Adviser profiles A–Z

Profiles of investment advisers (SEC file numbers 801-) and exempt reporting advisers (802-) that are still in the current Form ADV data and have a Form ADV filing recorded in the last 18 months, 250 to a page, A–Z by legal name. Historical records, state-registered advisers and profiles that have not been updated recently are not listed here.

This list is not a ranking. For a short, selected list, see Adviser profiles.

Page 90 of 95

VAN STRUM & TOWNE INC
Investment adviser

SEC file number

801-11816

Source date

March 27, 2026
VAN WINKLE WEALTH MANAGEMENT GROUP LLC
Investment adviser

SEC file number

801-136331

Source date

June 29, 2026
VANADIS HOLDINGS LLC
Exempt reporting adviser

SEC file number

802-132900

Source date

March 31, 2026
VANARA CAPITAL MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-132827

Source date

March 18, 2026
VANARTH INVESTMENT MANAGEMENT LLC
Exempt reporting adviser

SEC file number

802-135020

Source date

April 23, 2026
VANBARTON GROUP LLC
Investment adviser

SEC file number

801-60947

Source date

March 30, 2026
VANCE STREET MANAGEMENT LLC
Investment adviser

SEC file number

801-73466

Source date

March 31, 2026
VANCE WEALTH, LLC
Investment adviser

SEC file number

801-119423

Source date

May 7, 2026
VANDALIA WEALTH MANAGEMENT INCORPORATED
Investment adviser

SEC file number

801-135365

Source date

July 10, 2026
VANDERBILT AVENUE ASSET MANAGEMENT LLC
Investment adviser

SEC file number

801-68702

Source date

March 24, 2026
VANDERPOL INVESTMENTS L.L.C.
Investment adviser

SEC file number

801-127704

Source date

March 25, 2026
VANECREST INVESTMENTS LTD
Exempt reporting adviser

SEC file number

802-137099

Source date

July 16, 2026
VANGUARD ADVISERS, INC.
Investment adviser

SEC file number

801-49601

Source date

September 24, 2026
VANGUARD ALTERNATIVE ASSETS ADVISER, LLC
Investment adviser

SEC file number

801-135863

Source date

September 18, 2026
VANGUARD CAPITAL MANAGEMENT, LLC
Investment adviser

SEC file number

801-134586

Source date

September 21, 2026
VANGUARD CAPITAL WEALTH ADVISORS, LLC
Investment adviser

SEC file number

801-108419

Source date

September 1, 2026
VANGUARD GLOBAL ADVISERS, LLC
Investment adviser

SEC file number

801-76825

Source date

September 18, 2026
VANGUARD PERSONALIZED INDEXING MANAGEMENT
Investment adviser

SEC file number

801-114487

Source date

September 24, 2026
VANGUARD PORTFOLIO MANAGEMENT, LLC
Investment adviser

SEC file number

801-134587

Source date

September 21, 2026
VANHEEL MANAGEMENT LIMITED
Investment adviser

SEC file number

801-107196

Source date

September 23, 2026
VANN EQUITY MANAGEMENT LLC
Investment adviser

SEC file number

801-80766

Source date

March 31, 2026
VANNOY ADVISORY GROUP, INC.
Investment adviser

SEC file number

801-125019

Source date

May 21, 2026
VANQUOUR LLC
Investment adviser

SEC file number

801-122803

Source date

June 1, 2026
VANSHAP CAPITAL, LLC
Exempt reporting adviser

SEC file number

802-137065

Source date

July 16, 2026
VANTAGE CONSULTING GROUP INC
Investment adviser

SEC file number

801-27432

Source date

September 21, 2026
VANTAGE EQUITY PARTNERS LLC
Exempt reporting adviser

SEC file number

802-136585

Source date

May 27, 2026
VANTAGE FINANCIAL GROUP, INC.
Investment adviser

SEC file number

801-33485

Source date

March 30, 2026
VANTAGE INFRASTRUCTURE (USA) INC.
Investment adviser

SEC file number

801-74174

Source date

August 5, 2026
VANTAGE POINT FINANCIAL LLC
Investment adviser

SEC file number

801-122708

Source date

September 9, 2026
VANTAGE WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-70921

