DFX Intelligence

RIA Intelligence

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SEC-registered adviser

V••••••• C•••••• A••••••• L••

Institutional managerNew York, New YorkCRD 322722SEC 801-126541website IAPD

Latest filing May 12, 2026

First filing on the tape Aug 11, 2022 · 8 filings

SEC status approved since Sep 9, 2022

RAUM

$2.1B

reported, Item 5.F

Discretionary

94%

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

12 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

8 filings and snapshots on the tape

RAUM$2.1B as of May 12, 2026

Mar 31, 2023$648M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of May 12, 2026

Mar 31, 20230 then

Employees (5.A)13 as of May 12, 2026

Mar 31, 20238 then

Private funds1 as of May 12, 2026

Mar 31, 20261 then

RAUM +59% over the last fiscal year+48% a year over threeIARs 0 to 0

Practice profile

derived from the filing of May 12, 2026; every figure names its basis

Archetypes, each a printed rule

Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent

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: $705MderivedRAUM over accounts (5.F.2.f)
Discretionary: 94%derivedof RAUM
Institutional: 81%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: +59%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-based, otherreportedItem 5.E
Advisory activities: portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Custody: $50.7M, 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)
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 hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Insurance companies$1.7B81%
Pooled investment vehicles$401M19%

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: $50.7M for 3 clientsreported
Compensation: % of AUM, performancereported
Class basis: private_client_share=0.0 fund_share=0.19 institutional_share=0.81 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

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

C••••• G•••••••• S• · Partnercontrol
since 01/2019 · owns less than 5%
L•••• E••••• · Managing Partnercontrol
since 01/2019 · owns less than 5%
S•••••• A••••• · Chief Compliance Officercontrol
since 08/2022 · owns less than 5%
C••••• G•••••••• S• · Membercontrol
since 04/2022 · owns 25% to 50% of 4•• L•••• L••
L•••• E••••• · Membercontrol
since 04/2022 · owns 75% or more of 4•• L•••• L••

Entity owners

V••••••• S••••••••• S••••••••• L•• · Sole Member
direct · owns 75% or more
W••••• S••••• P•••••••• L•• · Member
direct · owns 25% to 50%
4•• L•••• L•• · Member
indirect · owns 50% to 75% of V••••••• S••••••••• S••••••••• L••
R••••••••• G•••• O• A••••••• I••••••••• · Shareholder
indirect · owns 75% or more of R•• B•••••••• L•• · public reporting company
R•• B•••••••• L•• · Shareholder
indirect · owns 75% or more of W••••• S••••• P••••••• L••
W••••• S••••• P••••••• L•• · Member
indirect · owns 25% to 50% of V••••••• S••••••••• S••••••••• L••

Related persons

Schedule D 7.A

No related person reported.

