DFX Intelligence

Data Factory

D••• V••••• G•• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

D••• V••••• G•• L••

CRD 301361

SAN JOSE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0578e327-6389-cd21-3528-ff3fae18eea8

Data as of Mar 13, 2023 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Mar 13, 2023 to Mar 13, 2023
1 observations

Across DFX

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

Private Equityidentity

D••• V••••• G•• L••

Private equity manager · shared crd

Facts

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 802-115169
CRD: 301361
Filings on the tape: 1
First filed: Mar 13, 2023
Latest filed: Mar 13, 2023

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
D••• V••••• P•••••••• L•••	Private Equity Fund	$7.4M	Mar 13, 2023	10	Mar 29, 2019	reported	n/a
D••• V••••• P••••••• I••• L•••	Private Equity Fund	$906,417

Relationships

Advises (2)

→ D••• V••••• P•••••••• L•••Private fundPrivate Equity Fund, ERA
Mar 29, 2019 to presentfactForm ADV
→ D••• V••••• P••••••• I••• L•••Private fundPrivate Equity Fund, ERA
Mar 29, 2019 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0578e327-6389-cd21-3528-ff3fae18eea8
First observed: Mar 13, 2023
Last observed: Mar 13, 2023 42 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.