R••• E••••• O••••••••• F••• I•• L•• | Real Estate Fund | $19.7M | 41 | Mar 23, 2022 |
| R••• E••••• O••••••••• F••• 2•••• L•• | Real Estate Fund | $13.6M | 20 | Aug 29, 2017 |
| L•• F••• 2•••• L•• | Other Private Fund | $11.5M | 8 | Mar 20, 2019 |
| R••• E••••• O••••••••• F••• 2•••• L•• | Real Estate Fund | $9.0M | 15 | Mar 20, 2019 |
| L•• F••• 2•••• L•• | Other Private Fund | $6.5M | 6 | Apr 1, 2020 |
Owners and control persons
Schedule A and B, latest filing
- A••••••• M••••••• D•••• · Chief Compliance Officercontrolsince 03/2021 · owns less than 5%
- C••••• L••••••• A•• · Cfocontrolsince 01/2023 · owns less than 5%
- H•••••••• J•••••• C••••• · Chief Operations Officercontrolsince 03/2021 · owns less than 5%
- W•••••••• M•••••• F•••• · Chief Legal Officercontrolsince 03/2021 · owns less than 5%
- C••••• E•••• H••••• · Managercontrolsince 08/2008 · owns 25% to 50% of C•• G•••••• P••••••• L••
- H•••• A•••••• W•••••• · Managercontrolsince 08/2008 · owns 25% to 50% of C•• G•••••• P••••••• L••
- W••••••• J•••• J••••• · Managercontrolsince 08/2008 · owns 25% to 50% of C•• G•••••• P••••••• L••
Entity owners
- C•• H•••••••• L• · Sole Memberdirect · owns 75% or more
- C•• G•••••• P••••••• L•• · G•••••• Partnerindirect · owns F of C•• H•••••••• L•
Related persons
Schedule D 7.A
- C••• L••broker-dealern
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- HQ city · NAPERVILLE to CHICAGOApr 28, 2026 to Jun 26, 2026
- Advisory employees · 2 to 3Mar 31, 2025 to Mar 26, 2026
- BD registered reps · 4 to 0Mar 31, 2025 to Mar 26, 2026
- Business name · C•• C•••••• M••••••••• L•• to V•••••• C•••••• M•••••••••Mar 31, 2025 to Mar 26, 2026
- Employees · 8 to 3Mar 31, 2025 to Mar 26, 2026
- HQ city · CHICAGO to NAPERVILLEMar 31, 2025 to Mar 26, 2026
- Legal name · C•• C•••••• M••••••••• L•• to V•••••• C•••••• M•••••••••, LLCMar 31, 2025 to Mar 26, 2026
- Discretionary RAUM · $184M to $158MMar 31, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $184M to $158MMar 31, 2025 to Mar 26, 2026
- RAUM · $184M to $158MMar 31, 2025 to Mar 26, 2026
- Related broker-dealer · true to falseMar 31, 2025 to Mar 26, 2026
- Financial planning clients · unset to Jun 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $183M to $184MJun 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $183M to $184MJun 28, 2024 to Mar 31, 2025
- RAUM · $183M to $184MJun 28, 2024 to Mar 31, 2025
- BD registered reps · 3 to 4Mar 31, 2023 to Mar 28, 2024
- Employees · 4 to 8Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $182M to $183MMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $182M to $183MMar 31, 2023 to Mar 28, 2024
- RAUM · $182M to $183MMar 31, 2023 to Mar 28, 2024
- Accounts · 1 to 9Sep 19, 2022 to Mar 31, 2023
- Advisory employees · 20 to 2Sep 19, 2022 to Mar 31, 2023
- BD registered reps · 11 to 3Sep 19, 2022 to Mar 31, 2023
- Pooled vehicle clients · 1 to 9Sep 19, 2022 to Mar 31, 2023
- Employees · 32 to 4Sep 19, 2022 to Mar 31, 2023
- Other offices · 2 to 0Sep 19, 2022 to Mar 31, 2023
- Private funds · 2 to 9Sep 19, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.8B to $182MSep 19, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.8B to $182MSep 19, 2022 to Mar 31, 2023
- RAUM · $1.8B to $182MSep 19, 2022 to Mar 31, 2023
- Related adviser · true to falseSep 19, 2022 to Mar 31, 2023
- Related bank · true to falseSep 19, 2022 to Mar 31, 2023
- Advisory employees · 15 to 20Aug 4, 2021 to Mar 30, 2022
- BD registered reps · 6 to 11Aug 4, 2021 to Mar 30, 2022
- Employees · 19 to 32Aug 4, 2021 to Mar 30, 2022
- Private funds · 1 to 2Aug 4, 2021 to Mar 30, 2022
- Discretionary RAUM · $3.4B to $1.8BAug 4, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $3.4B to $1.8BAug 4, 2021 to Mar 30, 2022
- RAUM · $3.4B to $1.8BAug 4, 2021 to Mar 30, 2022
- Accounts · unset to 1.0Apr 15, 2021 to Aug 4, 2021
Signals
6 dated events
- V•••••• C•••••• M••••••••• reported RAUM $182.1M, down 90% from $1.8B (2022-09-19 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Ann Lindsay Corby (Cfo) appeared on Schedule A of V•••••• C•••••• M•••••••••Mar 31, 2023 · Control person joined · fact
- Stephan Keller (President/Cfo) no longer on Schedule A of V•••••• C•••••• M••••••••• (listed 2022-09-19, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- V•••••• C•••••• M••••••••• reported RAUM $1.8B, down 46% from $3.4B (2021-08-04 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- John Michael Allara (Chief Financial Officer) no longer on Schedule A of V•••••• C•••••• M••••••••• (listed 2021-08-04, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- C•• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Apr 15, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- V•••••• C•••••• M••••••••• · Independent Sponsorsshared crd · capital_provider
- C•• C•••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- valorancapitalmanagement.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 312-545-5572reportedpublic record, Form ADV, Jun 26, 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
Across the graphs
V•••••• C•••••• M••••••••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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