Offices

Schedule D 1.F, the 25 largest

, 1 employees

ADV anomalies

2 against comparable advisers; where to look, not conclusions

institutional asset share shiftChange between filings · filing Mar 31, 2026
institutional share of RAUM moved from 100.0% to 81.0% between the annual amendments of 2025-03-30 and 2026-03-31
peers: institutional managers, $1B to $5B (121)
RAUM up 50 %Change between filings · filing Mar 31, 2026
RAUM (Item 5.F) moved from $1,333,970,000 to $2,115,440,110 (+59.0%) between the annual amendments of 2025-03-30 and 2026-03-31; the peer median change was +15.0% (105 comparable advisers, 93.0th percentile of changes)
peers: institutional managers, $1B to $5B (105) · 93% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 6 to 3
Mar 30, 2025 to Mar 31, 2026
Advisory activities · 1 to 2
Mar 30, 2025 to Mar 31, 2026
Pooled vehicle clients · unset to 1.0
Mar 30, 2025 to Mar 31, 2026
Assets in custody · $0 to $50.7M
Mar 30, 2025 to Mar 31, 2026
Private funds · unset to 1
Mar 30, 2025 to Mar 31, 2026
Discretionary RAUM · $1.1B to $2.0B
Mar 30, 2025 to Mar 31, 2026
Non-discretionary RAUM · $184M to $131M
Mar 30, 2025 to Mar 31, 2026
Pooled vehicle RAUM · unset to 400841297.0
Mar 30, 2025 to Mar 31, 2026
RAUM · $1.3B to $2.1B
Mar 30, 2025 to Mar 31, 2026
Accounts · 7 to 6
Mar 30, 2024 to Mar 30, 2025
Advisory employees · 10 to 12
Mar 30, 2024 to Mar 30, 2025
Employees · 11 to 13
Mar 30, 2024 to Mar 30, 2025
Financial planning clients · unset to
Mar 30, 2024 to Mar 30, 2025
Other offices · 2 to 0
Mar 30, 2024 to Mar 30, 2025
Discretionary RAUM · $650M to $1.1B
Mar 30, 2024 to Mar 30, 2025
Non-discretionary RAUM · $168M to $184M
Mar 30, 2024 to Mar 30, 2025
RAUM · $818M to $1.3B
Mar 30, 2024 to Mar 30, 2025
Advisory employees · 9 to 10
Mar 29, 2024 to Mar 30, 2024
Accounts · 4 to 7
May 2, 2023 to Mar 29, 2024
Advisory employees · 7 to 9
May 2, 2023 to Mar 29, 2024
Assets in custody · unset to 0.0
May 2, 2023 to Mar 29, 2024
Custody of client assets · false to true
May 2, 2023 to Mar 29, 2024
Employees · 8 to 11
May 2, 2023 to Mar 29, 2024
Discretionary RAUM · $0 to $650M
May 2, 2023 to Mar 29, 2024
Non-discretionary RAUM · $658M to $168M
May 2, 2023 to Mar 29, 2024
RAUM · $658M to $818M
May 2, 2023 to Mar 29, 2024
Discretionary RAUM · $500M to $0
Mar 31, 2023 to May 2, 2023
Non-discretionary RAUM · $148M to $658M
Mar 31, 2023 to May 2, 2023
RAUM · $648M to $658M
Mar 31, 2023 to May 2, 2023
Accounts · 2 to 4
Aug 11, 2022 to Mar 31, 2023
Advisory employees · 8 to 7
Aug 11, 2022 to Mar 31, 2023
Pooled vehicle clients · 1.0 to unset
Aug 11, 2022 to Mar 31, 2023
Discretionary RAUM · $1.0B to $500M
Aug 11, 2022 to Mar 31, 2023
Non-discretionary RAUM · $170M to $148M
Aug 11, 2022 to Mar 31, 2023
RAUM · $1.2B to $648M
Aug 11, 2022 to Mar 31, 2023

Signals

4 dated events

V••••••• C•••••• A••••••• L•• reported RAUM $2.1B, up 59% from $1.3B (2025-03-30 to 2026-03-31)
Mar 31, 2026 · ria raum c••••e · derived
V••••••• C•••••• A••••••• L•• reported RAUM $1.3B, up 63% from $818.2M (2024-03-30 to 2025-03-30)
Mar 30, 2025 · ria raum c••••e · derived
V••••••• C•••••• A••••••• L•• reported RAUM $648.0M, down 45% from $1.2B (2022-08-11 to 2023-03-31)
Mar 31, 2023 · ria raum c••••e · derived
V••••••• C•••••• A••••••• L•• filed its initial SEC registration (Form ADV)
Aug 11, 2022 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

VCA Fund II Rated Feeder LLC · Family Offices
shared cik · vehicle

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/velocity-structured-solutionsreportedpublic record, Form ADV, Sep 21, 2026
Website: v•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 917-204-5967reportedpublic record, Form ADV, May 12, 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: Institutional managerderiveda 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