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V3LIMITED LLC
CRD 169624 · SEC 801-78846
150 NORTH RADNOR CHESTER ROAD, SUITE F-200, RADNOR, PA, 19087, United States
Phone
610-989-7200
Fax
610-546-1441
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$122.4M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersDUE DILIGENCE SERVICES RELATED TO EXISTING AND PROSPECTIVE PRIVATE INVESTMENTS
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 50 | $121.1M |
| Other investment advisers | 1 | $0 |
| Corporations/business entities | 6 | $1.4M |
States served
NJ, NY, PA, FL
All web addresses on file
Official SEC filing: View on IAPD