Source date

March 13, 2026
VANTAGEPOINT INVESTMENT ADVISERS, LLC
Investment adviser

SEC file number

801-56223

Source date

July 27, 2026
VANTAGEPOINT MANAGEMENT, INC.
Exempt reporting adviser

SEC file number

802-75580

Source date

March 20, 2026
VANTAR INC.
Investment adviser

SEC file number

801-131253

Source date

July 23, 2026
VANTERRA CAPITAL LLC
Investment adviser

SEC file number

801-78047

Source date

June 17, 2026
VANTHEON LLC
Investment adviser

SEC file number

801-136454

Source date

August 26, 2026
VANTUS WEALTH LLC
Investment adviser

SEC file number

801-133832

Source date

September 1, 2026
VANWEELDEN WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-131024

Source date

March 18, 2026
VAQUERO PRIVATE WEALTH, LTD.
Investment adviser

SEC file number

801-117364

Source date

February 24, 2026
VARADERO CAPITAL, L.P.
Investment adviser

SEC file number

801-73506

Source date

March 30, 2026
VARAGON CAPITAL PARTNERS, L.P.
Investment adviser

SEC file number

801-107473

Source date

July 23, 2026
VARANA CAPITAL, LLC
Exempt reporting adviser

SEC file number

802-123524

Source date

March 25, 2026
VARCOV CO.
Investment adviser

SEC file number

801-132583

Source date

March 17, 2026
VARDA VENTURES LLC
Exempt reporting adviser

SEC file number

802-137380

Source date

August 25, 2026
VARDE MANAGEMENT, L.P.
Investment adviser

SEC file number

801-69821

Source date

June 26, 2026
VARECS PARTNERS LIMITED
Exempt reporting adviser

SEC file number

802-121236

Source date

June 29, 2026
VARENNE CAPITAL PARTNERS
Exempt reporting adviser

SEC file number

802-119257

Source date

June 26, 2026
VARIADIC LLC
Investment adviser

SEC file number

801-132115

Source date

April 15, 2026
VARIANT EQUITY ADVISORS, LLC
Investment adviser

SEC file number

801-118573

Source date

March 31, 2026
VARIANT INVESTMENTS, LLC
Investment adviser

SEC file number

801-113357

Source date

May 29, 2026
VARIANT PERCEPTION, LLC
Investment adviser

SEC file number

801-134755

Source date

March 31, 2026
VARIANT PRIVATE WEALTH LLC
Investment adviser

SEC file number

801-110471

Source date

September 16, 2026
VARIIS PARTNERS LLP
Exempt reporting adviser

SEC file number

802-130571

Source date

June 30, 2026
VARO CAPITAL LLC
Exempt reporting adviser

SEC file number

802-136699

Source date

June 9, 2026
VARRA WEALTH MANAGEMENT LLC
Investment adviser

SEC file number

801-127022

Source date

May 22, 2026
VARSITY MANAGEMENT COMPANY, LP
Investment adviser

SEC file number

801-108383

Source date

March 30, 2026
VAST VENTURES MANAGEMENT LLC
Exempt reporting adviser

SEC file number

802-122563

Source date

March 31, 2026
VASTLY VALUABLE VENTURES LLC
Exempt reporting adviser

SEC file number

802-127475

Source date

January 26, 2026
VAUBAN ADVISERS LLC
Exempt reporting adviser

SEC file number

802-126095

Source date

July 1, 2026
VAUBAN INFRASTRUCTURE PARTNERS AMERICAS LLC
Exempt reporting adviser

