SourcingSourcing

VSV MANAGEMENT, LLC

C47
CRD 317632·SEC 801-123062·WEST PALM BEACH, FL
AUM
$229.1M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$687K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VSV MANAGEMENT, LLC
CRD
317632
SEC file #
801-123062
EIN
—
DBA names
Velvet Sea Ventures

Economics

AUM
$229.1M
AUM band
$100M-$500M
AUM trajectory
'22'26
$221.8M → $229.1M▲ +3%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
9
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'22'26
7 advisors → 7 advisors▬ 0%
Primary office
WEST PALM BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/09/2026
ADV-W filed at
—
Website
velvetseavc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LAZEROW ENTERPRISES, LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
11
Control Persons
LAZEROW ENTERPRISES, LLC
ACESTES, LLC
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
VELVETSEAVC.COM
Rdap Domain Creation Date
2019-05-08T15:57:01Z
Rdap Firm Age Years
7
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 Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.096
Soi Zip Pct 200k Plus
0.0272
Soi Zip Returns 200k Plus
440
Soi Zip Total AGI
938,384
Fdic Zip Total Deposits
5,253,149,000
Fdic Zip Branch Count
103
Fdic Zip Top Banks
Bank of America, National Association
Wachovia Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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
E*trade4
Fdic Zip Branches Raw
Barnett Bank of Palm Beach CountyWest Palm Beach, FL
Governors BankWest Palm Beach, FL
Fdic Zip HHI
1,761
Fdic Zip Top Bank Share Pct
25.86
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2035-05-08T15:57:01Z
Rdap Domain Last Changed
2026-04-09T19:00:07Z
Rdap Nameservers
Ns59.domaincontrol.comNs60.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI89,086
Returns6,480
Stub 2
AGI176,789
Returns4,920
Stub 3
AGI131,776
Returns2,160
Soi Zip Total Business Income
18,129
Soi Zip Total Cap Gains
84,769
Soi Zip Total Dividends
38,370
Soi Zip Total Returns
16,150
Trust Company Affiliate
No

People (7)

7
GIAMPETRONI, JOHN, ANGELO
Executive Officer · 2.5%
1941730
Giampetroni, Matthew, Robert
Executive Officer · 2.5%
7242509
Lazerow, Kathryn, Savarese
Executive Officer · 2.5%
7242497
Lazerow, Michael, Myerberg
Executive Officer · 2.5%
7242498
Katherine Q Rosa
Executive Officer · 2.5%
2709024
DIMARZO, AUDREY, PRICE
Executive Officer · 2.5%
6386415
KNOWLES, TODD, EDWARD
Executive Officer · 2.5%
6028301