DFX Intelligence

S•••••• C•••••• O••••••••• L••: firm on the private equity graph | DFX Data Factory

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Private equityFirmventure with pe activity · probablemiddle market

S•••••• C•••••• O••••••••• L••

Private Equity

Menlo Park, CA

••• Locked

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:e7de0285-75c4-4325-a130-4f924c3985ab

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 22, 2026, 5:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 71
Dated events: 40
On other graphs: 4
Observed: Sep 13, 2026 to Sep 15, 2026
28 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

S•••••• C•••••• O••••••••• L••

Venture manager · cited, shared crd

Independent Sponsorsidentity

S•••••• C•••••• O••••••••• L••

Capital provider to sponsors · cited, shared crd

RIA / Wealth Managementidentity

S•••••• C•••••• O••••••••• L••

Registered adviser · cited, shared crd

Allocatorsidentity

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 2
PE funds: 2
Vintages: 2021 to 2021
PE GAV, 2024 filing: $1.4B••• Locked
Regulatory AUM: $56B
Investments: 21
Active investments: 0
Size band: MIDDLE MARKETderived••• Locked
Latest ADV filing: Oct 30, 2024

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
S•••••• C•••••• G••••• G••••• F••• I•• • U••••••••• A•••• P••••••••• F•••• L•••	2021	Unknown	Private Equity Fund	n/a	$29.2M	0
S•••••• C•••••• G••••• G••••• F••• I•• • U••••••••• A•••• F•••• L•••	2021	Unknown	Private Equity Fund	n/a	$1.4B

Investments

Company	State	Role	Control	Invested	Exited	Status
S•••••	n/a	unknown	unknown	n/a	n/a	unknown
A•••••	n/a	unknown	unknown	n/a	n/a	unknown

Relationships

Firm member (1)

→ BrookfieldFirmadviser
factDFX's own graph

Invested in (21)

→ K•••••Companyunknown
factThe subject's own site
→ S•••••Companyunknown
factThe subject's own site
→ S••••••••Companyunknown

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Oct 30, 2024
Person left
Robert Bryan Schreier (Managing Member) no longer on Schedule A of S•••••• C•••••• O••••••••• L••
Form ADVobserved 8 days ago
Occurred
Mar 29, 2024
Person left
Anna Yurievna Swank (Us/E Chief Financial Officer) no longer on Schedule A of S•••••• C•••••• O••••••••• L••
Form ADVobserved 8 days ago
Occurred
Dec 1, 2023
Person joined
Robin Sejin Chang joined Schedule A of S•••••• C•••••• O••••••••• L•• as Chief Compliance Officer
Form ADVobserved 8 days ago

Provenance

Graph: Private Equity
Canonical id: dfx:pe:e7de0285-75c4-4325-a130-4f924c3985ab
First observed: Sep 13, 2026
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Employs (41)

→ David Solomon CahnPersonManaging Member
Dec 1, 2023 to presentfactForm ADV
→ Robin Sejin ChangPersonChief Compliance Officer
Dec 1, 2023 to presentfactForm ADV
→ Jung Yeon SonPersonChief Legal Officer
Oct 1, 2019 to presentfactForm ADV
→ Douglas Mauro LeonePersonTrustee
Aug 1, 1999 to presentfactForm ADV
→ Patricia Perkins LeonePersonTrustee
Aug 1, 1999 to presentfactForm ADV
→ Roelof Frederik BothaPersonManaging Member
May 1, 2007 to presentfactForm ADV
→ Huifen Nmn ChanPersonTrustee
Oct 1, 2004 to presentfactForm ADV
→ Joseph James GoetzPersonManaging Member
Jun 1, 2018 to presentfactForm ADV
→ Alfred Nmn LinPersonTrustee
Sep 1, 2012 to presentfactForm ADV
→ Patrick William GradyPersonTrustee
Dec 1, 2020 to presentfactForm ADV
→ Marie Louise KlemchukPersonChief Financial Officer
Mar 1, 2016 to presentfactForm ADV
→ Matthew Craig MillerPersonTrustee
Mar 1, 2022 to presentfactForm ADV
→ LIN Chao-Hui RebeccaPersonTrustee
Sep 1, 2012 to presentfactForm ADV
→ Jessica LeePersonManaging Member
May 1, 2019 to presentfactForm ADV
→ Andrew ReedPersonManaging Member
Nov 1, 2020 to presentfactForm ADV
→ Shaun Macbride MaguirePersonManaging Member
Mar 1, 2021 to presentfactForm ADV
→ Sarah GuoPersonTrustee
Dec 1, 2020 to presentfactForm ADV
→ Ravinder Kumar GuptaPersonManaging Member
May 1, 2021 to presentfactForm ADV
→ Stephanie Michelle ZhanPersonManaging Member
Oct 1, 2021 to presentfactForm ADV
→ Bogomil G BalkanskyPersonManaging Member
Mar 1, 2022 to presentfactForm ADV
→ Konstantine Robert BuhlerPersonManaging Member
Mar 1, 2022 to presentfactForm ADV
→ Mandy Sue MillerPersonTrustee
Mar 1, 2022 to presentfactForm ADV
→ Sonya Rui HuangPersonManaging Member
Jun 1, 2022 to presentfactForm ADV
→ Sumaiya BalbalePersonCoo & Operating Partner
Apr 1, 2023 to presentfactForm ADV
→ Anna Yurievna SwankPersonUs/E Chief Financial Officer
Feb 1, 2022 to Mar 29, 2024inferenceForm ADV
→ Donald Louis VieiraPersonGlobal Clo
Sep 1, 2019 to Mar 31, 2023inferenceForm ADV
→ Carl M EschenbachPersonTrustee
May 1, 2016 to Mar 31, 2023inferenceForm ADV
→ Michael Saul AbramsonPersonManaging Member
Jan 1, 2015 to Nov 10, 2020inferenceForm ADV
→ Robert Bryan SchreierPersonTrustee
Feb 1, 2010 to Nov 10, 2020inferenceForm ADV
→ Christopher Scott CooperPersonGlobal Chief Financial Officer And Chief Compliance Officer
Mar 1, 2016 to May 20, 2019inferenceForm ADV
and 11 more