DFX Intelligence
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SEC-registered adviser
V••••• M••••••••• L••
Latest filing May 5, 2026
First filing on the tape Sep 23, 2024 · 4 filings
SEC status approved since Oct 23, 2024
RAUM
$1.6B
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
8
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
2
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$1.6B as of May 5, 2026
Mar 19, 2025$1.2B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 5, 2026
Mar 19, 20250 then
Employees (5.A)8 as of May 5, 2026
Mar 19, 20259 then
Private funds2 as of May 5, 2026
Mar 19, 20251 then
RAUM +30% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of May 5, 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
- $789MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +30%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 vehiclesreportedItem 5.G
- Custody
- $1.6B, 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
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.6B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.6B for 2 clientsreported
- Compensation
- % of AUM, performancereported
- 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 |
|---|---|---|---|---|
| V••••• L• | Other Private Fund | $1.2B | 2 | Sep 23, 2024 |
Owners and control persons
Schedule A and B, latest filing
- A•••••• M••••••• T•••••• J••••• · Chief Investmentofficer, President, Sole Managercontrolsince 05/2021 · owns 75% or more
- R•••• R••••••• A•••• · Chief Accounting Officer, Chief Compliance Officersince 05/2021 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Dallas, TX1 employees
What changed
consecutive filings, newest first
- Accounts · 1 to 2Mar 19, 2025 to Mar 20, 2026
- Pooled vehicle clients · 1 to 2Mar 19, 2025 to Mar 20, 2026
- Assets in custody · $1.2B to $1.6BMar 19, 2025 to Mar 20, 2026
- Employees · 9 to 8Mar 19, 2025 to Mar 20, 2026
- Private funds · 1 to 2Mar 19, 2025 to Mar 20, 2026
- Discretionary RAUM · $1.2B to $1.6BMar 19, 2025 to Mar 20, 2026
- Pooled vehicle RAUM · $1.2B to $1.6BMar 19, 2025 to Mar 20, 2026
- RAUM · $1.2B to $1.6BMar 19, 2025 to Mar 20, 2026
- Assets in custody · $1.2B to $1.2BSep 23, 2024 to Mar 19, 2025
- Financial planning clients · unset to Sep 23, 2024 to Mar 19, 2025
- Discretionary RAUM · $1.2B to $1.2BSep 23, 2024 to Mar 19, 2025
- Pooled vehicle RAUM · $1.2B to $1.2BSep 23, 2024 to Mar 19, 2025
- RAUM · $1.2B to $1.2BSep 23, 2024 to Mar 19, 2025
Signals
2 dated events
- V••••• M••••••••• L•• reported RAUM $1.6B, up 30% from $1.2B (2025-03-19 to 2026-03-20)Mar 20, 2026 · RAUM change · derived
- V••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Sep 23, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- V••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/vercap-management-llcreportedpublic record, Form ADV, Sep 21, 2026
- Website
- v•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 469-564-4800reportedpublic record, Form ADV, May 5, 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