SEC file number

802-126530

Source date

March 27, 2026
VAUBAN WEALTH MANAGEMENT
Investment adviser

SEC file number

801-117622

Source date

March 30, 2026
VAUGHAN AND COMPANY SECURITIES, INC.
Investment adviser

SEC file number

801-118757

Source date

May 6, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
Investment adviser

SEC file number

801-51795

Source date

March 30, 2026
VAULT FIDUCIARY LLC
Investment adviser

SEC file number

801-134858

Source date

March 27, 2026
VAULT FUND LP
Exempt reporting adviser

SEC file number

802-136100

Source date

March 31, 2026
VAVRA CAPITAL MANAGEMENT, LLC
Investment adviser

SEC file number

801-135663

Source date

February 24, 2026
VAWTER FINANCIAL LTD
Investment adviser

SEC file number

801-112975

Source date

July 21, 2026
VAZIRANI ASSET MANAGEMENT LLC
Investment adviser

SEC file number

801-117184

Source date

March 13, 2026
VB&T WEALTH MANAGEMENT LLC
Investment adviser

SEC file number

801-123228

Source date

March 4, 2026
VBWM INVESTMENT MANAGEMENT LLC
Exempt reporting adviser

SEC file number

802-132321

Source date

March 31, 2026
VCC ADVISORS, LLC
Investment adviser

SEC file number

801-115053

Source date

July 23, 2026
VCI WEALTH MANAGEMENT LLC
Investment adviser

SEC file number

801-127960

Source date

May 13, 2026
VCOF ASSOCIATES I, LLC
Exempt reporting adviser

SEC file number

802-77129

Source date

March 11, 2026
VCP FINANCIAL LLC
Investment adviser

SEC file number

801-112255

Source date

February 12, 2026
VECOVO VENTURES LTD.
Exempt reporting adviser

SEC file number

802-134486

Source date

February 2, 2026
VECREST CAPITAL LLC
Exempt reporting adviser

SEC file number

802-135306

Source date

January 9, 2026
VECTIS CAPITAL LLC
Investment adviser

SEC file number

801-136413

Source date

June 23, 2026
VECTOR CAPITAL MANAGEMENT, L.P.
Investment adviser

SEC file number

801-79800

Source date

June 24, 2026
VECTOR LINE CAPITAL, LLC
Exempt reporting adviser

SEC file number

802-136269

Source date

April 14, 2026
VECTOR TECHNOLOGIES, LLC
Investment adviser

SEC file number

801-127761

Source date

March 31, 2026
VECTOR3 WEALTH MANAGEMENT
Investment adviser

SEC file number

801-136646

Source date

June 10, 2026
VECTORS RESEARCH MANAGEMENT LLC
Investment adviser

SEC file number

801-64986

Source date

March 18, 2026
VECTRD LLC
Exempt reporting adviser

SEC file number

802-136375

Source date

April 28, 2026
VEDA INVESTMENT GROUP, LLC
Exempt reporting adviser

SEC file number

802-131776

Source date

September 2, 2026
VEDANTA MANAGEMENT, L.P.
Investment adviser

SEC file number

801-73691

Source date

September 21, 2026
VEDIC EQUITY LLC
Exempt reporting adviser

SEC file number

802-135956

Source date

March 24, 2026
VEERY CAPITAL, LLC
Investment adviser

SEC file number

801-114003

Source date

September 17, 2026
VEGA CAPITAL GROUP LLC
Investment adviser

SEC file number

801-111064

Source date

March 19, 2026
VEGA CAPITAL PARTNERS LLC
Investment adviser

SEC file number

801-134415

Source date

July 15, 2026
VELA CAPITAL MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-117487

