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••••• P••••••• A•••••••
Legal name V••••• P••••••• A•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Aug 1, 2022 · 8 filings
SEC status approved since Aug 31, 2022
RAUM
$375M
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
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
9
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$375M as of Mar 31, 2026
Mar 29, 2023$494M then
HNW client RAUM$0 as of Mar 31, 2026
Mar 29, 2023$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20230 then
Employees (5.A)2 as of Mar 31, 2026
Mar 29, 20232 then
Private funds9 as of Mar 31, 2026
Mar 29, 20236 then
RAUM +5.8% over the last fiscal year-8.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $41.7MderivedRAUM 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
- +5.8%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
- $375M, 9 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)
- 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$375M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 9reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $375M for 9 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
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| V••••• P••••••• F••• V••• L•• | Real Estate Fund | $149M | 154 | Aug 1, 2022 |
| V••••• P••••••• F••• I•••• L•• | Real Estate Fund | $116M | 97 | Aug 1, 2022 |
| V••••• P••••••• F••• I•• L•• | Real Estate Fund | $69.5M | 89 | Aug 1, 2022 |
| V••••• P••••••• I••••• P••• F••• I••• L•• | Real Estate Fund | $53.6M | 44 | Aug 1, 2022 |
| V••••• P••••••• F••• V• L•• | Real Estate Fund | $41.1M | 59 | Aug 1, 2022 |
| V••••• P••••••• F••• I••••• L••no longer reported | Real Estate Fund | $40.0M | 99 | Aug 1, 2022 |
| V••••• P••••••• F••• I••• L••no longer reported | Real Estate Fund | $24.8M | 78 | Aug 1, 2022 |
| V••••• P••••••• I••••• P••• F••• I• L•• | Real Estate Fund | $20.2M | 23 | Aug 1, 2022 |
| V••••• P••••••• N•••••• L•• | Real Estate Fund | $13.9M | 26 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• B•••• A••• · Chief Executive Officercontrolsince 05/2022 · owns 25% to 50%
- M•••••• S••••• · Presidentcontrolsince 05/2022 · owns 25% to 50%
- C•••••• B•••• A••• · Ownercontrolsince 05/2022 · owns 50% to 75% of C• C•••••• A••••••• L••
- M•••••• S••••• · Ownercontrolsince 05/2022 · owns 50% to 75% of C• C•••••• A••••••• L••
- H•••••• M•••••••• E••••• · Chief Compliance Officersince 06/2022 · owns less than 5%
Entity owners
- C• C•••••• A••••••• L•• · Managerdirect · owns less than 5%
Related persons
Schedule D 7.A
- B••• C•••••investment companyy
- S••••• M•••••investment companyy
- V••••• P••••••• M••••••••• I•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 7 to 9Mar 27, 2025 to Mar 31, 2026
- Pooled vehicle clients · 7 to 9Mar 27, 2025 to Mar 31, 2026
- Assets in custody · $37.3M to $375MMar 27, 2025 to Mar 31, 2026
- Financial planning clients · to 0Mar 27, 2025 to Mar 31, 2026
- Private funds · 7 to 9Mar 27, 2025 to Mar 31, 2026
- Discretionary RAUM · $354M to $375MMar 27, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $354M to $375MMar 27, 2025 to Mar 31, 2026
- RAUM · $354M to $375MMar 27, 2025 to Mar 31, 2026
- Assets in custody · $13.9M to $37.3MMar 28, 2024 to Mar 27, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 27, 2025
- Discretionary RAUM · $464M to $354MMar 28, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $464M to $354MMar 28, 2024 to Mar 27, 2025
- RAUM · $464M to $354MMar 28, 2024 to Mar 27, 2025
- Accounts · 6 to 7Oct 5, 2023 to Mar 28, 2024
- Pooled vehicle clients · 6 to 7Oct 5, 2023 to Mar 28, 2024
- Assets in custody · unset to 13870876.0Oct 5, 2023 to Mar 28, 2024
- Custody of client assets · false to trueOct 5, 2023 to Mar 28, 2024
- Private funds · 6 to 7Oct 5, 2023 to Mar 28, 2024
- Discretionary RAUM · $494M to $464MOct 5, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $494M to $464MOct 5, 2023 to Mar 28, 2024
- RAUM · $494M to $464MOct 5, 2023 to Mar 28, 2024
- Accounts · 8 to 6Aug 5, 2022 to Mar 29, 2023
- Pooled vehicle clients · 8 to 6Aug 5, 2022 to Mar 29, 2023
- Private funds · 8 to 6Aug 5, 2022 to Mar 29, 2023
- Discretionary RAUM · $558M to $494MAug 5, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $558M to $494MAug 5, 2022 to Mar 29, 2023
- RAUM · $558M to $494MAug 5, 2022 to Mar 29, 2023
Signals
2 dated events
- Jennifer Ehrhardt (Chief Financial Officer) no longer on Schedule A of V••••• P••••••• A••••••• (listed 2023-09-06, absent 2023-10-05)Oct 5, 2023 · Control person left · inference
- V••••• P••••••• A••••••• filed its initial SEC registration (Form ADV)Aug 1, 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
- Website
- vikingpartnersllc.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 513-793-9919reportedpublic record, Form ADV, Mar 31, 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••••• P••••••• A••••••• 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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