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••••• S•• V•••••••
Asset manager (funds and pooled vehicles)West Palm Beach, FloridaCRD 317632SEC 801-123062websiteIAPD
Legal name V•• M••••••••• L••
Latest filing Apr 9, 2026
First filing on the tape Dec 16, 2021 · 10 filings
SEC status approved since Jan 14, 2022
RAUM
$229M
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
7 advisory (5.B.1)
Offices
7
beyond the principal office
Private funds
6
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$229M as of Apr 9, 2026
Mar 30, 2022$336M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 9, 2026
Mar 30, 20220 then
Employees (5.A)9 as of Apr 9, 2026
Mar 30, 20228 then
Private funds6 as of Apr 9, 2026
Mar 30, 20229 then
RAUM +12% over the last fiscal year-8.7% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 9, 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
- $38.2MderivedRAUM 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
- unknownderived8 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%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
- $220M, 6 clientsreportedItem 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
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$229M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $220M for 6 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
12 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| V••••• S•• V•••••• C•••••• F••• L• | Venture Capital Fund | $95.1M | 50 | Sep 10, 2020 |
| V••••• S•• V•••••• C•••••• F••• I• L• | Venture Capital Fund | $40.1M | 74 | Mar 30, 2022 |
| V•• C•••••••• I• L•• | Venture Capital Fund | $29.8M | 3 | Mar 30, 2020 |
| V•• C•••••••• I•• L•• | Venture Capital Fund | $24.9M | 2 | Mar 30, 2020 |
| V•• C•••••••• V•• L•• | Venture Capital Fund | $14.1M | 17 | Mar 30, 2022 |
| V•• C•••••••• V••• L•• | Venture Capital Fund | $5.9M | 37 | Mar 31, 2023 |
| V•• C•••••••• I•• • L•• | Venture Capital Fund | $4.6M | 6 | Mar 30, 2020 |
| V•• C•••••••• V• L•• | Venture Capital Fund | $3.9M | 12 | Dec 16, 2021 |
| V•• C•••••••• I•• L•• | Venture Capital Fund | $3.7M | 19 | Sep 10, 2020 |
| M• E• L•• | Venture Capital Fund | $3.3M | 50 | Sep 10, 2020 |
| V•• C•••••••• I•• L•• | Venture Capital Fund | $2.8M | 14 | Mar 29, 2024 |
| V•• C•••••••• V•••• L•• | Venture Capital Fund | $2.2M | 5 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- G••••••••• J•••• A••••• · Managing Directorcontrolsince 07/2019 · owns less than 5%
- G••••••••• M••••••• R••••• · Managing Directorcontrolsince 07/2019 · owns less than 5%
- L••••••• K••••••• S••••••• · Managing Directorcontrolsince 07/2019 · owns less than 5%
- L••••••• M••••••• M••••••• · Managing Directorcontrolsince 07/2019 · owns less than 5%
- R•••• K••••••••• Q• · Managing Directorcontrolsince 09/2021 · owns less than 5%
- G••••••••• J•••• A••••• · Ownercontrolsince 11/2003 · owns 75% or more of T••••••• C•••••• P••••••• L••
- G••••••••• M••••••• R••••• · Ownercontrolsince 01/2019 · owns 75% or more of A••••••• L••
- L••••••• M••••••• M••••••• · Ownercontrolsince 05/2016 · owns 75% or more of L•••••• E••••••••• L••
- R•••• K••••••••• Q• · Member And Managercontrolsince 11/2021 · owns 75% or more of C•••• W•• L••
- B••••••••• K••••• L••••• · Vice President Of Operationssince 07/2019 · owns less than 5%
- D••••••• A•••••• P•••• · Cco And General Counselsince 07/2019 · owns less than 5%
- K••••••• T•••• E••••• · Cfosince 07/2019 · owns less than 5%
Entity owners
- A••••••• L•• · Memberdirect · owns 10% to 25%
- C•••• W•• L•• · Memberdirect · owns 10% to 25%