Source date

February 3, 2026
VELA INVESTMENT MANAGEMENT, LLC
Investment adviser

SEC file number

801-119022

Source date

September 22, 2026
VELARA WEALTH MANAGEMENT INC.
Investment adviser

SEC file number

801-136680

Source date

June 25, 2026
VELAY FINANCIAL SERVICES LIMITED
Exempt reporting adviser

SEC file number

802-130514

Source date

September 2, 2025
VELD CAPITAL LIMITED
Exempt reporting adviser

SEC file number

802-126958

Source date

March 30, 2026
VELLICHOR MANAGEMENT, LP
Exempt reporting adviser

SEC file number

802-135257

Source date

March 17, 2026
VELMORA GLOBAL CAPITAL GROUP LLC
Exempt reporting adviser

SEC file number

802-134412

Source date

March 30, 2026
VELOCIS MANAGEMENT, LLC
Investment adviser

SEC file number

801-128466

Source date

March 19, 2026
VELOCITY CAPITAL ADVISORS LLC
Investment adviser

SEC file number

801-126541

Source date

May 12, 2026
VELOCITY CAPITAL MANAGEMENT LLC
Investment adviser

SEC file number

801-132139

Source date

May 18, 2026
VELT PARTNERS INVESTIMENTOS LTDA.
Exempt reporting adviser

SEC file number

802-129973

Source date

May 27, 2026
VELTRIA ADVISORS CORP.
Investment adviser

SEC file number

801-114028

Source date

March 30, 2026
VELVET VENTURES, LLC
Exempt reporting adviser

SEC file number

802-136126

Source date

March 31, 2026
VEMURI CAPITAL II, LLC
Exempt reporting adviser

SEC file number

802-128565

Source date

January 13, 2026
VENATOR MANAGEMENT LLC
Investment adviser

SEC file number

801-119414

Source date

March 30, 2026
VENBIO PARTNERS LLC
Exempt reporting adviser

SEC file number

802-111956

Source date

March 12, 2026
VENDERA MANAGEMENT HOLDINGS, LLC
Investment adviser

SEC file number

801-107710

Source date

March 31, 2026
VENDIS CAPITAL MANAGEMENT NV
Exempt reporting adviser

SEC file number

802-131541

Source date

March 23, 2026
VENELITE VENTURES, LLC
Exempt reporting adviser

SEC file number

802-132218

Source date

July 24, 2026
VENERABLE INVESTMENT ADVISERS, LLC
Investment adviser

SEC file number

801-130496

Source date

July 1, 2026
VENEROSO WEALTH MANAGEMENT INC.
Investment adviser

SEC file number

801-136483

Source date

August 27, 2026
VENNLIGHT CAPITAL MANAGEMENT, LP
Investment adviser

SEC file number

801-129365

Source date

March 28, 2026
VENOR CAPITAL MANAGEMENT LP
Investment adviser

SEC file number

801-72616

Source date

March 27, 2026
VENREX INVESTMENT MANAGEMENT LLP
Investment adviser

SEC file number

801-135166

Source date

March 4, 2026
VENROCK ADVISER, LLC
Investment adviser

SEC file number

801-79382

Source date

April 28, 2026
VENROCK MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-76063

Source date

April 28, 2026
VENSANA CAPITAL MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-114814

