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SEC-registered adviser

V•••••• P•••••••••

Asset manager (funds and pooled vehicles)Charlotte, North CarolinaCRD 334510SEC 801-134755websiteIAPD
Legal name V•••••• P••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Oct 14, 2025 · 2 filings
SEC status approved since Nov 25, 2025
RAUM
$31.9M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$31.9M
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$31.9M as of Mar 31, 2026
Oct 14, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 31, 2026
Oct 14, 20250 then
Employees (5.A)1 as of Mar 31, 2026
Oct 14, 202512 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$31.9MderivedRAUM 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
$31.9MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
0.5derived2 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, subscription, otherreportedItem 5.E
Advisory activities
portfolio management for investment companies, publicationsreportedItem 5.G
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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Investment companies$31.9M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
T•••••• Y•••LondonFeb 24, 202612 y0
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • S••••••• P••••••• J•••• · Chairmancontrol
        since 04/2023 · owns 25% to 50%
      • Y•••• T•••••• · Chief Investment Officercontrol
        since 04/2023 · owns 10% to 25%
      • L•••••• L••••• E•••• · Chief Compliance Officer
        since 08/2025 · owns less than 5%
      • S••••••• P••••••• J•••• · Chief Operations Officer
        since 01/2025 · owns less than 5%
      Entity owners
      • E••••••••• L•• · Member
        direct · owns 10% to 25%
      • V• R•••••••• I••• · Managing Member
        direct · owns 75% or more
      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 · 0 to 1
        Oct 14, 2025 to Mar 31, 2026
      • Advisory employees · 12 to 1
        Oct 14, 2025 to Mar 31, 2026
      • BD registered reps · 3 to 0
        Oct 14, 2025 to Mar 31, 2026
      • Employees · 12 to 1
        Oct 14, 2025 to Mar 31, 2026
      • Insurance-licensed employees · 1 to 0
        Oct 14, 2025 to Mar 31, 2026
      • State-registered IARs · 0 to 1
        Oct 14, 2025 to Mar 31, 2026
      • Other offices · 0 to 1
        Oct 14, 2025 to Mar 31, 2026
      • Discretionary RAUM · $0 to $31.9M
        Oct 14, 2025 to Mar 31, 2026
      • RAUM · $0 to $31.9M
        Oct 14, 2025 to Mar 31, 2026
      Signals
      1 dated events
      • P•••••• J•••• S••••••, registered through P••••• A•••• M••••••••• L•• (Charlotte, NC), is a direct owner of V•••••• P•••••••••, an adviser first registered 2025-10-14
        Oct 14, 2025 · Owner of a newly registered adviser · 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
      variantperception.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      704-926-1116reportedpublic 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
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      $31.9Mderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026