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VR ADVISORY SERVICES LTD.

CRD 137158File 801-65792
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$9.77B
Top 10% of cohort (national)
Discretionary AUM
$9.77B
Clients
7
7 accounts
Employees
42
Top 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
NYRO
Registration date
Jan 27, 2006
Principal office
601 LEXINGTON AVENUE, SUITE 5930, NEW YORK, NY, 10022
Phone
+1 646 571 1870

Assets & accounts

ADV Item 5F
Total regulatory AUM
$9.77B
Discretionary AUM
$9.77B
Non-discretionary AUM
$0
Discretionary accounts
7
Non-discretionary accounts
0
Total accounts
7
AUM per client
$1.40B

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$131.6M
Pooled investment vehicles6$9.63B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees4442decreased by2
Apr 1, 2026AUM$8,746,103,064$9,765,461,604increased by$1,019,358,540
May 1, 2025
vs Oct 1, 2022
Clients67increased by1
May 1, 2025
vs Oct 1, 2022
AUM$5,418,705,206$8,746,103,064increased by$3,327,397,858
May 1, 2025
vs Oct 1, 2022
Accounts67increased by1
Apr 1, 2022Employees4244increased by2
Apr 1, 2022AUM$5,397,476,575$5,418,705,206increased by$21,228,631
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “VR ADVISORY” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VR ADVISORY” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.