DFX Intelligence

RIA Intelligence

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SEC-registered adviser

V••••• P•••• C••••••• L•

Other adviserNew York, New YorkCRD 325894SEC 801-127682website IAPD

Latest filing Mar 31, 2026

First filing on the tape Mar 17, 2023 · 5 filings

SEC status approved since Apr 14, 2023

RAUM

$5.5B

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

8 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

5 filings and snapshots on the tape

RAUM$5.5B as of Mar 31, 2026

Mar 27, 2024$1.8B then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Mar 31, 2026

Mar 27, 20240 then

Employees (5.A)11 as of Mar 31, 2026

Mar 27, 202410 then

Private funds1 as of Mar 31, 2026

Mar 27, 20241 then

RAUM +96% over the last fiscal yearIARs 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: $1.4BderivedRAUM 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: +96%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 vehicles, otherreportedItem 5.G
Custody: $2.8B, 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)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$2.8B100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 4reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $2.8B for 3 clientsreported
Compensation: % of AUM, performancereported
Class basis: private_client_share=0.0 fund_share=0.51 institutional_share=0.0 related_bd=false related_bank=true 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

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

Fund	Type	Gross assets	Owners	First reported
V••••• P•••• M••••• F•••• L•	Hedge Fund	$736M	33	Mar 17, 2023

Owners and control persons

Schedule A and B, latest filing

M•••••• I•••• L••••••••• · Partner, Coo And Ccocontrol
since 04/2023 · owns 5% to 10%
W•••••• R•••• C••••••••• · Managing Partner And Chief Investment Officercontrol
since 04/2023 · owns 75% or more

Related persons

Schedule D 7.A

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

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

RAUM up 50 %Change between filings · filing Mar 31, 2026
RAUM (Item 5.F) moved from $2,792,163,991 to $5,469,117,378 (+96.0%) between the annual amendments of 2025-03-21 and 2026-03-31; the peer median change was +9.0% (119 comparable advisers, 98.0th percentile of changes)
peers: other advisers, $5B to $20B (119) · 98% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Advisory employees · 7 to 8
Mar 21, 2025 to Mar 31, 2026
Advisory activities · 1 to 2
Mar 21, 2025 to Mar 31, 2026
Assets in custody · $1.3B to $2.8B
Mar 21, 2025 to Mar 31, 2026
Employees · 10 to 11
Mar 21, 2025 to Mar 31, 2026
Discretionary RAUM · $2.8B to $5.5B
Mar 21, 2025 to Mar 31, 2026
Pooled vehicle RAUM · $1.3B to $2.8B
Mar 21, 2025 to Mar 31, 2026
RAUM · $2.8B to $5.5B
Mar 21, 2025 to Mar 31, 2026
Assets in custody · $736M to $1.3B
Mar 27, 2024 to Mar 21, 2025
Financial planning clients · unset to
Mar 27, 2024 to Mar 21, 2025
Discretionary RAUM · $1.8B to $2.8B
Mar 27, 2024 to Mar 21, 2025
Pooled vehicle RAUM · $736M to $1.3B
Mar 27, 2024 to Mar 21, 2025
RAUM · $1.8B to $2.8B
Mar 27, 2024 to Mar 21, 2025
Advisory employees · 6 to 7
Aug 10, 2023 to Mar 27, 2024
Assets in custody · $371M to $736M
Aug 10, 2023 to Mar 27, 2024
Employees · 9 to 10
Aug 10, 2023 to Mar 27, 2024
Discretionary RAUM · $1.3B to $1.8B
Aug 10, 2023 to Mar 27, 2024
Pooled vehicle RAUM · $371M to $736M
Aug 10, 2023 to Mar 27, 2024
RAUM · $1.3B to $1.8B
Aug 10, 2023 to Mar 27, 2024
Accounts · unset to 4.0
Mar 17, 2023 to Aug 10, 2023
Advisory employees · 4 to 6
Mar 17, 2023 to Aug 10, 2023
Assets in custody · unset to 370510378.0
Mar 17, 2023 to Aug 10, 2023
Custody of client assets · false to true
Mar 17, 2023 to Aug 10, 2023
Employees · 6 to 9
Mar 17, 2023 to Aug 10, 2023
Discretionary RAUM · unset to 1273044872.0
Mar 17, 2023 to Aug 10, 2023
Non-discretionary RAUM · unset to 0.0
Mar 17, 2023 to Aug 10, 2023
Pooled vehicle RAUM · $0 to $371M
Mar 17, 2023 to Aug 10, 2023
RAUM · unset to 1273044872.0
Mar 17, 2023 to Aug 10, 2023

Signals

4 dated events

V••••• P•••• C••••••• L• reported RAUM $5.5B, up 96% from $2.8B (2025-03-21 to 2026-03-31)
Mar 31, 2026 · RAUM change · derived
V••••• P•••• C••••••• L• reported RAUM $2.8B, up 52% from $1.8B (2024-03-27 to 2025-03-21)
Mar 21, 2025 · RAUM change · derived
V••••• P•••• C••••••• L• reported RAUM $1.8B, up 45% from $1.3B (2023-08-10 to 2024-03-27)
Mar 27, 2024 · RAUM change · derived
V••••• P•••• C••••••• L• filed its initial SEC registration (Form ADV)
Mar 17, 2023 · 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: v•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 646-989-4000reportedpublic 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: Other adviserderiveda 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