- L•••••• E••••••••• L•• · Memberdirect · owns 25% to 50%
- T••••••• C•••••• P••••••• L•• · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- R•••• T••••••• C• G• L••pooled vehicle sponsorn
- R•••• T••••••• G• I• L••pooled vehicle sponsorn
- R•••• T••••••• G• I•• L••pooled vehicle sponsorn
- R•••• T••••••• M••••••••• I• L••pooled vehicle sponsorn
- R•••• T••••••• M••••••••• I•• L••pooled vehicle sponsorn
- R•••• T••••••• M••••••••• L••investment adviserpooled vehicle sponsornRAUM $1.3B
- R•••• M••••••••• L••pooled vehicle sponsorn
- R••• M••••••••• L••pooled vehicle sponsorn
- R••• M••••••••• V• L••pooled vehicle sponsorn
- R••••••• L••pooled vehicle sponsorn
- V•• C•••••••• G• L••pooled vehicle sponsorn
- V•• G• I• L••pooled vehicle sponsorn
- V•• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 8 to 6Mar 28, 2025 to Mar 30, 2026
- Pooled vehicle clients · 8 to 6Mar 28, 2025 to Mar 30, 2026
- Assets in custody · $195M to $220MMar 28, 2025 to Mar 30, 2026
- Private funds · 8 to 6Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $204M to $229MMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $204M to $229MMar 28, 2025 to Mar 30, 2026
- RAUM · $204M to $229MMar 28, 2025 to Mar 30, 2026
- Accounts · 10 to 8Sep 17, 2024 to Mar 28, 2025
- Pooled vehicle clients · 10 to 8Sep 17, 2024 to Mar 28, 2025
- Assets in custody · $176M to $195MSep 17, 2024 to Mar 28, 2025
- Financial planning clients · unset to Sep 17, 2024 to Mar 28, 2025
- Other offices · 8 to 7Sep 17, 2024 to Mar 28, 2025
- Private funds · 10 to 8Sep 17, 2024 to Mar 28, 2025
- Discretionary RAUM · $206M to $204MSep 17, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $206M to $204MSep 17, 2024 to Mar 28, 2025
- RAUM · $206M to $204MSep 17, 2024 to Mar 28, 2025
- Assets in custody · $301M to $176MNov 20, 2023 to Mar 29, 2024
- Discretionary RAUM · $301M to $206MNov 20, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $301M to $206MNov 20, 2023 to Mar 29, 2024
- RAUM · $301M to $206MNov 20, 2023 to Mar 29, 2024
- Other offices · 7 to 8Mar 31, 2023 to Nov 20, 2023
- Accounts · 9 to 10Sep 28, 2022 to Mar 31, 2023
- Pooled vehicle clients · 9 to 10Sep 28, 2022 to Mar 31, 2023
- Assets in custody · $336M to $301MSep 28, 2022 to Mar 31, 2023
- Employees · 8 to 9Sep 28, 2022 to Mar 31, 2023
- Private funds · 9 to 10Sep 28, 2022 to Mar 31, 2023
- Discretionary RAUM · $336M to $301MSep 28, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $336M to $301MSep 28, 2022 to Mar 31, 2023
- RAUM · $336M to $301MSep 28, 2022 to Mar 31, 2023
- Accounts · 8 to 9Dec 16, 2021 to Mar 30, 2022
- Pooled vehicle clients · 8 to 9Dec 16, 2021 to Mar 30, 2022
- Assets in custody · $222M to $336MDec 16, 2021 to Mar 30, 2022
- Private funds · 7 to 9Dec 16, 2021 to Mar 30, 2022
- Discretionary RAUM · $222M to $336MDec 16, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $222M to $336MDec 16, 2021 to Mar 30, 2022
- RAUM · $222M to $336MDec 16, 2021 to Mar 30, 2022
Signals
2 dated events
- V••••• S•• V••••••• reported RAUM $336.2M, up 52% from $221.8M (2021-12-16 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- V••••• S•• V••••••• filed its initial SEC registration (Form ADV)Dec 16, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- V••••• S•• V••••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/velvet-sea-venturesreportedpublic record, Form ADV, Sep 19, 2026
- Website
- v•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 248-594-4751reportedpublic record, Form ADV, Apr 9, 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