Investment adviser · CRD 110371
VILLAFRANCO WEALTH MANAGEMENT
Investment adviser filing (IA)
SOUTHWIND ASSOCIATES OF NJ INC.
· Form ADV filed Mar 18, 2026
- Regulatory AUM
- $299M Form ADV · Item 5.F
- Client accounts
- 122 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | 2 | $144,991,177 | 48.5% |
| High-net-worth individuals | 26 | $124,761,263 | 41.7% |
| Pooled investment vehicles | 2 | $22,011,752 | 7.4% |
| Individuals | 46 | $7,360,790 | 2.5% |
Filing source
Form ADV 2065214 · Mar 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CAIN5 L.P.Hedge Fund · Last reported Mar 18, 2026$15.6MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SANVILLE & COMPANY CPA
PCAOB 169
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-6049873849
- Reported beneficial owners
- 21
- Minimum commitment
- $250K
- Form D file number
- 021-175191
Form ADV 2065214 · Mar 18, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CENTRAL PARTNERS L.P.Hedge Fund · Last reported Mar 18, 2026$6.4MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
SANVILLE & COMPANY CPA
PCAOB 169
Fund details & source
- Fund ID
- 805-8982465954
- Reported beneficial owners
- 16
- Minimum commitment
- $250K
- Form D file number
- 021-130058
Form ADV 2065214 · Mar 18, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
INSIGNIA L.P.Hedge Fund · Last reported Mar 30, 2022$9.44KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ROTENBERG MERIL SOLOMON BERTIGER & GUTTILLA, P.C
PCAOB 361
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-1902643222
- Reported beneficial owners
- 1
- Minimum commitment
- $250K
- Form D file number
- 021-175191
Form ADV 1601930 · Mar 30, 2022 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets
Principal office
CRD 110371
Filing source
Form ADV 2065214 · Mar 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.