Source date

March 16, 2026
VENTANA PRIVATE WEALTH LLC
Investment adviser

SEC file number

801-127726

Source date

March 27, 2026
VENTIONEERS CAPITAL INC.
Exempt reporting adviser

SEC file number

802-134032

Source date

March 6, 2026
VENTIRA PRIVATE WEALTH MANAGEMENT LTD.
Investment adviser

SEC file number

801-76928

Source date

March 16, 2026
VENTUM ADVISORS CORP.
Investment adviser

SEC file number

801-114720

Source date

June 25, 2026
VENTURE CAPITAL FUND OF AMERICA III, INC.
Investment adviser

SEC file number

801-73768

Source date

March 30, 2026
VENTURE FORTH FINANCIAL, LLC
Investment adviser

SEC file number

801-136054

Source date

September 9, 2026
VENTURE GUIDES MANAGEMENT, L.P.
Exempt reporting adviser

SEC file number

802-131355

Source date

June 30, 2026
VENTURE HIGHWAY CONSULTANTS LLP
Exempt reporting adviser

SEC file number

802-131137

Source date

June 26, 2026
VENTURE INVESTMENT MANAGEMENT CO., L.L.C.
Investment adviser

SEC file number

801-73833

Source date

March 19, 2026
VENTURE INVESTORS LLC
Exempt reporting adviser

SEC file number

802-76430

Source date

March 30, 2026
VENTURE VISIONARY PARTNERS LLC
Investment adviser

SEC file number

801-116835

Source date

September 4, 2026
VENTURE51 LLC
Exempt reporting adviser

SEC file number

802-108596

Source date

March 27, 2026
VENTUREWAVE CAPITAL LIMITED
Exempt reporting adviser

SEC file number

802-126028

Source date

June 12, 2026
VENTURI WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-78932

Source date

August 31, 2026
VERA LAKE CAPITAL, LLC
Investment adviser

SEC file number

801-135693

Source date

July 6, 2026
VERACITY CAPITAL LLC
Investment adviser

SEC file number

801-116934

Source date

April 8, 2026
VERADACE CAPITAL MANAGEMENT LLC
Exempt reporting adviser

SEC file number

802-115314

Source date

April 9, 2026
VERANCE CAPITAL MANAGEMENT LLC
Exempt reporting adviser

SEC file number

802-134308

Source date

March 26, 2026
VERATIS ADVISORS, INC.
Investment adviser

SEC file number

801-60849

Source date

March 31, 2026
VERAZ ADVISORS, LLC
Investment adviser

SEC file number

801-136155

Source date

June 2, 2026
VERBENA VALUE LP
Investment adviser

SEC file number

801-133856

Source date

July 16, 2026
VERCAP MANAGEMENT LLC
Investment adviser

SEC file number

801-131333

Source date

May 5, 2026
VERDAD ADVISERS, L.P.
Investment adviser

SEC file number

801-116696

Source date

March 11, 2026
VERDANE CAPITAL ADVISORS AS
Exempt reporting adviser

SEC file number

802-108496

Source date

March 31, 2026
VERDANE FUND MANAGER AB
Exempt reporting adviser

SEC file number

802-118669

Source date

March 31, 2026
VERDARA PPP LLC
Investment adviser

SEC file number

801-135251

Source date

July 15, 2026
VERDE CAPITAL MANAGEMENT, INC.
Investment adviser

SEC file number

801-69167

Source date

August 14, 2026
VERDE SERVICOS INTERNACIONAIS S.A.
Investment adviser

SEC file number

801-80022

Source date

June 9, 2026
VERDENCE CAPITAL ADVISORS, LLC
Investment adviser

SEC file number

801-110722

Source date

May 22, 2026
VERDICT CAPITAL MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-136783

Source date

June 18, 2026
VERDIS INVESTMENT MANAGEMENT, LLC
Investment adviser

SEC file number

801-65821

Source date

April 7, 2026
VERDURE CAPITAL MANAGMENT, LLC
Exempt reporting adviser

SEC file number

802-136464

Source date

May 11, 2026
VERDUS CAPITAL, LLC
Exempt reporting adviser

SEC file number

802-127028

Source date

May 21, 2026
VERECAN ASSET MANAGEMENT INC.
Investment adviser

SEC file number

801-133939

Source date

March 30, 2026
VERECAN CAPITAL MANAGEMENT INC.
Investment adviser

SEC file number

801-133993

Source date

September 4, 2026
VERGENT ASSET MANAGEMENT LLP
Investment adviser

SEC file number

801-121079

Source date

June 26, 2026
VERGEPOINTE WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-70579

