DFX Intelligence

C•• M••••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

C•• M••••••••• L••

CRD 301854

BOSTON, MA

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Search this name across graphsid dfx:ria:19681368-a215-97d1-ec1d-978530f5b809

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 1
Observed: Mar 26, 2026 to Mar 26, 2026
1 observations

Across DFX

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

Venture Capitalidentity

C•• M••••••••• L••

Venture 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: $0derived••• Locked
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 802-115303
CRD: 301854
Filings on the tape: 1
First filed: Mar 26, 2026
Latest filed: Mar 26, 2026

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
C••••••• H••••• V••••••• I•• L•••	Venture Capital Fund	$62.2M	Mar 14, 2024	49	Apr 17, 2019	reported	021-324037
C••••••• H••••• V••••••• F••• I••• L•••	Venture Capital Fund	$50.0M

Relationships

Advises (6)

→ C•• S•• I• L•Private fundVenture Capital Fund, ERA
Mar 31, 2021 to presentfactForm ADV
→ C•• S•• I••••• L•••Private fundVenture Capital Fund, ERA
Mar 22, 2023 to presentfactForm ADV
→ C••••••• H••••• V••••••• F••• I••• L•••Private fundVenture Capital Fund, ERA
Mar 22, 2023 to presentfactForm ADV
→ C••••••• H••••• V••••••• P••••••• F••• I••• L•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:19681368-a215-97d1-ec1d-978530f5b809
First observed: Mar 26, 2026
Last observed: Mar 26, 2026 6 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.