We help family offices and individuals build successful direct investment programs across generations
V3Limited is an independent consulting firm serving family offices and ultra-high net worth individuals with significant direct investments in operating companies, real estate as well as private investments in venture capital, private equity, debt and special situation strategies. Our direct investment program Road Map, due diligence, analytics and reporting, and turnaround and recovery services empower clients with actionable resources and insights to strengthen decision-making and to drive better outcomes.
Strengthen Your Direct Investing Program
Reduce Financial Exposure. Avoid Alienating Family.
When families own direct investments in operating companies, real estate and specialty private investments that don’t perform as expected, their financial capital and family unity are put at undue risk. At V3Limited, we understand the risks, challenges, and complexities inherent when investing in the private markets. Our goal is to help families both mitigate financial and family relationship-based exposures and improve outcomes as they grow their direct investing program.
Our 5-Part Framework helps families strengthen the foundation of their direct investing program with an integrated focus on purpose, people, process, portfolio and performance. This holistic approach provides longevity for both positive family relations and potential investment out-performance.
610-989-7201
tkellerman@v3-limited.com
Todd Kellerman
Co-Founder, Principal
Todd is a co-founder of V3Limited and has over 25 years of principal investment, advisory and operating executive experience helping investors, families and stakeholder’s advocate for successful outcomes related to their unique situation, holdings and objectives.
Prior to V3, Todd served as Managing Director at an investment advisor where he co-managed a private investment portfolio serving in various principal capacities, including investor representative, board member and chief restructuring officer. Previously, Todd was Chief Financial Officer at Direxion, an investment firm offering alternative investment strategies to registered investment advisors and institutional investors. Previously, Todd was Vice President of Corporate Development at Raven Holdings, a private holding company providing advisory services and making principal investments in the investment management and insurance industries. Todd began his professional career at Arthur Andersen where he served as a business consultant and auditor to clients in multiple industries.
Todd received his MBA from the F.W. Olin School of Business at Babson College and his Bachelor’s Degree in Accounting from the University of Miami.
917-445-6191
twray@v3-limited.com
Tim Wray
Co-Founder, Principal
Tim is a co-founder of V3Limited and has over 25 years of principal private investment experience including healthcare, media, retail products, financial services, energy, chemical, manufacturing, technology/telecom services, and car/heavy truck manufacturing. Prior to V3, Tim was a partner at an investment adviser overseeing the recovery for a portfolio of legacy direct private equity and debt investments for its clients.
Previously, Tim served as interim CFO for Creditex Group Inc., an inter-dealer CDS brokerage firm, helping transform the company from a niche player into its industry’s largest electronic trading platform industry. Prior to Creditex, Tim worked for a $1.3 billion fund, Questor, executing LBO equity or debt distressed acquisitions and turnarounds of troubled and bankrupt middle market companies. Prior to Questor, Tim was the CEO of U.S. Plastics Inc., managing the operating and financial restructuring of a poorly managed, mid-sized manufacturing company.
Tim also serves on the board of operating non-profits and foundations including Trinity Church Wall Street and the Westminster Kennel Club, and is a former Chairman of the ASPCA. Tim served on the U.S. National Rowing Team for five World Championships and is a two-time Collegiate National Rowing Champion.
Tim received his Master’s degree as a Sloan Fellow from the Stanford University Graduate School of Business and his Bachelor’s degree in English Literature from Princeton University.
V3Limited
Our name represents how we help our clients achieve results with our guiding principles of Value, Virtue and Vigilance.
Value
We collaborate with you to understand what you value most—your time, your relationships, your investment returns, your causes, your reputation, your privacy, your responsibilities, and more.
Virtue
We are not judgmental and have a deep sense of responsibility and care as we work with you to achieve results.
Vigilance
We are relentless in advocating for you. We strive to preempt challenges, anticipate issues, and help you problem-solve and make thoughtful decisions.
Core Values
Return on Investment
We don’t just deliver reports — we help our clients drive profits. We offer customized solutions to truly answer the needs of our clients.
Truth
Our commitment to the truth drives our transparency and objectivity. We are honest with clients when it comes to tough decisions.
Expertise
We have devoted our careers to hands-on direct investing, and our offerings are backed by thousands of hours of “shop floor-to-board room” experience and execution. We constantly invest in our team, knowledge, resources, and tools to support our clients’ needs.
Relentless
We stick by our client’s side in the economic ups and downs of direct investing. As your unwavering advocate, we never give up. Clients can count on us for sustained guidance throughout the good and bad.
Advocate
We take our clients’ side unequivocally. We protect clients’ rights and put their interests ahead of our own.
Simplicity
We uncomplicate the complex and opaque challenges that our clients encounter every day. We make complicated and disparate information easier to digest.