Source date

March 2, 2026
VERGER CAPITAL MANAGEMENT LLC
Investment adviser

SEC file number

801-79726

Source date

July 21, 2026
VERICIMETRY ADVISORS LLC
Investment adviser

SEC file number

801-72644

Source date

March 30, 2026
VERICREST PRIVATE WEALTH, LLC
Investment adviser

SEC file number

801-119692

Source date

March 25, 2026
VERIDAN WEALTH LLC
Investment adviser

SEC file number

801-130309

Source date

July 7, 2026
VERIFIED CAPITAL LLC
Exempt reporting adviser

SEC file number

802-133953

Source date

April 27, 2026
VERIS WEALTH PARTNERS, LLC
Investment adviser

SEC file number

801-67966

Source date

March 17, 2026
VERISAIL PARTNERS, LLC
Investment adviser

SEC file number

801-113771

Source date

June 3, 2026
VERITA STRATEGIC WEALTH PARTNERS, LLC
Investment adviser

SEC file number

801-132313

Source date

March 20, 2026
VERITAS ASSET MANAGEMENT LLP
Investment adviser

SEC file number

801-89169

Source date

March 26, 2026
VERITAS CAPITAL ADVISORY GMBH
Exempt reporting adviser

SEC file number

802-134645

Source date

September 28, 2025
VERITAS CAPITAL FUND MANAGEMENT, L.L.C.
Investment adviser

SEC file number

801-73512

Source date

March 31, 2026
VERITAS WEALTH MANAGEMENT LLC
Investment adviser

SEC file number

801-136200

Source date

August 19, 2026
VERITAS WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-135528

Source date

February 9, 2026
VERITAS WEALTH PARTNERS, LLC
Investment adviser

SEC file number

801-121823

Source date

March 31, 2026
VERITEN MANAGEMENT COMPANY LLC
Exempt reporting adviser

SEC file number

802-127760

Source date

April 1, 2026
VERITION FUND MANAGEMENT LLC
Investment adviser

SEC file number

801-74000

Source date

March 30, 2026
VERITY AND VERITY, LLC
Investment adviser

SEC file number

801-63829

Source date

March 18, 2026
VERITY ASSET MANAGEMENT, INC.
Investment adviser

SEC file number

801-66730

Source date

June 5, 2026
VERITY VENTURE PARTNERS, LLC
Exempt reporting adviser

SEC file number

802-136042

Source date

March 27, 2026
VERITY WEALTH ADVISORS, LLC
Investment adviser

SEC file number

801-62022

Source date

January 15, 2026
VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC
Investment adviser

SEC file number

801-121066

Source date

March 31, 2026
VERMILLION FINANCIAL ADVISORS, INC.
Investment adviser

SEC file number

801-69058

Source date

March 27, 2026
VERMILLION WEALTH MANAGEMENT INC.
Investment adviser

SEC file number

801-107450

Source date

June 18, 2026
VERNAL POINT ADVISORS, LLC
Investment adviser

SEC file number

801-80962

Source date

July 10, 2026
VEROD CAPITAL MANAGEMENT LIMITED
Exempt reporting adviser

SEC file number

802-117242

Source date

March 16, 2026
VERONORTE PANAMA S.A.
Exempt reporting adviser

SEC file number

802-135650

Source date

February 23, 2026
VERSA CAPITAL MANAGEMENT, L.P.
Investment adviser

SEC file number

801-125979

Source date

March 28, 2026
VERSANT CAPITAL MANAGEMENT, INC.
Investment adviser

SEC file number

801-63192

Source date

March 31, 2026
VERSANT VENTURE MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-75823

