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
T•• V•••••••• G•••• L•
Latest filing Sep 15, 2026
First filing on the tape Jul 31, 2023 · 11 filings
SEC status approved since Aug 30, 2023
RAUM
$396M
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
10
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$396M as of May 20, 2026
Mar 28, 2024$183M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 20, 2026
Mar 28, 20240 then
Employees (5.A)10 as of May 20, 2026
Mar 28, 20246 then
Private funds1 as of May 20, 2026
Mar 28, 20241 then
RAUM +51% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Sep 15, 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
- $99.0MderivedRAUM 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
- +51%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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $239M, 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
- buys or sells securities as principal to or from clients (8.A.2)
- 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$239M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $239M for 3 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.6 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0 bank_owner=falsederived
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•••••••• S•••••••• E•••••••• P••••••• M••••• L• | Hedge Fund | $183M | 14 | Jan 2, 2024 |
Owners and control persons
Schedule A and B, latest filing
- I••• C••••••• M••••• · Managing Partnercontrolsince 10/2020 · owns less than 5%
- M•••••• J•••••• D•••• · Chief Compliance Officer, Chief Operating Officer, Chief Financial Officercontrolsince 07/2023 · owns less than 5%
- I••• C••••••• M••••• · Managing Membercontrolsince 10/2020 · owns 75% or more of T•• G• L••
- I••• C••••••• M••••• · Limited Partnercontrolsince 10/2023 · owns 75% or more of V•••••••• M••••••••• H••••••• L•
Entity owners
- T•• G• L•• · General Partnerdirect · owns less than 5%
- V•••••••• M••••••••• H••••••• L• · Limited Partnerdirect · owns 75% or more
- T•• G• L•• · General Partnerindirect · owns F of V•••••••• M••••••••• H••••••• L•
Related persons
Schedule D 7.A
- V••• G• L••bankpooled 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 30, 2026RAUM (Item 5.F) moved from $262,241,038 to $396,051,145 (+51.0%) between the annual amendments of 2025-03-31 and 2026-03-30; the peer median change was +4.0% (1148 comparable advisers, 91.0th percentile of changes)peers: asset managers, $100M to $500M (1,148) · 91% percentile
What changed
consecutive filings, newest first
- Financial planning clients · to unsetMay 20, 2026 to Sep 15, 2026
- Private funds · 1 to unsetMay 20, 2026 to Sep 15, 2026
- Succession · false to unsetMay 20, 2026 to Sep 15, 2026
- Accounts · 3 to 4Feb 24, 2026 to Mar 30, 2026
- Advisory employees · 6 to 8Feb 24, 2026 to Mar 30, 2026
- Advisory activities · 1 to 2Feb 24, 2026 to Mar 30, 2026
- Assets in custody · $262M to $239MFeb 24, 2026 to Mar 30, 2026
- Employees · 7 to 10Feb 24, 2026 to Mar 30, 2026
- Discretionary RAUM · $262M to $396MFeb 24, 2026 to Mar 30, 2026
- Pooled vehicle RAUM · $262M to $239MFeb 24, 2026 to Mar 30, 2026
- RAUM · $262M to $396MFeb 24, 2026 to Mar 30, 2026
- Advisory employees · 5 to 6Sep 27, 2024 to Mar 31, 2025
- Assets in custody · $183M to $262MSep 27, 2024 to Mar 31, 2025
- Employees · 6 to 7Sep 27, 2024 to Mar 31, 2025
- Financial planning clients · unset to Sep 27, 2024 to Mar 31, 2025
- Discretionary RAUM · $183M to $262MSep 27, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $183M to $262MSep 27, 2024 to Mar 31, 2025
- RAUM · $183M to $262MSep 27, 2024 to Mar 31, 2025
- Assets in custody · $165M to $183MJan 2, 2024 to Mar 28, 2024
- Discretionary RAUM · $165M to $183MJan 2, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $165M to $183MJan 2, 2024 to Mar 28, 2024
- RAUM · $165M to $183MJan 2, 2024 to Mar 28, 2024
- Accounts · unset to 3.0Dec 22, 2023 to Jan 2, 2024
- Pooled vehicle clients · unset to 3.0Dec 22, 2023 to Jan 2, 2024
- Assets in custody · unset to 165361469.0Dec 22, 2023 to Jan 2, 2024
- Custody of client assets · false to trueDec 22, 2023 to Jan 2, 2024
- Private funds · unset to 1Dec 22, 2023 to Jan 2, 2024
- Discretionary RAUM · unset to 165361469.0Dec 22, 2023 to Jan 2, 2024
- Non-discretionary RAUM · unset to 0.0Dec 22, 2023 to Jan 2, 2024
- Pooled vehicle RAUM · unset to 165361469.0Dec 22, 2023 to Jan 2, 2024
- RAUM · unset to 165361469.0Dec 22, 2023 to Jan 2, 2024
- Related bank · false to trueDec 22, 2023 to Jan 2, 2024
Signals
2 dated events
- T•• V•••••••• G•••• L• reported RAUM $396.1M, up 51% from $262.2M (2026-02-24 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- T•• V•••••••• G•••• L• filed its initial SEC registration (Form ADV)Jul 31, 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
- thevisualizegroup.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-540-5151reportedpublic record, Form ADV, Sep 15, 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