$122.4M Total AUM
$0 Disc. AUM
-3.8% 3Y CAGR
2 Employees
57 ADV. Clients
12 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2013
- Office Locations
- 1
Office Locations
150 North Radnor Chester Road Suite F-200 Radnor PA
About V3limited LLC
V3 Limited advises family offices and multi-generational families building and running direct investment programs. The team supports deals from acquisition to exit with program design, due diligence, risk monitoring, and post-close value creation across debt and equity, including repositioning legacy or underperforming illiquid assets. Owner-operator perspective led by Tim Wray and Todd Kellerman.
Team overview
-- AVG AGE
$61.2M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
12.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
12yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
T
TODD ANDREW KELLERMAN
Chief Compliance Officer, PRINCIPAL
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
T
TIMOTHY FIRESTONE WRAY
Principal
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $122,440,948 | $2,148,087 |
| Total | $122,440,948 | $2,148,087 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available Municipal Bonds:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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