SourcingSourcing

VILA, LLC

C40
CRD 307186·SEC 801-118223·SAN FRANCISCO, CA
AUM
$286.5M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$860K
@ 30% margin
Est. Deal Value
$6.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VILA, LLC
CRD
307186
SEC file #
801-118223
EIN
872631144
DBA names
—

Economics

AUM
$286.5M
AUM band
$100M-$500M
AUM trajectory
'21'26
$100.0M → $286.5M▲ +187%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'21'26
5 advisors → 4 advisors▼ -20%
Primary office
SAN FRANCISCO CA
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
vilallc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VERITAS GROUP, INC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
VERITAS GROUP, INC
AU, YAT-PANG
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
VILALLC.COM
Rdap Domain Creation Date
2020-03-27T20:20:35Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001883836
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2021-09-20
Edgar Last Filing Date
2021-09-20
Edgar Form D Count
1
Edgar Form D Offerings
2021-09-202021-09-20 · 0001883836-21-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
34 ESSEX STREETANDOVER, MA 01810
Business
34 ESSEX STREETANDOVER, MA 01810
Edgar EIN
872631144
Edgar Recent Filings
D2021-09-20 · 0001883836-21-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-03-27T20:20:35Z
Rdap Domain Last Changed
2026-03-28T10:46:35Z
Rdap Nameservers
Ns67.domaincontrol.comNs68.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
AU, YAT-PANG
Executive Officer · 2.5%
7217265
GUO, MINZHE, MO
Executive Officer · 2.5%
7931064
SPENCER GARTH HOGAN
Executive Officer · 2.5%
7004175