DFX Intelligence

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SEC-registered adviser

V•••• P•••••••

Asset manager (funds and pooled vehicles)San Francisco, CaliforniaCRD 318319SEC 801-123135website IAPD

Legal name V•••• P••••••• L•

Latest filing Feb 26, 2026

First filing on the tape Jan 2, 2022 · 9 filings

SEC status approved since Feb 1, 2022

RAUM

$522M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

4 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

9 filings and snapshots on the tape

RAUM$522M as of Feb 26, 2026

Mar 20, 2023$511M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Feb 26, 2026

Mar 20, 20230 then

Employees (5.A)6 as of Feb 26, 2026

Mar 20, 20233 then

Private funds3 as of Feb 26, 2026

Mar 20, 20233 then

RAUM -4.7% over the last fiscal year+0.7% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Feb 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: $174MderivedRAUM 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: unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year: -4.7%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: $522M, 3 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

has discretionary authority over which securities are bought or sold (8.C.1)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
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)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$522M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 3reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $522M for 3 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

Every departure Every arrival

Private funds

3 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
V•••• I••••••••• P••••••• I• L•	Hedge Fund	$486M	1	Mar 4, 2022
V•••• O••••••••• F••• L•	Hedge Fund	$43.8M	3	Mar 20, 2023
V•••• E••••••• G••••• L•	Hedge Fund	$2.9M	6	Mar 20, 2023

Owners and control persons

Schedule A and B, latest filing

H•• E••••• D•••••• · Chief Compliance Officercontrol
since 02/2022 · owns less than 5%
S••••••••• M••••••• R• · Owner/Managing Partnercontrol
since 07/2021 · owns 25% to 50%
S•••••• J•••••• S••• · Owner/Managing Partnercontrol
since 07/2021 · owns 50% to 75%
S••••••••• M••••••• R• · Membercontrol
since 07/2021 · owns 25% to 50% of V•••• P••••••• G• L••
S•••••• J•••••• S••• · Membercontrol
since 07/2021 · owns 50% to 75% of V•••• P••••••• G• L••

Entity owners

V•••• P••••••• G• L•• · Member And General Partner
direct · owns less than 5%

Related persons

Schedule D 7.A

V•••• G• L••
pooled vehicle sponsorn
V•••• P•••••••• L•
pooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

Dallas, TX1 employees

What changed

consecutive filings, newest first

Advisory employees · 5 to 4
Mar 28, 2025 to Feb 26, 2026
Assets in custody · $547M to $522M
Mar 28, 2025 to Feb 26, 2026
Employees · 7 to 6
Mar 28, 2025 to Feb 26, 2026
Discretionary RAUM · $547M to $522M
Mar 28, 2025 to Feb 26, 2026
Pooled vehicle RAUM · $547M to $522M
Mar 28, 2025 to Feb 26, 2026
RAUM · $547M to $522M
Mar 28, 2025 to Feb 26, 2026
Assets in custody · $547M to $547M
Feb 13, 2025 to Mar 28, 2025
Financial planning clients · unset to
Feb 13, 2025 to Mar 28, 2025
Discretionary RAUM · $547M to $547M
Feb 13, 2025 to Mar 28, 2025
Pooled vehicle RAUM · $547M to $547M
Feb 13, 2025 to Mar 28, 2025
RAUM · $547M to $547M
Feb 13, 2025 to Mar 28, 2025
Advisory employees · 4 to 5
Dec 4, 2024 to Feb 13, 2025
Assets in custody · $532M to $547M
Dec 4, 2024 to Feb 13, 2025
Employees · 6 to 7
Dec 4, 2024 to Feb 13, 2025
Discretionary RAUM · $532M to $547M
Dec 4, 2024 to Feb 13, 2025
Pooled vehicle RAUM · $532M to $547M
Dec 4, 2024 to Feb 13, 2025
RAUM · $532M to $547M
Dec 4, 2024 to Feb 13, 2025
Advisory employees · 2 to 4
Nov 8, 2023 to Mar 25, 2024
Assets in custody · $511M to $532M
Nov 8, 2023 to Mar 25, 2024
Employees · 3 to 6
Nov 8, 2023 to Mar 25, 2024
Other offices · 0 to 1
Nov 8, 2023 to Mar 25, 2024
Discretionary RAUM · $511M to $532M
Nov 8, 2023 to Mar 25, 2024
Pooled vehicle RAUM · $511M to $532M
Nov 8, 2023 to Mar 25, 2024
RAUM · $511M to $532M
Nov 8, 2023 to Mar 25, 2024
Accounts · 1 to 3
Mar 4, 2022 to Mar 20, 2023
Pooled vehicle clients · 1 to 3
Mar 4, 2022 to Mar 20, 2023
Assets in custody · $311M to $511M
Mar 4, 2022 to Mar 20, 2023
Private funds · 1 to 3
Mar 4, 2022 to Mar 20, 2023
Discretionary RAUM · $311M to $511M
Mar 4, 2022 to Mar 20, 2023
Pooled vehicle RAUM · $311M to $511M
Mar 4, 2022 to Mar 20, 2023
RAUM · $311M to $511M
Mar 4, 2022 to Mar 20, 2023
Accounts · unset to 1.0
Jan 2, 2022 to Mar 4, 2022
Pooled vehicle clients · unset to 1.0
Jan 2, 2022 to Mar 4, 2022
Assets in custody · unset to 310647138.0
Jan 2, 2022 to Mar 4, 2022
Custody of client assets · false to true
Jan 2, 2022 to Mar 4, 2022
Employees · 2 to 3
Jan 2, 2022 to Mar 4, 2022
Private funds · unset to 1
Jan 2, 2022 to Mar 4, 2022
Discretionary RAUM · unset to 310647138.0
Jan 2, 2022 to Mar 4, 2022
Non-discretionary RAUM · unset to 0.0
Jan 2, 2022 to Mar 4, 2022
Pooled vehicle RAUM · unset to 310647138.0
Jan 2, 2022 to Mar 4, 2022

Signals

3 dated events

V•••• P••••••• reported RAUM $510.9M, up 64% from $310.6M (2022-03-04 to 2023-03-20)
Mar 20, 2023 · RAUM change · derived
Deborah Emily Hu (Chief Compliance Officer) appeared on Schedule A of V•••• P•••••••
Mar 4, 2022 · Control person joined · fact
V•••• P••••••• filed its initial SEC registration (Form ADV)
Jan 2, 2022 · 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

Principal office phone: 415-214-3917reportedpublic record, Form ADV, Feb 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