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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Former SEC-registered adviser
J• G••••• C••••••• I•••
Latest filing Mar 1, 2022
First filing on the tape Sep 10, 2021 · 8 filings
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
2
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$0 as of Mar 1, 2022
Feb 22, 2022$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 1, 2022
Sep 10, 20210 then
Employees (5.A)2 as of Mar 1, 2022
Sep 10, 20216 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 1, 2022; every figure names its basis
- RAUM per advisor
- $0derivedRAUM 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
- unknownderivedRAUM over accounts (5.F.2.f)
- Discretionary
- unknownderivedof RAUM
- Institutional
- unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween 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
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, publicationsreportedItem 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 0reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J•••••• A•••••••• F••••• | Houston, Tx | Oct 18, 2024 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- J••••• V••••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Oct 16, 2023 · Other
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- V••••••••• G•••••••• J••••• C•••• · Chairmancontrolsince 08/2021 · owns less than 5%
- V••••••••• G•••••••• J••••• C•••• · Grantorcontrolsince 01/2010 · owns F of F••••••••• 6•••• B•••• A••••• S•
- A••• A•••• R••••••• C•••••• · President & Ceosince 08/2021 · owns less than 5%
- D••••• S•••••• B••••• · Chief Compliance Officersince 08/2021 · owns less than 5%
- G•• C••••••••• R••••••• J••••• · Secretarysince 08/2021 · owns less than 5%
- G•••••••• H•••••• J••••• · Corporate Head Officersince 08/2021 · owns less than 5%
- V••••••••• M••••••••• J•••• M••••• · Corporate Head Officersince 08/2021 · owns less than 5%
- V••••••••• M••••••••• J•••• M••••• · Stockholdersince 08/2000 · owns 75% or more of E••••••• E• I•••••••• C••••••• S••• D• C•••
Entity owners
- J• G••••• I••••••••• I•• · Shareholderdirect · owns 75% or more
- D••••• D••••••••• D• N•••••••• S• D• C• · Stockholderindirect · owns 75% or more of J• G••••• I••••••••• I••
- F••••••••• 6•••• B•••• A••••• S• · Shareholderindirect · owns 75% or more of D••••• D••••••••• D• N•••••••• S• D• C•
- C••••••• I••• · Shareholderdirect · owns 10% to 25%
- E••••••• E• I•••••••• C••••••• S••• D• C••• · Stockholderindirect · owns 75% or more of C••••••• I•••
Related persons
Schedule D 7.A
- B•••• A•••••• S•n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Houston, Tx · principal | 1 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · unset to 0.0Feb 16, 2022 to Feb 22, 2022
- Advisory activities · 6 to 4Feb 16, 2022 to Feb 22, 2022
- Commission compensation · true to falseFeb 16, 2022 to Feb 22, 2022
- State-registered IARs · 0 to 1Feb 16, 2022 to Feb 22, 2022
- Discretionary RAUM · unset to 0.0Feb 16, 2022 to Feb 22, 2022
- Non-discretionary RAUM · unset to 0.0Feb 16, 2022 to Feb 22, 2022
- RAUM · unset to 0.0Feb 16, 2022 to Feb 22, 2022
- Advisory employees · 2 to 1Jan 4, 2022 to Feb 16, 2022
- BD registered reps · 2 to 1Jan 4, 2022 to Feb 16, 2022
- Employees · 6 to 2Jan 4, 2022 to Feb 16, 2022
Signals
2 dated events
- J••••• V••••••••• left J• G••••• C••••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2023-11-29)Oct 16, 2023 · Advisor changed firm · fact
- J• G••••• C••••••• I••• filed its initial SEC registration (Form ADV)Sep 10, 2021 · 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
- Firm profile
- linkedin.com/company/jv-global-capital-increportedpublic record, Form ADV, Sep 18, 2026
- Website
- jvgcap.comreportedpublic record, Form ADV, Sep 18, 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