Source date

March 30, 2026
VERSATILE CAPITAL MANAGEMENT L.L.C.
Investment adviser

SEC file number

801-134663

Source date

March 27, 2026
VERSO PARTNERS LP
Investment adviser

SEC file number

801-123135

Source date

February 26, 2026
VERSOR INVESTMENTS LP
Investment adviser

SEC file number

801-80273

Source date

November 5, 2025
VERT ASSET MANAGEMENT LLC
Investment adviser

SEC file number

801-110846

Source date

January 28, 2026
VERTEX GROWTH MANAGEMENT PTE. LTD.
Exempt reporting adviser

SEC file number

802-135843

Source date

March 12, 2026
VERTEX MANAGEMENT II LTD.
Exempt reporting adviser

SEC file number

802-132632

Source date

March 18, 2026
VERTEX MANAGEMENT LTD.
Exempt reporting adviser

SEC file number

802-123173

Source date

March 18, 2026
VERTEX PLANNING PARTNERS, LLC
Investment adviser

SEC file number

801-122980

Source date

March 30, 2026
VERTEX VENTURE MANAGEMENT PTE. LTD.
Exempt reporting adviser

SEC file number

802-113501

Source date

March 20, 2026
VERTEX VENTURES SEA MANAGEMENT PTE. LTD.
Exempt reporting adviser

SEC file number

802-126965

Source date

March 16, 2026
VERTEXA LTD
Exempt reporting adviser

SEC file number

802-136683

Source date

June 8, 2026
VERTICA CAPITAL MANAGEMENT LLC
Exempt reporting adviser

SEC file number

802-117204

Source date

April 1, 2026
VERTICAL VENTURE PARTNERS, LLC
Exempt reporting adviser

SEC file number

802-130113

Source date

March 31, 2026
VERTIS WEALTH, LLC
Investment adviser

SEC file number

801-132579

Source date

March 30, 2026
VERTRIX WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-134983

Source date

April 29, 2026
VERTU VENTURES INC.
Exempt reporting adviser

SEC file number

802-126481

Source date

December 19, 2025
VERUM PARTNERS LLC
Investment adviser

SEC file number

801-115236

Source date

July 13, 2026
VERUS CAPITAL PARTNERS, LLC
Investment adviser

SEC file number

801-78989

Source date

March 31, 2026
VERUS CAPITAL VENTURES, INC.
Investment adviser

SEC file number

801-129875

Source date

September 8, 2026
VERUS FINANCIAL PARTNERS, INC.
Investment adviser

SEC file number

801-41983

Source date

May 18, 2026
VERUS WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-132079

Source date

July 31, 2026
VESEY STREET CAPITAL PARTNERS, L.L.C.
Investment adviser

SEC file number

801-108951

Source date

March 31, 2026
VESEY VENTURES LP
Exempt reporting adviser

SEC file number

802-125851

Source date

March 26, 2026
VESPER COMPANY MANAGEMENT LLC
Exempt reporting adviser

SEC file number

802-131132

Source date

March 30, 2026
VESPUCCI GENERAL PARTNERS, KFT.
Exempt reporting adviser

SEC file number

802-130461

Source date

March 27, 2026
VESSEL CAPITAL ADVISORS, LLC
Exempt reporting adviser

SEC file number

802-118586

Source date

March 31, 2026
VESSEL WEALTH PARTNERS LLC
Investment adviser

SEC file number

801-137298

Source date

August 27, 2026
VEST FINANCIAL LLC
Investment adviser

SEC file number

801-77463

Source date

June 12, 2026
VESTA VENTURES MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-137314

Source date

August 17, 2026
VESTA WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-113828

Source date

March 27, 2026
VESTAL POINT CAPITAL, LP
Investment adviser

SEC file number

801-127682

Source date

March 31, 2026
VESTAPOINT LLC
Exempt reporting adviser

SEC file number

802-129498

Source date

April 1, 2026
VESTAR CAPITAL PARTNERS, LLC
Investment adviser

SEC file number

801-74167

Source date

April 25, 2026
VESTED FINANCE INC.
Investment adviser

SEC file number

801-114441

Source date

June 26, 2026
VESTED FINANCIAL PLANNING, LLC
Investment adviser

SEC file number

801-129759

Source date

March 3, 2026
VESTED INVESTMENT MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-121418

