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•••••• P•••••••
Asset manager (funds and pooled vehicles)San Francisco, CaliforniaCRD 317369SEC 801-123517websiteIAPD
Legal name V••••• C•••••• P••••••• M••••••••• L•
Latest filing Apr 1, 2026
First filing on the tape Feb 22, 2022 · 8 filings
SEC status approved since Mar 24, 2022
RAUM
$2.4B
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
18
15 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
13
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$2.4B as of Apr 1, 2026
Mar 28, 2023$291M then
HNW client RAUM$0 as of Apr 1, 2026
Mar 28, 2023$0 then
State-registered IARs (5.B.3)0 as of Apr 1, 2026
Mar 28, 20230 then
Employees (5.A)18 as of Apr 1, 2026
Mar 28, 20239 then
Private funds13 as of Apr 1, 2026
Mar 28, 20233 then
RAUM +87% over the last fiscal year+103% a year over threeIARs 0 to 0offices 4 to 3
Practice profile
derived from the filing of Apr 1, 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
- $187MderivedRAUM 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
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +87%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
- Custody
- yesreportedItem 9.A
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.4B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 13reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- 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••••• C•••••• P••••••• F••• I• L• | Private Equity Fund | $438M | 91 | Mar 28, 2023 |
| V••••• C•••••• P••••••• F••• I•• L• | Private Equity Fund | $160M | 13 | Mar 28, 2023 |
| S•••••• O••••••••• L• | Private Equity Fund | $75.4M | 3 | Mar 29, 2024 |
| S•••••• O••••••••• L• | Private Equity Fund | $66.1M | 4 | Mar 28, 2023 |
| C••• O••••••••• L• | Private Equity Fund | $56.8M | 9 | Mar 29, 2024 |
| S•••••• O••••••••• L• | Private Equity Fund | $10.8M | 1 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- D•••••• M••••••• P•••••• · Chief Compliance Officer, Partnercontrolsince 01/2022 · owns less than 5%
- L•••••• R•••••• O••••••• · Limited Partnercontrolsince 10/2021 · owns 75% or more
- L•••••• R•••••• O••••••• · Membercontrolsince 10/2021 · owns 50% to 75% of V••••• C•••••• P••••••• M••••••••• L••
- W••••••••• E•••••• A••••• · Membercontrolsince 10/2021 · owns 50% to 75% of V••••• C•••••• P••••••• M••••••••• L••
Entity owners
- V••••• C•••••• P••••••• M••••••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- V••••• C•••••• P••••••• F••• I• G• L•pooled vehicle sponsorn
- V••••• C•••••• P••••••• F••• I• U•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Apr 1, 2026private funds (Schedule D 7.B.1) moved from 6.0 to 13.0 (+117.0%) between the annual amendments of 2025-04-08 and 2026-04-01; the peer median change was 0.0% (1022 comparable advisers, 99.0th percentile of changes)peers: asset managers, $1B to $5B (1,022) · 99% percentile
- RAUM up 50 %Change between filings · filing Apr 1, 2026RAUM (Item 5.F) moved from $1,296,823,577 to $2,425,813,497 (+87.0%) between the annual amendments of 2025-04-08 and 2026-04-01; the peer median change was +11.0% (1368 comparable advisers, 93.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 93% percentile
What changed
consecutive filings, newest first
- Accounts · 6 to 13Apr 8, 2025 to Mar 31, 2026
- Advisory employees · 13 to 15Apr 8, 2025 to Mar 31, 2026
- Pooled vehicle clients · 6 to 13Apr 8, 2025 to Mar 31, 2026
- Employees · 15 to 18Apr 8, 2025 to Mar 31, 2026
- Other offices · 4 to 3Apr 8, 2025 to Mar 31, 2026
- Private funds · 6 to 13Apr 8, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.3B to $2.4BApr 8, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.3B to $2.4BApr 8, 2025 to Mar 31, 2026
- RAUM · $1.3B to $2.4BApr 8, 2025 to Mar 31, 2026
- Advisory employees · 7 to 13Mar 29, 2024 to Apr 8, 2025
- Employees · 9 to 15Mar 29, 2024 to Apr 8, 2025
- Financial planning clients · unset to Mar 29, 2024 to Apr 8, 2025
- Other offices · 0 to 4Mar 29, 2024 to Apr 8, 2025
- Discretionary RAUM · $807M to $1.3BMar 29, 2024 to Apr 8, 2025
- Pooled vehicle RAUM · $807M to $1.3BMar 29, 2024 to Apr 8, 2025
- RAUM · $807M to $1.3BMar 29, 2024 to Apr 8, 2025
- Accounts · 3 to 6Apr 7, 2023 to Mar 29, 2024
- Advisory employees · 9 to 7Apr 7, 2023 to Mar 29, 2024
- Pooled vehicle clients · 3 to 6Apr 7, 2023 to Mar 29, 2024
- Assets in custody · $159M to $0Apr 7, 2023 to Mar 29, 2024
- Private funds · 3 to 6Apr 7, 2023 to Mar 29, 2024
- Discretionary RAUM · $291M to $807MApr 7, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $291M to $807MApr 7, 2023 to Mar 29, 2024
- RAUM · $291M to $807MApr 7, 2023 to Mar 29, 2024
- Accounts · 2 to 3Jul 22, 2022 to Mar 28, 2023
- Advisory employees · 8 to 9Jul 22, 2022 to Mar 28, 2023
- Pooled vehicle clients · 2 to 3Jul 22, 2022 to Mar 28, 2023
- Assets in custody · unset to 159216175.0Jul 22, 2022 to Mar 28, 2023
- Custody of client assets · false to trueJul 22, 2022 to Mar 28, 2023
- Employees · 8 to 9Jul 22, 2022 to Mar 28, 2023
- Private funds · unset to 3Jul 22, 2022 to Mar 28, 2023
- Discretionary RAUM · $100M to $291MJul 22, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $100M to $291MJul 22, 2022 to Mar 28, 2023
- RAUM · $100M to $291MJul 22, 2022 to Mar 28, 2023
- Accounts · 0 to 2Feb 22, 2022 to Jul 22, 2022
- Business name · V••••• C•••••• P••••••• M••••••••• L• to V••••• C•••••• P•••••••Feb 22, 2022 to Jul 22, 2022
- Pooled vehicle clients · 0 to 2Feb 22, 2022 to Jul 22, 2022
- HQ city · unset to SAN FRANCISCOFeb 22, 2022 to Jul 22, 2022
- HQ state · unset to CAFeb 22, 2022 to Jul 22, 2022
- Discretionary RAUM · $0 to $100MFeb 22, 2022 to Jul 22, 2022
Signals
5 dated events
- V••••• C•••••• P••••••• reported RAUM $2.4B, up 87% from $1.3B (2025-04-08 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- V••••• C•••••• P••••••• reported RAUM $1.3B, up 61% from $807.4M (2024-03-29 to 2025-04-08)Apr 8, 2025 · RAUM change · derived
- V••••• C•••••• P••••••• reported RAUM $807.4M, up 177% from $291.3M (2023-04-07 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- V••••• C•••••• P••••••• reported RAUM $291.3M, up 191% from $100.0M (2022-07-22 to 2023-03-28)Mar 28, 2023 · RAUM change · derived
- V••••• C•••••• P••••••• M••••••••• L• filed its initial SEC registration (Form ADV)Feb 22, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- V••••• C•••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- V••••• C•••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/valeas-capital-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- v•••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 415-992-3131reportedpublic record, Form ADV, Apr 1, 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