SourcingSourcing

V3LIMITED LLC

B60
CRD 169624·SEC 801-78846·RADNOR, PA
AUM
$122.4M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$367K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
V3LIMITED LLC
CRD
169624
SEC file #
801-78846
EIN
—
DBA names
—

Economics

AUM
$122.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$222.7M → $122.4M▼ -45%
Client mix
Individuals High Net Worth50
Corporations6
Other Investment Advisers1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
RADNOR PA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
v3-limited.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KELLERMAN, TODD, ANDREW
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
KELLERMAN, TODD, ANDREW
WRAY, TIMOTHY, FIRESTONE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
V3-LIMITED.COM
Rdap Domain Creation Date
2013-01-01T05:35:32Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
PDR Ltd. d/b/a PublicDomainRegistry.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Fidelity6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-01-01T05:35:32Z
Rdap Domain Last Changed
2023-12-09T18:35:57Z
Rdap Nameservers
Ns1.whois.comNs2.whois.comNs3.whois.comNs4.whois.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5719257
Trust Company Affiliate
No

People (2)

2
KELLERMAN, TODD, ANDREW
Direct Owner · 62.5%
5719257
WRAY, TIMOTHY, FIRESTONE
Direct Owner · 62.5%
2072267