Source date

July 9, 2026
VESTGEN ADVISORS, LLC
Investment adviser

SEC file number

801-123390

Source date

September 11, 2026
VESTGEN INVESTMENT MANAGEMENT, LLC
Investment adviser

SEC file number

801-60889

Source date

April 14, 2026
VESTIA ADVISORS, LLC
Investment adviser

SEC file number

801-112175

Source date

September 22, 2026
VESTIE, INC.
Investment adviser

SEC file number

801-134834

Source date

July 2, 2026
VESTIGO VENTURES MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-117860

Source date

March 27, 2026
VESTMARK ADVISORY SOLUTIONS, INC.
Investment adviser

SEC file number

801-114077

Source date

March 30, 2026
VESTMENT FINANCIAL LLC
Investment adviser

SEC file number

801-116812

Source date

September 2, 2026
VESTOR CAPITAL, LLC
Investment adviser

SEC file number

801-77335

Source date

March 27, 2026
VESTPOINTE WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-122250

Source date

March 5, 2026
VESTURA, LLC
Investment adviser

SEC file number

801-80496

Source date

August 11, 2026
VESTWEALTH, INC.
Investment adviser

SEC file number

801-122842

Source date

August 27, 2026
VESTWELL ADVISORS LLC
Investment adviser

SEC file number

801-107981

Source date

July 15, 2026
VETA INVESTMENT PARTNERS, LLC
Investment adviser

SEC file number

801-119046

Source date

August 31, 2026
VETAMER CAPITAL MANAGEMENT, L.P.
Exempt reporting adviser

SEC file number

802-130598

Source date

March 30, 2026
VETERI PLACE CORPORATION
Investment adviser

SEC file number

801-80005

Source date

March 30, 2026
VEX HOLDINGS PUERTO RICO CORP
Exempt reporting adviser

SEC file number

802-133765

Source date

February 10, 2026
VEXORYLAX LTD
Exempt reporting adviser

SEC file number

802-136449

Source date

May 8, 2026
VF ADVISORS, LLC
Investment adviser

SEC file number

801-133804

Source date

March 13, 2026
VFPE ADVISORS LLC
Investment adviser

SEC file number

801-114645

Source date

August 28, 2026
VGAMES 2 FUND MANAGEMENT LTD
Exempt reporting adviser

SEC file number

802-132689

Source date

March 31, 2026
VGAMES FUNDS MANAGEMENT LTD
Exempt reporting adviser

SEC file number

802-132764

Source date

March 31, 2026
VGO CAPITAL PARTNERS LLP
Exempt reporting adviser

SEC file number

802-80590

Source date

June 9, 2026
VIA EQUITY A/S
Exempt reporting adviser

SEC file number

802-120977

Source date

March 31, 2026
VIA IV INVESTMENTS, LLC
Investment adviser

SEC file number

801-120335

Source date

March 12, 2026
VIABLE PLANNING, LLC
Investment adviser

SEC file number

801-130160

Source date

March 31, 2026
VIANTI CAPITAL MANAGEMENT, LP
Exempt reporting adviser

SEC file number

802-136082

Source date

March 30, 2026
VIAQUEST ADVISORS LLC
Investment adviser

SEC file number

801-131568

Source date

March 24, 2026
VIAWEALTH, LLC
Investment adviser

SEC file number

801-118904

Source date

April 29, 2026
VIBRANT CAPITAL PARTNERS, INC.
Investment adviser

SEC file number

801-70031

Source date

March 31, 2026
VIBURNUM FUNDS PTY LTD
Investment adviser

SEC file number

801-117403

Source date

September 25, 2025
VICENTE CAPITAL PARTNERS, LLC
Exempt reporting adviser

SEC file number

802-135268

Source date

January 5, 2026
VICKERMAN INVESTMENT ADVISORS, INC.
Investment adviser

SEC file number

801-120620

Source date

February 25, 2026
VICKERS VENTURE PARTNERS (S) PTE LTD
Exempt reporting adviser

SEC file number

802-117965

Source date

February 3, 2026