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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

P••••• V•••••• P••••••• M••••••••• C••

P••••• V•••••• P••••••• M••••••••• C••, LLC, CRD 283261

SAN CARLOS, CA

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Search this name across graphsid dfx:ria:1b719119-4e85-8b61-521b-ec57cfc5714c

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 1
Observed: Mar 31, 2022 to Apr 30, 2026
9 observations

Across DFX

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

Venture Capitalidentity

P••••• V•••••• P••••••• M••••••••• C••

Venture manager · 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: $704MItem 5.F on the latest filing (2026-04-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $704M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

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
P••••• V•••••• P••••••• G••••• U•• L•	Venture Capital Fund	$234M	Sep 25, 2024	2	Mar 31, 2018	reported	n/a
P••••• V•••••• P••••••• U• F••• I• L•••	Venture Capital Fund

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M•••• D••••• J•••••	MANAGING MEMBER	C	yes	04/2020	Mar 31, 2022	Sep 25, 2024
R••••••••• J••• R••••••	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	yes	12/2015	Mar 31, 2022

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
P••••• V•••••• P••••••• B•••••• L••	n/a	n/a	n/a	N	yes	n/a
P••••• V•••••• P••••••• E•••••••• L••	n/a	n/a	n/a	N	yes	n/a
P••••• V•••••• P••••••• I••••••••• L••

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SAN FRANCISCO	CA	United States	0	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$704M	$836M	-15.8%	$754M	-2.3%	4	5	1	1

Relationships

Advises (7)

→ P••••• V•••••• P••••••• U• F••• I• L•••Private fundVenture Capital Fund, IA
Mar 14, 2016 to presentfactForm ADV
→ P••••• X•• I• L•••Private fundOther Private Fund, IA
Mar 28, 2023 to presentfactForm ADV
→ P••••• E••••••• F••• I• L•Private fundVenture Capital Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ P•• G••••••••• L••

Dated events

Occurred
Mar 31, 2022
First Form ADV filing
P••••• V•••••• P••••••• M••••••••• C•• filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1b719119-4e85-8b61-521b-ec57cfc5714c
First observed: Mar 31, 2022
Last observed: Apr 30, 2026 4 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.