DFX Intelligence

S•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

S•••••••••

S••••••••• MANAGEMENT SERVICES, LLC, CRD 194512

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:003acb9a-a680-ead0-5dac-58859595c832

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 45
Dated events: 4
On other graphs: 2
Observed: Jul 24, 2020 to Mar 30, 2026
16 observations

Across DFX

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

Venture Capitalidentity

S•••••••••

Venture manager · cited, shared crd

Allocatorsidentity

S•••••••••

Manager with allocator commitments · cited, shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $4.5B••• Locked
Discretionary RAUM: $4.5B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 50

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
S••••••••• B••••••• F•••• L•••	Venture Capital Fund	$523M	Jul 8, 2024	155	Mar 31, 2017	reported	021-270298
S••••••••• F••• I••• L•••	Venture Capital Fund	$482M	Jul 8, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••••••••• S••••••• C••••	CHIEF COMPLIANCE OFFICER	Na	yes	07/2020	Jul 24, 2020	Jul 8, 2024
F•••••• C••••••••• W•	M••••••• M•••••• S••••••••• M••••••••• S••••••• L••	C	yes	09/2014	Jul 24, 2020	Jul 8, 2024

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	0	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$4.5B	$4.0B	12.0%	$3.2B	12.6%	50	49	1	1

Relationships

Advises (42)

→ S••••••••• O••••••••• F•••• L••• • S••••• 9•Private fundVenture Capital Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ S••••••••• S••• F•••• L•••Private fundVenture Capital Fund, IA
Mar 27, 2024 to presentfactForm ADV
→ S••••••••• X•• O••••••••• L••• • S••••• 3•Private fundVenture Capital Fund, IA
Mar 27, 2024 to presentfactForm ADV
→ S••••••••• O••••••••• F•••• L••• • S••••• 1•

Dated events

Occurred
Sep 14, 2023
Control person left
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 14, 2023
Control person left
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$1.7B
Occurred
Jul 24, 2020
First Form ADV filing

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:003acb9a-a680-ead0-5dac-58859595c832
First observed: Jul 24, 2020
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
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.