DFX Intelligence
RIA Intelligence
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SEC-registered adviser
V•••• C••••• P••••••• M••••••••• L•••••• P•••••••••
Latest filing May 4, 2026
First filing on the tape Aug 28, 2025 · 4 filings
SEC status approved since Aug 28, 2025
RAUM
$2.0B
reported, Item 5.F
Discretionary
73%
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
41
20 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
21
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$2.0B as of May 4, 2026
Aug 28, 2025$856M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 4, 2026
Aug 28, 20250 then
Employees (5.A)41 as of May 4, 2026
Aug 28, 202533 then
Private funds21 as of May 4, 2026
Aug 28, 20254 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of May 4, 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
- $66.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 73%derivedof RAUM
- Institutional
- 20%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
- unknownderivedbetween 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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $6.9M, 21 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
- Pooled investment vehicles$1.3B76%
- Insurance companies$400M23%
- Corporations and businesses$20.3M1.2%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 30reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $6.9M for 21 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.66 institutional_share=0.2 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| V•••• C••••• G• I•• L••• | Other Private Fund | $41.1M | 50 | May 18, 2023 |
Owners and control persons
Schedule A and B, latest filing
- F•••••• R••• · Managing Partnercontrolsince 03/2022 · owns less than 5%
- G•••••••• A•••••••• · Partner/Head Of Riskcontrolsince 03/2022 · owns less than 5%
- M••••• I••• V••••• · Managing Partnercontrolsince 03/2022 · owns less than 5%
- R••• E••• · Chief Financial Officercontrolsince 02/2022 · owns less than 5%
- S••••• O••• · Chief Compliance Officer/G•••••• Counselcontrolsince 03/2022 · owns less than 5%
Entity owners
- I• V••••• I••••••••• L••• · L•••••• Partnerdirect · owns 10% to 25%
- R• S•••• M••••••••• L••• · L•••••• Partnerdirect · owns 10% to 25%
- V••••• ••••• M••••••••• L••• · L•••••• Partnerdirect · owns 25% to 50%
- V•••• C••••• P••••••• G•••••• · G•••••• Partnerdirect · owns less than 5%
- J•••••••• A• I••• · L•••••• Partnerdirect · owns 10% to 25%
- S•••• C•••••• L•• · L•••••• Partnerdirect · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 11 to 30Sep 11, 2025 to Mar 31, 2026
- Advisory employees · 15 to 20Sep 11, 2025 to Mar 31, 2026
- Advisory activities · 1 to 2Sep 11, 2025 to Mar 31, 2026
- Business name · V•••• C••••• P••••••• M••••••••• L••• to V•••• C••••• P••••••• M••••••••• L•••••• P•••••••••Sep 11, 2025 to Mar 31, 2026
- Pooled vehicle clients · 11 to 25Sep 11, 2025 to Mar 31, 2026
- Assets in custody · $414M to $6.9MSep 11, 2025 to Mar 31, 2026
- Employees · 33 to 41Sep 11, 2025 to Mar 31, 2026
- Legal name · V•••• C••••• P••••••• M••••••••• L••• to V•••• C••••• P••••••• M••••••••• L•••••• P•••••••••Sep 11, 2025 to Mar 31, 2026
- Private funds · 4 to 21Sep 11, 2025 to Mar 31, 2026
- Discretionary RAUM · $558M to $1.4BSep 11, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $298M to $548MSep 11, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $856M to $1.3BSep 11, 2025 to Mar 31, 2026
- RAUM · $856M to $2.0BSep 11, 2025 to Mar 31, 2026
- HQ city · HERZLIYA to TEL AVIVAug 28, 2025 to Sep 11, 2025
Signals
1 dated events
- V•••• C••••• P••••••• M••••••••• L•••••• P••••••••• reported RAUM $2.0B, up 133% from $856.3M (2025-09-11 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
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
- Firm profile
- LINKEDIN.COM/COMPANY/130912reportedpublic record, Form ADV, Sep 21, 2026
- Website
- v•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- +97299520700reportedpublic record, Form ADV, May 4, 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