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
B••••• V••••••• M••••••••• L••
Latest filing Feb 17, 2026
First filing on the tape Sep 24, 2024 · 4 filings
SEC status approved since Dec 22, 2025
RAUM
$24.0M
reported, Item 5.F
Discretionary
0.0%
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
1
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$24.0M as of Feb 17, 2026
Dec 17, 2025$13.6M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Feb 17, 2026
Dec 17, 20250 then
Employees (5.A)2 as of Feb 17, 2026
Dec 17, 20252 then
Private funds1 as of Feb 17, 2026
Dec 17, 20251 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Feb 17, 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
- $12.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%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
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $24.0M, 2 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)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$24.0M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $24.0M for 2 clientsreported
- Compensation
- fixedreported
- 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••• V••••••• I• L••• | Venture Capital Fund | $2.7M | 0 | Sep 24, 2024 |
Owners and control persons
Schedule A and B, latest filing
- H••••••• M••••••• J••••• · Executive Officercontrolsince 07/2023 · owns 50% to 75%
- M•••• Y••••• A•••••••• · Executive Officercontrolsince 07/2023 · owns 50% to 75%
Related persons
Schedule D 7.A
- E•••••••• C•••••• L•••investment adviserpooled vehicle sponsoryRAUM $3.5M
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1 to 2Dec 17, 2025 to Feb 17, 2026
- Assets in custody · $13.6M to $24.0MDec 17, 2025 to Feb 17, 2026
- Non-discretionary RAUM · $13.6M to $24.0MDec 17, 2025 to Feb 17, 2026
- Pooled vehicle RAUM · $13.6M to $24.0MDec 17, 2025 to Feb 17, 2026
- RAUM · $13.6M to $24.0MDec 17, 2025 to Feb 17, 2026
- Assets in custody · unset to 13550000.0Dec 12, 2024 to Dec 17, 2025
- Custody of client assets · false to trueDec 12, 2024 to Dec 17, 2025
- Financial planning clients · 0 to 0Dec 12, 2024 to Dec 17, 2025
- HQ city · unset to Dec 12, 2024 to Dec 17, 2025
- HQ state · unset to Dec 12, 2024 to Dec 17, 2025
- Non-discretionary RAUM · $12.2M to $13.6MDec 12, 2024 to Dec 17, 2025
- Pooled vehicle RAUM · $12.2M to $13.6MDec 12, 2024 to Dec 17, 2025
- RAUM · $12.2M to $13.6MDec 12, 2024 to Dec 17, 2025
- Advisory employees · 0 to 2Sep 24, 2024 to Dec 12, 2024
- Non-discretionary RAUM · $11.5M to $12.2MSep 24, 2024 to Dec 12, 2024
- Pooled vehicle RAUM · $11.5M to $12.2MSep 24, 2024 to Dec 12, 2024
- RAUM · $11.5M to $12.2MSep 24, 2024 to Dec 12, 2024
- Related adviser · false to trueSep 24, 2024 to Dec 12, 2024
Signals
1 dated events
- B••••• V••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Sep 24, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••••• V••••••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Principal office phone
- 972547693060reportedpublic record, Form ADV, Feb 17, 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